Vestal Point Capital’s Neurocrine Biosciences NBIX Stock Holding History

Vestal Point Capital’s Portfolio NBIX Stock Details NBIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$317M	Buy	1,880,000 +630,000	+50%	+$93.5M	7.4%	2
2026 Q1	$165M	Buy	+1,250,000	New	+$166M	4.6%	4
2025 Q3	–	Sell	-30,000	Closed	-$3.77M	–	90
2025 Q2	$3.77M	Buy	+30,000	New	+$3.44M	0.2%	58
2024 Q2	–	Sell	-710,000	Closed	-$97.9M	–	73
2024 Q1	$97.9M	Sell	710,000 -90,000	-11%	-$12.3M	8.1%	3
2023 Q4	$105M	Buy	+800,000	New	+$92.1M	11.17%	1

Other funds holding NBIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vestal Point Capital's NBIX Position: Q2 2026 in Review

Vestal Point Capital increased its Neurocrine Biosciences (NBIX) stake by 50% in Q2 2026, buying an estimated $93.5M and bringing the position to 1,880,000 shares worth $317M. The position accounts for 7.4% of the portfolio, ranked #2.

Vestal Point Capital first reported a position in NBIX in Q4 2023 and has held it in 5 quarters since. 779 funds tracked by Wall St. Rank hold NBIX as of Q2 2026.

Vestal Point Capital held 1,880,000 shares of Neurocrine Biosciences worth $317M as of Q2 2026.
Vestal Point Capital bought 630,000 Neurocrine Biosciences shares in Q2 2026, an estimated $93.5M.
Neurocrine Biosciences made up 7.4% of Vestal Point Capital's portfolio in Q2 2026, its #2 holding.
Vestal Point Capital first reported a position in Neurocrine Biosciences in Q4 2023 and has held it in 5 quarters since.
779 funds tracked by Wall St. Rank held Neurocrine Biosciences as of Q2 2026.

Based on Vestal Point Capital's 13F filing for Q2 2026, filed 14 Aug 2026.