Filed: 2/14/2025ACC: 0001974915-25-000002
📋 What this filing means
VESTAL POINT CAPITAL, LP filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $1.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$1.69B
Total AUM (reported)
120.78M
Total Shares
Allocation by class
COM$815.07M48.3%
SPONSORED ADR$172.70M10.2%
COM NEW$153.02M9.1%
SHS$145.86M8.6%
SHS USD$120.07M7.1%
SPONSORED ADS$86.94M5.2%
CL A$72.34M4.3%
Portfolio Concentration
Top 3$310.20M18.4%
4–10$401.39M23.8%
11–25$547.21M32.4%
Rest$427.90M25.4%
Top 3 weight
18.4%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 120.78M
Sole
Full voting authority
120.78M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
Jazz Pharmaceuticals PLC
SOLEShares975K
TypeSH
Market value$120.07M
7.12%
Sole
975K
Shared
0.00
None
0.00
Cytokinetics Inc
SOLEShares2.35M
TypeSH
Market value$110.54M
6.55%
Sole
2.35M
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares800K
TypeSH
Market value$79.58M
4.72%
Sole
800K
Shared
0.00
None
0.00
Ascendis Pharma A/S
SOLEShares520K
TypeSH
Market value$71.59M
4.24%
Sole
520K
Shared
0.00
None
0.00
Ultragenyx Pharmaceutical Inc
SOLEShares1.50M
TypeSH
Market value$63.10M
3.74%
Sole
1.50M
Shared
0.00
None
0.00
Insmed Inc
SOLEShares900K
TypeSH
Market value$62.14M
3.68%
Sole
900K
Shared
0.00
None
0.00
BioMarin Pharmaceutical Inc
SOLEShares860K
TypeSH
Market value$56.53M
3.35%
Sole
860K
Shared
0.00
None
0.00
uniQure NV
SOLEShares3.02M
TypeSH
Market value$53.42M
3.17%
Sole
3.02M
Shared
0.00
None
0.00
Soleno Therapeutics Inc
SOLEShares1.06M
TypeSH
Market value$47.65M
2.82%
Sole
1.06M
Shared
0.00
None
0.00
Nuvalent Inc
SOLEShares600K
TypeSH
Market value$46.97M
2.78%
Sole
600K
Shared
0.00
None
0.00
Structure Therapeutics Inc
SOLEShares1.73M
TypeSH
Market value$46.78M
2.77%
Sole
1.73M
Shared
0.00
None
0.00
Vera Therapeutics Inc
SOLEShares1.07M
TypeSH
Market value$45.46M
2.70%
Sole
1.07M
Shared
0.00
None
0.00
Immatics NV
SOLEShares6.28M
TypeSH
Market value$44.62M
2.65%
Sole
6.28M
Shared
0.00
None
0.00
KalVista Pharmaceuticals Inc
SOLEShares4.77M
TypeSH
Market value$40.40M
2.40%
Sole
4.77M
Shared
0.00
None
0.00
Geron Corp
SOLEShares11M
TypeSH
Market value$38.94M
2.31%
Sole
11M
Shared
0.00
None
0.00
Astria Therapeutics Inc
SOLEShares4.18M
TypeSH
Market value$37.37M
2.22%
Sole
4.18M
Shared
0.00
None
0.00
Arcellx Inc
SOLEShares475K
TypeSH
Market value$36.43M
2.16%
Sole
475K
Shared
0.00
None
0.00
Sanofi SA
SOLEShares750K
TypeSH
Market value$36.17M
2.14%
Sole
750K
Shared
0.00
None
0.00
GSK PLC
SOLEShares1M
TypeSH
Market value$33.82M
2.01%
Sole
1M
Shared
0.00
None
0.00
Savara Inc
SOLEShares10.78M
TypeSH
Market value$33.08M
1.96%
Sole
10.78M
Shared
0.00
None
0.00
Xenon Pharmaceuticals Inc
