Vestal Point Capital, Lp Top Holdings and 13F Report (2025) About Vestal Point Capital, LpInvestment ActivityVestal Point Capital, Lp has $1.69 billion in total holdings as of December 31, 2024.Vestal Point Capital, Lp owns shares of 73 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 50.80% of the portfolio was purchased this quarter.About 24.14% of the portfolio was sold this quarter.This quarter, Vestal Point Capital, Lp has purchased 69 new stocks and bought additional shares in 32 stocks.Vestal Point Capital, Lp sold shares of 11 stocks and completely divested from 21 stocks this quarter.Largest Holdings Jazz Pharmaceuticals $120,071,250Cytokinetics $110,544,000Merck & Co., Inc. $79,584,000Ascendis Pharma A/S $71,588,400Ultragenyx Pharmaceutical $63,105,000 Largest New Holdings this Quarter Merck & Co., Inc. $79,584,000 HoldingNuvalent $46,968,000 HoldingVera Therapeutics $45,461,750 HoldingAmicus Therapeutics $31,557,000 HoldingAstraZeneca $31,122,000 Holding Largest Purchases this Quarter Merck & Co., Inc. 800,000 shares (about $79.58M)Nuvalent 600,000 shares (about $46.97M)Vera Therapeutics 1,075,000 shares (about $45.46M)Cytokinetics 850,000 shares (about $39.98M)Ascendis Pharma A/S 270,000 shares (about $37.17M) Largest Sales this Quarter Insmed 700,000 shares (about $48.33M)uniQure 1,725,000 shares (about $30.46M)Arcellx 200,000 shares (about $15.34M)Day One Biopharmaceuticals 1,060,000 shares (about $13.43M)Zymeworks 430,000 shares (about $6.30M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVestal Point Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJAZZJazz Pharmaceuticals$120,071,250$9,236,250 ▲8.3%975,0007.1%MedicalCYTKCytokinetics$110,544,000$39,984,000 ▲56.7%2,350,0006.6%MedicalMRKMerck & Co., Inc.$79,584,000$79,584,000 ▲New Holding800,0004.7%MedicalASNDAscendis Pharma A/S$71,588,400$37,170,900 ▲108.0%520,0004.2%MedicalRAREUltragenyx Pharmaceutical$63,105,000$31,552,500 ▲100.0%1,500,0003.7%MedicalINSMInsmed$62,136,000$48,328,000 ▼-43.8%900,0003.7%MedicalBMRNBioMarin Pharmaceutical$56,527,800$30,235,800 ▲115.0%860,0003.4%MedicalQUREuniQure$53,421,500$30,463,500 ▼-36.3%3,025,0003.2%MedicalSLNOSoleno Therapeutics$47,647,000$15,283,000 ▲47.2%1,060,0002.8%MedicalNUVLNuvalent$46,968,000$46,968,000 ▲New Holding600,0002.8%MedicalGPCRStructure Therapeutics$46,782,000$15,594,000 ▲50.0%1,725,0002.8%MedicalVERAVera Therapeutics$45,461,750$45,461,750 ▲New Holding1,075,0002.7%MedicalIMTXImmatics$44,615,250$17,952,750 ▲67.3%6,275,0002.6%MedicalKALVKalVista Pharmaceuticals$40,401,900$6,521,900 ▲19.3%4,770,0002.4%MedicalGERNGeron$38,940,000$35,223,000 ▲947.6%11,000,0002.3%MedicalATXSAstria Therapeutics$37,369,200$1,609,200 ▲4.5%4,180,0002.2%MedicalACLXArcellx$36,427,750$15,338,000 ▼-29.6%475,0002.2%MedicalSNYSanofi$36,172,500$28,938,000 ▲400.0%750,0002.1%MedicalGSKGSK$33,820,000$23,674,000 ▲233.3%1,000,0002.0%MedicalSVRASavara$33,079,250$8,242,950 ▲33.2%10,775,0002.0%MedicalXENEXenon Pharmaceuticals$31,752,000$588,000 ▼-1.8%810,0001.9%MedicalFOLDAmicus Therapeutics$31,557,000$31,557,000 ▲New Holding3,350,0001.9%MedicalAZNAstraZeneca$31,122,000$31,122,000 ▲New Holding475,0001.8%MedicalSRPTSarepta Therapeutics$30,397,500$30,397,500 ▲New Holding250,0001.8%MedicalMDGLMadrigal Pharmaceuticals$29,314,150$20,057,050 ▲216.7%95,0001.7%MedicalGMEDGlobus Medical$26,880,750$26,880,750 ▲New Holding325,0001.6%MedicalDianthus Therapeutics Inc$23,435,000$14,824,000 ▲172.2%1,075,0001.4%COMNYXHNyxoah$23,393,728$23,393,728 ▲New Holding2,924,2161.4%MedicalVRNAVerona Pharma$22,987,800$22,987,800 ▲New Holding495,0001.4%MedicalIONSIonis Pharmaceuticals$20,801,200$20,801,200 ▲New Holding595,0001.2%MedicalLQDALiquidia$20,697,600$3,057,600 ▲17.3%1,760,0001.2%MedicalDAWNDay One Biopharmaceuticals$18,244,800$13,430,200 ▼-42.4%1,440,0001.1%MedicalURGNUroGen Pharma$17,359,500$13,099,500 ▲307.5%1,630,0001.0%MedicalLEGNLegend