StockDriftsStockDriftsTop 50 Vestal Point Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RVMD | Revolution Medicines Inc | 6.46% | 2.38M | $231.0M | +705.08%(+2.08M) | $81.40(+132.48%) | 2026-03-31 | |
| BMRN | BioMarin Pharmaceutical Inc | 5.65% | 3.58M | $202.0M | +19.17%(+575.00K) | $59.33(-0.57%) | 2026-03-31 | |
| ABVX | Abivax SA | 4.67% | 1.50M | $167.0M | -21.05%(-400.00K) | $76.40(+89.33%) | 2026-03-31 | |
| NBIX | Neurocrine Biosciences Inc | 4.6% | 1.25M | $164.7M | new | $136.43(+27.73%) | 2026-03-31 | |
| ARWR | Arrowhead Pharmaceuticals Inc | 3.99% | 2.27M | $142.6M | +152.78%(+1.38M) | $58.97(+42.44%) | 2026-03-31 | |
| ELVN | Enliven Therapeutics Inc | 3.56% | 3.25M | $127.4M | -15.14%(-580.00K) | $18.66(+166.98%) | 2026-03-31 | |
| RGEN | Repligen Corp | 3.05% | 925.0K | $109.0M | +1014.46%(+842.00K) | $139.78(+1.87%) | 2026-03-31 | |
| BCAX | Bicara Therapeutics Inc | 3.02% | 5.42M | $107.9M | +51.75%(+1.85M) | $15.93(+82.02%) | 2026-03-31 | |
| NRIX | Nurix Therapeutics Inc | 2.82% | 6.50M | $100.8M | +38.59%(+1.81M) | $14.23(+68.48%) | 2026-03-31 | |
| APGE | Apogee Therapeutics Inc | 2.59% | 1.10M | $92.6M | +100.00%(+550.00K) | $63.45(+109.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.48% | +97.56% |
| Top 20 Holdings Unweighted | +28.65% | +112.93% |
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