Position in IRON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$113,367,000
+$68,609,000 QoQ
Shares Held
1,550,000
+121.4% QoQ
Ownership
4.04%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#8
of 214 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRON Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Vestal Point Capital, LP holds $2,824,321,683 across 51 Biotechnology names. IRON ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMRN |
Biomarin Pharmaceutical Inc
|
6,025,000 | $344,750,500 | |
| 2 | ABVX |
Abivax S.A.
|
2,349,443 | $313,086,774 | |
| 3 | ELVN |
Enliven Therapeutics, Inc.
|
4,000,000 | $203,000,000 | |
| 4 | NRIX |
Nurix Therapeutics, Inc.
|
8,050,000 | $195,293,000 | |
| 5 | BCAX |
Bicara Therapeutics Inc.
|
5,250,000 | $155,872,500 | |
| 6 | TSHA |
Taysha Gene Therapies, Inc.
|
19,415,000 | $132,216,150 | |
| 7 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
1,575,000 | $128,378,250 | |
| 8 | IRON |
Disc Medicine, Inc.
This page
|
1,550,000 | $113,367,000 |
All Filings in IRON
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,367,000 | 1,550,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $44,758,000 | 700,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,366,350 | 735,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,040,000 | 500,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,414,400 | 140,000 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||