13F Portfolios

Vestal Point Capital, LP: UNITED THERAPEUTICS CORP DEL (UTHR): Quarterly 13F Position History

As of Q2 2026, Vestal Point Capital, LP reported 435,000 shares of UNITED THERAPEUTICS CORP DEL (UTHR), worth $235.7M and representing 5.5% of its 13F equity book. Quarter-over-quarter share count change: + 360,000 (+480.0%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.

Recent initiation: Vestal Point Capital, LP first reported UTHR on the Q1 2026 filing, so fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 435,000 +360,000 +480.0% $235.7M 5.5% $541.8
Q1 2026 75,000 $44.5M 1.2% $593.0

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 rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Vestal Point Capital, LP first disclose a UTHR position in 13F-HR filings?

Vestal Point Capital, LP first reported UNITED THERAPEUTICS CORP DEL (UTHR) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.

What was Vestal Point Capital, LP's most recent quarter-over-quarter share-count change in UTHR?

Between Q1 2026 and Q2 2026, Vestal Point Capital, LP added 360,000 shares of UTHR (+480.0%), bringing the total reported position to 435,000 shares at a market value of $235.7M.

Does the implied price-per-share represent Vestal Point Capital, LP's cost basis in UTHR?

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.