Vestal Point Capital, LP Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$1.2B
Holdings
58
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYTKCytokinetics Inc | 2,150,000 | $150.7T | 12465649.20% | |
| 2 | JAZZJazz Pharmaceuticals PLC | 1,100,000 | $132.5T | 10954379.49% | |
| 3 | NBIXNeurocrine Biosciences Inc | 710,000 | $97.9T | 8098080.16% | |
| 4 | ASNDAscendis Pharma A/S | 525,000 | $79.4T | 6563286.93% | |
| 5 | GMEDGlobus Medical Inc | 1,000,000 | $53.6T | 4435935.71% | |
| 6 | SLNOSoleno Therapeutics Inc | 1,250,000 | $53.5T | 4424357.95% | |
| 7 | ALNYAlnylam Pharmaceuticals Inc | 350,000 | $52.3T | 4325740.25% | |
| 8 | ONCBeiGene Ltd | 325,000 | $50.8T | 4203284.78% | |
| 9 | NARIUSDInari Medical Inc | 800,000 | $38.4T | 3174290.76% | |
| 10 | APLTApplied Therapeutics Inc | 5,110,000 | $34.7T | 2873599.81% | |
| 11 | LQDALiquidia Corp | 2,000,000 | $29.5T | 2439599.24% | |
| 12 | ALXOALX Oncology Holdings Inc | 2,610,000 | $29.1T | 2406643.98% | |
| 13 | AZNAstraZeneca PLC | 400,000 | $27.1T | 2241123.37% | |
| 14 | QUREuniQure NV | 4,725,000 | $24.6T | 2031896.73% | |
| 15 | IM8NInsmed Inc | 750,000 | $20.3T | 1682703.24% | |
| 16 | ARGXArgenx SE | 50,000 | $19.7T | 1627998.33% | |
| 17 | XENEXenon Pharmaceuticals Inc | 400,000 | $17.2T | 1424064.37% | |
| 18 | TGTXTG Therapeutics Inc | 1,050,000 | $16.0T | 1320732.87% | |
| 19 | CATBUSDAstria Therapeutics Inc | 1,100,000 | $15.5T | 1280376.11% | |
| 20 | BMRNBioMarin Pharmaceutical Inc | 175,000 | $15.3T | 1264001.85% | |
| 21 | NVLSEURAlpine Immune Sciences Inc | 350,000 | $13.9T | 1147355.93% | |
| 22 | SLDBSolid Biosciences Inc | 1,035,000 | $13.8T | 1140095.02% | |
| 23 | DNTHDianthus Therapeutics Inc | 455,000 | $13.7T | 1128831.51% | |
| 24 | APLSApellis Pharmaceuticals Inc | 225,000 | $13.2T | 1093726.10% | |
| 25 | SRPTSarepta Therapeutics Inc | 100,000 | $12.9T | 1070611.93% | |
| 26 | PRAXPraxis Precision Medicines Inc | 210,000 | $12.8T | 1059712.29% | |
| 27 | IMTXImmatics NV | 1,200,000 | $12.6T | 1042990.70% | |
| 28 | INCYIncyte Corp | 200,000 | $11.4T | 942264.20% | |
| 29 | MGNXMacroGenics Inc | 725,000 | $10.7T | 882556.04% | |
| 30 | AGIOAgios Pharmaceuticals Inc | 325,000 | $9.5T | 785881.75% | |
| 31 | SWAVUSDShockwave Medical Inc | 25,000 | $8.1T | 673226.02% | |
| 32 | KRYSKrystal Biotech Inc | 45,000 | $8.0T | 662152.72% | |
| 33 | KALVKalVista Pharmaceuticals Inc | 655,000 | $7.8T | 642425.04% | |
| 34 | GONGeron Corp | 2,200,000 | $7.3T | 600389.51% | |
| 35 | ACLXArcellx Inc | 100,000 | $7.0T | 575166.53% | |
| 36 | EXASExact Sciences Corp | 100,000 | $6.9T | 571114.32% | |
| 37 | FULCFulcrum Therapeutics Inc | 695,000 | $6.6T | 542566.87% | |
| 38 | VKTXViking Therapeutics Inc | 75,000 | $6.2T | 508594.42% | |
| 39 | PASGPassage Bio Inc | 4,500,000 | $6.1T | 502392.05% | |
| 40 | ALLOAllogene Therapeutics Inc | 1,350,000 | $6.0T | 499042.77% | |
| 41 | FATEFate Therapeutics Inc | 800,000 | $5.9T | 485604.30% | |
| 42 | VYGRVoyager Therapeutics Inc | 600,000 | $5.6T | 461952.59% | |
| 43 | RLMDRelmada Therapeutics Inc | 1,200,000 | $5.6T | 461456.40% | |
| 44 | BUWABio-Rad Laboratories Inc | 15,000 | $5.2T | 429042.81% | |
| 45 | RAREUltragenyx Pharmaceutical Inc | 110,000 | $5.1T | 424730.09% | |
| 46 | LYRALyra Therapeutics Inc | 800,000 | $5.0T | 411506.64% | |
| 47 | GLPGGalapagos NV | 130,000 | $4.2T | 346175.00% | |
| 48 | ANROAlto Neuroscience Inc | 250,000 | $3.8T | 317354.65% | |
| 49 | LXEOLexeo Therapeutics Inc | 175,000 | $2.7T | 226924.08% | |
| 50 | PRMEPrime Medicine Inc | 360,000 | $2.5T | 208399.66% | |
| 51 | NVV1Novavax Inc | 500,000 | $2.4T | 197648.89% | |
| 52 | PCRXPacira BioSciences Inc | 80,000 | $2.3T | 193315.50% | |
| 53 | ATRAGBXAtara Biotherapeutics Inc | 2,800,000 | $1.9T | 160699.30% | |
| 54 | 698Achilles Therapeutics PLC | 1,500,000 | $1.9T | 155059.27% | |
| 55 | CMRXEURChimerix Inc | 1,400,000 | $1.5T | 122724.25% | |
| 56 | OKURReneo Pharmaceuticals Inc | 295,375 | $490.3B | 40548.87% | |
| 57 | —Affimed NV | 55,000 | $291.5B | 24106.55% | |
| 58 | LYELLyell Immunopharma Inc | 130,000 | $289.9B | 23974.23% |