The Analysis of Vestal Point Capital, LP's Holdings


Currently, Vestal Point Capital, LP holds 81 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in ABVX (+1.0M shares, valued at $84.9M), ASND (+400.0K shares, valued at $79.5M), BDX (+300.0K shares, valued at $56.2M); decreased their positions in QURE (-3.5M shares, valued at $202.8M), CYTK (-2.3M shares, valued at $123.7M), ACLX (-1.5M shares, valued at $123.1M); initiated new positions in ABVX (+1.0M shares, valued at $84.9M), RGEN (+400.0K shares, valued at $53.5M), DXCM (+650.0K shares, valued at $43.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ASND Ascendis Pharma A/S600.0K shares200.00%2025-09-302025-11-14history
ACLX Arcellx Inc1.3M shares-54.55%2025-09-302025-11-14history
NUVL Nuvalent Inc1.1M shares2.33%2025-09-302025-11-14history
ABVX Abivax SA1.0M sharesnew addition2025-09-302025-11-14history
ALC Alcon AG1.1M shares109.52%2025-09-302025-11-14history
BCAX Bicara Therapeutics Inc5.1M shares2.00%2025-09-302025-11-14history
FOLD Amicus Therapeutics Inc9.8M shares-18.07%2025-09-302025-11-14history
GMED Globus Medical Inc1.3M shares150.00%2025-09-302025-11-14history
Sponsored
IONS Ionis Pharmaceuticals Inc1.1M shares115.00%2025-09-302025-11-14history
JAZZ Jazz Pharmaceuticals PLC500.0K shares-58.33%2025-09-302025-11-14history
BDX Becton Dickinson & Co325.0K shares1200.00%2025-09-302025-11-14history
SRRK Scholar Rock Holding Corp1.5M shares0.00%2025-09-302025-11-14history
IMTX Immatics NV6.3M shares1.60%2025-09-302025-11-14history
RGEN Repligen Corp400.0K sharesnew addition2025-09-302025-11-14history
DNTH Dianthus Therapeutics Inc1.2M shares-63.13%2025-09-302025-11-14history
BMRN BioMarin Pharmaceutical Inc830.0K shares66.00%2025-09-302025-11-14history
Sponsored
XENE Xenon Pharmaceuticals Inc1.1M shares-45.00%2025-09-302025-11-14history
DXCM Dexcom Inc650.0K sharesnew addition2025-09-302025-11-14history
CYTK Cytokinetics Inc725.0K shares-75.63%2025-09-302025-11-14history
BIIB Biogen Inc275.0K sharesnew addition2025-09-302025-11-14history
CDTX Cidara Therapeutics Inc400.0K shares-20.00%2025-09-302025-11-14history
ATXS Astria Therapeutics Inc5.0M shares9.60%2025-09-302025-11-14history
DYN Dyne Therapeutics Inc2.8M shares281.44%2025-09-302025-11-14history
TYRA Tyra Biosciences Inc2.4M shares-8.66%2025-09-302025-11-14history
Sponsored
ABT Abbott Laboratories250.0K shares42.86%2025-09-302025-11-14history
IRON Disc Medicine Inc500.0K shares257.14%2025-09-302025-11-14history
NRIX Nurix Therapeutics Inc3.5M shares73.75%2025-09-302025-11-14history
CRNX Crinetics Pharmaceuticals Inc750.0K shares-50.00%2025-09-302025-11-14history
CLDX Celldex Therapeutics Inc1.2M shares-31.14%2025-09-302025-11-14history
ZYME Zymeworks Inc1.8M shares53.48%2025-09-302025-11-14history
DHR Danaher Corp150.0K shares200.00%2025-09-302025-11-14history
RVMD Revolution Medicines Inc630.0K shares-47.50%2025-09-302025-11-14history
Sponsored
RAPP Rapport Therapeutics Inc950.0K sharesnew addition2025-09-302025-11-14history
ELVN Enliven Therapeutics Inc1.2M shares364.00%2025-09-302025-11-14history
GERN Geron Corp17.2M shares-27.55%2025-09-302025-11-14history
BLTE Belite Bio Inc312.5K sharesnew addition2025-09-302025-11-14history
RARE Ultragenyx Pharmaceutical Inc750.0K sharesnew addition2025-09-302025-11-14history
VERA Vera Therapeutics Inc760.0K shares-75.48%2025-09-302025-11-14history
