Vestal Point Capital, Lp Top Holdings and 13F Report (2024)

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About Vestal Point Capital, Lp

Investment Activity

Vestal Point Capital, Lp has $1.21 billion in total holdings as of March 31, 2024.
Vestal Point Capital, Lp owns shares of 58 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
Approximately 54.95% of the portfolio was purchased this quarter.
About 35.40% of the portfolio was sold this quarter.
This quarter, Vestal Point Capital, Lp has purchased 48 new stocks and bought additional shares in 16 stocks.
Vestal Point Capital, Lp sold shares of 10 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Cytokinetics: $150,736,500
Jazz Pharmaceuticals: $132,462,000
Neurocrine Biosciences: $97,923,200
Ascendis Pharma A/S: $79,364,250
Globus Medical: $53,640,000

Largest New Holdings this Quarter

BeiGene: $50,826,750 Holding
Inari Medical: $38,384,000 Holding
argenx: $19,686,000 Holding
TG Therapeutics: $15,970,500 Holding
Astria Therapeutics: $15,482,500 Holding

Largest Purchases this Quarter

Cytokinetics: 2,100,000 shares (about $147.23M)
BeiGene: 325,000 shares (about $50.83M)
Alnylam Pharmaceuticals: 315,000 shares (about $47.08M)
Jazz Pharmaceuticals: 375,000 shares (about $45.16M)
Inari Medical: 800,000 shares (about $38.38M)

