13F-HR filed by Vestal Point Capital, LP
Vestal Point Capital, LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 90 holding rows worth $3,576,817,318.
- Accession
- 0001974915-26-000004
- Filer
- CIK 1974915
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 90 entries on the cover page, a total value of $3,576,817,318 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,576,817,318 with VALUE read as dollars as filed, 13F file number 028-23784. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 2,375,000 | $230,968,750 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 3,575,000 | $201,951,750 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 1,500,000 | $167,025,000 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 1,250,000 | $164,675,000 | dollars as filed | |
| ARROWHEAD PHARMACEUTICALS IN | 04280A100 | COM | 2,275,000 | $142,642,500 | dollars as filed | |
| ENLIVEN THERAPEUTICS INC COM | 29337E102 | Stock | 3,250,000 | $127,400,000 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 925,000 | $108,983,500 | dollars as filed | |
| BICARA THERAPEUTICS INC | 055477103 | COM | 5,425,000 | $107,903,250 | dollars as filed | |
| NURIX THERAPEUTICS INC | 67080M103 | COMMON STOCK | 6,500,000 | $100,750,000 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 1,100,000 | $92,587,000 | dollars as filed | |
| ASCENDIS PHARMA A/S DKK 1.0 AD | 04351P101 | SPONSORED ADR | 375,000 | $85,773,750 | dollars as filed | |
| IMMUNOCORE HLDGS PLC ADS | 45258D105 | ADR | 2,766,868 | $83,421,070 | dollars as filed | |
| TAYSHA GENE THERAPIES INC | 877619106 | COMMON STOCK | 18,000,000 | $80,460,000 | dollars as filed | |
| DYNE THERAPEUTICS INC COM | 26818M108 | Stock | 4,000,000 | $72,520,000 | dollars as filed | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 1,400,000 | $67,452,000 | dollars as filed | |
| BIOCRYST PHARMACEUTICALS INC COM | 09058V103 | Stock | 7,025,000 | $66,878,000 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 1,324,422 | $65,108,586 | dollars as filed | |
| IMMATICS N.V | N44445109 | SHS | 6,175,000 | $60,762,000 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 1,000,000 | $60,650,000 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 800,000 | $60,280,000 | dollars as filed | |
| MONTE ROSA THERAPEUTICS INC | 61225M102 | COM | 3,603,465 | $59,276,999 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 1,368,159 | $55,041,037 | dollars as filed | |
| TERNS PHARMACEUTICALS INC COM | 880881107 | Stock | 1,000,000 | $52,720,000 | dollars as filed | |
| GLOBUS MED INC CL A | 379577208 | Stock | 610,520 | $52,602,403 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 800,000 | $50,200,000 | dollars as filed | |
| NUVALENT INC COM | 670703107 | Stock | 481,715 | $49,351,702 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 1,230,888 | $47,376,879 | dollars as filed | |
| ALTO NEUROSCIENCE INC COM SHS | 02157Q109 | Stock | 2,064,075 | $46,400,406 | dollars as filed | |
| RAPPORT THERAPEUTICS INC COM | 75383L102 | Stock | 1,436,229 | $44,939,605 | dollars as filed | |
| DISC MEDICINE INC COM | 254604101 | Stock | 700,000 | $44,758,000 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 75,000 | $44,473,500 | dollars as filed | |
| CELLDEX THERAPEUTICS INC NEW | 15117B202 | COM NEW | 1,224,165 | $38,830,514 | dollars as filed | |
| KALVISTA PHARMACEUTICALS INC | 483497103 | COM | 1,850,000 | $37,240,500 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 639,900 | $37,210,185 | dollars as filed | |
| SOLID BIOSCIENCES INC | 83422E204 | COMMON STOCK | 5,000,000 | $36,000,000 | dollars as filed | |
| BRIGHT MINDS BIOSCIENCES INC | 10919W405 | COMMON STOCK | 492,319 | $35,924,517 | dollars as filed | |
| PROTAGONIST THERAPEUTICS | 74366E102 | COM | 326,159 | $34,377,159 | dollars as filed | |
| DENALI THERAPEUTICS INC COM | 24823R105 | Stock | 1,773,326 | $34,047,859 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 40,000 | $30,905,600 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 100,000 | $29,780,000 | dollars as filed | |
| VIKING THERAPEUTICS INC | 92686J106 | COM | 914,147 | $29,746,343 | dollars as filed | |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 539,269 | $27,815,495 | dollars as filed | |
| CRESCENT BIOPHARMA INC | G2545C104 | COMMON STOCK | 1,500,000 | $27,555,000 | dollars as filed | |
