Vestal Point Capital, Lp Top Holdings and 13F Report (2025) About Vestal Point Capital, LpInvestment ActivityVestal Point Capital, Lp has $1.90 billion in total holdings as of June 30, 2025.Vestal Point Capital, Lp owns shares of 72 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 41.15% of the portfolio was purchased this quarter.About 14.79% of the portfolio was sold this quarter.This quarter, Vestal Point Capital, Lp has purchased 63 new stocks and bought additional shares in 26 stocks.Vestal Point Capital, Lp sold shares of 12 stocks and completely divested from 13 stocks this quarter.Largest Holdings Arcellx $181,087,500Jazz Pharmaceuticals $127,344,000Cytokinetics $98,294,000Nuvalent $82,022,500Vera Therapeutics $73,036,000 Largest New Holdings this Quarter G50871105 - Jazz Pharmaceuticals $127,344,000 HoldingH01301128 - Alcon $46,347,000 Holding76155X100 - Revolution Medicines $44,148,000 Holding30063P105 - Exact Sciences $37,198,000 Holding09061G101 - BioMarin Pharmaceutical $27,485,000 Holding Largest Purchases this Quarter Jazz Pharmaceuticals 1,200,000 shares (about $127.34M)Alcon 525,000 shares (about $46.35M)Revolution Medicines 1,200,000 shares (about $44.15M)Amicus Therapeutics 7,625,000 shares (about $43.69M)Exact Sciences 700,000 shares (about $37.20M) Largest Sales this Quarter uniQure 1,092,572 shares (about $15.23M)Danaher 75,000 shares (about $14.82M)Structure Therapeutics 588,990 shares (about $12.22M)Dyne Therapeutics Inc 1,072,500 shares (about $10.21M)Nyxoah 916,952 shares (about $6.86M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVestal Point Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACLXArcellx$181,087,500$23,856,138 ▲15.2%2,750,0009.5%MedicalJAZZJazz Pharmaceuticals$127,344,000$127,344,000 ▲New Holding1,200,0006.7%MedicalCYTKCytokinetics$98,294,000$12,702,856 ▲14.8%2,975,0005.2%MedicalNUVLNuvalent$82,022,5000.0%1,075,0004.3%MedicalVERAVera Therapeutics$73,036,000$14,136,000 ▲24.0%3,100,0003.8%MedicalFOLDAmicus Therapeutics$68,187,000$43,691,250 ▲178.4%11,900,0003.6%MedicalXENEXenon Pharmaceuticals$62,600,000$21,910,000 ▲53.8%2,000,0003.3%MedicalDianthus Therapeutics Inc$59,616,000$27,943,715 ▲88.2%3,200,0003.1%COMSRRKScholar Rock$53,130,000$7,084,000 ▲15.4%1,500,0002.8%MedicalKALVKalVista Pharmaceuticals$52,850,875$862,481 ▼-1.6%4,675,0002.8%MedicalGEHCGE HealthCare Technologies$51,849,000$36,729,091 ▲242.9%700,0002.7%MedicalQUREuniQure$51,578,000$15,230,454 ▼-22.8%3,700,0002.7%MedicalBicara Therapeutics Inc$46,450,000$20,726,222 ▲80.6%5,000,0002.4%COMALCAlcon$46,347,000$46,347,000 ▲New Holding525,0002.4%MedicalRVMDRevolution Medicines$44,148,000$44,148,000 ▲New Holding1,200,0002.3%MedicalCRNXCrinetics Pharmaceuticals$43,140,0000.0%1,500,0002.3%MedicalEXASExact Sciences$37,198,000$37,198,000 ▲New Holding700,0002.0%MedicalCLDXCelldex Therapeutics$35,612,500$31,570,054 ▲781.0%1,750,0001.9%MedicalASNDAscendis Pharma A/S$34,520,000$8,605,491 ▲33.2%200,0001.8%MedicalIMTXImmatics$33,625,000$5,071,726 ▼-13.1%6,250,0001.8%MedicalGERNGeron$33,522,750$2,495,221 ▲8.0%23,775,0001.8%MedicalGMEDGlobus Medical$29,510,000$17,706,000 ▲150.0%500,0001.6%MedicalBMRNBioMarin Pharmaceutical$27,485,000$27,485,000 ▲New Holding500,0001.4%MedicalMLTXMoonLake Immunotherapeutics$25,960,000$16,520,000 ▲175.0%550,0001.4%MedicalTYRATyra Biosciences$25,408,350$2,151,614 ▼-7.8%2,655,0001.3%MedicalSVRASavara$25,114,200$34,200 ▲0.1%11,015,0001.3%MedicalCooper Cos Inc/The$24,906,000$24,906,000 ▲New Holding350,0001.3%COMGPCRStructure Therapeutics$24,888,000$12,215,653 ▼-32.9%1,200,0001.3%MedicalCidara Therapeutics Inc$24,355,000$221,241 ▼-0.9%500,0001.3%COM