SOLEShares810K
TypeSH
Market value$31.75M
1.88%
Sole
810K
Shared
0.00
None
0.00
Amicus Therapeutics Inc
SOLEShares3.35M
TypeSH
Market value$31.56M
1.87%
Sole
3.35M
Shared
0.00
None
0.00
AstraZeneca PLC
SOLEShares475K
TypeSH
Market value$31.12M
1.85%
Sole
475K
Shared
0.00
None
0.00
Sarepta Therapeutics Inc
SOLEShares250K
TypeSH
Market value$30.40M
1.80%
Sole
250K
Shared
0.00
None
0.00
Madrigal Pharmaceuticals Inc
SOLEShares95K
TypeSH
Market value$29.31M
1.74%
Sole
95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Jazz Pharmaceuticals PLCSOLE | SHS USD | 975K | SH | $120.07M 7.12% | 975K | 0.00 | 0.00 |
Cytokinetics IncSOLE | COM NEW | 2.35M | SH | $110.54M 6.55% | 2.35M | 0.00 | 0.00 |
Merck & Co IncSOLE | COM | 800K | SH | $79.58M 4.72% | 800K | 0.00 | 0.00 |
Ascendis Pharma A/SSOLE | SPONSORED ADR | 520K | SH | $71.59M 4.24% | 520K | 0.00 | 0.00 |
Ultragenyx Pharmaceutical IncSOLE | COM | 1.50M | SH | $63.10M 3.74% | 1.50M | 0.00 | 0.00 |
Insmed IncSOLE | COM PAR $.01 | 900K | SH | $62.14M 3.68% | 900K | 0.00 | 0.00 |
BioMarin Pharmaceutical IncSOLE | COM | 860K | SH | $56.53M 3.35% | 860K | 0.00 | 0.00 |
uniQure NVSOLE | SHS | 3.02M | SH | $53.42M 3.17% | 3.02M | 0.00 | 0.00 |
Soleno Therapeutics IncSOLE | COM | 1.06M | SH | $47.65M 2.82% | 1.06M | 0.00 | 0.00 |
Nuvalent IncSOLE | COM | 600K | SH | $46.97M 2.78% | 600K | 0.00 | 0.00 |
Structure Therapeutics IncSOLE | SPONSORED ADS | 1.73M | SH | $46.78M 2.77% | 1.73M | 0.00 | 0.00 |
Vera Therapeutics IncSOLE | CL A | 1.07M | SH | $45.46M 2.70% | 1.07M | 0.00 | 0.00 |
Immatics NVSOLE | SHS | 6.28M | SH | $44.62M 2.65% | 6.28M | 0.00 | 0.00 |
KalVista Pharmaceuticals IncSOLE | COM | 4.77M | SH | $40.40M 2.40% | 4.77M | 0.00 | 0.00 |
Geron CorpSOLE | COM | 11M | SH | $38.94M 2.31% | 11M | 0.00 | 0.00 |
Astria Therapeutics IncSOLE | COM | 4.18M | SH | $37.37M 2.22% | 4.18M | 0.00 | 0.00 |
Arcellx IncSOLE | COMMON STOCK | 475K | SH | $36.43M 2.16% | 475K | 0.00 | 0.00 |
Sanofi SASOLE | SPONSORED ADR | 750K | SH | $36.17M 2.14% | 750K | 0.00 | 0.00 |
GSK PLCSOLE | SPONSORED ADR | 1M | SH | $33.82M 2.01% | 1M | 0.00 | 0.00 |
Savara IncSOLE | COM | 10.78M | SH | $33.08M 1.96% | 10.78M | 0.00 | 0.00 |
Xenon Pharmaceuticals IncSOLE | COM | 810K | SH | $31.75M 1.88% | 810K | 0.00 | 0.00 |
Amicus Therapeutics IncSOLE | COM | 3.35M | SH | $31.56M 1.87% | 3.35M | 0.00 | 0.00 |
AstraZeneca PLCSOLE | SPONSORED ADR | 475K | SH | $31.12M 1.85% | 475K | 0.00 | 0.00 |
Sarepta Therapeutics IncSOLE | COM | 250K | SH | $30.40M 1.80% | 250K | 0.00 | 0.00 |
Madrigal Pharmaceuticals IncSOLE | COM | 95K | SH | $29.31M 1.74% | 95K | 0.00 | 0.00 |
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