StockDriftsStockDriftsTop 50 Vestal Point Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BMRN | BioMarin Pharmaceutical Inc | 8.06% | 6.03M | $344.8M | +68.53%(+2.45M) | $57.98(+16.18%) | 2026-06-30 | |
| NBIX | Neurocrine Biosciences Inc | 7.4% | 1.88M | $316.8M | +50.40%(+630.00K) | $140.52(+8.68%) | 2026-06-30 | |
| ABVX | Abivax SA | 7.32% | 2.35M | $313.1M | +56.63%(+849.44K) | $91.22(+30.41%) | 2026-06-30 | |
| UTHR | United Therapeutics Corp | 5.51% | 435.0K | $235.7M | +480.00%(+360.00K) | $560.79(-10.89%) | 2026-06-30 | |
| ELVN | Enliven Therapeutics Inc | 4.74% | 4.00M | $203.0M | +23.08%(+750.00K) | $23.35(+151.91%) | 2026-06-30 | |
| NRIX | Nurix Therapeutics Inc | 4.56% | 8.05M | $195.3M | +23.85%(+1.55M) | $15.24(+77.54%) | 2026-06-30 | |
| BCAX | Bicara Therapeutics Inc | 3.64% | 5.25M | $155.9M | -3.23%(-175.00K) | $15.93(+52.39%) | 2026-06-30 | |
| TSHA | Taysha Gene Therapies Inc | 3.09% | 19.41M | $132.2M | +7.86%(+1.42M) | $4.04(+47.36%) | 2026-06-30 | |
| ARWR | Arrowhead Pharmaceuticals Inc | 3% | 1.57M | $128.4M | -30.77%(-700.00K) | $58.97(+46.93%) | 2026-06-30 | |
| ABT | Abbott Laboratories | 2.97% | 1.40M | $127.0M | new | $111.35(-0.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +115.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +117.64% |
Vestal Point Capital LP reports $4.28B in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are BMRN (8.1%), NBIX (7.4%) and ABVX (7.3%). The top 20 holdings account for 72.01% of reported assets. Its disclosed equity book has returned +115.43% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vestal Point Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1974915). View Vestal Point Capital LP’s 13F filings on SEC