13F HOLDINGS REPORT
Vestal Point Capital, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001974915-25-000006
Total Value
$1.90B
Positions
72
Other Managers
0
Confidential Omitted
No
Holdings (72)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Arcellx Inc | ACLX | 2,750,000 | $181.1M | 9.53% |
| 2 | Jazz Pharmaceuticals PLC | JAZZ | 1,200,000 | $127.3M | 6.70% |
| 3 | Cytokinetics Inc | CYTK | 2,975,000 | $98.3M | 5.18% |
| 4 | Nuvalent Inc | NUVL | 1,075,000 | $82.0M | 4.32% |
| 5 | Vera Therapeutics Inc | VERA | 3,100,000 | $73.0M | 3.85% |
| 6 | Amicus Therapeutics Inc | FOLD | 11,900,000 | $68.2M | 3.59% |
| 7 | Xenon Pharmaceuticals Inc | XENE | 2,000,000 | $62.6M | 3.30% |
| 8 | Dianthus Therapeutics Inc | DNTH | 3,200,000 | $59.6M | 3.14% |
| 9 | Scholar Rock Holding Corp | SRRK | 1,500,000 | $53.1M | 2.80% |
| 10 | KalVista Pharmaceuticals Inc | KALV | 4,675,000 | $52.9M | 2.78% |
| 11 | GE HealthCare Technologies Inc | GEHC | 700,000 | $51.8M | 2.73% |
| 12 | uniQure NV | QURE | 3,700,000 | $51.6M | 2.72% |
| 13 | Bicara Therapeutics Inc | BCAX | 5,000,000 | $46.5M | 2.45% |
| 14 | Alcon AG | ALC | 525,000 | $46.3M | 2.44% |
| 15 | Revolution Medicines Inc | RVMDW | 1,200,000 | $44.1M | 2.32% |
| 16 | Crinetics Pharmaceuticals Inc | CRNX | 1,500,000 | $43.1M | 2.27% |
| 17 | Exact Sciences Corp | 30063P105 | 700,000 | $37.2M | 1.96% |
| 18 | Celldex Therapeutics Inc | CLDX | 1,750,000 | $35.6M | 1.87% |
| 19 | Ascendis Pharma A/S | ASND | 200,000 | $34.5M | 1.82% |
| 20 | Immatics NV | IMTX | 6,250,000 | $33.6M | 1.77% |
| 21 | Geron Corp | GERN | 23,775,000 | $33.5M | 1.76% |
| 22 | Globus Medical Inc | GMED | 500,000 | $29.5M | 1.55% |
| 23 | BioMarin Pharmaceutical Inc | BMRN | 500,000 | $27.5M | 1.45% |
| 24 | MoonLake Immunotherapeutics | MLTX | 550,000 | $26.0M | 1.37% |
| 25 | Tyra Biosciences Inc | TYRA | 2,655,000 | $25.4M | 1.34% |
| 26 | Savara Inc | SVRA | 11,015,000 | $25.1M | 1.32% |
| 27 | Cooper Cos Inc/The | 216648501 | 350,000 | $24.9M | 1.31% |
| 28 | Structure Therapeutics Inc | GPCR | 1,200,000 | $24.9M | 1.31% |
| 29 | Cidara Therapeutics Inc | 171757206 | 500,000 | $24.4M | 1.28% |
| 30 | Astria Therapeutics Inc | 04635X102 | 4,522,000 | $24.2M | 1.28% |
| 31 | Abbott Laboratories | ABLZF | 175,000 | $23.8M | 1.25% |
| 32 | Edwards Lifesciences Corp | EW | 300,000 | $23.5M | 1.24% |
| 33 | Nurix Therapeutics Inc | NRIX | 2,000,000 | $22.8M | 1.20% |
| 34 | Cogent Biosciences Inc | COGT | 3,080,000 | $22.1M | 1.16% |
