Vestal Point Capital, Lp Top Holdings and 13F Report (2025)

About Vestal Point Capital, Lp

Investment Activity

Vestal Point Capital, Lp has $1.40 billion in total holdings as of March 31, 2025.
Vestal Point Capital, Lp owns shares of 63 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 42.21% of the portfolio was purchased this quarter.
About 49.01% of the portfolio was sold this quarter.
This quarter, Vestal Point Capital, Lp has purchased 73 new stocks and bought additional shares in 27 stocks.
Vestal Point Capital, Lp sold shares of 13 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

Arcellx: $156,634,432
Cytokinetics: $104,113,441
Insmed: $82,011,750
Nuvalent: $76,239,000
Vera Therapeutics: $60,050,000

Largest New Holdings this Quarter

22663K107 - Crinetics Pharmaceuticals: $50,310,000 Holding
80706P103 - Scholar Rock: $41,795,000 Holding
235851102 - Danaher: $25,625,000 Holding
26818M108 - Dyne Therapeutics Inc: $18,828,000 Holding
19240Q201 - Cogent Biosciences: $17,970,000 Holding

Largest Purchases this Quarter

Arcellx: 1,912,720 shares (about $125.47M)
Crinetics Pharmaceuticals: 1,500,000 shares (about $50.31M)
Scholar Rock: 1,300,000 shares (about $41.80M)
Vera Therapeutics: 1,425,000 shares (about $34.23M)
Nuvalent: 475,000 shares (about $33.69M)

