13F HOLDINGS REPORT
Vestal Point Capital, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001974915-25-000008
Total Value
$2.21B
Positions
81
Other Managers
0
Confidential Omitted
No
Holdings (81)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Ascendis Pharma A/S | ASND | 600,000 | $119.3M | 5.39% |
| 2 | Arcellx Inc | ACLX | 1,250,000 | $102.6M | 4.63% |
| 3 | Nuvalent Inc | NUVL | 1,100,000 | $95.1M | 4.30% |
| 4 | Abivax SA | AAVXF | 1,000,000 | $84.9M | 3.83% |
| 5 | Alcon AG | ALC | 1,100,000 | $82.0M | 3.70% |
| 6 | Bicara Therapeutics Inc | BCAX | 5,100,000 | $80.5M | 3.64% |
| 7 | Amicus Therapeutics Inc | FOLD | 9,750,000 | $76.8M | 3.47% |
| 8 | Globus Medical Inc | GMED | 1,250,000 | $71.6M | 3.23% |
| 9 | Ionis Pharmaceuticals Inc | IONS | 1,075,000 | $70.3M | 3.18% |
| 10 | Jazz Pharmaceuticals PLC | JAZZ | 500,000 | $65.9M | 2.98% |
| 11 | Becton Dickinson & Co | BDX | 325,000 | $60.8M | 2.75% |
| 12 | Scholar Rock Holding Corp | SRRK | 1,500,000 | $55.9M | 2.52% |
| 13 | Immatics NV | IMTX | 6,350,000 | $54.1M | 2.44% |
| 14 | Repligen Corp | RGEN | 400,000 | $53.5M | 2.41% |
| 15 | Dianthus Therapeutics Inc | DNTH | 1,180,000 | $46.4M | 2.10% |
| 16 | BioMarin Pharmaceutical Inc | BMRN | 830,000 | $45.0M | 2.03% |
| 17 | Xenon Pharmaceuticals Inc | XENE | 1,100,000 | $44.2M | 1.99% |
| 18 | Dexcom Inc | DXCM | 650,000 | $43.7M | 1.98% |
| 19 | Cytokinetics Inc | CYTK | 725,000 | $39.8M | 1.80% |
| 20 | Biogen Inc | BIIB | 275,000 | $38.5M | 1.74% |
| 21 | Cidara Therapeutics Inc | 171757206 | 400,000 | $38.3M | 1.73% |
| 22 | Astria Therapeutics Inc | 04635X102 | 4,956,000 | $36.1M | 1.63% |
| 23 | Dyne Therapeutics Inc | DYN | 2,775,000 | $35.1M | 1.59% |
| 24 | Tyra Biosciences Inc | TYRA | 2,425,000 | $33.9M | 1.53% |
| 25 | Abbott Laboratories | ABLZF | 250,000 | $33.5M | 1.51% |
| 26 | Disc Medicine Inc | IRON | 500,000 | $33.0M | 1.49% |
| 27 | Nurix Therapeutics Inc | NRIX | 3,475,000 | $32.1M | 1.45% |
| 28 | Crinetics Pharmaceuticals Inc | CRNX | 750,000 | $31.2M | 1.41% |
| 29 | Celldex Therapeutics Inc | CLDX | 1,205,000 | $31.2M | 1.41% |
| 30 | Zymeworks Inc | ZYME | 1,765,000 | $30.1M | 1.36% |
| 31 | Danaher Corp | 235851102 | 150,000 | $29.7M | 1.34% |
| 32 | Revolution Medicines Inc | RVMDW | 630,000 | $29.4M | 1.33% |
| 33 | Rapport Therapeutics Inc | RAPP | 950,000 | $28.2M | 1.27% |
| 34 | Enliven Therapeutics Inc | ELVN | 1,160,000 | $23.7M | 1.07% |
| 35 | Geron Corp | GERN | 17,225,000 | $23.6M | 1.07% |
| 36 | Belite Bio Inc | BLTE | 312,500 | $23.1M | 1.04% |
| 37 | Ultragenyx Pharmaceutical Inc | RARE | 750,000 | $22.6M | 1.02% |
| 38 | Vera Therapeutics Inc | VERA | 760,000 | $22.1M | 1.00% |
| 39 | Lexeo Therapeutics Inc | LXEO | 3,250,000 | $21.6M | 0.97% |
