Vestal Point Capital, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.7T
Holdings
73
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (73 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JAZZJazz Pharmaceuticals PLC | 975,000 | $120.1B | 7.12% | |
| 2 | CYTKCytokinetics Inc | 2,350,000 | $110.5B | 6.55% | |
| 3 | MRKMerck & Co Inc | 800,000 | $79.6B | 4.72% | |
| 4 | ASNDAscendis Pharma A/S | 520,000 | $71.6B | 4.24% | |
| 5 | RAREUltragenyx Pharmaceutical Inc | 1,500,000 | $63.1B | 3.74% | |
| 6 | IM8NInsmed Inc | 900,000 | $62.1B | 3.68% | |
| 7 | BMRNBioMarin Pharmaceutical Inc | 860,000 | $56.5B | 3.35% | |
| 8 | QUREuniQure NV | 3,025,000 | $53.4B | 3.17% | |
| 9 | SLNOSoleno Therapeutics Inc | 1,060,000 | $47.6B | 2.82% | |
| 10 | NUVLNuvalent Inc | 600,000 | $47.0B | 2.78% | |
| 11 | GPCRStructure Therapeutics Inc | 1,725,000 | $46.8B | 2.77% | |
| 12 | VERAVera Therapeutics Inc | 1,075,000 | $45.5B | 2.70% | |
| 13 | IMTXImmatics NV | 6,275,000 | $44.6B | 2.65% | |
| 14 | KALVKalVista Pharmaceuticals Inc | 4,770,000 | $40.4B | 2.40% | |
| 15 | GONGeron Corp | 11,000,000 | $38.9B | 2.31% | |
| 16 | CATBUSDAstria Therapeutics Inc | 4,180,000 | $37.4B | 2.22% | |
| 17 | ACLXArcellx Inc | 475,000 | $36.4B | 2.16% | |
| 18 | SNYSanofi SA | 750,000 | $36.2B | 2.14% | |
| 19 | GSKGSK PLC | 1,000,000 | $33.8B | 2.01% | |
| 20 | YB4PSavara Inc | 10,775,000 | $33.1B | 1.96% | |
| 21 | XENEXenon Pharmaceuticals Inc | 810,000 | $31.8B | 1.88% | |
| 22 | AM6Amicus Therapeutics Inc | 3,350,000 | $31.6B | 1.87% | |
| 23 | AZNAstraZeneca PLC | 475,000 | $31.1B | 1.85% | |
| 24 | SRPTSarepta Therapeutics Inc | 250,000 | $30.4B | 1.80% | |
| 25 | MDGLMadrigal Pharmaceuticals Inc | 95,000 | $29.3B | 1.74% | |
| 26 | GMEDGlobus Medical Inc | 325,000 | $26.9B | 1.59% | |
| 27 | DNTHDianthus Therapeutics Inc | 1,075,000 | $23.4B | 1.39% | |
| 28 | NYXHNyxoah SA | 2,924,216 | $23.4B | 1.39% | |
| 29 | VRNAVerona Pharma PLC | 495,000 | $23.0B | 1.36% | |
| 30 | ISIIonis Pharmaceuticals Inc | 595,000 | $20.8B | 1.23% | |
| 31 | LQDALiquidia Corp | 1,760,000 | $20.7B | 1.23% | |
| 32 | DAWNDay One Biopharmaceuticals Inc | 1,440,000 | $18.2B | 1.08% | |
| 33 | URGNUroGen Pharma Ltd | 1,630,000 | $17.4B | 1.03% | |
| 34 | LEGNLegend Biotech Corp | 475,000 | $15.5B | 0.92% | |
| 35 | ROIVRoivant Sciences Ltd | 1,250,000 | $14.8B | 0.88% | |
| 36 | REGNRegeneron Pharmaceuticals Inc | 20,000 | $14.2B | 0.84% | |
| 37 | ESTAEstablishment Labs Holdings In | 300,000 | $13.8B | 0.82% | |
| 38 | TYRATyra Biosciences Inc | 990,000 | $13.8B | 0.82% | |
| 39 | BCAXBicara Therapeutics Inc | 710,000 | $12.4B | 0.73% | |
| 40 | BDTXBlack Diamond Therapeutics Inc | 5,600,000 | $12.0B | 0.71% | |
| 41 | SLDBSolid Biosciences Inc | 2,850,000 | $11.4B | 0.68% | |
| 42 | AG8Agilent Technologies Inc | 75,000 | $10.1B | 0.60% | |
| 43 | APLTApplied Therapeutics Inc | 11,500,000 | $9.8B | 0.58% | |
| 44 | PRGOPerrigo Co PLC | 375,000 | $9.6B | 0.57% | |
| 45 | NRIXNurix Therapeutics Inc | 485,000 | $9.1B | 0.54% | |
| 46 | LXEOLexeo Therapeutics Inc | 1,200,000 | $7.9B | 0.47% | |
| 47 | ZLABZai Lab Ltd | 300,000 | $7.9B | 0.47% | |
| 48 | TCE2Celldex Therapeutics Inc | 305,000 | $7.7B | 0.46% | |
| 49 | VYGRVoyager Therapeutics Inc | 1,230,000 | $7.0B | 0.41% | |
| 50 | 5E7iTeos Therapeutics Inc | 900,000 | $6.9B | 0.41% | |
| 51 | NTLAIntellia Therapeutics Inc | 525,000 | $6.1B | 0.36% | |
| 52 | OKUROnKure Therapeutics Inc | 635,000 | $5.5B | 0.32% | |
| 53 | GLPGGalapagos NV | 180,000 | $5.0B | 0.29% | |
| 54 | CMRXEURChimerix Inc | 1,400,000 | $4.9B | 0.29% | |
| 55 | STROSutro Biopharma Inc | 2,570,000 | $4.7B | 0.28% | |
| 56 | VTYXVentyx Biosciences Inc | 2,000,000 | $4.4B | 0.26% | |
| 57 | FATEFate Therapeutics Inc | 2,465,000 | $4.1B | 0.24% | |
| 58 | ANROAlto Neuroscience Inc | 915,000 | $3.9B | 0.23% | |
| 59 | VERVVerve Therapeutics Inc | 645,000 | $3.6B | 0.22% | |
| 60 | PASGPassage Bio Inc | 6,100,000 | $3.5B | 0.21% | |
| 61 | ALLOAllogene Therapeutics Inc | 1,500,000 | $3.2B | 0.19% | |
| 62 | TMDXTransMedics Group Inc | 50,000 | $3.1B | 0.18% | |
| 63 | GLUEMonte Rosa Therapeutics Inc | 425,000 | $2.9B | 0.17% | |
| 64 | ZYMEZymeworks Inc | 185,000 | $2.7B | 0.16% | |
| 65 | ENGNEngene Holdings Inc | 370,000 | $2.5B | 0.15% | |
| 66 | BHCBausch Health Cos Inc | 250,000 | $2.0B | 0.12% | |
| 67 | NGNENeurogene Inc | 80,000 | $1.8B | 0.11% | |
| 68 | 698Achilles Therapeutics PLC | 1,500,000 | $1.7B | 0.10% | |
| 69 | ATRAAtara Biotherapeutics Inc | 125,000 | $1.7B | 0.10% | |
| 70 | IMVTImmunovant Inc | 45,000 | $1.1B | 0.07% | |
| 71 | MGNXMacroGenics Inc | 280,000 | $910.0M | 0.05% | |
| 72 | TRAWTraws Pharma Inc | 75,000 | $666.0M | 0.04% | |
| 73 | TENXTenax Therapeutics Inc | 55,189 | $341.6M | 0.02% |