Vestal Point Capital, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Vestal Point Capital, LP disclosed 80 US equity positions worth $2.2bn in its Q3 2025 13F filing. The largest position was ASND at 5.4% of the reported book, followed by ACLXGBX and Nuvalent Inc. Against the Q2 2025 filing, it opened 10 new positions, added to 21 and reduced 18 among the top 50 holdings.
What did Vestal Point Capital, LP own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ASND Ascendis Pharma A/S | Healthcare | 5.4% | $119.3m | 600,000 | 200% | added |
| 2 | ACLXGBX Arcellx Inc | 4.7% | $102.6m | 1,250,000 | -55% | reduced | |
| 3 | Nuvalent Inc | 4.3% | $95.1m | 1,100,000 | 2% | added | |
| 4 | ABVX Abivax SA | 3.9% | $84.9m | 1,000,000 | – | new | |
| 5 | ALC Alcon AG | Healthcare | 3.7% | $82.0m | 1,100,000 | 110% | added |
| 6 | BCAX Bicara Therapeutics Inc | 3.7% | $80.5m | 5,100,000 | 2% | added | |
| 7 | AM6 Amicus Therapeutics Inc | 3.5% | $76.8m | 9,750,000 | -18% | reduced | |
| 8 | GMED Globus Medical Inc | Healthcare | 3.2% | $71.6m | 1,250,000 | 150% | added |
| 9 | IONS Ionis Pharmaceuticals Inc | Healthcare | 3.2% | $70.3m | 1,075,000 | 115% | added |
| 10 | JAZZ Jazz Pharmaceuticals PLC | Healthcare | 3.0% | $65.9m | 500,000 | -58% | reduced |
| 11 | BDX Becton Dickinson & Co | Healthcare | 2.8% | $60.8m | 325,000 | 1200% | added |
| 12 | SRRK Scholar Rock Holding Corp | Healthcare | 2.5% | $55.9m | 1,500,000 | 0% | held |
| 13 | IMTX Immatics NV | Healthcare | 2.5% | $54.1m | 6,350,000 | 2% | added |
| 14 | RGEN Repligen Corp | Healthcare | 2.4% | $53.5m | 400,000 | – | new |
| 15 | DNTH Dianthus Therapeutics Inc | Healthcare | 2.1% | $46.4m | 1,180,000 | -63% | reduced |
| 16 | BMRN BioMarin Pharmaceutical Inc | Healthcare | 2.0% | $45.0m | 830,000 | 66% | added |
| 17 | XENE Xenon Pharmaceuticals Inc | Healthcare | 2.0% | $44.2m | 1,100,000 | -45% | reduced |
| 18 | DXCM Dexcom Inc | Healthcare | 2.0% | $43.7m | 650,000 | – | new |
| 19 | CYTK Cytokinetics Inc | Healthcare | 1.8% | $39.8m | 725,000 | -76% | reduced |
| 20 | BIIB Biogen Inc | Healthcare | 1.7% | $38.5m | 275,000 | – | new |
| 21 | CDTX Cidara Therapeutics Inc | 1.7% | $38.3m | 400,000 | -20% | reduced | |
| 22 | CATBUSD Astria Therapeutics Inc | 1.6% | $36.1m | 4,956,000 | 10% | added | |
| 23 | DYN Dyne Therapeutics Inc | Healthcare | 1.6% | $35.1m | 2,775,000 | 281% | added |
| 24 | TYRA Tyra Biosciences Inc | Healthcare | 1.5% | $33.9m | 2,425,000 | -9% | reduced |
| 25 | ABT Abbott Laboratories | Healthcare | 1.5% | $33.5m | 250,000 | 43% | added |
| 26 | IRON Disc Medicine Inc | Healthcare | 1.5% | $33.0m | 500,000 | 257% | added |
| 27 | NRIX Nurix Therapeutics Inc | Healthcare | 1.5% | $32.1m | 3,475,000 | 74% | added |
| 28 | CRNXGBP Crinetics Pharmaceuticals Inc | 1.4% | $31.2m | 750,000 | -50% | reduced | |
| 29 | CLDX Celldex Therapeutics Inc | Healthcare | 1.4% | $31.2m | 1,205,000 | -31% | reduced |
| 30 | ZYME Zymeworks Inc | Healthcare | 1.4% | $30.1m | 1,765,000 | 53% | added |
| 31 | DHR Danaher Corp | Healthcare | 1.3% | $29.7m | 150,000 | 200% | added |
| 32 | RVMD Revolution Medicines Inc | Healthcare | 1.3% | $29.4m | 630,000 | -48% | reduced |
| 33 | RAPP Rapport Therapeutics Inc | 1.3% | $28.2m | 950,000 | – | new | |
| 34 | ELVN Enliven Therapeutics Inc | Healthcare | 1.1% | $23.7m | 1,160,000 | 364% | added |
| 35 | GERN Geron Corp | Healthcare | 1.1% | $23.6m | 17,225,000 | -28% | reduced |
| 36 | BLTE Belite Bio Inc | Healthcare | 1.0% | $23.1m | 312,500 | – | new |
| 37 | RARE Ultragenyx Pharmaceutical Inc | Healthcare | 1.0% | $22.6m | 750,000 | – | new |
| 38 | VERA Vera Therapeutics Inc | Healthcare | 1.0% | $22.1m | 760,000 | -75% | reduced |
| 39 | LXEO Lexeo Therapeutics Inc | Healthcare | 1.0% | $21.6m | 3,250,000 | 1% | added |
| 40 | BDTX Black Diamond Therapeutics Inc | 1.0% | $21.0m | 5,550,000 | -1% | reduced | |
| 41 | DAWNGBX Day One Biopharmaceuticals Inc | 0.9% | $18.9m | 2,675,000 | -11% | reduced | |
| 42 | SLDB Solid Biosciences Inc | Healthcare | 0.8% | $18.4m | 2,975,000 | 98% | added |
| 43 | AXSM Axsome Therapeutics Inc | Healthcare | 0.8% | $18.2m | 150,000 | – | new |
| 44 | TSHA Taysha Gene Therapies Inc | Healthcare | 0.8% | $18.0m | 5,500,000 | 83% | added |
| 45 | APGE Apogee Therapeutics Inc | Healthcare | 0.8% | $16.9m | 425,000 | – | new |
| 46 | SVRA Savara Inc | Healthcare | 0.7% | $14.3m | 4,015,000 | -64% | reduced |
| 47 | BRKR Bruker Corp | Healthcare | 0.6% | $14.3m | 440,000 | -12% | reduced |
| 48 | REGN Regeneron Pharmaceuticals Inc | Healthcare | 0.6% | $14.1m | 25,000 | – | new |
| 49 | QURE uniQure NV | 0.6% | $13.1m | 225,000 | -94% | reduced | |
| 50 | BBNX Beta Bionics Inc | Healthcare | 0.5% | $11.9m | 600,000 | 9% | added |
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.