Vestal Point Capital, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Vestal Point Capital, LP disclosed 63 US equity positions worth $1.4bn in its Q1 2025 13F filing. The largest position was ACLXGBX at 11.2% of the reported book, followed by CYTK and INSM. Against the Q4 2024 filing, it opened 10 new positions, added to 24 and reduced 10 among the top 50 holdings.
What did Vestal Point Capital, LP own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ACLXGBX Arcellx Inc | 11.2% | $156.6m | 2,387,720 | 403% | added | |
| 2 | CYTK Cytokinetics Inc | Healthcare | 7.4% | $104.1m | 2,590,531 | 10% | added |
| 3 | INSM Insmed Inc | Healthcare | 5.9% | $82.0m | 1,075,000 | 19% | added |
| 4 | Nuvalent Inc | 5.4% | $76.2m | 1,075,000 | 79% | added | |
| 5 | VERA Vera Therapeutics Inc | Healthcare | 4.3% | $60.0m | 2,500,000 | 133% | added |
| 6 | 4XC1 KalVista Pharmaceuticals Inc | 3.9% | $54.8m | 4,751,292 | -0% | held | |
| 7 | QURE uniQure NV | 3.6% | $50.8m | 4,792,572 | 58% | added | |
| 8 | CRNXGBP Crinetics Pharmaceuticals Inc | 3.6% | $50.3m | 1,500,000 | – | new | |
| 9 | XENE Xenon Pharmaceuticals Inc | Healthcare | 3.1% | $43.6m | 1,300,000 | 60% | added |
| 10 | SRRK Scholar Rock Holding Corp | Healthcare | 3.0% | $41.8m | 1,300,000 | – | new |
| 11 | BCAX Bicara Therapeutics Inc | 2.6% | $36.1m | 2,768,975 | 290% | added | |
| 12 | GERN Geron Corp | Healthcare | 2.5% | $35.0m | 22,005,340 | 100% | added |
| 13 | AM6 Amicus Therapeutics Inc | 2.5% | $34.9m | 4,275,000 | 28% | added | |
| 14 | IMTX Immatics NV | Healthcare | 2.3% | $32.4m | 7,192,700 | 15% | added |
| 15 | GPCR Structure Therapeutics Inc | Healthcare | 2.2% | $31.0m | 1,788,990 | 4% | added |
| 16 | DNTH Dianthus Therapeutics Inc | Healthcare | 2.2% | $30.8m | 1,700,069 | 58% | added |
| 17 | SVRA Savara Inc | Healthcare | 2.2% | $30.5m | 11,000,000 | 2% | added |
| 18 | TYRA Tyra Biosciences Inc | Healthcare | 1.9% | $26.8m | 2,879,829 | 191% | added |
| 19 | DHR Danaher Corporation | Healthcare | 1.8% | $25.6m | 125,000 | – | new |
| 20 | URGN UroGen Pharma Ltd | Healthcare | 1.7% | $23.8m | 2,152,957 | 32% | added |
| 21 | ASND Ascendis Pharma A/S | Healthcare | 1.7% | $23.4m | 150,142 | -71% | reduced |
| 22 | CATBUSD Astria Therapeutics Inc | 1.6% | $22.3m | 4,180,000 | 0% | held | |
| 23 | DAWNGBX Day One Biopharmaceuticals Inc | 1.5% | $20.6m | 2,598,127 | 80% | added | |
| 24 | DYN Dyne Therapeutics Inc | Healthcare | 1.3% | $18.8m | 1,800,000 | – | new |
| 25 | RARE Ultragenyx Pharmaceutical Inc | Healthcare | 1.3% | $18.1m | 500,000 | -67% | reduced |
| 26 | LQDA Liquidia Corp | Healthcare | 1.3% | $18.1m | 1,227,403 | -30% | reduced |
| 27 | COGT Cogent Biosciences Inc | Healthcare | 1.3% | $18.0m | 3,000,000 | – | new |
| 28 | ESTA Establishment Labs Holdings In | Healthcare | 1.3% | $17.7m | 433,193 | 44% | added |
| 29 | VRNA Verona Pharma PLC | 1.2% | $17.0m | 267,627 | -46% | reduced | |
| 30 | PRGO Perrigo Co PLC | Healthcare | 1.2% | $16.5m | 587,649 | 57% | added |
| 31 | GEHC GE HealthCare Technologies Inc | Healthcare | 1.2% | $16.5m | 204,130 | – | new |
| 32 | Nyxoah SA | 1.2% | $16.2m | 2,318,954 | -21% | reduced | |
| 33 | GMED Globus Medical Inc | Healthcare | 1.0% | $14.6m | 200,000 | -38% | reduced |
| 34 | NRIX Nurix Therapeutics Inc | Healthcare | 1.0% | $13.4m | 1,125,552 | 132% | added |
| 35 | SRPT Sarepta Therapeutics Inc | Healthcare | 0.9% | $12.8m | 200,000 | -20% | reduced |
| 36 | BRKR Bruker Corp | Healthcare | 0.9% | $12.5m | 300,000 | – | new |
| 37 | CDTX Cidara Therapeutics Inc | 0.8% | $10.9m | 504,542 | – | new | |
| 38 | BDTX Black Diamond Therapeutics Inc | 0.6% | $8.7m | 5,600,000 | 0% | held | |
| 39 | MLTX MoonLake Immunotherapeutics | Healthcare | 0.6% | $7.8m | 200,000 | – | new |
| 40 | SLDB Solid Biosciences Inc | Healthcare | 0.5% | $6.5m | 1,753,558 | -38% | reduced |
| 41 | IMVT Immunovant Inc | Healthcare | 0.4% | $6.0m | 350,000 | 678% | added |
| 42 | ZYME Zymeworks Inc | Healthcare | 0.4% | $6.0m | 500,000 | 170% | added |
| 43 | APLT Applied Therapeutics Inc | 0.4% | $5.6m | 11,500,000 | 0% | held | |
| 44 | 2662247D iTeos Therapeutics Inc | 0.4% | $5.4m | 900,000 | 0% | held | |
| 45 | LKFT Galapagos NV | Healthcare | 0.4% | $5.0m | 200,000 | 11% | added |
| 46 | VYGR Voyager Therapeutics Inc | Healthcare | 0.3% | $4.2m | 1,249,418 | 2% | added |
| 47 | LXEO Lexeo Therapeutics Inc | Healthcare | 0.3% | $3.9m | 1,136,249 | -5% | reduced |
| 48 | Kiniksa Pharmaceuticals Intl | 0.3% | $3.8m | 169,864 | – | new | |
| 49 | CLDX Celldex Therapeutics Inc | Healthcare | 0.3% | $3.6m | 198,646 | -35% | reduced |
| 50 | OKUR OnKure Therapeutics Inc | 0.2% | $2.7m | 635,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.