Vestal Point Capital, LP — 13F holdings

Vestal Point Capital, LP reported 68 holdings worth $4.28B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BMRN BIOMARIN PHARMACEUTICAL INC — $345M (8.1%)
2. NBIX NEUROCRINE BIOSCIENCES INC — $317M (7.4%)
3. ABVX ABIVAX SA — $313M (7.3%)
4. UTHR UNITED THERAPEUTICS CORP DEL — $236M (5.5%)
5. ELVN ENLIVEN THERAPEUTICS INC — $203M (4.7%)
6. NRIX NURIX THERAPEUTICS INC — $195M (4.6%)
7. BCAX BICARA THERAPEUTICS INC — $156M (3.6%)
8. TSHA TAYSHA GENE THERAPIES INC — $132M (3.1%)
9. ARWR ARROWHEAD PHARMACEUTICALS IN — $128M (3.0%)
10. ABT Abbott Labs — $127M (3.0%)