Biotech$15,456,500$11,389,000 ▲280.0%475,0000.9%MedicalROIVRoivant Sciences$14,787,500$14,787,500 ▲New Holding1,250,0000.9%MedicalREGNRegeneron Pharmaceuticals$14,246,600$14,246,600 ▲New Holding20,0000.8%MedicalESTAEstablishment Labs$13,821,000$11,978,200 ▲650.0%300,0000.8%MedicalTYRATyra Biosciences$13,761,000$13,761,000 ▲New Holding990,0000.8%MedicalBicara Therapeutics Inc$12,368,200$4,964,700 ▲67.1%710,0000.7%COMBDTXBlack Diamond Therapeutics$11,984,000$1,223,010 ▲11.4%5,600,0000.7%MedicalSLDBSolid Biosciences$11,400,000$200,000 ▲1.8%2,850,0000.7%MedicalAAgilent Technologies$10,075,500$3,358,500 ▼-25.0%75,0000.6%MedicalAPLTApplied Therapeutics$9,846,300$8,865,951 ▲904.4%11,500,0000.6%MedicalPRGOPerrigo$9,641,250$9,641,250 ▲New Holding375,0000.6%MedicalNRIXNurix Therapeutics$9,137,400$1,130,400 ▲14.1%485,0000.5%MedicalLexeo Therapeutics Inc$7,896,000$2,303,000 ▲41.2%1,200,0000.5%COMZLABZai Lab$7,857,000$7,857,000 ▲New Holding300,0000.5%MedicalCLDXCelldex Therapeutics$7,707,350$7,707,350 ▲New Holding305,0000.5%MedicalVYGRVoyager Therapeutics$6,974,100$4,195,800 ▲151.0%1,230,0000.4%MedicalITOSiTeos Therapeutics$6,912,000$960,000 ▼-12.2%900,0000.4%MedicalNTLAIntellia Therapeutics$6,121,500$6,121,500 ▲New Holding525,0000.4%MedicalOnKure Therapeutics Inc$5,461,000$5,461,000 ▲New Holding635,0000.3%COM CL AGLPGGalapagos$4,950,0000.0%180,0000.3%MedicalCMRXChimerix$4,872,0000.0%1,400,0000.3%MedicalSTROSutro Biopharma$4,728,800$4,728,800 ▲New Holding2,570,0000.3%MedicalVTYXVentyx Biosciences$4,380,000$602,250 ▲15.9%2,000,0000.3%MedicalFATEFate Therapeutics$4,067,250$1,287,000 ▲46.3%2,465,0000.2%MedicalAlto Neuroscience Inc$3,870,450$1,120,950 ▲40.8%915,0000.2%COM SHSVERVVerve Therapeutics$3,637,800$676,800 ▲22.9%645,0000.2%MedicalPASGPassage Bio$3,459,3100.0%6,100,0000.2%MedicalALLOAllogene Therapeutics$3,195,0000.0%1,500,0000.2%MedicalTMDXTransMedics Group$3,117,500$3,117,500 ▲New Holding50,0000.2%MedicalGLUEMonte Rosa Therapeutics$2,949,500$3,504,700 ▼-54.3%425,0000.2%MedicalZYMEZymeworks$2,708,400$6,295,200 ▼-69.9%185,0000.2%MedicalEngene Holdings Inc$2,460,500$2,460,500 ▲New Holding370,0000.1%COMBHCBausch Health Companies$2,015,000$2,015,000 ▲New Holding250,0000.1%MedicalNeurogene Inc$1,828,800$1,828,800 ▲New Holding80,0000.1%COMACHLAchilles Therapeutics$1,710,0000.0%1,500,0000.1%MedicalAtara Biotherapeutics Inc$1,663,750$4,299 ▲0.3%125,0000.1%COM NEWIMVTImmunovant$1,114,650$1,114,650 ▲New Holding45,0000.1%MedicalMGNXMacroGenics$910,000$1,787,500 ▼-66.3%280,0000.1%MedicalTraws Pharma Inc$666,000$666,000 ▲New Holding75,0000.0%COM NEWTenax Therapeutics Inc$341,620$174,211 ▼-33.8%55,1890.0%COM NEWNARIInari Medical$0$63,922,000 ▼-100.0%00.0%MedicalAGIOAgios Pharmaceuticals$0$33,766,800 ▼-100.0%00.0%MedicalAvadel Pharmaceuticals PLC$0$26,230,000 ▼-100.0%00.0%COM SHSBHVNBiohaven$0$24,985,000 ▼-100.0%00.0%MedicalJANXJanux Therapeutics$0$22,033,550 ▼-100.0%00.0%MedicalEWEdwards Lifesciences$0$18,147,250 ▼-100.0%00.0%MedicalGILDGilead Sciences$0$16,768,000 ▼-100.0%00.0%MedicalBMYBristol-Myers Squibb$0$12,935,000 ▼-100.0%00.0%MedicalCRNXCrinetics Pharmaceuticals$0$10,475,500 ▼-100.0%00.0%MedicalBRKRBruker$0$8,632,500 ▼-100.0%00.0%Computer and TechnologyApogee Therapeutics Inc$0$8,018,010 ▼-100.0%00.0%COMTARSTarsus Pharmaceuticals$0$7,564,700 ▼-100.0%00.0%MedicalBDXBecton, Dickinson and Company$0$7,233,000 ▼-100.0%00.0%MedicalPRMEPrime Medicine$0$4,140,900 ▼-100.0%00.0%MedicalZVRAZevra Therapeutics$0$3,643,500 ▼-100.0%00.0%MedicalARDXArdelyx$0$3,445,000 ▼-100.0%00.0%MedicalPTCTPTC Therapeutics$0$2,968,000 ▼-100.0%00.0%MedicalPENPenumbra$0$2,914,650 ▼-100.0%00.0%MedicalITCIIntra-Cellular Therapies$0$2,195,100 ▼-100.0%00.0%MedicalRLMDRelmada Therapeutics$0$1,587,600 ▼-100.0%00.0%MedicalRPHMReneo Pharmaceuticals$0$1,358,980 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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