SEC 13F Intelligence

Managers / Q1 2026

Vestal Point Capital, LP

CIK 0001974915 · 632 BROADWAY, SUITE 602, NEW YORK, NY, 10012 · 6469894000

Reported Value
$3.6B
Q1 2026
Positions
90
Filings on Record
10
2019–present window
Filed
May 15, 2026
original filing

Summary

Vestal Point Capital, Lp reported $3.6B in U.S.-listed holdings across 90 positions for Q1 2026.

Its largest position, RVMD, represents 6.5% of the portfolio.

Compared with Q4 2025, the fund opened 37 new positions and exited 23.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $944MQ4 ’23Q1 ’24: $1.2BQ2 ’24: $1.3BQ2 ’24Q3 ’24: $1.3BQ4 ’24: $1.7BQ4 ’24Q1 ’25: $1.4BQ2 ’25: $1.9BQ2 ’25Q3 ’25: $2.2BQ4 ’25: $2.9BQ4 ’25Q1 ’26: $3.6Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.6B90May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.9B76Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.2B81Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.9B72Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.4B63May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.7B73Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.3B69Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B60Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.2B58May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$944M48Feb 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.