Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vestal Point Capital, LP (CIK 1974915) reported $3.58B across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RVMD ($231.0M, 6.46%), BMRN ($202.0M, 5.65%), ABVX ($167.0M, 4.67%), NBIX ($164.7M, 4.60%), ARWR ($142.6M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | $231.0M | 6.46% | 2.4M | Added |
| 2 | BMRN | BioMarin Pharmaceutical Inc | $202.0M | 5.65% | 3.6M | Added |
| 3 | ABVX | Abivax SA | $167.0M | 4.67% | 1.5M | Trimmed |
| 4 | NBIX | Neurocrine Biosciences Inc | $164.7M | 4.60% | 1.2M | New |
| 5 | ARWR | Arrowhead Pharmaceuticals Inc | $142.6M | 3.99% | 2.3M | Added |
| 6 | ELVN | Enliven Therapeutics Inc | $127.4M | 3.56% | 3.2M | Trimmed |
| 7 | RGEN | Repligen Corp | $109.0M | 3.05% | 925,000 | Added |
| 8 | BCAX | Bicara Therapeutics Inc | $107.9M | 3.02% | 5.4M | Added |
| 9 | NRIX | Nurix Therapeutics Inc | $100.8M | 2.82% | 6.5M | Added |
| 10 | APGE | Apogee Therapeutics Inc | $92.6M | 2.59% | 1.1M | Added |
| 11 | ASND | Ascendis Pharma A/S | $85.8M | 2.40% | 375,000 | Added |
| 12 | IMCR | Immunocore Holdings PLC | $83.4M | 2.33% | 2.8M | Added |
| 13 | TSHA | Taysha Gene Therapies Inc | $80.5M | 2.25% | 18.0M | Added |
| 14 | DYN | Dyne Therapeutics Inc | $72.5M | 2.03% | 4.0M | Added |
| 15 | SNY | Sanofi SA | $67.5M | 1.89% | 1.4M | New |
| 16 | BCRX | BioCryst Pharmaceuticals Inc | $66.9M | 1.87% | 7.0M | Added |
| 17 | SRRK | Scholar Rock Holding Corp | $65.1M | 1.82% | 1.3M | Added |
| 18 | IMTX | Immatics NV | $60.8M | 1.70% | 6.2M | Added |
| 19 | BMY | Bristol-Myers Squibb Co | $60.6M | 1.70% | 1.0M | Added |
| 20 | ALC | Alcon AG | $60.3M | 1.69% | 800,000 | Trimmed |
| 21 | GLUE | Monte Rosa Therapeutics Inc | $59.3M | 1.66% | 3.6M | Added |
| 22 | VERA | Vera Therapeutics Inc | $55.0M | 1.54% | 1.4M | Added |
| 23 | TERN | Terns Pharmaceuticals Inc | $52.7M | 1.47% | 1.0M | Trimmed |
| 24 | GMED | Globus Medical Inc | $52.6M | 1.47% | 610,520 | Trimmed |
| 25 | BSX | Boston Scientific Corp | $50.2M | 1.40% | 800,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31