Position in XENE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,252,000
+$5,041,815 QoQ
Shares Held
700,000
+9.4% QoQ
Ownership
0.723%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#34
of 314 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XENE 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. XENE ranks #19 (1.5% 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.
|
1,550,000 | $113,367,000 |
All Filings in XENE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,252,000 | 700,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,210,185 | 639,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,892,000 | 600,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,165,000 | 1,100,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $62,600,000 | 2,000,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $43,615,000 | 1,300,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,752,000 | 810,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,480,250 | 825,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,469,750 | 525,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,220,000 | 400,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,060,500 | 175,000 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||