Vestal Point Capital, LP

$3.6B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1974915 · EDGAR ↗
sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
$3.6B
ALL retained default holdings for this (filer, period), including NULL-value ones
90
positions with no comparable holding in the prior quarter (kind new), 2026-03-31
37
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
23
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §
Period
Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:14656 · issuer key iss:1552 COMADD+$207M+2,080,000$23.5M$231M295,0002,375,000
position key pos:11035 · issuer key iss:266 COMADD+$23.7M+575,000$178M$202M3,000,0003,575,000
position key pos:12364 · issuer key iss:26 SPONSORED ADSTRIM−$89.2M−400,000$256M$167M1,900,0001,500,000
position key pos:11462 · issuer key iss:1296 COMNEW+$165M+1,250,000$0$165M—1,250,000
position key pos:15725 · issuer key iss:172 COMADD+$82.9M+1,375,000$59.8M$143M900,0002,275,000
position key sid:sec:prov:bf437640b37b30ed62d091e5e9de5808 · issuer key cusip6:29337E COMTRIM+$68.4M−580,000$59.0M$127M3,830,0003,250,000
position key pos:12597 · issuer key iss:1545 COMADD+$95.4M+842,000$13.6M$109M83,000925,000
position key sid:sec:prov:b23dd6a0ecec2737a5c87e9c74cf430d · issuer key cusip6:055477 COMADD+$47.7M+1,850,000$60.2M$108M3,575,0005,425,000
position key sid:sec:prov:48ac0f50c981e01f7c5af17d58a117cf · issuer key cusip6:67080M COMADD+$11.8M+1,810,000$89.0M$101M4,690,0006,500,000
position key pos:13239 · issuer key iss:142 COMADD+$51.1M+550,000$41.5M$92.6M550,0001,100,000
position key pos:15965 · issuer key iss:175 SPONSORED ADRADD+$48.5M+200,000$37.3M$85.8M175,000375,000
position key pos:15541 · issuer key iss:958 ADSADD+$63.1M+2,181,868$20.3M$83.4M585,0002,766,868
position key pos:13793 · issuer key iss:1763 COM SHSADD+$4.8M+4,250,000$75.6M$80.5M13,750,00018,000,000
position key pos:13703 · issuer key iss:619 COMADD+$70.2M+3,880,000$2.3M$72.5M120,0004,000,000
position key pos:10720 · issuer key iss:1622 SPONSORED ADRNEW+$67.5M+1,400,000$0$67.5M—1,400,000
position key pos:15075 · issuer key iss:265 COMADD+$49.3M+4,775,000$17.6M$66.9M2,250,0007,025,000
position key pos:17712 · issuer key iss:1630 COMADD+$34.3M+624,422$30.8M$65.1M700,0001,324,422
position key sid:sec:prov:8771e17f16590b5bd511978f2a4f7807 · issuer key cusip6:N44445 SHSADD−$3.6M+50,000$64.3M$60.8M6,125,0006,175,000
position key pos:15008 · issuer key iss:318 COMADD+$47.2M+750,000$13.5M$60.7M250,0001,000,000
position key pos:17782 · issuer key iss:2255 ORD SHSTRIM−$26.8M−305,000$87.1M$60.3M1,105,000800,000
