Vestal Point Capital, LP: BIOMARIN PHARMACEUTICALS (BMRN): Quarterly 13F Position History
As of Q1 2026, Vestal Point Capital, LP reported 3,575,000 shares of BIOMARIN PHARMACEUTICALS (BMRN), worth $202.0M and representing 5.6% of its 13F equity book. Quarter-over-quarter share count change: + 575,000 (+19.2%) . The position first appeared in Q1 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.
- 3,575,000Shares Held (Latest Filing)
- $202.0MReported Market Value (Latest Filing)
- 5.6%Portfolio Weight (% of 13F Equity Book)
- +575,000Quarter-over-Quarter Share Change
- +$23.7MQuarter-over-Quarter Value Change
- 3,575,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,575,000 | +575,000 | +19.2% | $202.0M | 5.6% | $56.5 |
| Q4 2025 | 3,000,000 | +2,170,000 | +261.4% | $178.3M | 6.5% | $59.4 |
| Q3 2025 | 830,000 | +330,000 | +66.0% | $45.0M | 2.0% | $54.2 |
| Q2 2025 | 500,000 | +500,000 | — | $27.5M | 1.4% | $55.0 |
| Q1 2025 | 0 | 860,000 | -100.0% | $0 | 0.0% | — |
| Q4 2024 | 860,000 | +460,000 | +115.0% | $56.5M | 3.4% | $65.7 |
| Q3 2024 | 400,000 | +400,000 | — | $28.1M | 2.2% | $70.3 |
| Q2 2024 | 0 | 175,000 | -100.0% | $0 | 0.0% | — |
| Q1 2024 | 175,000 | — | — | $15.3M | 1.3% | $87.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Vestal Point Capital, LP first disclose a BMRN position in 13F-HR filings?
Vestal Point Capital, LP first reported BIOMARIN PHARMACEUTICALS (BMRN) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was Vestal Point Capital, LP's most recent quarter-over-quarter share-count change in BMRN?
Between Q4 2025 and Q1 2026, Vestal Point Capital, LP added 575,000 shares of BMRN (+19.2%), bringing the total reported position to 3,575,000 shares at a market value of $202.0M.
Does the implied price-per-share represent Vestal Point Capital, LP's cost basis in BMRN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.