Vestal Point Capital, LP holds a diversified book of 90 stocks worth $3.6B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Neurocrine Biosciences Inc and trimmed Abivax Sa-ADR. Their largest long position is Revolution Medicines Inc at 6% of the equity book.
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Use Arkolith to show Vestal Point Capital, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc COM | $231.0M | 2.38M | 6.5% | ▲+705% Added · +2.1M sh | |
| 2 | BioMarin Pharmaceutical Inc COM | $202.0M | 3.58M | 5.6% | ▲+19% Added · +575K sh | |
| 3 | Abivax SA SPONSORED ADS | $167.0M | 1.50M | 4.7% | ▼−21% Reduced · −400K sh | |
| 4 | Neurocrine Biosciences Inc COM | $164.7M | 1.25M | 4.6% | ▲New New position | |
| 5 | Arrowhead Pharmaceuticals Inc COM | $142.6M | 2.27M | 4.0% | ▲+153% Added · +1.4M sh | |
| 6 | Enliven Therapeutics Inc COM | $127.4M | 3.25M | 3.6% | ▼−15% Reduced · −580K sh | |
| 7 | Repligen Corp COM | $109.0M | 925.0K | 3.0% | ▲11× Added · +842K sh | |
| 8 | Bicara Therapeutics Inc COM | $107.9M | 5.42M | 3.0% | ▲+52% Added · +1.9M sh | |
| 9 | Nurix Therapeutics Inc COM | $100.8M | 6.50M | 2.8% | ▲+39% Added · +1.8M sh | |
| 10 | Apogee Therapeutics Inc COM | $92.6M | 1.10M | 2.6% | ▲+100% Added · +550K sh | |
| 11 | Ascendis Pharma A/S SPONSORED ADR | $85.8M | 375.0K | 2.4% | ▲+114% Added · +200K sh | |
| 12 | Immunocore Holdings PLC ADS | $83.4M | 2.77M | 2.3% | ▲+373% Added · +2.2M sh | |
| 13 | Taysha Gene Therapies Inc COM SHS | $80.5M | 18.00M | 2.2% | ▲+31% Added · +4.3M sh | |
| 14 | Dyne Therapeutics Inc COM | $72.5M | 4.00M | 2.0% | ▲33× Added · +3.9M sh | |
| 15 | Sanofi SA SPONSORED ADR | $67.5M | 1.40M | 1.9% | ▲New New position | |
| 16 | BioCryst Pharmaceuticals Inc COM | $66.9M | 7.03M | 1.9% | ▲+212% Added · +4.8M sh | |
| 17 | Scholar Rock Holding Corp COM | $65.1M | 1.32M | 1.8% | ▲+89% Added · +624K sh | |
| 18 | Immatics NV SHS | $60.8M | 6.17M | 1.7% | ▲+0.8% Added · +50K sh | |
| 19 | Bristol-Myers Squibb Co COM | $60.6M | 1.00M | 1.7% | ▲+300% Added · +750K sh | |
| 20 | Alcon AG ORD SHS | $60.3M | 800.0K | 1.7% | ▼−28% Reduced · −305K sh | |
| 21 | Monte Rosa Therapeutics Inc COM | $59.3M | 3.60M | 1.7% | ▲+365% Added · +2.8M sh | |
| 22 | Vera Therapeutics Inc CL A | $55.0M | 1.37M | 1.5% | ▲+149% Added · +818K sh | |
| 23 | Terns Pharmaceuticals Inc COM | $52.7M | 1.00M | 1.5% | ▼−78% Reduced · −3.5M sh | |
| 24 | Globus Medical Inc CL A | $52.6M | 610.5K | 1.5% | ▼−52% Reduced · −664K sh | |
| 25 | Boston Scientific Corp COM | $50.2M | 800.0K | 1.4% | ▲New New position | |
| 26 | Nuvalent Inc COM | $49.4M | 481.7K | 1.4% | ▲10× Added · +436K sh | |
| 27 | Cogent Biosciences Inc COM | $47.4M | 1.23M | 1.3% | ▲New New position | |
| 28 | Alto Neuroscience Inc COM SHS | $46.4M | 2.06M | 1.3% | ▼−17% Reduced · −421K sh | |
| 29 | Rapport Therapeutics Inc COM | $44.9M | 1.44M | 1.3% | ▲+29% Added · +326K sh | |
| 30 | Disc Medicine Inc COM | $44.8M | 700.0K | 1.3% | ▼−4.8% Reduced · −35K sh | |
| 31 | United Therapeutics Corp COM | $44.5M | 75.0K | 1.2% | ▲New New position | |
| 32 | Celldex Therapeutics Inc COM NEW | $38.8M | 1.22M | 1.1% | ▲+5.1% Added · +59K sh | |
| 33 | KalVista Pharmaceuticals Inc COM | $37.2M | 1.85M | 1.0% | ▼−2.1% Reduced · −40K sh | |
| 34 | Xenon Pharmaceuticals Inc COM | $37.2M | 639.9K | 1.0% | ▲+6.7% Added · +40K sh | |
| 35 | Solid Biosciences Inc COM NEW | $36.0M | 5.00M | 1.0% | ▼−14% Reduced · −815K sh | |
| 36 | Bright Minds Biosciences Inc COM NEW | $35.9M | 492.3K | 1.0% | ▲New New position | |
| 37 | Protagonist Therapeutics Inc COM | $34.4M | 326.2K | 1.0% | ▲New New position | |
| 38 | Denali Therapeutics Inc COM | $34.0M | 1.77M | 1.0% | ▲+281% Added · +1.3M sh | |
| 39 | Regeneron Pharmaceuticals Inc COM | $30.9M | 40.0K | 0.9% | ▲New New position | |
| 40 | Waters Corp COM | $29.8M | 100.0K | 0.8% | ▲New New position | |
| 41 | Viking Therapeutics Inc COM | $29.7M | 914.1K | 0.8% | ▲New New position | |
| 42 | Inspire Medical Systems Inc COM | $27.8M | 539.3K | 0.8% | ▲New New position | |
| 43 | Crescent Biopharma Inc COM | $27.6M | 1.50M | 0.8% | —Held | |
| 44 | Trevi Therapeutics Inc COM | $25.8M | 2.17M | 0.7% | ▲New New position | |
| 45 | Lexeo Therapeutics Inc COM | $25.7M | 4.47M | 0.7% | —Held | |
| 46 | Soleno Therapeutics Inc COM | $24.4M | 730.0K | 0.7% | ▲New New position | |
| 47 | Beta Bionics Inc COM | $22.2M | 2.21M | 0.6% | ▲+269% Added · +1.6M sh | |
| 48 | Nektar Therapeutics COM NEW | $20.5M | 285.0K | 0.6% | ▲New New position | |
| 49 | Cytokinetics Inc COM NEW | $19.8M | 300.0K | 0.6% | ▲New New position | |
| 50 | AstraZeneca PLC ORD | $19.7M | 100.0K | 0.6% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 90 | $3.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 76 | $2.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 81 | $2.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 72 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 63 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 73 | $1.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 69 | $1.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 60 | $1.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 58 | $1.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 48 | $944.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.