position key sid:sec:prov:3224bd4d4c1e7dd823e99e6304f866c2 · issuer key cusip6:61225M COMADD+$47.1M+2,828,465$12.2M$59.3M775,0003,603,465
position key sid:sec:prov:c6f0567aff349dfe2dab4a6ee5ba8988 · issuer key cusip6:92337R CL AADD+$27.2M+818,159$27.9M$55.0M550,0001,368,159
position key pos:17472 · issuer key cusip6:880881 COMTRIM−$129M−3,500,000$182M$52.7M4,500,0001,000,000
position key pos:17000 · issuer key iss:829 CL ATRIM−$58.7M−664,480$111M$52.6M1,275,000610,520
position key pos:14095 · issuer key iss:307 COMNEW+$50.2M+800,000$0$50.2M—800,000
position key pos:13206 · issuer key iss:1335 COMADD+$44.7M+435,715$4.6M$49.4M46,000481,715
position key pos:17421 · issuer key iss:475 COMNEW+$47.4M+1,230,888$0$47.4M—1,230,888
position key sid:sec:prov:d8f1dce881f876173d775baaae476159 · issuer key cusip6:02157Q COM SHSTRIM+$2.2M−420,925$44.2M$46.4M2,485,0002,064,075
position key sid:sec:prov:9fd554b76cc510ac236cd887d1f06195 · issuer key cusip6:75383L COMADD+$11.3M+326,229$33.7M$44.9M1,110,0001,436,229
position key pos:12161 · issuer key iss:587 COMTRIM−$13.6M−35,000$58.4M$44.8M735,000700,000
position key pos:15016 · issuer key iss:1868 COMNEW+$44.5M+75,000$0$44.5M—75,000
position key sid:sec:prov:30f8f229420c7a82ec2ecf2f2f622045 · issuer key cusip6:15117B COM NEWADD+$7.2M+59,165$31.6M$38.8M1,165,0001,224,165
position key pos:10126 · issuer key cusip6:483497 COMTRIM+$6.7M−40,000$30.5M$37.2M1,890,0001,850,000
position key pos:12517 · issuer key iss:1997 COMADD+$10.3M+39,900$26.9M$37.2M600,000639,900
position key pos:11739 · issuer key iss:1687 COM NEWTRIM+$3.2M−815,000$32.8M$36.0M5,815,0005,000,000
position key sid:sec:prov:fed138ced9737b90542a54b9484d2da0 · issuer key cusip6:10919W COM NEWNEW+$35.9M+492,319$0$35.9M—492,319
position key pos:13950 · issuer key iss:1497 COMNEW+$34.4M+326,159$0$34.4M—326,159
position key sid:sec:prov:8948595df4e56c28a2e8dffed59ee810 · issuer key cusip6:24823R COMADD+$26.4M+1,308,326$7.7M$34.0M465,0001,773,326
position key pos:15140 · issuer key iss:1537 COMNEW+$30.9M+40,000$0$30.9M—40,000
position key pos:11276 · issuer key iss:1947 COMNEW+$29.8M+100,000$0$29.8M—100,000
position key pos:16822 · issuer key iss:1916 COMNEW+$29.7M+914,147$0$29.7M—914,147
position key pos:13569 · issuer key iss:975 COMNEW+$27.8M+539,269$0$27.8M—539,269
position key pos:17822 · issuer key iss:1820 COMNEW+$25.8M+2,166,504$0$25.8M—2,166,504
position key sid:sec:prov:9c654c0b85e21e330a7ebfd2ced217c7 · issuer key cusip6:834203 COMNEW+$24.4M+730,000$0$24.4M—730,000
position key sid:sec:prov:4e7eb09ab13c64fd6730ede8dbc988b8 · issuer key cusip6:08659B COMADD+$3.9M+1,611,518$18.3M$22.2M600,0002,211,518
