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Ilko Menkov

Vestal Point Capital, Lp

Assets Managed
$3.577B
Holdings
90
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
21.61%(2Q avg: 27.22%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Vestal Point Capital, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 90 positions.

Assets under management

The assets under management (AUM) of Vestal Point Capital, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.577B in assets, with a quarterly growth rate of 21.61% and a 2-quarter average growth rate of 27.22%. The portfolio is managed by Ilko Menkov, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RVMD
Revolution Medicines Inc
Recent Activity
Increased 705.09%
6.46%
$230.969M
2.375M shares@ $97.25 avg price
BMRN
Biomarin Pharmaceutical Inc
Recent Activity
Increased 19.17%
5.65%
$201.952M
3.575M shares@ $56.49 avg price
ABVX
Abivax Sa-adr
Recent Activity
Decreased -21.05%
4.67%
$167.025M
1.5M shares@ $111.35 avg price
NBIX
Neurocrine Biosciences Inc
Recent Activity
New Position
4.61%
$164.675M
1.25M shares@ $131.74 avg price
ARWR
Arrowhead Pharmaceuticals In
Recent Activity
Increased 152.78%
3.99%
$142.643M
2.275M shares@ $62.7 avg price
ELVN
Enliven Therapeutics Inc
Recent Activity
Decreased -15.14%
3.57%
$127.4M
3.25M shares@ $39.2 avg price
RGEN
Repligen Corp
Recent Activity
Increased 1014.46%
3.05%
$108.984M
925,000 shares@ $117.82 avg price
BCAX
Bicara Therapeutics Inc
Recent Activity
Increased 51.75%
3.02%
$107.903M
5.425M shares@ $19.89 avg price
NRIX
Nurix Therapeutics Inc
Recent Activity
Increased 38.6%
2.82%
$100.75M
6.5M shares@ $15.5 avg price
APGE
Apogee Therapeutics Inc
Recent Activity
Increased 100%
2.59%
$92.587M
1.1M shares@ $84.17 avg price

1-10 of 90