Largest Sales this Quarter

Ascendis Pharma A/S: 369,858 shares (about $57.65M)
Ultragenyx Pharmaceutical: 1,000,000 shares (about $36.21M)
Verona Pharma: 227,373 shares (about $14.44M)
Globus Medical: 125,000 shares (about $9.15M)
Liquidia: 532,597 shares (about $7.86M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ACLX Arcellx	$156,634,432	$125,474,432 ▲	402.7%	2,387,720	11.2%	Medical
CYTK Cytokinetics	$104,113,441	$9,666,941 ▲	10.2%	2,590,531	7.4%	Medical
INSM Insmed	$82,011,750	$13,350,750 ▲	19.4%	1,075,000	5.9%	Medical
NUVL Nuvalent	$76,239,000	$33,687,000 ▲	79.2%	1,075,000	5.4%	Medical
VERA Vera Therapeutics	$60,050,000	$34,228,500 ▲	132.6%	2,500,000	4.3%	Medical
KALV KalVista Pharmaceuticals	$54,829,910	$215,890 ▼	-0.4%	4,751,292	3.9%	Medical
QURE uniQure	$50,801,263	$18,736,263 ▲	58.4%	4,792,572	3.6%	Medical
CRNX Crinetics Pharmaceuticals	$50,310,000	$50,310,000 ▲	New Holding	1,500,000	3.6%	Medical
XENE Xenon Pharmaceuticals	$43,615,000	$16,439,500 ▲	60.5%	1,300,000	3.1%	Medical
SRRK Scholar Rock	$41,795,000	$41,795,000 ▲	New Holding	1,300,000	3.0%	Medical
Bicara Therapeutics Inc	$36,079,744	$26,828,444 ▲	290.0%	2,768,975	2.6%	COM
GERN Geron	$34,988,491	$17,498,491 ▲	100.0%	22,005,340	2.5%	Medical
FOLD Amicus Therapeutics	$34,884,000	$7,548,000 ▲	27.6%	4,275,000	2.5%	Medical
IMTX Immatics	$32,439,077	$4,138,827 ▲	14.6%	7,192,700	2.3%	Medical
GPCR Structure Therapeutics	$30,967,417	$1,107,667 ▲	3.7%	1,788,990	2.2%	Medical
Dianthus Therapeutics Inc	$30,839,252	$11,338,752 ▲	58.1%	1,700,069	2.2%	COM
SVRA Savara	$30,470,000	$623,250 ▲	2.1%	11,000,000	2.2%	Medical
TYRA Tyra Biosciences	$26,782,410	$17,575,410 ▲	190.9%	2,879,829	1.9%	Medical
DHR Danaher	$25,625,000	$25,625,000 ▲	New Holding	125,000	1.8%	Medical
URGN UroGen Pharma	$23,811,704	$5,783,904 ▲	32.1%	2,152,957	1.7%	Medical
ASND Ascendis Pharma A/S	$23,401,132	$57,646,068 ▼	-71.1%	150,142	1.7%	Medical
ATXS Astria Therapeutics	$22,321,200		0.0%	4,180,000	1.6%	Medical
DAWN Day One Biopharmaceuticals	$20,603,147	$9,183,947 ▲	80.4%	2,598,127	1.5%	Medical
Dyne Therapeutics Inc	$18,828,000	$18,828,000 ▲	New Holding	1,800,000	1.3%	COM
RARE Ultragenyx Pharmaceutical	$18,105,000	$36,210,000 ▼	-66.7%	500,000	1.3%	Medical
LQDA Liquidia	$18,104,194	$7,855,806 ▼	-30.3%	1,227,403	1.3%	Medical
COGT Cogent Biosciences	$17,970,000	$17,970,000 ▲	New Holding	3,000,000	1.3%	Medical
ESTA Establishment Labs	$17,676,440	$5,434,940 ▲	44.4%	433,193	1.3%	Medical
VRNA Verona Pharma	$16,991,638	$14,435,912 ▼	-45.9%	267,627	1.2%	Medical
PRGO Perrigo	$16,477,678	$5,962,678 ▲	56.7%	587,649	1.2%	Medical
GEHC GE HealthCare Technologies	$16,475,332	$16,475,332 ▲	New Holding	204,130	1.2%	Medical
NYXH Nyxoah	$16,186,299	$4,224,729 ▼	-20.7%	2,318,954	1.2%	Medical
GMED Globus Medical	$14,640,000	$9,150,000 ▼	-38.5%	200,000	1.0%	Medical
NRIX Nurix Therapeutics	$13,371,558	$7,609,758 ▲	132.1%	1,125,552	1.0%	Medical
SRPT Sarepta Therapeutics	$12,764,000	$3,191,000 ▼	-20.0%	200,000	0.9%	Medical
BRKR Bruker	$12,522,000	$12,522,000 ▲	New Holding	300,000	0.9%	Computer and Technology
Cidara Therapeutics Inc	$10,867,835	$10,867,835 ▲	New Holding	504,542	0.8%	COM NEW
BDTX Black Diamond Therapeutics	$8,680,000		0.0%	5,600,000	0.6%	Medical
MLTX MoonLake Immunotherapeutics	$7,814,000	$7,814,000 ▲	New Holding	200,000	0.6%	Medical
SLDB Solid Biosciences	$6,488,165	$4,056,836 ▼	-38.5%	1,753,558	0.5%	Medical
IMVT Immunovant	$5,981,500	$5,212,450 ▲	677.8%	350,000	0.4%	Medical
ZYME Zymeworks	$5,955,000	$3,751,650 ▲	170.3%	500,000	0.4%	Medical
APLT Applied Therapeutics	$5,622,350		0.0%	11,500,000	0.4%	Medical
ITOS iTeos Therapeutics	$5,373,000		0.0%	900,000	0.4%	Medical
GLPG Galapagos	$5,024,000	$502,400 ▲	11.1%	200,000	0.4%	Medical
VYGR Voyager Therapeutics	$4,223,033	$65,633 ▲	1.6%	1,249,418	0.3%	Medical
Lexeo Therapeutics Inc	$3,942,784	$221,216 ▼	-5.3%	1,136,249	0.3%	COM
Kiniksa Pharmaceuticals Intl	$3,772,679	$3,772,679 ▲	New Holding	169,864	0.3%	ORD SHS CL A
CLDX Celldex Therapeutics	$3,605,425	$1,930,325 ▼	-34.9%	198,646	0.3%	Medical
OnKure Therapeutics Inc	$2,730,500		0.0%	635,000	0.2%	COM CL A
VTYX Ventyx Biosciences	$2,300,000		0.0%	2,000,000	0.2%	Medical
ARCT Arcturus Therapeutics	$2,242,856	$2,242,856 ▲	New Holding	211,790	0.2%	Medical
PASG Passage Bio	$2,153,910		0.0%	6,100,000	0.2%	Medical
FATE Fate Therapeutics	$1,987,773	$40,177 ▲	2.1%	2,515,850	0.1%	Medical
Alto Neuroscience Inc	$1,976,400		0.0%	915,000	0.1%	COM SHS
STRO Sutro Biopharma	$1,691,560	$19,518 ▲	1.2%	2,600,000	0.1%	Medical
Engene Holdings Inc	$1,657,600		0.0%	370,000	0.1%	COM
ALEC Alector	$620,584	$620,584 ▲	New Holding	504,540	0.0%	Medical
Atara Biotherapeutics Inc	$558,865	$183,635 ▼	-24.7%	94,085	0.0%	COM NEW
Traws Pharma Inc	$402,500	$230,000 ▲	133.3%	175,000	0.0%	COM NEW
MGNX MacroGenics	$355,600		0.0%	280,000	0.0%	Medical
Tenax Therapeutics Inc	$350,025	$11,462 ▼	-3.2%	53,439	0.0%	COM NEW
CNTA Centessa Pharmaceuticals	$214,089	$214,089 ▲	New Holding	14,888	0.0%	Medical
JAZZ Jazz Pharmaceuticals	$0	$120,071,250 ▼	-100.0%	0	0.0%	Medical
MRK Merck & Co., Inc.	$0	$79,584,000 ▼	-100.0%	0	0.0%	Medical
BMRN BioMarin Pharmaceutical	$0	$56,527,800 ▼	-100.0%	0	0.0%	Medical
SLNO Soleno Therapeutics	$0	$47,647,000 ▼	-100.0%	0	0.0%	Medical
SNY Sanofi	$0	$36,172,500 ▼	-100.0%	0	0.0%	Medical
GSK GSK	$0	$33,820,000 ▼	-100.0%	0	0.0%	Medical
AZN AstraZeneca	$0	$31,122,000 ▼	-100.0%	0	0.0%	Medical
MDGL Madrigal Pharmaceuticals	$0	$29,314,150 ▼	-100.0%	0	0.0%	Medical
IONS Ionis Pharmaceuticals	$0	$20,801,200 ▼	-100.0%	0	0.0%	Medical
LEGN Legend Biotech	$0	$15,456,500 ▼	-100.0%	0	0.0%	Medical
ROIV Roivant Sciences	$0	$14,787,500 ▼	-100.0%	0	0.0%	Medical
REGN Regeneron Pharmaceuticals	$0	$14,246,600 ▼	-100.0%	0	0.0%	Medical
A Agilent Technologies	$0	$10,075,500 ▼	-100.0%	0	0.0%	Medical
ZLAB Zai Lab	$0	$7,857,000 ▼	-100.0%	0	0.0%	Medical
NTLA Intellia Therapeutics	$0	$6,121,500 ▼	-100.0%	0	0.0%	Medical
CMRX Chimerix	$0	$4,872,000 ▼	-100.0%	0	0.0%	Medical
VERV Verve Therapeutics	$0	$3,637,800 ▼	-100.0%	0	0.0%	Medical
ALLO Allogene Therapeutics	$0	$3,195,000 ▼	-100.0%	0	0.0%	Medical
TMDX TransMedics Group	$0	$3,117,500 ▼	-100.0%	0	0.0%	Medical
GLUE Monte Rosa Therapeutics	$0	$2,949,500 ▼	-100.0%	0	0.0%	Medical
BHC Bausch Health Companies	$0	$2,015,000 ▼	-100.0%	0	0.0%	Medical
Neurogene Inc	$0	$1,828,800 ▼	-100.0%	0	0.0%	COM
ACHL Achilles Therapeutics	$0	$1,710,000 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Vestal Point Capital, Lp Top Holdings and 13F Report (2025)

About Vestal Point Capital, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Vestal Point Capital, Lp Top Holdings and 13F Report (2025)

About Vestal Point Capital, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVestal Point Capital, Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools