13F HOLDINGS REPORT
Vestal Point Capital, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001974915-26-000002
Total Value
$2.94B
Positions
76
Other Managers
0
Confidential Omitted
No
Holdings (76)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Abivax SA | AAVXF | 1,900,000 | $256.2M | 8.71% |
| 2 | Invesco QQQ Trust Series 1 | IVZ | 350,000 | $215.0M | 7.31% |
| 3 | Arcellx Inc | ACLX | 2,925,000 | $190.7M | 6.48% |
| 4 | Terns Pharmaceuticals Inc | TERN | 4,500,000 | $181.8M | 6.18% |
| 5 | BioMarin Pharmaceutical Inc | BMRN | 3,000,000 | $178.3M | 6.06% |
| 6 | Globus Medical Inc | GMED | 1,275,000 | $111.3M | 3.78% |
| 7 | Nurix Therapeutics Inc | NRIX | 4,690,000 | $89.0M | 3.02% |
| 8 | Alcon AG | ALC | 1,105,000 | $87.1M | 2.96% |
| 9 | Dexcom Inc | DXCM | 1,275,000 | $84.6M | 2.88% |
| 10 | Merck & Co Inc | MRK | 775,000 | $81.6M | 2.77% |
| 11 | Taysha Gene Therapies Inc | TSHA | 13,750,000 | $75.6M | 2.57% |
| 12 | Abbott Laboratories | ABLZF | 600,000 | $75.2M | 2.56% |
| 13 | Immatics NV | IMTX | 6,125,000 | $64.3M | 2.19% |
| 14 | Tyra Biosciences Inc | TYRA | 2,425,000 | $63.8M | 2.17% |
| 15 | Bicara Therapeutics Inc | BCAX | 3,575,000 | $60.2M | 2.05% |
| 16 | Arrowhead Pharmaceuticals Inc | ARWR | 900,000 | $59.8M | 2.03% |
| 17 | Enliven Therapeutics Inc | ELVN | 3,830,000 | $59.0M | 2.01% |
| 18 | Disc Medicine Inc | IRON | 735,000 | $58.4M | 1.98% |
| 19 | Jazz Pharmaceuticals PLC | JAZZ | 290,000 | $49.3M | 1.68% |
| 20 | Day One Biopharmaceuticals Inc | DAWN | 5,200,000 | $48.5M | 1.65% |
| 21 | Lexeo Therapeutics Inc | LXEO | 4,475,000 | $44.4M | 1.51% |
| 22 | Alto Neuroscience Inc | ANRO | 2,485,000 | $44.2M | 1.50% |
| 23 | Apogee Therapeutics Inc | APGE | 550,000 | $41.5M | 1.41% |
| 24 | Olema Pharmaceuticals Inc | OLMA | 1,650,000 | $41.3M | 1.40% |
| 25 | Axsome Therapeutics Inc | AXSM | 210,000 | $38.4M | 1.30% |
| 26 | Ascendis Pharma A/S | ASND | 175,000 | $37.3M | 1.27% |
| 27 | Rapport Therapeutics Inc | RAPP | 1,110,000 | $33.7M | 1.14% |
| 28 | Solid Biosciences Inc | SLDB | 5,815,000 | $32.8M | 1.12% |
| 29 | Celldex Therapeutics Inc | CLDX | 1,165,000 | $31.6M | 1.08% |
| 30 | Scholar Rock Holding Corp | SRRK | 700,000 | $30.8M | 1.05% |
| 31 | KalVista Pharmaceuticals Inc | KALV | 1,890,000 | $30.5M | 1.04% |
| 32 | Vera Therapeutics Inc | VERA | 550,000 | $27.9M | 0.95% |
| 33 | Xenon Pharmaceuticals Inc | XENE | 600,000 | $26.9M | 0.91% |
| 34 | Lantheus Holdings Inc | LNTH | 360,000 | $24.0M | 0.81% |
| 35 | Revolution Medicines Inc | RVMDW | 295,000 | $23.5M | 0.80% |
| 36 | Zymeworks Inc | ZYME | 865,000 | $22.8M | 0.77% |
| 37 | Immunocore Holdings PLC | IMCR | 585,000 | $20.3M | 0.69% |
| 38 | Upstream Bio Inc | UPB | 720,000 | $19.5M | 0.66% |
| 39 | Beta Bionics Inc | BBNX | 600,000 | $18.3M | 0.62% |
| 40 | Crescent Biopharma Inc | CBIO | 1,500,000 | $17.8M | 0.60% |
| 41 | BioCryst Pharmaceuticals Inc | BCRX | 2,250,000 | $17.6M | 0.60% |
| 42 | Penumbra Inc | PEN | 50,000 | $15.5M | 0.53% |
| 43 | Geron Corp | GERN | 11,320,000 | $14.9M | 0.51% |
| 44 | Repligen Corp | RGEN | 83,000 | $13.6M | 0.46% |
| 45 | Zimmer Biomet Holdings Inc | ZBH | 150,000 | $13.5M | 0.46% |
| 46 | Bristol-Myers Squibb Co | CELG-RI | 250,000 | $13.5M | 0.46% |
| 47 | Monte Rosa Therapeutics Inc | GLUE | 775,000 | $12.2M | 0.41% |
| 48 | Fulcrum Therapeutics Inc | FULC | 950,000 | $10.7M | 0.37% |
| 49 | Savara Inc | SVRA | 1,606,000 | $9.7M | 0.33% |
| 50 | Engene Holdings Inc | ENGNW | 1,055,000 | $9.5M | 0.32% |
| 51 | Agios Pharmaceuticals Inc | AGIO | 325,000 | $8.8M | 0.30% |
| 52 | Definium Therapeutics Inc | 60255C885 | 637,000 | $8.5M | 0.29% |
| 53 | Denali Therapeutics Inc | DNLI | 465,000 | $7.7M | 0.26% |
| 54 | Myriad Genetics Inc | MYGN | 1,223,000 | $7.5M | 0.26% |
| 55 | Tectonic Therapeutic Inc | TECX | 328,000 | $6.8M | 0.23% |
| 56 | Novocure Ltd | NVCR | 525,000 | $6.8M | 0.23% |
| 57 | MapLight Therapeutics Inc | MPLT | 385,000 | $6.8M | 0.23% |
| 58 | Gilead Sciences Inc | GILD | 50,000 | $6.1M | 0.21% |
| 59 | Voyager Therapeutics Inc | VYGR | 1,475,000 | $5.8M | 0.20% |
| 60 | DBV Technologies SA | DBVTF | 300,000 | $5.8M | 0.20% |
| 61 | Mirum Pharmaceuticals Inc | MIRM | 66,000 | $5.2M | 0.18% |
| 62 | Nyxoah SA | NYXH | 1,107,000 | $5.1M | 0.17% |
| 63 | Nuvalent Inc | NUVL | 46,000 | $4.6M | 0.16% |
| 64 | LENZ Therapeutics Inc | LENZ | 275,000 | $4.4M | 0.15% |
| 65 | Rezolute Inc | RZLT | 1,686,000 | $4.0M | 0.14% |
| 66 | Passage Bio Inc | PASG | 305,000 | $3.6M | 0.12% |
| 67 | Sutro Biopharma Inc | STRO | 243,000 | $2.8M | 0.10% |
| 68 | Structure Therapeutics Inc | GPCR | 35,000 | $2.4M | 0.08% |
| 69 | Dyne Therapeutics Inc | DYN | 120,000 | $2.3M | 0.08% |
| 70 | Black Diamond Therapeutics Inc | BDTX | 870,000 | $2.1M | 0.07% |
| 71 | OnKure Therapeutics Inc | OKUR | 635,000 | $1.8M | 0.06% |
| 72 | Fate Therapeutics Inc | FATE | 1,725,000 | $1.7M | 0.06% |
| 73 | Alector Inc | ALEC | 755,000 | $1.2M | 0.04% |
| 74 | Tenax Therapeutics Inc | TENX | 53,439 | $651,421 | 0.02% |
| 75 | REGENXBIO Inc | RGNX | 34,000 | $489,600 | 0.02% |
| 76 | MacroGenics Inc | MGNX | 280,000 | $450,800 | 0.02% |