Vestal Point Capital as of Sept. 30, 2025
Portfolio Holdings for Vestal Point Capital
Vestal Point Capital holds 81 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ascendis Pharma A/S Sponsored Adr (ASND) | 5.4 | $119M | 600k | 198.81 | |
| Arcellx Common Stock (ACLX) | 4.6 | $103M | 1.3M | 82.10 | |
| Nuvalent Inc-a (NUVL) | 4.3 | $95M | 1.1M | 86.48 | |
| Abivax SA Sponsored Ads (ABVX) | 3.8 | $85M | 1.0M | 84.90 | |
| Alcon Ord Shs (ALC) | 3.7 | $82M | 1.1M | 74.51 | |
| Bicara Therapeutics (BCAX) | 3.6 | $81M | 5.1M | 15.79 | |
| Amicus Therapeutics (FOLD) | 3.5 | $77M | 9.8M | 7.88 | |
| Globus Medical Cl A (GMED) | 3.2 | $72M | 1.3M | 57.27 | |
| Ionis Pharmaceuticals (IONS) | 3.2 | $70M | 1.1M | 65.42 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 3.0 | $66M | 500k | 131.80 | |
| Becton, Dickinson and (BDX) | 2.7 | $61M | 325k | 187.17 | |
| Scholar Rock Hldg Corp (SRRK) | 2.5 | $56M | 1.5M | 37.24 | |
| Immatics NV SHS (IMTX) | 2.4 | $54M | 6.4M | 8.52 | |
| Repligen Corporation (RGEN) | 2.4 | $54M | 400k | 133.67 | |
| Dianthus Therapeutics (DNTH) | 2.1 | $46M | 1.2M | 39.35 | |
| BioMarin Pharmaceutical (BMRN) | 2.0 | $45M | 830k | 54.16 | |
| Xenon Pharmaceuticals (XENE) | 2.0 | $44M | 1.1M | 40.15 | |
| Dex (DXCM) | 2.0 | $44M | 650k | 67.29 | |
| Cytokinetics Com New (CYTK) | 1.8 | $40M | 725k | 54.96 | |
| Biogen Idec (BIIB) | 1.7 | $39M | 275k | 140.08 | |
| Cidara Therapeutics Com New (CDTX) | 1.7 | $38M | 400k | 95.76 | |
| Astria Therapeutics | 1.6 | $36M | 5.0M | 7.28 | |
| Dyne Therapeutics (DYN) | 1.6 | $35M | 2.8M | 12.65 | |
| Tyra Biosciences (TYRA) | 1.5 | $34M | 2.4M | 13.99 | |
| Abbott Laboratories (ABT) | 1.5 | $34M | 250k | 133.94 | |
| Disc Medicine (IRON) | 1.5 | $33M | 500k | 66.08 | |
| Nurix Therapeutics (NRIX) | 1.4 | $32M | 3.5M | 9.24 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.4 | $31M | 750k | 41.65 | |
| Celldex Therapeutics Com New (CLDX) | 1.4 | $31M | 1.2M | 25.87 | |
| Zymeworks Del (ZYME) | 1.4 | $30M | 1.8M | 17.08 | |
| Danaher Corporation (DHR) | 1.3 | $30M | 150k | 198.26 | |
| Revolution Medicines (RVMD) | 1.3 | $29M | 630k | 46.70 | |
| Rapport Therapeutics (RAPP) | 1.3 | $28M | 950k | 29.70 | |
| Enliven Therapeutics (ELVN) | 1.1 | $24M | 1.2M | 20.47 | |
| Geron Corporation (GERN) | 1.1 | $24M | 17M | 1.37 | |
| Belite Bio Sponsored Ads (BLTE) | 1.0 | $23M | 313k | 74.00 | |
| Ultragenyx Pharmaceutical (RARE) | 1.0 | $23M | 750k | 30.08 | |
| Vera Therapeutics Cl A (VERA) | 1.0 | $22M | 760k | 29.06 | |
| Lexeo Therapeutics (LXEO) | 1.0 | $22M | 3.3M | 6.64 | |
