Filed: 5/15/2025ACC: 0001974915-25-000005
📋 What this filing means
VESTAL POINT CAPITAL, LP filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $1.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$1.40B
Total AUM (reported)
138.99M
Total Shares
Allocation by class
COM$717.22M51.2%
COMMON STOCK$173.11M12.4%
COM NEW$144.49M10.3%
SHS$115.90M8.3%
COM PAR $.01$82.01M5.9%
CL A$74.69M5.3%
SPONSORED ADS$48.17M3.4%
Portfolio Concentration
Top 3$342.76M24.5%
4–10$377.64M27.0%
11–25$410.15M29.3%
Rest$269.77M19.3%
Top 3 weight
24.5%
Top 10 weight
51.4%
Voting Authority Distribution
Total shares with voting rights: 138.99M
Sole
Full voting authority
138.99M
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)
Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
Arcellx Inc
SOLEShares2.39M
TypeSH
Market value$156.63M
11.19%
Sole
2.39M
Shared
0.00
None
0.00
Cytokinetics Inc
SOLEShares2.59M
TypeSH
Market value$104.11M
7.43%
Sole
2.59M
Shared
0.00
None
0.00
Insmed Inc
SOLEShares1.07M
TypeSH
Market value$82.01M
5.86%
Sole
1.07M
Shared
0.00
None
0.00
Nuvalent Inc
SOLEShares1.07M
TypeSH
Market value$76.24M
5.44%
Sole
1.07M
Shared
0.00
None
0.00
Vera Therapeutics Inc
SOLEShares2.50M
TypeSH
Market value$60.05M
4.29%
Sole
2.50M
Shared
0.00
None
0.00
KalVista Pharmaceuticals Inc
SOLEShares4.75M
TypeSH
Market value$54.83M
3.92%
Sole
4.75M
Shared
0.00
None
0.00
uniQure NV
SOLEShares4.79M
TypeSH
Market value$50.80M
3.63%
Sole
4.79M
Shared
0.00
None
0.00
Crinetics Pharmaceuticals Inc
SOLEShares1.50M
TypeSH
Market value$50.31M
3.59%
Sole
1.50M
Shared
0.00
None
0.00
Xenon Pharmaceuticals Inc
SOLEShares1.30M
TypeSH
Market value$43.62M
3.11%
Sole
1.30M
Shared
0.00
None
0.00
Scholar Rock Holding Corp
SOLEShares1.30M
TypeSH
Market value$41.80M
2.98%
Sole
1.30M
Shared
0.00
None
0.00
Bicara Therapeutics Inc
SOLEShares2.77M
TypeSH
Market value$36.08M
2.58%
Sole
2.77M
Shared
0.00
None
0.00
Geron Corp
SOLEShares22.01M
TypeSH
Market value$34.99M
2.50%
Sole
22.01M
Shared
0.00
None
0.00
Amicus Therapeutics Inc
SOLEShares4.28M
TypeSH
Market value$34.88M
2.49%
Sole
4.28M
Shared
0.00
None
0.00
Immatics NV
SOLEShares7.19M
TypeSH
Market value$32.44M
2.32%
Sole
7.19M
Shared
0.00
None
0.00
Structure Therapeutics Inc
SOLEShares1.79M
TypeSH
Market value$30.97M
2.21%
Sole
1.79M
Shared
0.00
None
0.00
Dianthus Therapeutics Inc
SOLEShares1.70M
TypeSH
Market value$30.84M
2.20%
Sole
1.70M
Shared
0.00
None
0.00
Savara Inc
SOLEShares11M
TypeSH
Market value$30.47M
2.18%
Sole
11M
Shared
0.00
None
0.00
Tyra Biosciences Inc
SOLEShares2.88M
TypeSH
Market value$26.78M
1.91%
Sole
2.88M
Shared
0.00
None
0.00
Danaher Corporation
SOLEShares125K
TypeSH
Market value$25.63M
1.83%
Sole
125K
Shared
0.00
None
0.00
UroGen Pharma Ltd
SOLEShares2.15M
TypeSH
Market value$23.81M
1.70%
Sole
2.15M