NEWATXSAstria Therapeutics$24,237,920$1,833,120 ▲8.2%4,522,0001.3%MedicalABTAbbott Laboratories$23,801,750$23,801,750 ▲New Holding175,0001.3%MedicalEWEdwards Lifesciences$23,463,000$23,463,000 ▲New Holding300,0001.2%MedicalNRIXNurix Therapeutics$22,780,000$9,959,963 ▲77.7%2,000,0001.2%MedicalCOGTCogent Biosciences$22,114,400$574,400 ▲2.7%3,080,0001.2%MedicalBRKRBruker$20,600,000$8,240,000 ▲66.7%500,0001.1%Computer and TechnologyIONSIonis Pharmaceuticals$19,755,000$19,755,000 ▲New Holding500,0001.0%MedicalDAWNDay One Biopharmaceuticals$19,500,000$2,612,175 ▲15.5%3,000,0001.0%MedicalMDTMedtronic$16,998,150$16,998,150 ▲New Holding195,0000.9%MedicalPRGOPerrigo$16,700,000$998,019 ▲6.4%625,0000.9%MedicalZYMEZymeworks$14,432,500$8,157,500 ▲130.0%1,150,0000.8%MedicalBDTXBlack Diamond Therapeutics$13,888,0000.0%5,600,0000.7%MedicalLexeo Therapeutics Inc$12,977,207$8,409,486 ▲184.1%3,228,1610.7%COMNYXHNyxoah$10,486,975$6,858,801 ▼-39.5%1,402,0020.6%MedicalTMOThermo Fisher Scientific$10,136,500$10,136,500 ▲New Holding25,0000.5%MedicalDHRDanaher$9,877,000$14,815,500 ▼-60.0%50,0000.5%MedicalBeta Bionics Inc$8,008,000$8,008,000 ▲New Holding550,0000.4%COMIRONDisc Medicine$7,414,400$7,414,400 ▲New Holding140,0000.4%MedicalSLDBSolid Biosciences$7,329,350$1,210,477 ▼-14.2%1,505,0000.4%MedicalTSHATaysha Gene Therapies$6,930,000$6,930,000 ▲New Holding3,000,0000.4%MedicalDyne Therapeutics Inc$6,925,800$10,210,200 ▼-59.6%727,5000.4%COMTVTXTravere Therapeutics$5,254,000$5,254,000 ▲New Holding355,0000.3%MedicalELVNEnliven Therapeutics$5,015,000$5,015,000 ▲New Holding250,0000.3%MedicalVYGRVoyager Therapeutics$4,587,250$701,560 ▲18.1%1,475,0000.2%MedicalZBHZimmer Biomet$4,560,500$4,560,500 ▲New Holding50,0000.2%MedicalBDXBecton, Dickinson and Company$4,306,250$4,306,250 ▲New Holding25,0000.2%MedicalVTYXVentyx Biosciences$4,280,0000.0%2,000,0000.2%MedicalLNTHLantheus$4,093,000$4,093,000 ▲New Holding50,0000.2%MedicalNBIXNeurocrine Biosciences$3,770,700$3,770,700 ▲New Holding30,0000.2%MedicalAPLTApplied Therapeutics$3,577,6500.0%11,500,0000.2%MedicalFATEFate Therapeutics$2,816,800$952 ▼0.0%2,515,0000.1%MedicalPASGPassage Bio$2,441,8300.0%6,100,0000.1%MedicalAlto Neuroscience Inc$2,090,000$77,000 ▲3.8%950,0000.1%COM SHSSTROSutro Biopharma$1,856,1400.0%2,600,0000.1%MedicalOnKure Therapeutics Inc$1,517,6500.0%635,0000.1%COM CL AVRDNViridian Therapeutics$1,398,000$1,398,000 ▲New Holding100,0000.1%MedicalALECAlector$1,367,789$661,433 ▲93.6%976,9920.1%MedicalEngene Holdings Inc$1,346,8000.0%370,0000.1%COMARQTArcutis Biotherapeutics$1,331,900$1,331,900 ▲New Holding95,0000.1%MedicalAtara Biotherapeutics Inc$726,3360.0%94,0850.0%COM NEWMGNXMacroGenics$338,8000.0%280,0000.0%MedicalTenax Therapeutics Inc$307,8090.0%53,4390.0%COM NEWTraws Pharma Inc$221,704$37,296 ▼-14.4%149,8000.0%COM NEWINSMInsmed$0$82,011,750 ▼-100.0%00.0%MedicalURGNUrogen Pharma$0$23,811,704 ▼-100.0%00.0%MedicalRAREUltragenyx Pharmaceutical$0$18,105,000 ▼-100.0%00.0%MedicalLQDALiquidia Technologies$0$18,104,194 ▼-100.0%00.0%MedicalESTAEstablishment Labs$0$17,676,440 ▼-100.0%00.0%MedicalVRNAVerona Pharma PLC American Depositary Share$0$16,991,638 ▼-100.0%00.0%MedicalSRPTSarepta Therapeutics$0$12,764,000 ▼-100.0%00.0%MedicalIMVTImmunovant$0$5,981,500 ▼-100.0%00.0%MedicalITOSiTeos Therapeutics$0$5,373,000 ▼-100.0%00.0%MedicalGLPGGalapagos$0$5,024,000 ▼-100.0%00.0%MedicalKiniksa Pharmaceuticals Intl$0$3,772,679 ▼-100.0%00.0%ORD SHS CL AARCTArcturus Therapeutics$0$2,242,856 ▼-100.0%00.0%MedicalCNTACentessa Pharmaceuticals$0$214,089 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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