Vestal Point Capital, LP: NURIX THERAPEUTICS INC (NRIX): Quarterly 13F Position History
As of Q1 2026, Vestal Point Capital, LP reported 6,500,000 shares of NURIX THERAPEUTICS INC (NRIX), worth $100.8M and representing 2.8% of its 13F equity book. Quarter-over-quarter share count change: + 1,810,000 (+38.6%) . The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 6,500,000Shares Held (Latest Filing)
- $100.8MReported Market Value (Latest Filing)
- 2.8%Portfolio Weight (% of 13F Equity Book)
- +1,810,000Quarter-over-Quarter Share Change
- +$11.8MQuarter-over-Quarter Value Change
- 6,500,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 6,500,000 | +1,810,000 | +38.6% | $100.8M | 2.8% | $15.5 |
| Q4 2025 | 4,690,000 | +1,215,000 | +35.0% | $89.0M | 3.3% | $19.0 |
| Q3 2025 | 3,475,000 | +1,475,000 | +73.8% | $32.1M | 1.5% | $9.2 |
| Q2 2025 | 2,000,000 | +874,448 | +77.7% | $22.8M | 1.2% | $11.4 |
| Q1 2025 | 1,125,552 | +640,552 | +132.1% | $13.4M | 1.0% | $11.9 |
| Q4 2024 | 485,000 | +60,000 | +14.1% | $9.1M | 0.5% | $18.8 |
| Q3 2024 | 425,000 | 75,000 | -15.0% | $9.5M | 0.8% | $22.5 |
| Q2 2024 | 500,000 | — | — | $10.4M | 0.8% | $20.9 |
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 NRIX position in 13F-HR filings?
Vestal Point Capital, LP first reported NURIX THERAPEUTICS INC (NRIX) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Vestal Point Capital, LP's most recent quarter-over-quarter share-count change in NRIX?
Between Q4 2025 and Q1 2026, Vestal Point Capital, LP added 1,810,000 shares of NRIX (+38.6%), bringing the total reported position to 6,500,000 shares at a market value of $100.8M.
Does the implied price-per-share represent Vestal Point Capital, LP's cost basis in NRIX?
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.