Vestal Point Capital, LP
13F filer · CIK 1974915 · New York, NY
Summary
Vestal Point Capital, LP reported $4.28B across 68 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are BMRN (8.1%), NBIX (7.4%), ABVX (7.3%). Versus 2026 Q1, leaving options aside, it opened 11 new positions, added to 31, trimmed 21 and sold out of 33.
Reported value$4.28B
Positions68
Report period2026 Q2
FiledAug 14, 2026
New positions11
Added31
Trimmed21
Sold out33
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 8.1%Value $344.75MPrice $59.87Shares 6.03M +68.53%Since Jun 30 +4.63%
Weight 7.4%Value $316.85MPrice $140.44Shares 1.88M +50.40%Since Jun 30 -16.67%
Weight 7.3%Value $313.09MPrice $98.50Shares 2.35M +56.63%Since Jun 30 -26.08%
Weight 5.5%Value $235.70MPrice $485.54Shares 435K +480.00%Since Jun 30 -10.39%
Weight 4.7%Value $203.00MPrice $46.01Shares 4.00M +23.08%Since Jun 30 -9.34%
Weight 4.6%Value $195.29MPrice $23.67Shares 8.05M +23.85%Since Jun 30 -2.43%
Weight 3.6%Value $155.87MPrice $18.56Shares 5.25M -3.23%Since Jun 30 -37.49%
Weight 3.1%Value $132.22MPrice $4.99Shares 19.41M +7.86%Since Jun 30 -26.73%
Weight 3.0%Value $128.38MPrice $66.25Shares 1.57M -30.77%Since Jun 30 -18.72%
Weight 3.0%Value $127.04MPrice $100.95Shares 1.40MSince Jun 30 +11.25%
Weight 2.8%Value $120.53MPrice $91.62Shares 1.40M +636.84%Since Jun 30 +6.42%
Weight 2.6%Value $113.37MPrice $64.92Shares 1.55M +121.43%Since Jun 30 -11.24%
Weight 2.6%Value $111.32MPrice $11.71Shares 4.60M +27.65%Since Jun 30 -51.61%
Weight 2.4%Value $102.01MPrice $133.11Shares 670K +1224.08%Since Jun 30 -12.57%
Weight 2.3%Value $100.02MPrice $228.07Shares 375KSince Jun 30 -14.49%
Weight 2.0%Value $85.33MPrice $164.21Shares 450K +350.00%Since Jun 30 -13.40%
Weight 2.0%Value $85.32MPrice $41.18Shares 2.00M +42.86%Since Jun 30 -3.47%
Weight 2.0%Value $84.28MPrice $201.74Shares 450K -81.05%Since Jun 30 +7.72%
Weight 1.9%Value $83.00MPrice $8.27Shares 8.30M +18.15%Since Jun 30 -17.30%
Weight 1.8%Value $74.96MPrice $16.34Shares 3.38M -15.63%Since Jun 30 -26.43%
Weight 1.6%Value $69.81MPrice $60.40Shares 1.00M +250.88%Since Jun 30 -13.48%
Weight 1.6%Value $67.16MPrice $74.78Shares 850K +39.23%Since Jun 30 -5.35%
Weight 1.5%Value $66.09MPrice $76.81Shares 1.05M +425.00%Since Jun 30 +22.04%
Weight 1.5%Value $62.55MPrice $8.50Shares 6.17MSince Jun 30 -16.09%
Weight 1.4%Value $57.81MPrice $14.40Shares 3.10M +43.09%Since Jun 30 -22.79%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 8.1% | $344.75M | +4.63% | +68.53% | Add | |
| 7.4% | $316.85M | -16.67% | +50.40% | Add | |
| 7.3% | $313.09M | -26.08% | +56.63% | Add | |
| 5.5% | $235.70M | -10.39% | +480.00% | Add | |
| 4.7% | $203.00M | -9.34% | +23.08% | Add | |
| 4.6% | $195.29M | -2.43% | +23.85% | Add | |
| 3.6% | $155.87M | -37.49% | -3.23% | Trim | |
| 3.1% | $132.22M | -26.73% | +7.86% | Add | |
| 3.0% | $128.38M | -18.72% | -30.77% | Trim | |
| 3.0% | $127.04M | +11.25% | — | New | |
| 2.8% | $120.53M | +6.42% | +636.84% | Add | |
| 2.6% | $113.37M | -11.24% | +121.43% | Add | |
| 2.6% | $111.32M | -51.61% | +27.65% | Add | |
| 2.4% | $102.01M | -12.57% | +1224.08% | Add | |
| 2.3% | $100.02M | -14.49% | — | New | |
| 2.0% | $85.33M | -13.40% | +350.00% | Add | |
| 2.0% | $85.32M | -3.47% | +42.86% | Add | |
| 2.0% | $84.28M | +7.72% | -81.05% | Trim | |
| 1.9% | $83.00M | -17.30% | +18.15% | Add | |
| 1.8% | $74.96M | -26.43% | -15.63% | Trim | |
| 1.6% | $69.81M | -13.48% | +250.88% | Add | |
| 1.6% | $67.16M | -5.35% | +39.23% | Add | |
| 1.5% | $66.09M | +22.04% | +425.00% | Add | |
| 1.5% | $62.55M | -16.09% | — | Hold | |
| 1.4% | $57.81M | -22.79% | +43.09% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.