Vestal Point Capital, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Vestal Point Capital, LP disclosed 72 US equity positions worth $1.9bn in its Q2 2025 13F filing. The largest position was ACLXGBX at 9.5% of the reported book, followed by JAZZ and CYTK. Against the Q1 2025 filing, it opened 14 new positions, added to 22 and reduced 10 among the top 50 holdings.
What did Vestal Point Capital, LP own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ACLXGBX Arcellx Inc | 9.5% | $181.1m | 2,750,000 | 15% | added | |
| 2 | JAZZ Jazz Pharmaceuticals PLC | Healthcare | 6.7% | $127.3m | 1,200,000 | – | new |
| 3 | CYTK Cytokinetics Inc | Healthcare | 5.2% | $98.3m | 2,975,000 | 15% | added |
| 4 | Nuvalent Inc | 4.3% | $82.0m | 1,075,000 | 0% | held | |
| 5 | VERA Vera Therapeutics Inc | Healthcare | 3.8% | $73.0m | 3,100,000 | 24% | added |
| 6 | AM6 Amicus Therapeutics Inc | 3.6% | $68.2m | 11,900,000 | 178% | added | |
| 7 | XENE Xenon Pharmaceuticals Inc | Healthcare | 3.3% | $62.6m | 2,000,000 | 54% | added |
| 8 | DNTH Dianthus Therapeutics Inc | Healthcare | 3.1% | $59.6m | 3,200,000 | 88% | added |
| 9 | SRRK Scholar Rock Holding Corp | Healthcare | 2.8% | $53.1m | 1,500,000 | 15% | added |
| 10 | 4XC1 KalVista Pharmaceuticals Inc | 2.8% | $52.9m | 4,675,000 | -2% | reduced | |
| 11 | GEHC GE HealthCare Technologies Inc | Healthcare | 2.7% | $51.8m | 700,000 | 243% | added |
| 12 | QURE uniQure NV | 2.7% | $51.6m | 3,700,000 | -23% | reduced | |
| 13 | BCAX Bicara Therapeutics Inc | 2.4% | $46.5m | 5,000,000 | 81% | added | |
| 14 | ALC Alcon AG | Healthcare | 2.4% | $46.3m | 525,000 | – | new |
| 15 | RVMD Revolution Medicines Inc | Healthcare | 2.3% | $44.1m | 1,200,000 | – | new |
| 16 | CRNXGBP Crinetics Pharmaceuticals Inc | 2.3% | $43.1m | 1,500,000 | 0% | held | |
| 17 | EXK Exact Sciences Corp | Basic Materials | 2.0% | $37.2m | 700,000 | – | new |
| 18 | CLDX Celldex Therapeutics Inc | Healthcare | 1.9% | $35.6m | 1,750,000 | 781% | added |
| 19 | ASND Ascendis Pharma A/S | Healthcare | 1.8% | $34.5m | 200,000 | 33% | added |
| 20 | IMTX Immatics NV | Healthcare | 1.8% | $33.6m | 6,250,000 | -13% | reduced |
| 21 | GERN Geron Corp | Healthcare | 1.8% | $33.5m | 23,775,000 | 8% | added |
| 22 | GMED Globus Medical Inc | Healthcare | 1.6% | $29.5m | 500,000 | 150% | added |
| 23 | BMRN BioMarin Pharmaceutical Inc | Healthcare | 1.4% | $27.5m | 500,000 | – | new |
| 24 | MLTX MoonLake Immunotherapeutics | Healthcare | 1.4% | $26.0m | 550,000 | 175% | added |
| 25 | TYRA Tyra Biosciences Inc | Healthcare | 1.3% | $25.4m | 2,655,000 | -8% | reduced |
| 26 | SVRA Savara Inc | Healthcare | 1.3% | $25.1m | 11,015,000 | 0% | held |
| 27 | COO Cooper Cos Inc/The | Healthcare | 1.3% | $24.9m | 350,000 | – | new |
| 28 | GPCR Structure Therapeutics Inc | Healthcare | 1.3% | $24.9m | 1,200,000 | -33% | reduced |
| 29 | CDTX Cidara Therapeutics Inc | 1.3% | $24.4m | 500,000 | -1% | reduced | |
| 30 | CATBUSD Astria Therapeutics Inc | 1.3% | $24.2m | 4,522,000 | 8% | added | |
| 31 | ABT Abbott Laboratories | Healthcare | 1.3% | $23.8m | 175,000 | – | new |
| 32 | EW Edwards Lifesciences Corp | Healthcare | 1.2% | $23.5m | 300,000 | – | new |
| 33 | NRIX Nurix Therapeutics Inc | Healthcare | 1.2% | $22.8m | 2,000,000 | 78% | added |
| 34 | COGT Cogent Biosciences Inc | Healthcare | 1.2% | $22.1m | 3,080,000 | 3% | added |
| 35 | BRKR Bruker Corp | Healthcare | 1.1% | $20.6m | 500,000 | 67% | added |
| 36 | IONS Ionis Pharmaceuticals Inc | Healthcare | 1.0% | $19.8m | 500,000 | – | new |
| 37 | DAWNGBX Day One Biopharmaceuticals Inc | 1.0% | $19.5m | 3,000,000 | 15% | added | |
| 38 | MDT Medtronic PLC | Healthcare | 0.9% | $17.0m | 195,000 | – | new |
| 39 | PRGO Perrigo Co PLC | Healthcare | 0.9% | $16.7m | 625,000 | 6% | added |
| 40 | ZYME Zymeworks Inc | Healthcare | 0.8% | $14.4m | 1,150,000 | 130% | added |
| 41 | BDTX Black Diamond Therapeutics Inc | 0.7% | $13.9m | 5,600,000 | 0% | held | |
| 42 | LXEO Lexeo Therapeutics Inc | Healthcare | 0.7% | $13.0m | 3,228,161 | 184% | added |
| 43 | Nyxoah SA | 0.6% | $10.5m | 1,402,002 | -40% | reduced | |
| 44 | TMO Thermo Fisher Scientific Inc | Healthcare | 0.5% | $10.1m | 25,000 | – | new |
| 45 | DHR Danaher Corp | Healthcare | 0.5% | $9.9m | 50,000 | -60% | reduced |
| 46 | BBNX Beta Bionics Inc | Healthcare | 0.4% | $8.0m | 550,000 | – | new |
| 47 | IRON Disc Medicine Inc | Healthcare | 0.4% | $7.4m | 140,000 | – | new |
| 48 | SLDB Solid Biosciences Inc | Healthcare | 0.4% | $7.3m | 1,505,000 | -14% | reduced |
| 49 | TSHA Taysha Gene Therapies Inc | Healthcare | 0.4% | $6.9m | 3,000,000 | – | new |
| 50 | DYN Dyne Therapeutics Inc | Healthcare | 0.4% | $6.9m | 727,500 | -60% | reduced |
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.