Vestal Point Capital, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.9T
Holdings
72
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACLXArcellx Inc | 2,750,000 | $181.1B | 9.53% | |
| 2 | JAZZJazz Pharmaceuticals PLC | 1,200,000 | $127.3B | 6.70% | |
| 3 | CYTKCytokinetics Inc | 2,975,000 | $98.3B | 5.18% | |
| 4 | NUVLNuvalent Inc | 1,075,000 | $82.0B | 4.32% | |
| 5 | VERAVera Therapeutics Inc | 3,100,000 | $73.0B | 3.85% | |
| 6 | AM6Amicus Therapeutics Inc | 11,900,000 | $68.2B | 3.59% | |
| 7 | XENEXenon Pharmaceuticals Inc | 2,000,000 | $62.6B | 3.30% | |
| 8 | DNTHDianthus Therapeutics Inc | 3,200,000 | $59.6B | 3.14% | |
| 9 | SRRKScholar Rock Holding Corp | 1,500,000 | $53.1B | 2.80% | |
| 10 | KALVKalVista Pharmaceuticals Inc | 4,675,000 | $52.9B | 2.78% | |
| 11 | GEHCGE HealthCare Technologies Inc | 700,000 | $51.8B | 2.73% | |
| 12 | QUREuniQure NV | 3,700,000 | $51.6B | 2.72% | |
| 13 | BCAXBicara Therapeutics Inc | 5,000,000 | $46.5B | 2.45% | |
| 14 | ALCAlcon AG | 525,000 | $46.3B | 2.44% | |
| 15 | RVMDRevolution Medicines Inc | 1,200,000 | $44.1B | 2.32% | |
| 16 | CRNXCrinetics Pharmaceuticals Inc | 1,500,000 | $43.1B | 2.27% | |
| 17 | EXASExact Sciences Corp | 700,000 | $37.2B | 1.96% | |
| 18 | TCE2Celldex Therapeutics Inc | 1,750,000 | $35.6B | 1.87% | |
| 19 | ASNDAscendis Pharma A/S | 200,000 | $34.5B | 1.82% | |
| 20 | IMTXImmatics NV | 6,250,000 | $33.6B | 1.77% | |
| 21 | GONGeron Corp | 23,775,000 | $33.5B | 1.76% | |
| 22 | GMEDGlobus Medical Inc | 500,000 | $29.5B | 1.55% | |
| 23 | BMRNBioMarin Pharmaceutical Inc | 500,000 | $27.5B | 1.45% | |
| 24 | MLTXMoonLake Immunotherapeutics | 550,000 | $26.0B | 1.37% | |
| 25 | TYRATyra Biosciences Inc | 2,655,000 | $25.4B | 1.34% | |
| 26 | YB4PSavara Inc | 11,015,000 | $25.1B | 1.32% | |
| 27 | COOCooper Cos Inc/The | 350,000 | $24.9B | 1.31% | |
| 28 | GPCRStructure Therapeutics Inc | 1,200,000 | $24.9B | 1.31% | |
| 29 | CDTXCidara Therapeutics Inc | 500,000 | $24.4B | 1.28% | |
| 30 | CATBUSDAstria Therapeutics Inc | 4,522,000 | $24.2B | 1.28% | |
| 31 | ABTAbbott Laboratories | 175,000 | $23.8B | 1.25% | |
| 32 | EWEdwards Lifesciences Corp | 300,000 | $23.5B | 1.24% | |
| 33 | NRIXNurix Therapeutics Inc | 2,000,000 | $22.8B | 1.20% | |
| 34 | COGTCogent Biosciences Inc | 3,080,000 | $22.1B | 1.16% | |
| 35 | BRKRBruker Corp | 500,000 | $20.6B | 1.08% | |
| 36 | ISIIonis Pharmaceuticals Inc | 500,000 | $19.8B | 1.04% | |
| 37 | DAWNDay One Biopharmaceuticals Inc | 3,000,000 | $19.5B | 1.03% | |
| 38 | MDTMedtronic PLC | 195,000 | $17.0B | 0.89% | |
| 39 | PRGOPerrigo Co PLC | 625,000 | $16.7B | 0.88% | |
| 40 | ZYMEZymeworks Inc | 1,150,000 | $14.4B | 0.76% | |
| 41 | BDTXBlack Diamond Therapeutics Inc | 5,600,000 | $13.9B | 0.73% | |
| 42 | LXEOLexeo Therapeutics Inc | 3,228,161 | $13.0B | 0.68% | |
| 43 | NYXHNyxoah SA | 1,402,002 | $10.5B | 0.55% | |
| 44 | TMOThermo Fisher Scientific Inc | 25,000 | $10.1B | 0.53% | |
| 45 | DHRDanaher Corp | 50,000 | $9.9B | 0.52% | |
| 46 | BBNXBeta Bionics Inc | 550,000 | $8.0B | 0.42% | |
| 47 | IRONDisc Medicine Inc | 140,000 | $7.4B | 0.39% | |
| 48 | SLDBSolid Biosciences Inc | 1,505,000 | $7.3B | 0.39% | |
| 49 | TSHATaysha Gene Therapies Inc | 3,000,000 | $6.9B | 0.36% | |
| 50 | DYNDyne Therapeutics Inc | 727,500 | $6.9B | 0.36% | |
| 51 | TVTXTravere Therapeutics Inc | 355,000 | $5.3B | 0.28% | |
| 52 | ELVNEnliven Therapeutics Inc | 250,000 | $5.0B | 0.26% | |
| 53 | VYGRVoyager Therapeutics Inc | 1,475,000 | $4.6B | 0.24% | |
| 54 | ZBHZimmer Biomet Holdings Inc | 50,000 | $4.6B | 0.24% | |
| 55 | BDXBecton Dickinson & Co | 25,000 | $4.3B | 0.23% | |
| 56 | VTYXVentyx Biosciences Inc | 2,000,000 | $4.3B | 0.23% | |
| 57 | LNTHLantheus Holdings Inc | 50,000 | $4.1B | 0.22% | |
| 58 | NBIXNeurocrine Biosciences Inc | 30,000 | $3.8B | 0.20% | |
| 59 | APLTApplied Therapeutics Inc | 11,500,000 | $3.6B | 0.19% | |
| 60 | FATEFate Therapeutics Inc | 2,515,000 | $2.8B | 0.15% | |
| 61 | PASGPassage Bio Inc | 6,100,000 | $2.4B | 0.13% | |
| 62 | ANROAlto Neuroscience Inc | 950,000 | $2.1B | 0.11% | |
| 63 | STROSutro Biopharma Inc | 2,600,000 | $1.9B | 0.10% | |
| 64 | OKUROnKure Therapeutics Inc | 635,000 | $1.5B | 0.08% | |
| 65 | VRDNViridian Therapeutics Inc | 100,000 | $1.4B | 0.07% | |
| 66 | ALECAlector Inc | 976,992 | $1.4B | 0.07% | |
| 67 | ENGNEngene Holdings Inc | 370,000 | $1.3B | 0.07% | |
| 68 | ARQTArcutis Biotherapeutics Inc | 95,000 | $1.3B | 0.07% | |
| 69 | ATRAAtara Biotherapeutics Inc | 94,085 | $726.3M | 0.04% | |
| 70 | MGNXMacroGenics Inc | 280,000 | $338.8M | 0.02% | |
| 71 | TENXTenax Therapeutics Inc | 53,439 | $307.8M | 0.02% | |
| 72 | TRAWTraws Pharma Inc | 149,800 | $221.7M | 0.01% |