Vestal Point Capital, LP
Top Portfolio Positions
90 positions ·
$3,657,277,338 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
2,375,000 | $230,968,750 | 6.32% | |
| BMRN |
Biomarin Pharmaceutical Inc
Healthcare
|
3,575,000 | $201,951,750 | 5.52% | |
| ABVX |
Abivax S.A.
Healthcare
|
1,500,000 | $167,025,000 | 4.57% | |
| NBIX |
Neurocrine Biosciences Inc
Healthcare
|
1,250,000 | $164,675,000 | 4.50% | |
| TSHA |
Taysha Gene Therapies, Inc.
Healthcare
|
36,000,000 | $160,920,000 | 4.40% | |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
2,275,000 | $142,642,500 | 3.90% | |
| ELVN |
Enliven Therapeutics, Inc.
Healthcare
|
3,250,000 | $127,400,000 | 3.48% | |
| RGEN |
Repligen Corp
Healthcare
|
925,000 | $108,983,500 | 2.98% | |
| BCAX |
Bicara Therapeutics Inc.
Healthcare
|
5,425,000 | $107,903,250 | 2.95% | |
| NRIX |
Nurix Therapeutics, Inc.
Healthcare
|
6,500,000 | $100,750,000 | 2.75% |
Portfolio Trend
10 quarters · across all stocks
Holdings in DAWN
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $48,464,000 | 5,200,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,858,750 | 2,675,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,500,000 | 3,000,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,603,147 | 2,598,127 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,244,800 | 1,440,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,825,000 | 2,500,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,225,000 | 1,250,000 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||