LXEO Lexeo Therapeutics Inc3.3M shares0.68%2025-09-302025-11-14history
BDTX Black Diamond Therapeutics Inc5.5M shares-0.89%2025-09-302025-11-14history
Sponsored
DAWN Day One Biopharmaceuticals Inc2.7M shares-10.83%2025-09-302025-11-14history
SLDB Solid Biosciences Inc3.0M shares97.67%2025-09-302025-11-14history
AXSM Axsome Therapeutics Inc150.0K sharesnew addition2025-09-302025-11-14history
TSHA Taysha Gene Therapies Inc5.5M shares83.33%2025-09-302025-11-14history
APGE Apogee Therapeutics Inc425.0K sharesnew addition2025-09-302025-11-14history
SVRA Savara Inc4.0M shares-63.55%2025-09-302025-11-14history
BRKR Bruker Corp440.0K shares-12.00%2025-09-302025-11-14history
REGN Regeneron Pharmaceuticals Inc25.0K sharesnew addition2025-09-302025-11-14history
Sponsored
QURE uniQure NV225.0K shares-93.92%2025-09-302025-11-14history
BBNX Beta Bionics Inc600.0K shares9.09%2025-09-302025-11-14history
INSP Inspire Medical Systems Inc135.0K sharesnew addition2025-09-302025-11-14history
KALV KalVista Pharmaceuticals Inc750.0K shares-83.96%2025-09-302025-11-14history
LNTH Lantheus Holdings Inc170.0K shares240.00%2025-09-302025-11-14history
APLT Applied Therapeutics Inc14.3M shares23.91%2025-09-302025-11-14history
CGON CG Oncology Inc175.0K sharesnew addition2025-09-302025-11-14history
VYGR Voyager Therapeutics Inc1.5M shares0.00%2025-09-302025-11-14history
Sponsored
TVRD Tvardi Therapeutics Inc167.0K sharesnew addition2025-09-302025-11-14history
VTYX Ventyx Biosciences Inc2.0M shares2.50%2025-09-302025-11-14history
GLUE Monte Rosa Therapeutics Inc800.0K sharesnew addition2025-09-302025-11-14history
GSK GSK PLC125.0K sharesnew addition2025-09-302025-11-14history
NVCR Novocure Ltd400.0K sharesnew addition2025-09-302025-11-14history
IBIO 4.3M sharesnew addition2025-09-302025-11-14history
AGIO Agios Pharmaceuticals Inc127.0K sharesnew addition2025-09-302025-11-14history
NYXH Nyxoah SA1.1M shares-21.01%2025-09-302025-11-14history
Sponsored
MYGN Myriad Genetics Inc600.0K sharesnew addition2025-09-302025-11-14history
EXAS Exact Sciences Corp75.0K shares-89.29%2025-09-302025-11-14history
ESTA Establishment Labs Holdings In100.0K sharesnew addition2025-09-302025-11-14history
KOD Kodiak Sciences Inc250.0K sharesnew addition2025-09-302025-11-14history
ANRO Alto Neuroscience Inc950.0K shares0.00%2025-09-302025-11-14history
ARQT Arcutis Biotherapeutics Inc200.0K shares110.53%2025-09-302025-11-14history
RCUS Arcus Biosciences Inc250.0K sharesnew addition2025-09-302025-11-14history
FATE Fate Therapeutics Inc2.5M shares0.00%2025-09-302025-11-14history
Sponsored
ALEC Alector Inc980.0K shares0.31%2025-09-302025-11-14history
ENGN Engene Holdings Inc370.0K shares0.00%2025-09-302025-11-14history
PASG Passage Bio Inc305.0K sharesnew addition2025-09-302025-11-14history
STRO Sutro Biopharma Inc2.6M shares0.00%2025-09-302025-11-14history
OKUR OnKure Therapeutics Inc635.0K shares0.00%2025-09-302025-11-14history
LUNG Pulmonx Corp830.0K sharesnew addition2025-09-302025-11-14history
MGNX MacroGenics Inc280.0K shares0.00%2025-09-302025-11-14history
TENX Tenax Therapeutics Inc53.4K shares0.00%2025-09-302025-11-14history
Sponsored
TRAW Traws Pharma Inc150.0K shares0.13%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
BHVN Put PutBiohaven Ltd701.7K sharesnew addition2025-09-302025-11-14history