position key sid:sec:prov:8689270ade82a464b05b5b23e79f9006 · issuer key cusip6:640268 COM NEWNEW+$20.5M+285,000$0$20.5M—285,000
position key pos:12465 · issuer key iss:548 COM NEWNEW+$19.8M+300,000$0$19.8M—300,000
position key pos:17695 · issuer key iss:2037 ORDNEW+$19.7M+100,000$0$19.7M—100,000
position key pos:10317 · issuer key iss:1960 COMNEW+$18.8M+75,000$0$18.8M—75,000
position key pos:16356 · issuer key iss:795 COMMON STOCKNEW+$17.8M+250,000$0$17.8M—250,000
position key sid:sec:prov:04667cad8d94d5f8ff4744e87dea829b · issuer key cusip6:85220G COM SHSNEW+$17.3M+666,760$0$17.3M—666,760
position key pos:12417 · issuer key iss:2008 COMADD+$3.7M+40,000$13.5M$17.2M150,000190,000
position key pos:14357 · issuer key iss:1170 COMNEW+$16.5M+31,468$0$16.5M—31,468
position key pos:10670 · issuer key iss:1641 COM CL ANEW+$16.1M+250,000$0$16.1M—250,000
position key pos:16214 · issuer key iss:797 COM NEWNEW+$15.5M+600,000$0$15.5M—600,000
position key pos:13165 · issuer key cusip6:00847X COMADD+$6.4M+125,000$8.8M$15.2M325,000450,000
position key sid:sec:prov:c58e51841f60c26aab31f70d6e4eabc3 · issuer key cusip6:29286M COMADD+$5.2M+1,110,000$9.5M$14.7M1,055,0002,165,000
position key sid:sec:prov:2bc6a25d40cf07124e3a03bdecf4a4df · issuer key cusip6:805111 COMADD+$4.5M+994,052$9.7M$14.2M1,606,0002,600,052
position key pos:10610 · issuer key iss:1761 COMNEW+$14.0M+200,000$0$14.0M—200,000
position key sid:sec:prov:049c2d4f45ba193716199e4b705e328c · issuer key cusip6:92915B COMADD+$5.8M+1,527,936$5.8M$11.6M1,475,0003,002,936
position key pos:17234 · issuer key iss:981 COMNEW+$10.6M+50,601$0$10.6M—50,601
position key sid:sec:prov:0d3c6673b7060f8873ebd8344c73bee8 · issuer key cusip6:86889P COM NEWNEW+$9.9M+338,611$0$9.9M—338,611
position key pos:11358 · issuer key iss:173 COMNEW+$9.6M+905,465$0$9.6M—905,465
position key sid:sec:prov:25db868bd92949401541405f5298734d · issuer key cusip6:56565P COMADD+$1.8M+35,000$6.8M$8.5M385,000420,000
position key sid:sec:prov:b66dc0816f9158ee3c706ae6f74ba1a4 · issuer key cusip6:359616 COMADD−$2.3M+150,000$10.7M$8.4M950,0001,100,000
position key sid:sec:prov:1b29f8f31311ff2217960a31a2f84a8d · issuer key cusip6:68277Q COM CL AADD+$5.8M+1,204,819$1.8M$7.6M635,0001,839,819
position key pos:15236 · issuer key iss:1264 COMADD−$105K+425,000$7.5M$7.4M1,223,0001,648,000
position key pos:13935 · issuer key iss:1355 COMTRIM−$34.9M−1,221,449$41.3M$6.4M1,650,000428,551
position key sid:sec:prov:0d957017a1f6113a5600ce99517cee7f · issuer key cusip6:03675P COMNEW+$6.4M+1,144,780$0$6.4M—1,144,780
position key pos:11075 · issuer key iss:2299 SHSNEW+$5.9M+358,996$0$5.9M—358,996