| 35 | Bruker Corp | BRKRP | 500,000 | $20.6M | 1.08% |
| 36 | Ionis Pharmaceuticals Inc | IONS | 500,000 | $19.8M | 1.04% |
| 37 | Day One Biopharmaceuticals Inc | DAWN | 3,000,000 | $19.5M | 1.03% |
| 38 | Medtronic PLC | MDT | 195,000 | $17.0M | 0.89% |
| 39 | Perrigo Co PLC | PRGO | 625,000 | $16.7M | 0.88% |
| 40 | Zymeworks Inc | ZYME | 1,150,000 | $14.4M | 0.76% |
| 41 | Black Diamond Therapeutics Inc | BDTX | 5,600,000 | $13.9M | 0.73% |
| 42 | Lexeo Therapeutics Inc | LXEO | 3,228,161 | $13.0M | 0.68% |
| 43 | Nyxoah SA | NYXH | 1,402,002 | $10.5M | 0.55% |
| 44 | Thermo Fisher Scientific Inc | TMO | 25,000 | $10.1M | 0.53% |
| 45 | Danaher Corp | 235851102 | 50,000 | $9.9M | 0.52% |
| 46 | Beta Bionics Inc | BBNX | 550,000 | $8.0M | 0.42% |
| 47 | Disc Medicine Inc | IRON | 140,000 | $7.4M | 0.39% |
| 48 | Solid Biosciences Inc | SLDB | 1,505,000 | $7.3M | 0.39% |
| 49 | Taysha Gene Therapies Inc | TSHA | 3,000,000 | $6.9M | 0.36% |
| 50 | Dyne Therapeutics Inc | DYN | 727,500 | $6.9M | 0.36% |
| 51 | Travere Therapeutics Inc | TVTX | 355,000 | $5.3M | 0.28% |
| 52 | Enliven Therapeutics Inc | ELVN | 250,000 | $5.0M | 0.26% |
| 53 | Voyager Therapeutics Inc | VYGR | 1,475,000 | $4.6M | 0.24% |
| 54 | Zimmer Biomet Holdings Inc | ZBH | 50,000 | $4.6M | 0.24% |
| 55 | Becton Dickinson & Co | BDX | 25,000 | $4.3M | 0.23% |
| 56 | Ventyx Biosciences Inc | 92332V107 | 2,000,000 | $4.3M | 0.23% |
| 57 | Lantheus Holdings Inc | LNTH | 50,000 | $4.1M | 0.22% |
| 58 | Neurocrine Biosciences Inc | NBIX | 30,000 | $3.8M | 0.20% |
| 59 | Applied Therapeutics Inc | 03828A101 | 11,500,000 | $3.6M | 0.19% |
| 60 | Fate Therapeutics Inc | FATE | 2,515,000 | $2.8M | 0.15% |
| 61 | Passage Bio Inc | PASG | 6,100,000 | $2.4M | 0.13% |
| 62 | Alto Neuroscience Inc | ANRO | 950,000 | $2.1M | 0.11% |
| 63 | Sutro Biopharma Inc | STRO | 2,600,000 | $1.9M | 0.10% |
| 64 | OnKure Therapeutics Inc | OKUR | 635,000 | $1.5M | 0.08% |
| 65 | Viridian Therapeutics Inc | VRDN | 100,000 | $1.4M | 0.07% |
| 66 | Alector Inc | ALEC | 976,992 | $1.4M | 0.07% |
| 67 | Engene Holdings Inc | ENGNW | 370,000 | $1.3M | 0.07% |
| 68 | Arcutis Biotherapeutics Inc | ARQT | 95,000 | $1.3M | 0.07% |
| 69 | Atara Biotherapeutics Inc | ATRA | 94,085 | $726,336 | 0.04% |
| 70 | MacroGenics Inc | MGNX | 280,000 | $338,800 | 0.02% |
| 71 | Tenax Therapeutics Inc | TENX | 53,439 | $307,809 | 0.02% |
| 72 | Traws Pharma Inc | TRAW | 149,800 | $221,704 | 0.01% |