Vestal Point Capital’s Savara SVRA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.8M	Buy	2,720,000 +119,948	+5%	+$644K	0.39%	46
2026 Q1	$14.2M	Buy	2,600,052 +994,052	+62%	+$5.53M	0.4%	60
2025 Q4	$9.68M	Sell	1,606,000 -2,409,000	-60%	-$11.8M	0.33%	49
2025 Q3	$14.3M	Sell	4,015,000 -7,000,000	-64%	-$20.7M	0.65%	46
2025 Q2	$25.1M	Buy	11,015,000 +15,000	+0.1%	+$40.8K	1.32%	26
2025 Q1	$30.5M	Buy	11,000,000 +225,000	+2%	+$621K	2.18%	17
2024 Q4	$33.1M	Buy	10,775,000 +2,685,000	+33%	+$9.36M	1.96%	20
2024 Q3	$34.3M	Buy	8,090,000 +1,600,000	+25%	+$7.07M	2.6%	14
2024 Q2	$26.2M	Buy	+6,490,000	New	+$28.9M	1.95%	15

Other funds holding SVRA

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

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

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

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

Vestal Point Capital increased its Savara (SVRA) stake by 4.6% in Q2 2026, buying an estimated $644K and bringing the position to 2,720,000 shares worth $16.8M. The position accounts for 0.39% of the portfolio, ranked #46.

Vestal Point Capital first reported a position in SVRA in Q2 2024 and has held it in 9 quarters since. The position peaked at $34.3M in Q3 2024. 181 funds tracked by Wall St. Rank hold SVRA as of Q2 2026.

Vestal Point Capital held 2,720,000 shares of Savara worth $16.8M as of Q2 2026.
Vestal Point Capital bought 119,948 Savara shares in Q2 2026, an estimated $644K.
Savara made up 0.39% of Vestal Point Capital's portfolio in Q2 2026, its #46 holding.
Vestal Point Capital first reported a position in Savara in Q2 2024 and has held it in 9 quarters since.
Vestal Point Capital's Savara position peaked at $34.3M in Q3 2024.
181 funds tracked by Wall St. Rank held Savara as of Q2 2026.

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