Vestal Point Capital, LP 13F 持仓 · 2026年Q2
Vestal Point Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 42.79 亿美元。前几大持仓：BMRN（8.06%）、NBIX（7.40%）、ABVX（7.32%）。本季前 25 大持仓中：新建仓 2 只、增持 18 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BMRN | BioMarin Pharmaceutical Inc | $344.8M | 8.06% | 6.0M | 增持 |
| 2 | NBIX | Neurocrine Biosciences Inc | $316.8M | 7.40% | 1.9M | 增持 |
| 3 | ABVX | Abivax SA | $313.1M | 7.32% | 2.3M | 增持 |
| 4 | UTHR | United Therapeutics Corp | $235.7M | 5.51% | 435,000 | 增持 |
| 5 | ELVN | Enliven Therapeutics Inc | $203.0M | 4.74% | 4.0M | 增持 |
| 6 | NRIX | Nurix Therapeutics Inc | $195.3M | 4.56% | 8.1M | 增持 |
| 7 | BCAX | Bicara Therapeutics Inc | $155.9M | 3.64% | 5.2M | 减持 |
| 8 | TSHA | Taysha Gene Therapies Inc | $132.2M | 3.09% | 19.4M | 增持 |
| 9 | ARWR | Arrowhead Pharmaceuticals Inc | $128.4M | 3.00% | 1.6M | 减持 |
| 10 | ABT | Abbott Laboratories | $127.0M | 2.97% | 1.4M | 新建仓 |
| 11 | ZBH | Zimmer Biomet Holdings Inc | $120.5M | 2.82% | 1.4M | 增持 |
| 12 | IRON | Disc Medicine Inc | $113.4M | 2.65% | 1.6M | 增持 |
| 13 | GLUE | Monte Rosa Therapeutics Inc | $111.3M | 2.60% | 4.6M | 增持 |
| 14 | PODD | Insulet Corp | $102.0M | 2.38% | 670,000 | 增持 |
| 15 | ASND | Ascendis Pharma A/S | $100.0M | 2.34% | 375,000 | 新建仓 |
| 16 | AZN | AstraZeneca PLC | $85.3M | 1.99% | 450,000 | 增持 |
| 17 | SNY | Sanofi SA | $85.3M | 1.99% | 2.0M | 增持 |
| 18 | RVMD | Revolution Medicines Inc | $84.3M | 1.97% | 450,000 | 减持 |
| 19 | BCRX | BioCryst Pharmaceuticals Inc | $83.0M | 1.94% | 8.3M | 增持 |
| 20 | DYN | Dyne Therapeutics Inc | $75.0M | 1.75% | 3.4M | 减持 |
| 21 | NKTR | Nektar Therapeutics | $69.8M | 1.63% | 1.0M | 增持 |
| 22 | GMED | Globus Medical Inc | $67.2M | 1.57% | 850,000 | 增持 |
| 23 | TARS | Tarsus Pharmaceuticals Inc | $66.1M | 1.54% | 1.1M | 增持 |
| 24 | IMTX | Immatics NV | $62.6M | 1.46% | 6.2M | 持平 |
| 25 | TRVI | Trevi Therapeutics Inc | $57.8M | 1.35% | 3.1M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR