13F HOLDINGS REPORT
Vestal Point Capital, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001974915-25-000005
Total Value
$1.40B
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Arcellx Inc | ACLX | 2,387,720 | $156.6M | 11.19% |
| 2 | Cytokinetics Inc | CYTK | 2,590,531 | $104.1M | 7.43% |
| 3 | Insmed Inc | INSM | 1,075,000 | $82.0M | 5.86% |
| 4 | Nuvalent Inc | NUVL | 1,075,000 | $76.2M | 5.44% |
| 5 | Vera Therapeutics Inc | VERA | 2,500,000 | $60.0M | 4.29% |
| 6 | KalVista Pharmaceuticals Inc | KALV | 4,751,292 | $54.8M | 3.92% |
| 7 | uniQure NV | QURE | 4,792,572 | $50.8M | 3.63% |
| 8 | Crinetics Pharmaceuticals Inc | CRNX | 1,500,000 | $50.3M | 3.59% |
| 9 | Xenon Pharmaceuticals Inc | XENE | 1,300,000 | $43.6M | 3.11% |
| 10 | Scholar Rock Holding Corp | SRRK | 1,300,000 | $41.8M | 2.98% |
| 11 | Bicara Therapeutics Inc | BCAX | 2,768,975 | $36.1M | 2.58% |
| 12 | Geron Corp | GERN | 22,005,340 | $35.0M | 2.50% |
| 13 | Amicus Therapeutics Inc | FOLD | 4,275,000 | $34.9M | 2.49% |
| 14 | Immatics NV | IMTX | 7,192,700 | $32.4M | 2.32% |
| 15 | Structure Therapeutics Inc | GPCR | 1,788,990 | $31.0M | 2.21% |
| 16 | Dianthus Therapeutics Inc | DNTH | 1,700,069 | $30.8M | 2.20% |
| 17 | Savara Inc | SVRA | 11,000,000 | $30.5M | 2.18% |
| 18 | Tyra Biosciences Inc | TYRA | 2,879,829 | $26.8M | 1.91% |
| 19 | Danaher Corporation | 235851102 | 125,000 | $25.6M | 1.83% |
| 20 | UroGen Pharma Ltd | URGN | 2,152,957 | $23.8M | 1.70% |
| 21 | Ascendis Pharma A/S | ASND | 150,142 | $23.4M | 1.67% |
| 22 | Astria Therapeutics Inc | 04635X102 | 4,180,000 | $22.3M | 1.59% |
| 23 | Day One Biopharmaceuticals Inc | DAWN | 2,598,127 | $20.6M | 1.47% |
| 24 | Dyne Therapeutics Inc | DYN | 1,800,000 | $18.8M | 1.34% |
| 25 | Ultragenyx Pharmaceutical Inc | RARE | 500,000 | $18.1M | 1.29% |
| 26 | Liquidia Corp | LQDA | 1,227,403 | $18.1M | 1.29% |
| 27 | Cogent Biosciences Inc | COGT | 3,000,000 | $18.0M | 1.28% |
| 28 | Establishment Labs Holdings In | ESTA | 433,193 | $17.7M | 1.26% |
| 29 | Verona Pharma PLC | 925050106 | 267,627 | $17.0M | 1.21% |
| 30 | Perrigo Co PLC | PRGO | 587,649 | $16.5M | 1.18% |
| 31 | GE HealthCare Technologies Inc | GEHC | 204,130 | $16.5M | 1.18% |
| 32 | Nyxoah SA | NYXH | 2,318,954 | $16.2M | 1.16% |
| 33 | Globus Medical Inc | GMED | 200,000 | $14.6M | 1.05% |
| 34 | Nurix Therapeutics Inc | NRIX | 1,125,552 | $13.4M | 0.95% |
| 35 | Sarepta Therapeutics Inc | SRPT | 200,000 | $12.8M | 0.91% |
| 36 | Bruker Corp | BRKRP | 300,000 | $12.5M | 0.89% |
| 37 | Cidara Therapeutics Inc | 171757206 | 504,542 | $10.9M | 0.78% |
| 38 | Black Diamond Therapeutics Inc | BDTX | 5,600,000 | $8.7M | 0.62% |
| 39 | MoonLake Immunotherapeutics | MLTX | 200,000 | $7.8M | 0.56% |
| 40 | Solid Biosciences Inc | SLDB | 1,753,558 | $6.5M | 0.46% |
| 41 | Immunovant Inc | IMVT | 350,000 | $6.0M | 0.43% |
| 42 | Zymeworks Inc | ZYME | 500,000 | $6.0M | 0.43% |
| 43 | Applied Therapeutics Inc | 03828A101 | 11,500,000 | $5.6M | 0.40% |
| 44 | iTeos Therapeutics Inc | 46565G104 | 900,000 | $5.4M | 0.38% |
| 45 | Galapagos NV | GLPGF | 200,000 | $5.0M | 0.36% |
| 46 | Voyager Therapeutics Inc | VYGR | 1,249,418 | $4.2M | 0.30% |
| 47 | Lexeo Therapeutics Inc | LXEO | 1,136,249 | $3.9M | 0.28% |
| 48 | Kiniksa Pharmaceuticals Intl | G52694109 | 169,864 | $3.8M | 0.27% |
| 49 | Celldex Therapeutics Inc | CLDX | 198,646 | $3.6M | 0.26% |
| 50 | OnKure Therapeutics Inc | OKUR | 635,000 | $2.7M | 0.19% |
| 51 | Ventyx Biosciences Inc | 92332V107 | 2,000,000 | $2.3M | 0.16% |
| 52 | Arcturus Therapeutics Holdings | ARCT | 211,790 | $2.2M | 0.16% |
| 53 | Passage Bio Inc | PASG | 6,100,000 | $2.2M | 0.15% |
| 54 | Fate Therapeutics Inc | FATE | 2,515,850 | $2.0M | 0.14% |
| 55 | Alto Neuroscience Inc | ANRO | 915,000 | $2.0M | 0.14% |
| 56 | Sutro Biopharma Inc | STRO | 2,600,000 | $1.7M | 0.12% |
| 57 | Engene Holdings Inc | ENGNW | 370,000 | $1.7M | 0.12% |
| 58 | Alector Inc | ALEC | 504,540 | $620,584 | 0.04% |
| 59 | Atara Biotherapeutics Inc | ATRA | 94,085 | $558,865 | 0.04% |
| 60 | Traws Pharma Inc | TRAW | 175,000 | $402,500 | 0.03% |
| 61 | MacroGenics Inc | MGNX | 280,000 | $355,600 | 0.03% |
| 62 | Tenax Therapeutics Inc | TENX | 53,439 | $350,025 | 0.02% |
| 63 | Centessa Pharmaceuticals PLC | CNTA | 14,888 | $214,089 | 0.02% |