Vestal Point Capital, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.4T
Holdings
63
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACLXArcellx Inc | 2,387,720 | $156.6B | 11.19% | |
| 2 | CYTKCytokinetics Inc | 2,590,531 | $104.1B | 7.43% | |
| 3 | IM8NInsmed Inc | 1,075,000 | $82.0B | 5.86% | |
| 4 | NUVLNuvalent Inc | 1,075,000 | $76.2B | 5.44% | |
| 5 | VERAVera Therapeutics Inc | 2,500,000 | $60.0B | 4.29% | |
| 6 | KALVKalVista Pharmaceuticals Inc | 4,751,292 | $54.8B | 3.92% | |
| 7 | QUREuniQure NV | 4,792,572 | $50.8B | 3.63% | |
| 8 | CRNXCrinetics Pharmaceuticals Inc | 1,500,000 | $50.3B | 3.59% | |
| 9 | XENEXenon Pharmaceuticals Inc | 1,300,000 | $43.6B | 3.11% | |
| 10 | SRRKScholar Rock Holding Corp | 1,300,000 | $41.8B | 2.98% | |
| 11 | BCAXBicara Therapeutics Inc | 2,768,975 | $36.1B | 2.58% | |
| 12 | GONGeron Corp | 22,005,340 | $35.0B | 2.50% | |
| 13 | AM6Amicus Therapeutics Inc | 4,275,000 | $34.9B | 2.49% | |
| 14 | IMTXImmatics NV | 7,192,700 | $32.4B | 2.32% | |
| 15 | GPCRStructure Therapeutics Inc | 1,788,990 | $31.0B | 2.21% | |
| 16 | DNTHDianthus Therapeutics Inc | 1,700,069 | $30.8B | 2.20% | |
| 17 | YB4PSavara Inc | 11,000,000 | $30.5B | 2.18% | |
| 18 | TYRATyra Biosciences Inc | 2,879,829 | $26.8B | 1.91% | |
| 19 | DHRDanaher Corporation | 125,000 | $25.6B | 1.83% | |
| 20 | URGNUroGen Pharma Ltd | 2,152,957 | $23.8B | 1.70% | |
| 21 | ASNDAscendis Pharma A/S | 150,142 | $23.4B | 1.67% | |
| 22 | CATBUSDAstria Therapeutics Inc | 4,180,000 | $22.3B | 1.59% | |
| 23 | DAWNDay One Biopharmaceuticals Inc | 2,598,127 | $20.6B | 1.47% | |
| 24 | DYNDyne Therapeutics Inc | 1,800,000 | $18.8B | 1.34% | |
| 25 | RAREUltragenyx Pharmaceutical Inc | 500,000 | $18.1B | 1.29% | |
| 26 | LQDALiquidia Corp | 1,227,403 | $18.1B | 1.29% | |
| 27 | COGTCogent Biosciences Inc | 3,000,000 | $18.0B | 1.28% | |
| 28 | ESTAEstablishment Labs Holdings In | 433,193 | $17.7B | 1.26% | |
| 29 | VRNAVerona Pharma PLC | 267,627 | $17.0B | 1.21% | |
| 30 | PRGOPerrigo Co PLC | 587,649 | $16.5B | 1.18% | |
| 31 | GEHCGE HealthCare Technologies Inc | 204,130 | $16.5B | 1.18% | |
| 32 | NYXHNyxoah SA | 2,318,954 | $16.2B | 1.16% | |
| 33 | GMEDGlobus Medical Inc | 200,000 | $14.6B | 1.05% | |
| 34 | NRIXNurix Therapeutics Inc | 1,125,552 | $13.4B | 0.95% | |
| 35 | SRPTSarepta Therapeutics Inc | 200,000 | $12.8B | 0.91% | |
| 36 | BRKRBruker Corp | 300,000 | $12.5B | 0.89% | |
| 37 | CDTXCidara Therapeutics Inc | 504,542 | $10.9B | 0.78% | |
| 38 | BDTXBlack Diamond Therapeutics Inc | 5,600,000 | $8.7B | 0.62% | |
| 39 | MLTXMoonLake Immunotherapeutics | 200,000 | $7.8B | 0.56% | |
| 40 | SLDBSolid Biosciences Inc | 1,753,558 | $6.5B | 0.46% | |
| 41 | IMVTImmunovant Inc | 350,000 | $6.0B | 0.43% | |
| 42 | ZYMEZymeworks Inc | 500,000 | $6.0B | 0.43% | |
| 43 | APLTApplied Therapeutics Inc | 11,500,000 | $5.6B | 0.40% | |
| 44 | 5E7iTeos Therapeutics Inc | 900,000 | $5.4B | 0.38% | |
| 45 | GLPGGalapagos NV | 200,000 | $5.0B | 0.36% | |
| 46 | VYGRVoyager Therapeutics Inc | 1,249,418 | $4.2B | 0.30% | |
| 47 | LXEOLexeo Therapeutics Inc | 1,136,249 | $3.9B | 0.28% | |
| 48 | KNSAKiniksa Pharmaceuticals Intl | 169,864 | $3.8B | 0.27% | |
| 49 | TCE2Celldex Therapeutics Inc | 198,646 | $3.6B | 0.26% | |
| 50 | OKUROnKure Therapeutics Inc | 635,000 | $2.7B | 0.19% | |
| 51 | VTYXVentyx Biosciences Inc | 2,000,000 | $2.3B | 0.16% | |
| 52 | ARCTArcturus Therapeutics Holdings | 211,790 | $2.2B | 0.16% | |
| 53 | PASGPassage Bio Inc | 6,100,000 | $2.2B | 0.15% | |
| 54 | FATEFate Therapeutics Inc | 2,515,850 | $2.0B | 0.14% | |
| 55 | ANROAlto Neuroscience Inc | 915,000 | $2.0B | 0.14% | |
| 56 | STROSutro Biopharma Inc | 2,600,000 | $1.7B | 0.12% | |
| 57 | ENGNEngene Holdings Inc | 370,000 | $1.7B | 0.12% | |
| 58 | ALECAlector Inc | 504,540 | $620.6M | 0.04% | |
| 59 | ATRAAtara Biotherapeutics Inc | 94,085 | $558.9M | 0.04% | |
| 60 | TRAWTraws Pharma Inc | 175,000 | $402.5M | 0.03% | |
| 61 | MGNXMacroGenics Inc | 280,000 | $355.6M | 0.03% | |
| 62 | TENXTenax Therapeutics Inc | 53,439 | $350.0M | 0.02% | |
| 63 | CNTACentessa Pharmaceuticals PLC | 14,888 | $214.1M | 0.02% |