Vestal Point Capital, LP
Top Portfolio Positions
90 positions ·
$3,576,817,338 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
2,375,000 | $230,968,750 | 6.46% |
| BMRN |
Biomarin Pharmaceutical Inc
Healthcare
|
3,575,000 | $201,951,750 | 5.65% |
| ABVX |
Abivax S.A.
Healthcare
|
1,500,000 | $167,025,000 | 4.67% |
| NBIX |
Neurocrine Biosciences Inc
Healthcare
|
1,250,000 | $164,675,000 | 4.60% |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
2,275,000 | $142,642,500 | 3.99% |
| ELVN |
Enliven Therapeutics, Inc.
Healthcare
|
3,250,000 | $127,400,000 | 3.56% |
| RGEN |
Repligen Corp
Healthcare
|
925,000 | $108,983,500 | 3.05% |
| BCAX |
Bicara Therapeutics Inc.
Healthcare
|
5,425,000 | $107,903,250 | 3.02% |
| NRIX |
Nurix Therapeutics, Inc.
Healthcare
|
6,500,000 | $100,750,000 | 2.82% |
| APGE |
Apogee Therapeutics, Inc.
Healthcare
|
1,100,000 | $92,587,000 | 2.59% |
Portfolio Trend
Holdings in DNLI
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,047,859 | 1,773,326 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,677,150 | 465,000 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $11,610,000 | 500,000 | Shares | Sole | 2024-08-14 | |
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