Vestal Point Capital, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.2T
Holdings
81
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (81 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ASNDAscendis Pharma A/S | 600,000 | $119.3B | 5.39% | |
| 2 | ACLXArcellx Inc | 1,250,000 | $102.6B | 4.63% | |
| 3 | NUVLNuvalent Inc | 1,100,000 | $95.1B | 4.30% | |
| 4 | ABVXAbivax SA | 1,000,000 | $84.9B | 3.83% | |
| 5 | ALCAlcon AG | 1,100,000 | $82.0B | 3.70% | |
| 6 | BCAXBicara Therapeutics Inc | 5,100,000 | $80.5B | 3.64% | |
| 7 | AM6Amicus Therapeutics Inc | 9,750,000 | $76.8B | 3.47% | |
| 8 | GMEDGlobus Medical Inc | 1,250,000 | $71.6B | 3.23% | |
| 9 | ISIIonis Pharmaceuticals Inc | 1,075,000 | $70.3B | 3.18% | |
| 10 | JAZZJazz Pharmaceuticals PLC | 500,000 | $65.9B | 2.98% | |
| 11 | BDXBecton Dickinson & Co | 325,000 | $60.8B | 2.75% | |
| 12 | SRRKScholar Rock Holding Corp | 1,500,000 | $55.9B | 2.52% | |
| 13 | IMTXImmatics NV | 6,350,000 | $54.1B | 2.44% | |
| 14 | RGENRepligen Corp | 400,000 | $53.5B | 2.41% | |
| 15 | DNTHDianthus Therapeutics Inc | 1,180,000 | $46.4B | 2.10% | |
| 16 | BMRNBioMarin Pharmaceutical Inc | 830,000 | $45.0B | 2.03% | |
| 17 | XENEXenon Pharmaceuticals Inc | 1,100,000 | $44.2B | 1.99% | |
| 18 | DC4Dexcom Inc | 650,000 | $43.7B | 1.98% | |
| 19 | CYTKCytokinetics Inc | 725,000 | $39.8B | 1.80% | |
| 20 | BIIBBiogen Inc | 275,000 | $38.5B | 1.74% | |
| 21 | CDTXCidara Therapeutics Inc | 400,000 | $38.3B | 1.73% | |
| 22 | CATBUSDAstria Therapeutics Inc | 4,956,000 | $36.1B | 1.63% | |
| 23 | DYNDyne Therapeutics Inc | 2,775,000 | $35.1B | 1.59% | |
| 24 | TYRATyra Biosciences Inc | 2,425,000 | $33.9B | 1.53% | |
| 25 | ABTAbbott Laboratories | 250,000 | $33.5B | 1.51% | |
| 26 | IRONDisc Medicine Inc | 500,000 | $33.0B | 1.49% | |
| 27 | NRIXNurix Therapeutics Inc | 3,475,000 | $32.1B | 1.45% | |
| 28 | CRNXCrinetics Pharmaceuticals Inc | 750,000 | $31.2B | 1.41% | |
| 29 | TCE2Celldex Therapeutics Inc | 1,205,000 | $31.2B | 1.41% | |
| 30 | ZYMEZymeworks Inc | 1,765,000 | $30.1B | 1.36% | |
| 31 | DHRDanaher Corp | 150,000 | $29.7B | 1.34% | |
| 32 | RVMDRevolution Medicines Inc | 630,000 | $29.4B | 1.33% | |
| 33 | RAPPRapport Therapeutics Inc | 950,000 | $28.2B | 1.27% | |
| 34 | ELVNEnliven Therapeutics Inc | 1,160,000 | $23.7B | 1.07% | |
| 35 | GONGeron Corp | 17,225,000 | $23.6B | 1.07% | |
| 36 | BLTEBelite Bio Inc | 312,500 | $23.1B | 1.04% | |
| 37 | RAREUltragenyx Pharmaceutical Inc | 750,000 | $22.6B | 1.02% | |
| 38 | VERAVera Therapeutics Inc | 760,000 | $22.1B | 1.00% | |
| 39 | LXEOLexeo Therapeutics Inc | 3,250,000 | $21.6B | 0.97% | |
