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 | Open |
|---|---|---|---|---|---|
| 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 GMED
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,602,403 | 610,520 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $111,320,250 | 1,275,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $71,587,500 | 1,250,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,510,000 | 500,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,640,000 | 200,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,880,750 | 325,000 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $61,641,000 | 900,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $53,640,000 | 1,000,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,632,000 | 800,000 | Shares | Sole | 2024-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||