| 40 | Black Diamond Therapeutics Inc | BDTX | 5,550,000 | $21.0M | 0.95% |
| 41 | Day One Biopharmaceuticals Inc | DAWN | 2,675,000 | $18.9M | 0.85% |
| 42 | Solid Biosciences Inc | SLDB | 2,975,000 | $18.4M | 0.83% |
| 43 | Axsome Therapeutics Inc | AXSM | 150,000 | $18.2M | 0.82% |
| 44 | Taysha Gene Therapies Inc | TSHA | 5,500,000 | $18.0M | 0.81% |
| 45 | Apogee Therapeutics Inc | APGE | 425,000 | $16.9M | 0.76% |
| 46 | Savara Inc | SVRA | 4,015,000 | $14.3M | 0.65% |
| 47 | Bruker Corp | BRKRP | 440,000 | $14.3M | 0.65% |
| 48 | Regeneron Pharmaceuticals Inc | REGN | 25,000 | $14.1M | 0.63% |
| 49 | uniQure NV | QURE | 225,000 | $13.1M | 0.59% |
| 50 | Beta Bionics Inc | BBNX | 600,000 | $11.9M | 0.54% |
| 51 | Biohaven Ltd | BHVN | 701,700 | $10.5M | 0.48% |
| 52 | Inspire Medical Systems Inc | 457730109 | 135,000 | $10.0M | 0.45% |
| 53 | KalVista Pharmaceuticals Inc | KALV | 750,000 | $9.1M | 0.41% |
| 54 | Lantheus Holdings Inc | LNTH | 170,000 | $8.7M | 0.39% |
| 55 | Applied Therapeutics Inc | 03828A101 | 14,250,000 | $8.6M | 0.39% |
| 56 | CG Oncology Inc | CGON | 175,000 | $7.0M | 0.32% |
| 57 | Voyager Therapeutics Inc | VYGR | 1,475,000 | $6.9M | 0.31% |
| 58 | Tvardi Therapeutics Inc | TVRD | 167,000 | $6.5M | 0.29% |
| 59 | Ventyx Biosciences Inc | 92332V107 | 2,050,000 | $6.4M | 0.29% |
| 60 | Monte Rosa Therapeutics Inc | GLUE | 800,000 | $5.9M | 0.27% |
| 61 | GSK PLC | GLAXF | 125,000 | $5.4M | 0.24% |
| 62 | Novocure Ltd | NVCR | 400,000 | $5.2M | 0.23% |
| 63 | Agios Pharmaceuticals Inc | AGIO | 127,000 | $5.1M | 0.23% |
| 64 | Nyxoah SA | NYXH | 1,107,413 | $5.1M | 0.23% |
| 65 | Myriad Genetics Inc | MYGN | 600,000 | $4.3M | 0.20% |
| 66 | Exact Sciences Corp | 30063P105 | 75,000 | $4.1M | 0.19% |
| 67 | Establishment Labs Holdings In | ESTA | 100,000 | $4.1M | 0.19% |
| 68 | Kodiak Sciences Inc | KOD | 250,000 | $4.1M | 0.18% |
| 69 | Alto Neuroscience Inc | ANRO | 950,000 | $3.8M | 0.17% |
| 70 | Arcutis Biotherapeutics Inc | ARQT | 200,000 | $3.8M | 0.17% |
| 71 | Arcus Biosciences Inc | RCUS | 250,000 | $3.4M | 0.15% |
| 72 | Fate Therapeutics Inc | FATE | 2,515,000 | $3.2M | 0.14% |
| 73 | Alector Inc | ALEC | 980,000 | $2.9M | 0.13% |
| 74 | Engene Holdings Inc | ENGNW | 370,000 | $2.5M | 0.11% |
| 75 | Passage Bio Inc | PASG | 305,000 | $2.4M | 0.11% |
| 76 | Sutro Biopharma Inc | STRO | 2,600,000 | $2.3M | 0.10% |
| 77 | OnKure Therapeutics Inc | OKUR | 635,000 | $1.7M | 0.08% |
| 78 | Pulmonx Corp | LUNG | 830,000 | $1.3M | 0.06% |
| 79 | MacroGenics Inc | MGNX | 280,000 | $470,400 | 0.02% |
| 80 | Tenax Therapeutics Inc | TENX | 53,439 | $406,671 | 0.02% |
| 81 | Traws Pharma Inc | TRAW | 150,000 | $277,500 | 0.01% |