| 40 | BDTXBlack Diamond Therapeutics Inc | 5,550,000 | $21.0B | 0.95% | |
| 41 | DAWNDay One Biopharmaceuticals Inc | 2,675,000 | $18.9B | 0.85% | |
| 42 | SLDBSolid Biosciences Inc | 2,975,000 | $18.4B | 0.83% | |
| 43 | AXSMAxsome Therapeutics Inc | 150,000 | $18.2B | 0.82% | |
| 44 | TSHATaysha Gene Therapies Inc | 5,500,000 | $18.0B | 0.81% | |
| 45 | APGEApogee Therapeutics Inc | 425,000 | $16.9B | 0.76% | |
| 46 | YB4PSavara Inc | 4,015,000 | $14.3B | 0.65% | |
| 47 | BRKRBruker Corp | 440,000 | $14.3B | 0.65% | |
| 48 | REGNRegeneron Pharmaceuticals Inc | 25,000 | $14.1B | 0.63% | |
| 49 | QUREuniQure NV | 225,000 | $13.1B | 0.59% | |
| 50 | BBNXBeta Bionics Inc | 600,000 | $11.9B | 0.54% | |
| 51 | BHVNBiohaven Ltd | 701,700 | $10.5B | 0.48% | Put |
| 52 | INSPInspire Medical Systems Inc | 135,000 | $10.0B | 0.45% | |
| 53 | KALVKalVista Pharmaceuticals Inc | 750,000 | $9.1B | 0.41% | |
| 54 | LNTHLantheus Holdings Inc | 170,000 | $8.7B | 0.39% | |
| 55 | APLTApplied Therapeutics Inc | 14,250,000 | $8.6B | 0.39% | |
| 56 | CGONCG Oncology Inc | 175,000 | $7.0B | 0.32% | |
| 57 | VYGRVoyager Therapeutics Inc | 1,475,000 | $6.9B | 0.31% | |
| 58 | TVRDTvardi Therapeutics Inc | 167,000 | $6.5B | 0.29% | |
| 59 | VTYXVentyx Biosciences Inc | 2,050,000 | $6.4B | 0.29% | |
| 60 | GLUEMonte Rosa Therapeutics Inc | 800,000 | $5.9B | 0.27% | |
| 61 | GSKGSK PLC | 125,000 | $5.4B | 0.24% | |
| 62 | NVCRNovocure Ltd | 400,000 | $5.2B | 0.23% | |
| 63 | AGIOAgios Pharmaceuticals Inc | 127,000 | $5.1B | 0.23% | |
| 64 | NYXHNyxoah SA | 1,107,413 | $5.1B | 0.23% | |
| 65 | MYGNMyriad Genetics Inc | 600,000 | $4.3B | 0.20% | |
| 66 | EXASExact Sciences Corp | 75,000 | $4.1B | 0.19% | |
| 67 | ESTAEstablishment Labs Holdings In | 100,000 | $4.1B | 0.19% | |
| 68 | KODKodiak Sciences Inc | 250,000 | $4.1B | 0.18% | |
| 69 | ANROAlto Neuroscience Inc | 950,000 | $3.8B | 0.17% | |
| 70 | ARQTArcutis Biotherapeutics Inc | 200,000 | $3.8B | 0.17% | |
| 71 | RCUSArcus Biosciences Inc | 250,000 | $3.4B | 0.15% | |
| 72 | FATEFate Therapeutics Inc | 2,515,000 | $3.2B | 0.14% | |
| 73 | ALECAlector Inc | 980,000 | $2.9B | 0.13% | |
| 74 | ENGNEngene Holdings Inc | 370,000 | $2.5B | 0.11% | |
| 75 | PASGPassage Bio Inc | 305,000 | $2.4B | 0.11% | |
| 76 | STROSutro Biopharma Inc | 2,600,000 | $2.3B | 0.10% | |
| 77 | OKUROnKure Therapeutics Inc | 635,000 | $1.7B | 0.08% | |
| 78 | LUNGPulmonx Corp | 830,000 | $1.3B | 0.06% | |
| 79 | MGNXMacroGenics Inc | 280,000 | $470.4M | 0.02% | |
| 80 | TENXTenax Therapeutics Inc | 53,439 | $406.7M | 0.02% | |
| 81 | TRAWTraws Pharma Inc | 150,000 | $277.5M | 0.01% |