Vestal Point Capital, LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1.3T
Holdings
60
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JAZZJazz Pharmaceuticals PLC | 1,500,000 | $160.1B | 11.94% | |
| 2 | CYTKCytokinetics Inc | 2,075,000 | $112.4B | 8.38% | |
| 3 | ASNDAscendis Pharma A/S | 750,000 | $102.3B | 7.63% | |
| 4 | RAREUltragenyx Pharmaceutical Inc | 1,800,000 | $74.0B | 5.52% | |
| 5 | GMEDGlobus Medical Inc | 900,000 | $61.6B | 4.60% | |
| 6 | IM8NInsmed Inc | 750,000 | $50.3B | 3.75% | |
| 7 | ONCBeiGene Ltd | 350,000 | $49.9B | 3.72% | |
| 8 | SLNOSoleno Therapeutics Inc | 1,200,000 | $49.0B | 3.65% | |
| 9 | EXASExact Sciences Corp | 925,000 | $39.1B | 2.91% | |
| 10 | ACLXArcellx Inc | 675,000 | $37.3B | 2.78% | |
| 11 | IMTXImmatics NV | 2,750,000 | $32.0B | 2.38% | |
| 12 | JANXJanux Therapeutics Inc | 725,000 | $30.4B | 2.26% | |
| 13 | CATBUSDAstria Therapeutics Inc | 3,250,000 | $29.6B | 2.21% | |
| 14 | KALVKalVista Pharmaceuticals Inc | 2,300,000 | $27.1B | 2.02% | |
| 15 | YB4PSavara Inc | 6,490,000 | $26.2B | 1.95% | |
| 16 | 5E7iTeos Therapeutics Inc | 1,750,000 | $26.0B | 1.94% | |
| 17 | APLTApplied Therapeutics Inc | 5,430,000 | $25.4B | 1.89% | |
| 18 | AXSMAxsome Therapeutics Inc | 300,000 | $24.1B | 1.80% | |
| 19 | GPCRStructure Therapeutics Inc | 560,000 | $22.0B | 1.64% | |
| 20 | LQDALiquidia Corp | 1,830,000 | $22.0B | 1.64% | |
| 21 | ALXOALX Oncology Holdings Inc | 3,600,000 | $21.7B | 1.62% | |
| 22 | QUREuniQure NV | 4,750,000 | $21.3B | 1.59% | |
| 23 | BMYBristol-Myers Squibb Co | 500,000 | $20.8B | 1.55% | |
| 24 | XENEXenon Pharmaceuticals Inc | 525,000 | $20.5B | 1.53% | |
| 25 | PRAXPraxis Precision Medicines Inc | 440,000 | $18.2B | 1.36% | |
| 26 | DAWNDay One Biopharmaceuticals Inc | 1,250,000 | $17.2B | 1.28% | |
| 27 | NARIUSDInari Medical Inc | 350,000 | $16.9B | 1.26% | |
| 28 | DNTHDianthus Therapeutics Inc | 600,000 | $15.5B | 1.16% | |
| 29 | SLDBSolid Biosciences Inc | 2,665,000 | $15.1B | 1.13% | |
| 30 | LXEOLexeo Therapeutics Inc | 840,000 | $13.5B | 1.00% | |
| 31 | APLSApellis Pharmaceuticals Inc | 335,000 | $12.9B | 0.96% | |
| 32 | IMNMImmunome Inc | 1,000,000 | $12.1B | 0.90% | |
| 33 | DNLIDenali Therapeutics Inc | 500,000 | $11.6B | 0.87% | |
| 34 | NRIXNurix Therapeutics Inc | 500,000 | $10.4B | 0.78% | |
| 35 | BDTXBlack Diamond Therapeutics Inc | 2,100,000 | $9.8B | 0.73% | |
| 36 | BNTXBioNTech SE | 100,000 | $8.0B | 0.60% | |
| 37 | INSPInspire Medical Systems Inc | 60,000 | $8.0B | 0.60% | |
| 38 | PCRXPacira BioSciences Inc | 280,000 | $8.0B | 0.60% | |
| 39 | DYNDyne Therapeutics Inc | 225,000 | $7.9B | 0.59% | |
| 40 | FULCFulcrum Therapeutics Inc | 1,160,000 | $7.2B | 0.54% | |
| 41 | ANROAlto Neuroscience Inc | 620,000 | $6.6B | 0.49% | |
| 42 | FATEFate Therapeutics Inc | 2,000,000 | $6.6B | 0.49% | |
| 43 | ALLOAllogene Therapeutics Inc | 2,200,000 | $5.1B | 0.38% | |
| 44 | PASGPassage Bio Inc | 6,052,000 | $4.8B | 0.36% | |
| 45 | VYGRVoyager Therapeutics Inc | 600,000 | $4.7B | 0.35% | |
| 46 | GLPGGalapagos NV | 180,000 | $4.5B | 0.33% | |
| 47 | ZYMEZymeworks Inc | 440,000 | $3.7B | 0.28% | |
| 48 | RLMDRelmada Therapeutics Inc | 1,200,000 | $3.6B | 0.27% | |
| 49 | MGNXMacroGenics Inc | 800,000 | $3.4B | 0.25% | |
| 50 | GLUEMonte Rosa Therapeutics Inc | 890,000 | $3.3B | 0.25% | |
| 51 | VTYXVentyx Biosciences Inc | 1,315,000 | $3.0B | 0.23% | |
| 52 | PTCTPTC Therapeutics Inc | 90,000 | $2.8B | 0.21% | |
| 53 | VERVVerve Therapeutics Inc | 500,000 | $2.4B | 0.18% | |
| 54 | IOVAIovance Biotherapeutics Inc | 300,000 | $2.4B | 0.18% | |
| 55 | PRMEPrime Medicine Inc | 450,000 | $2.3B | 0.17% | |
| 56 | CMRXEURChimerix Inc | 1,400,000 | $1.2B | 0.09% | |
| 57 | 698Achilles Therapeutics PLC | 1,500,000 | $1.2B | 0.09% | |
| 58 | ATRAAtara Biotherapeutics Inc | 112,000 | $952.0M | 0.07% | |
| 59 | OKURReneo Pharmaceuticals Inc | 545,000 | $823.0M | 0.06% | |
| 60 | NAMSNewamsterdam Pharma Co NV | 25,000 | $480.3M | 0.04% |