Shared
0.00
None
0.00
Ascendis Pharma A/S
SOLEShares150.14K
TypeSH
Market value$23.40M
1.67%
Sole
150.14K
Shared
0.00
None
0.00
Astria Therapeutics Inc
SOLEShares4.18M
TypeSH
Market value$22.32M
1.59%
Sole
4.18M
Shared
0.00
None
0.00
Day One Biopharmaceuticals Inc
SOLEShares2.60M
TypeSH
Market value$20.60M
1.47%
Sole
2.60M
Shared
0.00
None
0.00
Dyne Therapeutics Inc
SOLEShares1.80M
TypeSH
Market value$18.83M
1.34%
Sole
1.80M
Shared
0.00
None
0.00
Ultragenyx Pharmaceutical Inc
SOLEShares500K
TypeSH
Market value$18.11M
1.29%
Sole
500K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Arcellx IncSOLE | COMMON STOCK | 2.39M | SH | $156.63M 11.19% | 2.39M | 0.00 | 0.00 |
Cytokinetics IncSOLE | COM NEW | 2.59M | SH | $104.11M 7.43% | 2.59M | 0.00 | 0.00 |
Insmed IncSOLE | COM PAR $.01 | 1.07M | SH | $82.01M 5.86% | 1.07M | 0.00 | 0.00 |
Nuvalent IncSOLE | COM | 1.07M | SH | $76.24M 5.44% | 1.07M | 0.00 | 0.00 |
Vera Therapeutics IncSOLE | CL A | 2.50M | SH | $60.05M 4.29% | 2.50M | 0.00 | 0.00 |
KalVista Pharmaceuticals IncSOLE | COM | 4.75M | SH | $54.83M 3.92% | 4.75M | 0.00 | 0.00 |
uniQure NVSOLE | SHS | 4.79M | SH | $50.80M 3.63% | 4.79M | 0.00 | 0.00 |
Crinetics Pharmaceuticals IncSOLE | COM | 1.50M | SH | $50.31M 3.59% | 1.50M | 0.00 | 0.00 |
Xenon Pharmaceuticals IncSOLE | COM | 1.30M | SH | $43.62M 3.11% | 1.30M | 0.00 | 0.00 |
Scholar Rock Holding CorpSOLE | COM | 1.30M | SH | $41.80M 2.98% | 1.30M | 0.00 | 0.00 |
Bicara Therapeutics IncSOLE | COM | 2.77M | SH | $36.08M 2.58% | 2.77M | 0.00 | 0.00 |
Geron CorpSOLE | COM | 22.01M | SH | $34.99M 2.50% | 22.01M | 0.00 | 0.00 |
Amicus Therapeutics IncSOLE | COM | 4.28M | SH | $34.88M 2.49% | 4.28M | 0.00 | 0.00 |
Immatics NVSOLE | SHS | 7.19M | SH | $32.44M 2.32% | 7.19M | 0.00 | 0.00 |
Structure Therapeutics IncSOLE | SPONSORED ADS | 1.79M | SH | $30.97M 2.21% | 1.79M | 0.00 | 0.00 |
Dianthus Therapeutics IncSOLE | COM | 1.70M | SH | $30.84M 2.20% | 1.70M | 0.00 | 0.00 |
Savara IncSOLE | COM | 11M | SH | $30.47M 2.18% | 11M | 0.00 | 0.00 |
Tyra Biosciences IncSOLE | COM | 2.88M | SH | $26.78M 1.91% | 2.88M | 0.00 | 0.00 |
Danaher CorporationSOLE | COM | 125K | SH | $25.63M 1.83% | 125K | 0.00 | 0.00 |
UroGen Pharma LtdSOLE | COM | 2.15M | SH | $23.81M 1.70% | 2.15M | 0.00 | 0.00 |
Ascendis Pharma A/SSOLE | SPONSORED ADR | 150.14K | SH | $23.40M 1.67% | 150.14K | 0.00 | 0.00 |
Astria Therapeutics IncSOLE | COM | 4.18M | SH | $22.32M 1.59% | 4.18M | 0.00 | 0.00 |
Day One Biopharmaceuticals IncSOLE | COM | 2.60M | SH | $20.60M 1.47% | 2.60M | 0.00 | 0.00 |
Dyne Therapeutics IncSOLE | COM | 1.80M | SH | $18.83M 1.34% | 1.80M | 0.00 | 0.00 |
Ultragenyx Pharmaceutical IncSOLE | COM | 500K | SH | $18.11M 1.29% | 500K | 0.00 | 0.00 |
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