Largest Sales this Quarter

Pacira BioSciences: 1,120,000 shares (about $32.73M)
Ascendis Pharma A/S: 100,000 shares (about $15.12M)
Lyra Therapeutics: 2,200,000 shares (about $13.68M)
Neurocrine Biosciences: 90,000 shares (about $12.41M)
Immatics: 900,000 shares (about $9.46M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CYTK Cytokinetics	$150,736,500	$147,231,000 ▲	4,200.0%	2,150,000	12.5%	Medical
JAZZ Jazz Pharmaceuticals	$132,462,000	$45,157,500 ▲	51.7%	1,100,000	11.0%	Medical
NBIX Neurocrine Biosciences	$97,923,200	$12,412,800 ▼	-11.3%	710,000	8.1%	Medical
ASND Ascendis Pharma A/S	$79,364,250	$15,117,000 ▼	-16.0%	525,000	6.6%	Medical
GMED Globus Medical	$53,640,000	$10,728,000 ▲	25.0%	1,000,000	4.4%	Medical
SLNO Soleno Therapeutics	$53,500,000	$2,140,000 ▼	-3.8%	1,250,000	4.4%	Medical
ALNY Alnylam Pharmaceuticals	$52,307,500	$47,076,750 ▲	900.0%	350,000	4.3%	Medical
BGNE BeiGene	$50,826,750	$50,826,750 ▲	New Holding	325,000	4.2%	Medical
NARI Inari Medical	$38,384,000	$38,384,000 ▲	New Holding	800,000	3.2%	Medical
APLT Applied Therapeutics	$34,748,000	$6,494,000 ▲	23.0%	5,110,000	2.9%	Medical
LQDA Liquidia	$29,500,000	$14,381,250 ▲	95.1%	2,000,000	2.4%	Medical
ALXO ALX Oncology	$29,101,500	$10,648,250 ▲	57.7%	2,610,000	2.4%	Medical
AZN AstraZeneca	$27,100,000	$10,162,500 ▲	60.0%	400,000	2.2%	Medical
QURE uniQure	$24,570,000	$4,160,000 ▲	20.4%	4,725,000	2.0%	Medical
INSM Insmed	$20,347,500	$4,069,500 ▼	-16.7%	750,000	1.7%	Medical
ARGX argenx	$19,686,000	$19,686,000 ▲	New Holding	50,000	1.6%	Medical
XENE Xenon Pharmaceuticals	$17,220,000	$9,686,250 ▲	128.6%	400,000	1.4%	Medical
TGTX TG Therapeutics	$15,970,500	$15,970,500 ▲	New Holding	1,050,000	1.3%	Medical
ATXS Astria Therapeutics	$15,482,500	$15,482,500 ▲	New Holding	1,100,000	1.3%	Medical
BMRN BioMarin Pharmaceutical	$15,284,500	$15,284,500 ▲	New Holding	175,000	1.3%	Medical
ALPN Alpine Immune Sciences	$13,874,000	$13,874,000 ▲	New Holding	350,000	1.1%	Medical
SLDB Solid Biosciences	$13,786,200	$13,332,188 ▲	2,936.5%	1,035,000	1.1%	Medical
Dianthus Therapeutics Inc	$13,650,000	$9,600,000 ▲	237.0%	455,000	1.1%	COM
APLS Apellis Pharmaceuticals	$13,225,500	$13,225,500 ▲	New Holding	225,000	1.1%	Medical
SRPT Sarepta Therapeutics	$12,946,000	$12,946,000 ▲	New Holding	100,000	1.1%	Medical
Praxis Precision Medicines Inc	$12,814,200	$12,814,200 ▲	New Holding	210,000	1.1%	COM NEW
IMTX Immatics	$12,612,000	$9,459,000 ▼	-42.9%	1,200,000	1.0%	Medical
INCY Incyte	$11,394,000	$11,394,000 ▲	New Holding	200,000	0.9%	Medical
MGNX MacroGenics	$10,672,000	$10,672,000 ▲	New Holding	725,000	0.9%	Medical
AGIO Agios Pharmaceuticals	$9,503,000	$9,503,000 ▲	New Holding	325,000	0.8%	Medical
SWAV Shockwave Medical	$8,140,750	$8,140,750 ▲	New Holding	25,000	0.7%	Medical
KRYS Krystal Biotech	$8,006,850	$8,006,850 ▲	New Holding	45,000	0.7%	Medical
KALV KalVista Pharmaceuticals	$7,768,300	$7,768,300 ▲	New Holding	655,000	0.6%	Medical
GERN Geron	$7,260,000	$7,260,000 ▲	New Holding	2,200,000	0.6%	Medical
ACLX Arcellx	$6,955,000	$2,782,000 ▲	66.7%	100,000	0.6%	Medical
EXAS Exact Sciences	$6,906,000	$6,906,000 ▲	New Holding	100,000	0.6%	Medical
FULC Fulcrum Therapeutics	$6,560,800	$3,115,200 ▼	-32.2%	695,000	0.5%	Medical
VKTX Viking Therapeutics	$6,150,000	$6,150,000 ▲	New Holding	75,000	0.5%	Medical
PASG Passage Bio	$6,075,000	$6,075,000 ▲	New Holding	4,500,000	0.5%	Medical
ALLO Allogene Therapeutics	$6,034,500	$6,034,500 ▲	New Holding	1,350,000	0.5%	Medical
FATE Fate Therapeutics	$5,872,000	$3,596,600 ▼	-38.0%	800,000	0.5%	Medical
VYGR Voyager Therapeutics	$5,586,000	$5,586,000 ▲	New Holding	600,000	0.5%	Medical
RLMD Relmada Therapeutics	$5,580,000	$5,045,250 ▲	943.5%	1,200,000	0.5%	Medical
BIO Bio-Rad Laboratories	$5,188,050	$5,188,050 ▲	New Holding	15,000	0.4%	Medical
RARE Ultragenyx Pharmaceutical	$5,135,900	$5,135,900 ▲	New Holding	110,000	0.4%	Medical
LYRA Lyra Therapeutics	$4,976,000	$13,684,000 ▼	-73.3%	800,000	0.4%	Medical
GLPG Galapagos	$4,186,000		0.0%	130,000	0.3%	Medical
Alto Neuroscience Inc	$3,837,500	$3,837,500 ▲	New Holding	250,000	0.3%	COM SHS
Lexeo Therapeutics Inc	$2,744,000	$2,744,000 ▲	New Holding	175,000	0.2%	COM
PRME Prime Medicine	$2,520,000	$2,377,858 ▲	1,672.9%	360,000	0.2%	Medical
NVAX Novavax	$2,390,000	$2,390,000 ▲	New Holding	500,000	0.2%	Medical
PCRX Pacira BioSciences	$2,337,600	$32,726,400 ▼	-93.3%	80,000	0.2%	Medical
ATRA Atara Biotherapeutics	$1,943,200	$1,943,200 ▲	New Holding	2,800,000	0.2%	Medical
ACHL Achilles Therapeutics	$1,875,000	$1,739,896 ▲	1,287.8%	1,500,000	0.2%	Medical
CMRX Chimerix	$1,484,000		0.0%	1,400,000	0.1%	Medical
RPHM Reneo Pharmaceuticals	$490,323	$173,678 ▼	-26.2%	295,375	0.0%	Medical
Affimed NV	$291,500	$291,500 ▲	New Holding	55,000	0.0%	ORDINARY SHS NEW
LYEL Lyell Immunopharma	$289,900	$289,900 ▲	New Holding	130,000	0.0%	Medical
INBX Inhibrx	$0	$58,140,000 ▼	-100.0%	0	0.0%	Medical
MRK Merck & Co., Inc.	$0	$43,608,000 ▼	-100.0%	0	0.0%	Medical
CBAY CymaBay Therapeutics	$0	$38,382,500 ▼	-100.0%	0	0.0%	Medical
PCVX Vaxcyte	$0	$32,970,000 ▼	-100.0%	0	0.0%	Medical
VRDN Viridian Therapeutics	$0	$21,780,000 ▼	-100.0%	0	0.0%	Medical
RVMD Revolution Medicines	$0	$20,793,000 ▼	-100.0%	0	0.0%	Medical
BIIB Biogen	$0	$19,407,750 ▼	-100.0%	0	0.0%	Medical
EW Edwards Lifesciences	$0	$17,156,250 ▼	-100.0%	0	0.0%	Medical
CRNX Crinetics Pharmaceuticals	$0	$16,011,000 ▼	-100.0%	0	0.0%	Medical
SNY Sanofi	$0	$14,919,000 ▼	-100.0%	0	0.0%	Medical
NUVL Nuvalent	$0	$14,718,000 ▼	-100.0%	0	0.0%	Medical
AVTE Aerovate Therapeutics	$0	$9,052,000 ▼	-100.0%	0	0.0%	Medical
REGN Regeneron Pharmaceuticals	$0	$8,782,900 ▼	-100.0%	0	0.0%	Medical
ARQT Arcutis Biotherapeutics	$0	$8,721,000 ▼	-100.0%	0	0.0%	Medical
BLUE bluebird bio	$0	$2,967,000 ▼	-100.0%	0	0.0%	Medical
TEVA Teva Pharmaceutical Industries	$0	$2,088,000 ▼	-100.0%	0	0.0%	Medical
PYXS Pyxis Oncology	$0	$792,000 ▼	-100.0%	0	0.0%	Medical
IKNA Ikena Oncology	$0	$635,662 ▼	-100.0%	0	0.0%	Medical
AFMD Affimed	$0	$341,292 ▼	-100.0%	0	0.0%	Medical
OVID Ovid Therapeutics	$0	$275,081 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Vestal Point Capital, Lp Top Holdings and 13F Report (2024)

About Vestal Point Capital, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Vestal Point Capital, Lp Top Holdings and 13F Report (2024)

About Vestal Point Capital, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVestal Point Capital, Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information