position key sid:sec:prov:36c1cc87b96fff749fa3a87e5be52946 · issuer key cusip6:137404 COMNEW+$5.5M+1,125,000$0$5.5M—1,125,000
position key sid:sec:prov:fefbed769ea5db09695bd4a0f3004463 · issuer key cusip6:696389 COMNEW+$4.4M+2,500,000$0$4.4M—2,500,000
position key pos:14904 · issuer key iss:1899 COMNEW+$4.2M+130,687$0$4.2M—130,687
position key sid:sec:prov:f23e65e3d61dbc0d9c26fbeb71e72b85 · issuer key cusip6:98937L COMNEW+$3.9M+200,000$0$3.9M—200,000
position key sid:sec:prov:b6aaf2a1d9a7b3e3e2f1185e3325ec7d · issuer key cusip6:374163 COMTRIM−$11.2M−8,780,000$14.9M$3.8M11,320,0002,540,000
position key sid:sec:prov:8416c67ffd3651f6a5f8d9788c0f2e31 · issuer key cusip6:61023L COM NEWNEW+$3.6M+65,418$0$3.6M—65,418
position key sid:sec:prov:37f8d7b8f8c97e91dcf78ef12d0dd5a9 · issuer key cusip6:G9TY5A CLASS A ORD SHSNEW+$3.0M+511,000$0$3.0M—511,000
position key sid:sec:prov:ab3bd82b93cc9c55eaac96fb008434de · issuer key cusip6:G6674U ORD SHSTRIM−$4.1M−275,000$6.8M$2.7M525,000250,000
position key sid:sec:prov:20933c1bfa6479cec53caa65aff0687d · issuer key cusip6:B6S7WD SHSTRIM−$2.6M−238,339$5.1M$2.5M1,107,000868,661
position key sid:sec:prov:a469da6cabfc03832e3d85a7bff09e97 · issuer key cusip6:M96088 COMNEW+$2.5M+139,079$0$2.5M—139,079
position key sid:sec:prov:47170149b82e95e4444c881acffa67fc · issuer key cusip6:90240B COMTRIM−$61.7M−2,371,000$63.8M$2.1M2,425,00054,000
position key sid:sec:prov:e7743277455b5823374498b009dffbbe · issuer key cusip6:75901B COMADD+$420K+74,525$490K$909K34,000108,525
position key sid:sec:prov:f3f8f36b088f3feb965b6e5cad32a6e3 · issuer key cusip6:00091E COMNEW+$697K+232,219$0$697K—232,219
position key sid:sec:prov:f6a724b9b2b95c7dd5f1329c4db8ca1e · issuer key cusip6:03836J COM NEWNEW+$267K+350,000$0$267K—350,000
pos:10385EXIT‡e−$15.5M−50,000$15.5M$050,000—
pos:10600EXIT‡e−$6.1M−50,000$6.1M$050,000—
pos:11173 PUTEXIT‡e−$215M−350,000$215M$0350,000—
pos:11504EXIT‡e−$5.2M−66,000$5.2M$066,000—
pos:12366EXIT‡e−$75.2M−600,000$75.2M$0600,000—
pos:12568EXIT‡e−$2.1M−870,000$2.1M$0870,000—
pos:13067EXIT‡e−$38.4M−210,000$38.4M$0210,000—
pos:13781EXIT‡e−$24.0M−360,000$24.0M$0360,000—
pos:14655EXIT‡e−$49.3M−290,000$49.3M$0290,000—
pos:15034EXIT‡e−$84.6M−1,275,000$84.6M$01,275,000—
pos:17751EXIT‡e−$81.6M−775,000$81.6M$0775,000—
sid:sec:prov:097fe4205cdb81b5acf642533490216fEXIT‡e−$5.8M−300,000$5.8M$0300,000—
sid:sec:prov:1c7c81831d7de024bffc2474a53ee4b9EXIT‡e−$1.2M−755,000$1.2M$0755,000—
sid:sec:prov:1e348df3cde91ba41d5ebeef0c53e107EXIT‡e−$19.5M−720,000$19.5M$0720,000—
sid:sec:prov:3044f98940a2897deb445091c04637d0EXIT‡e−$8.5M−637,000$8.5M$0637,000—
sid:sec:prov:37d3b7d0376e44b079f1262ff7392888EXIT‡e−$4.4M−275,000$4.4M$0275,000—

