Vestal Point Capital, LP
NEW YORK NY · SEC CIK 0001974915
$35.77亿2026Q1 申报市值
90持仓数
40.4%前十大占比 · 第一大 6.5%
33 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RVMD 加仓+$2.02亿
NBIX 新建仓+$1.65亿
RGEN 加仓+$9,920.44万
ARWR 加仓+$8,621.25万
DYN 加仓+$7,034.44万
2026Q1 卖出最多 按季末市值估算
Arcellx Inc 清仓-$1.91亿
Terns Pharmaceut 减仓-$1.85亿
TYRA 减仓-$9,080.93万
DXCM 清仓-$8,462.17万
MRK 清仓-$8,157.65万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSHA | Taysha Gene Therapies Inc | $8,046.00万 | 2.25% | 18,000,000 | 4,250,000 | 30.9% | $1,899.75万 | 加仓 |
| IMCR | Immunocore Holdings PLC | $8,342.11万 | 2.33% | 2,766,868 | 2,181,868 | 373.0% | $6,578.33万 | 加仓 |
| ASND | Ascendis Pharma A/S | $8,577.38万 | 2.40% | 375,000 | 200,000 | 114.3% | $4,574.60万 | 加仓 |
| — | Apogee Therapeutics Inc | $9,258.70万 | 2.59% | 1,100,000 | 550,000 | 100.0% | $4,629.35万 | 加仓 |
| NRIX | Nurix Therapeutics Inc | $1.01亿 | 2.82% | 6,500,000 | 1,810,000 | 38.6% | $2,805.50万 | 加仓 |
| BCAX | Bicara Therapeutics Inc | $1.08亿 | 3.02% | 5,425,000 | 1,850,000 | 51.7% | $3,679.65万 | 加仓 |
| RGEN | Repligen Corp | $1.09亿 | 3.05% | 925,000 | 842,000 | 1,014.5% | $9,920.44万 | 加仓 |
| ELVN | Enliven Therapeutics Inc | $1.27亿 | 3.56% | 3,250,000 | -580,000 | -15.1% | -$2,273.60万 | 减仓 |
| ARWR | Arrowhead Pharmaceuticals Inc | $1.43亿 | 3.99% | 2,275,000 | 1,375,000 | 152.8% | $8,621.25万 | 加仓 |
| NBIX | Neurocrine Biosciences Inc | $1.65亿 | 4.60% | 1,250,000 | 1,250,000 | — | $1.65亿 | 新建仓 |
| ABVX | Abivax SA | $1.67亿 | 4.67% | 1,500,000 | -400,000 | -21.1% | -$4,454.00万 | 减仓 |
| BMRN | BioMarin Pharmaceutical Inc | $2.02亿 | 5.65% | 3,575,000 | 575,000 | 19.2% | $3,248.18万 | 加仓 |
| RVMD | Revolution Medicines Inc | $2.31亿 | 6.46% | 2,375,000 | 2,080,000 | 705.1% | $2.02亿 | 加仓 |