Position in XENE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,210,185
+$10,318,185 QoQ
Shares Held
639,900
+6.7% QoQ
Ownership
0.662%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in XENE Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Vestal Point Capital, LP holds $2,697,459,670 across 67 Biotechnology names. XENE ranks #25 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVMD |
Revolution Medicines, Inc.
|
2,375,000 | $230,968,750 | |
| 2 | BMRN |
Biomarin Pharmaceutical Inc
|
3,575,000 | $201,951,750 | |
| 3 | ABVX |
Abivax S.A.
|
1,500,000 | $167,025,000 | |
| 4 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
2,275,000 | $142,642,500 | |
| 5 | ELVN |
Enliven Therapeutics, Inc.
|
3,250,000 | $127,400,000 | |
| 6 | BCAX |
Bicara Therapeutics Inc.
|
5,425,000 | $107,903,250 | |
| 7 | NRIX |
Nurix Therapeutics, Inc.
|
6,500,000 | $100,750,000 | |
| 8 | APGE |
Apogee Therapeutics, Inc.
|
1,100,000 | $92,587,000 |
All Filings in XENE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||