Flags: no row carries a flag.

1–20 of the 100 changes on this page

1–100 of 107 changes
Mark-to-market only (no share change) · 6

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:16706 · issuer key iss:2081 COMNO CHANGE+$9.8M0$17.8M$27.6M1,500,0001,500,000
position key sid:sec:prov:bd4b862f6cf27f7bbb6f4d26443faaca · issuer key cusip6:52886X COMNO CHANGE−$18.8M0$44.4M$25.7M4,475,0004,475,000
position key sid:sec:prov:ab98bdc5d9f0946c8554aa4745533ba5 · issuer key cusip6:878972 COMNO CHANGE+$3.3M0$6.8M$10.1M328,000328,000
position key sid:sec:prov:08f56375775bd8e0bec7962398690616 · issuer key cusip6:702712 COM NEWNO CHANGE−$1.2M0$3.6M$2.4M305,000305,000
position key sid:sec:prov:9e958f4e10d0d474cc9e75d42ea33a9a · issuer key cusip6:88032L COM NEWNO CHANGE+$203K0$651K$854K53,43953,439
position key sid:sec:prov:2cf06ac89e78fe7c69baaccedd98a9c7 · issuer key cusip6:556099 COMNO CHANGE+$358K0$451K$809K280,000280,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–90 of 90 positions · $3.6B disclosed value over 90 rows · 0 undisclosed-value rows
View
This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Positions Vestal Point Capital, LP reported for the quarter ended 2026-03-31, as that filer reported them
This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filingShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0SharesWt
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Revolution Medicines Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$231M2,375,0006.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BioMarin Pharmaceutical Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$202M3,575,0005.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Abivax SA · SPONSORED ADS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$167M1,500,0004.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Neurocrine Biosciences Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$165M1,250,0004.6%
—Arrowhead Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$143M2,275,0004.0%
—Enliven Therapeutics Inc · COM CUSIP 29337E102
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$127M3,250,0003.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Repligen Corp · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$109M925,0003.0%
—Bicara Therapeutics Inc · COM CUSIP 055477103
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$108M5,425,0003.0%
—Nurix Therapeutics Inc · COM CUSIP 67080M103
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$101M6,500,0002.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Apogee Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$92.6M1,100,0002.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Ascendis Pharma A/S · SPONSORED ADR CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$85.8M375,0002.4%
—Immunocore Holdings PLC · ADS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$83.4M2,766,8682.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Taysha Gene Therapies Inc · COM SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$80.5M18,000,0002.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Dyne Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$72.5M4,000,0002.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Sanofi SA · SPONSORED ADR CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$67.5M1,400,0001.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BioCryst Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$66.9M7,025,0001.9%
—Scholar Rock Holding Corp · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$65.1M1,324,4221.8%
—Immatics NV · SHS CUSIP N44445109
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$60.8M6,175,0001.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Bristol-Myers Squibb Co · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$60.7M1,000,0001.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Alcon AG · ORD SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$60.3M800,0001.7%
—Monte Rosa Therapeutics Inc · COM CUSIP 61225M102
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$59.3M3,603,4651.7%
—Vera Therapeutics Inc · CL A CUSIP 92337R101
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$55.0M1,368,1591.5%
—Terns Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$52.7M1,000,0001.5%
—Globus Medical Inc · CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$52.6M610,5201.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Boston Scientific Corp · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$50.2M800,0001.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Nuvalent Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$49.4M481,7151.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Cogent Biosciences Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$47.4M1,230,8881.3%
—Alto Neuroscience Inc · COM SHS CUSIP 02157Q109
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$46.4M2,064,0751.3%
—Rapport Therapeutics Inc · COM CUSIP 75383L102
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$44.9M1,436,2291.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Disc Medicine Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$44.8M700,0001.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)United Therapeutics Corp · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$44.5M75,0001.2%
—Celldex Therapeutics Inc · COM NEW CUSIP 15117B202
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$38.8M1,224,1651.1%
—KalVista Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$37.2M1,850,0001.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Xenon Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$37.2M639,9001.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Solid Biosciences Inc · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$36.0M5,000,0001.0%
—Bright Minds Biosciences Inc · COM NEW CUSIP 10919W405
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$35.9M492,3191.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Protagonist Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$34.4M326,1591.0%
—Denali Therapeutics Inc · COM CUSIP 24823R105
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$34.0M1,773,3261.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Regeneron Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$30.9M40,0000.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Waters Corp · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$29.8M100,0000.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Viking Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$29.7M914,1470.8%
—Inspire Medical Systems Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$27.8M539,2690.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Crescent Biopharma Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$27.6M1,500,0000.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Trevi Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$25.8M2,166,5040.7%
—Lexeo Therapeutics Inc · COM CUSIP 52886X107
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$25.7M4,475,0000.7%
—Soleno Therapeutics Inc · COM CUSIP 834203309
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$24.4M730,0000.7%
—Beta Bionics Inc · COM CUSIP 08659B102
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$22.2M2,211,5180.6%
—Nektar Therapeutics · COM NEW CUSIP 640268306
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$20.5M285,0000.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Cytokinetics Inc · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$19.8M300,0000.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AstraZeneca PLC · ORD CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$19.7M100,0000.6%
—West Pharmaceutical Services I · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$18.8M75,0000.5%
—GE HealthCare Technologies Inc · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$17.8M250,0000.5%
—SpyGlass Pharma Inc · COM SHS CUSIP 85220G109
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$17.3M666,7600.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Zimmer Biomet Holdings Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$17.2M190,0000.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Madrigal Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$16.5M31,4680.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)GeneDx Holdings Corp · COM CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$16.1M250,0000.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Damora Therapeutics Inc · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$15.5M600,0000.4%
—Agios Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$15.2M450,0000.4%
—enGene Therapeutics Inc · COM CUSIP 29286M105
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$14.7M2,165,0000.4%
—Savara Inc · COM CUSIP 805111101
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$14.2M2,600,0520.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Tarsus Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$14.0M200,0000.4%
—Voyager Therapeutics Inc · COM CUSIP 92915B106
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$11.6M3,002,9360.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Insulet Corp · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$10.6M50,6010.3%
—Tectonic Therapeutic Inc · COM CUSIP 878972108
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$10.1M328,0000.3%
—Surrozen Inc · COM NEW CUSIP 86889P208
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$9.9M338,6110.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Arvinas Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$9.6M905,4650.3%
—MapLight Therapeutics Inc · COM CUSIP 56565P103
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$8.5M420,0000.2%
—Fulcrum Therapeutics Inc · COM CUSIP 359616109
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$8.4M1,100,0000.2%
—OnKure Therapeutics Inc · COM CL A CUSIP 68277Q105
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$7.6M1,839,8190.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Myriad Genetics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$7.4M1,648,0000.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Olema Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$6.4M428,5510.2%
—Anteris Technologies Global Co · COM CUSIP 03675P102
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$6.4M1,144,7800.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)uniQure NV · SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$5.9M358,9960.2%
—Candel Therapeutics Inc · COM CUSIP 137404109
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$5.5M1,125,0000.2%
—Palisade Bio Inc · COM CUSIP 696389402
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$4.4M2,500,0000.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Veracyte Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$4.2M130,6870.1%
—Zenas Biopharma Inc · COM CUSIP 98937L105
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$3.9M200,0000.1%
—Geron Corp · COM CUSIP 374163103
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$3.8M2,540,0000.1%
—Monopar Therapeutics Inc · COM NEW CUSIP 61023L207
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$3.6M65,4180.1%
—Zura Bio Ltd · CLASS A ORD SHS CUSIP G9TY5A101
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$3.0M511,0000.1%
—Novocure Ltd · ORD SHS CUSIP G6674U108
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$2.7M250,0000.1%
—Nyxoah SA · SHS CUSIP B6S7WD106
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$2.5M868,6610.1%
—UroGen Pharma Ltd · COM CUSIP M96088105
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$2.5M139,0790.1%
—Passage Bio Inc · COM NEW CUSIP 702712209
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$2.4M305,0000.1%
—Tyra Biosciences Inc · COM CUSIP 90240B106
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$2.1M54,0000.1%
—REGENXBIO Inc · COM CUSIP 75901B107
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$909K108,5250.0%
—Tenax Therapeutics Inc · COM NEW CUSIP 88032L605
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$854K53,4390.0%
—MacroGenics Inc · COM CUSIP 556099109
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$809K280,0000.0%
—Absci Corp · COM CUSIP 00091E109
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$697K232,2190.0%
—Aprea Therapeutics Inc · COM NEW CUSIP 03836J201
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
ticker not yet mapped
$267K350,0000.0%

1–20 of 90 positions

Change kind and share change are in Position changes above; Congress overlap is planned.

1–90 of 90 positions · page 1 of 1
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median
Top-25 concentration
67.6%below median 80.0%
Concentration index
255 bpsbelow median 446 bps
Positions with value
90 / 90median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 67.6% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 255 · QoQ moves: 113

Filing history

AVAILABLE QUARTERS
Available filing periods
PeriodSource
2026-03-31EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Vestal Point Capital, LP's 13F filings on SEC EDGAR ↗
Notes on this data

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).