| TREVI THERAPEUTICS INC COM | 89532M101 | Stock | 2,166,504 | $25,846,393 | dollars as filed | |
| LEXEO THERAPEUTICS INC | 52886X107 | COMMON STOCK | 4,475,000 | $25,686,500 | dollars as filed | |
| SOLENO THERAPEUTICS INC | 834203309 | COM | 730,000 | $24,440,400 | dollars as filed | |
| BETA BIONICS INC | 08659B102 | COMMON STOCK | 2,211,518 | $22,159,410 | dollars as filed | |
| NEKTAR THERAPEUTICS | 640268306 | COMMON STOCK | 285,000 | $20,505,750 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 300,000 | $19,773,000 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 100,000 | $19,722,000 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 75,000 | $18,798,000 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 250,000 | $17,795,000 | dollars as filed | |
| SPYGLASS PHARMA INC | 85220G109 | COMMON STOCK | 666,760 | $17,275,752 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 190,000 | $17,179,800 | dollars as filed | |
| MADRIGAL PHARMACEUTICALS INC COM | 558868105 | Stock | 31,468 | $16,472,554 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 250,000 | $16,055,000 | dollars as filed | |
| DAMORA THERAPEUTICS INC | 36322Q206 | COMMON STOCK | 600,000 | $15,540,000 | dollars as filed | |
| AGIOS PHARMACEUTICALS INC | 00847X104 | COM | 450,000 | $15,223,500 | dollars as filed | |
| ENGENE HOLDINGS INC | 29286M105 | COM | 2,165,000 | $14,743,650 | dollars as filed | |
| SAVARA INC | 805111101 | COM | 2,600,052 | $14,196,284 | dollars as filed | |
| TARSUS PHARMACEUTICALS INC | 87650L103 | COMMON STOCK | 200,000 | $14,030,000 | dollars as filed | |
| VOYAGER THERAPEUTICS INC | 92915B106 | COMMON STOCK | 3,002,936 | $11,591,333 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 50,601 | $10,618,114 | dollars as filed | |
| TECTONIC THERAPEUTIC INC | 878972108 | COMMON STOCK | 328,000 | $10,138,480 | dollars as filed | |
| SURROZEN INC | 86889P208 | COMMON STOCK | 338,611 | $9,863,738 | dollars as filed | |
| ARVINAS INC | 04335A105 | COM | 905,465 | $9,597,929 | dollars as filed | |
| MAPLIGHT THERAPEUTICS INC | 56565P103 | COMMON STOCK | 420,000 | $8,538,600 | dollars as filed | |
| FULCRUM THERAPEUTICS INC | 359616109 | COMMON STOCK | 1,100,000 | $8,437,000 | dollars as filed | |
| ONKURE THERAPEUTICS INC | 68277Q105 | COM CL A | 1,839,819 | $7,616,851 | dollars as filed | |
| MYRIAD GENETICS INC | 62855J104 | COM | 1,648,000 | $7,416,000 | dollars as filed | |
| OLEMA PHARMACEUTICALS INC | 68062P106 | COM | 428,551 | $6,389,695 | dollars as filed | |
| ANTERIS TECHNOLOGIES GLOBAL | 03675P102 | COMMON STOCK | 1,144,780 | $6,353,529 | dollars as filed | |
| UNIQURE NV | N90064101 | SHS | 358,996 | $5,869,585 | dollars as filed | |
| CANDEL THERAPEUTICS INC | 137404109 | COMMON STOCK | 1,125,000 | $5,512,500 | dollars as filed | |
| PALISADE BIO INC | 696389402 | COMMON STOCK | 2,500,000 | $4,375,000 | dollars as filed | |
| VERACYTE INC COM | 92337F107 | Stock | 130,687 | $4,209,428 | dollars as filed | |
| ZENAS BIOPHARMA INC COM | 98937L105 | Stock | 200,000 | $3,910,000 | dollars as filed | |
| GERON CORP | 374163103 | COM | 2,540,000 | $3,784,600 | dollars as filed | |
| MONOPAR THERAPEUTICS INC | 61023L207 | COMMON STOCK | 65,418 | $3,584,252 | dollars as filed | |
| ZURA BIO LTD | G9TY5A101 | COMMON STOCK | 511,000 | $3,040,450 | dollars as filed | |
| NOVOCURE LTD | G6674U108 | ORD SHS | 250,000 | $2,725,000 | dollars as filed | |
| NYXOAH S A | B6S7WD106 | SHS | 868,661 | $2,536,490 | dollars as filed | |
| UROGEN PHARMA LTD | M96088105 | COMMON STOCK | 139,079 | $2,500,640 | dollars as filed | |
| PASSAGE BIO INC | 702712209 | COM NEW | 305,000 | $2,394,250 | dollars as filed | |
| TYRA BIOSCIENCES INC | 90240B106 | COMMON STOCK | 54,000 | $2,068,200 | dollars as filed | |
| REGENXBIO INC | 75901B107 | COM | 108,525 | $909,440 | dollars as filed | |
| TENAX THERAPEUTICS INC | 88032L605 | COM NEW | 53,439 | $854,490 | dollars as filed | |
| MACROGENICS INC | 556099109 | COM | 280,000 | $809,200 | dollars as filed | |
| ABSCI CORPORATION | 00091E109 | COM | 232,219 | $696,657 | dollars as filed | |
| APREA THERAPEUTICS INC | 03836J201 | COM NEW | 350,000 | $267,015 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001974915-26-000004 | this filing | 2026-05-15 | acceptance time not in the bulk data set |