| Black Diamond Therapeutics (BDTX) | 0.9 | $21M | 5.6M | 3.79 | |
| Day One Biopharmaceuticals I (DAWN) | 0.9 | $19M | 2.7M | 7.05 | |
| Solid Biosciences Com New (SLDB) | 0.8 | $18M | 3.0M | 6.17 | |
| Axsome Therapeutics (AXSM) | 0.8 | $18M | 150k | 121.45 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.8 | $18M | 5.5M | 3.27 | |
| Apogee Therapeutics (APGE) | 0.8 | $17M | 425k | 39.73 | |
| Savara (SVRA) | 0.6 | $14M | 4.0M | 3.57 | |
| Bruker Corporation (BRKR) | 0.6 | $14M | 440k | 32.49 | |
| Regeneron Pharmaceuticals (REGN) | 0.6 | $14M | 25k | 562.27 | |
| uniQure NV SHS (QURE) | 0.6 | $13M | 225k | 58.37 | |
| Beta Bionics (BBNX) | 0.5 | $12M | 600k | 19.87 | |
| Biohaven Put Option (BHVN) | 0.5 | $11M | 702k | 15.01 | |
| Inspire Med Sys (INSP) | 0.5 | $10M | 135k | 74.20 | |
| Kalvista Pharmaceuticals (KALV) | 0.4 | $9.1M | 750k | 12.18 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.4 | $8.7M | 170k | 51.29 | |
| Applied Therapeutics | 0.4 | $8.6M | 14M | 0.60 | |
| Cg Oncology (CGON) | 0.3 | $7.0M | 175k | 40.28 | |
| Voyager Therapeutics (VYGR) | 0.3 | $6.9M | 1.5M | 4.67 | |
| Tvardi Therapeutics (TVRD) | 0.3 | $6.5M | 167k | 38.97 | |
| Ventyx Biosciences (VTYX) | 0.3 | $6.4M | 2.1M | 3.11 | |
| Monte Rosa Therapeutics (GLUE) | 0.3 | $5.9M | 800k | 7.41 | |
| GSK Sponsored Adr (GSK) | 0.2 | $5.4M | 125k | 43.16 | |
| Novocure Ord Shs (NVCR) | 0.2 | $5.2M | 400k | 12.92 | |
| Agios Pharmaceuticals (AGIO) | 0.2 | $5.1M | 127k | 40.14 | |
| Nyxoah SA SHS (NYXH) | 0.2 | $5.1M | 1.1M | 4.60 | |
| Myriad Genetics (MYGN) | 0.2 | $4.3M | 600k | 7.23 | |
| EXACT Sciences Corporation (EXAS) | 0.2 | $4.1M | 75k | 54.71 | |
| Establishment Labs Holdings Ord (ESTA) | 0.2 | $4.1M | 100k | 40.99 | |
| Kodiak Sciences (KOD) | 0.2 | $4.1M | 250k | 16.37 | |
| Alto Neuroscience Com Shs (ANRO) | 0.2 | $3.8M | 950k | 4.02 | |
| Arcutis Biotherapeutics (ARQT) | 0.2 | $3.8M | 200k | 18.85 | |
| Arcus Biosciences Incorporated (RCUS) | 0.2 | $3.4M | 250k | 13.60 | |
| Fate Therapeutics (FATE) | 0.1 | $3.2M | 2.5M | 1.26 | |
| Alector (ALEC) | 0.1 | $2.9M | 980k | 2.96 | |
| Engene Holdings (ENGN) | 0.1 | $2.5M | 370k | 6.83 | |
| Passage Bio Com New (PASG) | 0.1 | $2.4M | 305k | 8.03 | |
| Sutro Biopharma | 0.1 | $2.3M | 2.6M | 0.87 | |
| OnKure Therapeutics Com Cl A (OKUR) | 0.1 | $1.7M | 635k | 2.75 | |
| Pulmonx Corp (LUNG) | 0.1 | $1.3M | 830k | 1.62 | |
| Macrogenics (MGNX) | 0.0 | $470k | 280k | 1.68 | |
| Tenax Therapeutics Com New (TENX) | 0.0 | $407k | 53k | 7.61 | |
| Traws Pharma Com New (TRAW) | 0.0 | $278k | 150k | 1.85 |
