Filed: 8/14/2025ACC: 0001974915-25-000006
📋 What this filing means
VESTAL POINT CAPITAL, LP filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $1.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$1.90B
Total AUM (reported)
159.87M
Total Shares
Allocation by class
COM$998.03M52.5%
COMMON STOCK$232.94M12.3%
COM NEW$166.85M8.8%
SHS$129.39M6.8%
SHS USD$127.34M6.7%
CL A$102.55M5.4%
ORD SHS$46.35M2.4%
Portfolio Concentration
Top 3$406.73M21.4%
4–10$451.44M23.8%
11–25$566.35M29.8%
Rest$474.83M25.0%
Top 3 weight
21.4%
Top 10 weight
45.2%
Voting Authority Distribution
Total shares with voting rights: 159.87M
Sole
Full voting authority
159.87M
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)
Sole72
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings72
Rows:
Arcellx Inc
SOLEShares2.75M
TypeSH
Market value$181.09M
9.53%
Sole
2.75M
Shared
0.00
None
0.00
Jazz Pharmaceuticals PLC
SOLEShares1.20M
TypeSH
Market value$127.34M
6.70%
Sole
1.20M
Shared
0.00
None
0.00
Cytokinetics Inc
SOLEShares2.98M
TypeSH
Market value$98.29M
5.18%
Sole
2.98M
Shared
0.00
None
0.00
Nuvalent Inc
SOLEShares1.07M
TypeSH
Market value$82.02M
4.32%
Sole
1.07M
Shared
0.00
None
0.00
Vera Therapeutics Inc
SOLEShares3.10M
TypeSH
Market value$73.04M
3.85%
Sole
3.10M
Shared
0.00
None
0.00
Amicus Therapeutics Inc
SOLEShares11.90M
TypeSH
Market value$68.19M
3.59%
Sole
11.90M
Shared
0.00
None
0.00
Xenon Pharmaceuticals Inc
SOLEShares2M
TypeSH
Market value$62.60M
3.30%
Sole
2M
Shared
0.00
None
0.00
Dianthus Therapeutics Inc
SOLEShares3.20M
TypeSH
Market value$59.62M
3.14%
Sole
3.20M
Shared
0.00
None
0.00
Scholar Rock Holding Corp
SOLEShares1.50M
TypeSH
Market value$53.13M
2.80%
Sole
1.50M
Shared
0.00
None
0.00
KalVista Pharmaceuticals Inc
SOLEShares4.67M
TypeSH
Market value$52.85M
2.78%
Sole
4.67M
Shared
0.00
None
0.00
GE HealthCare Technologies Inc
SOLEShares700K
TypeSH
Market value$51.85M
2.73%
Sole
700K
Shared
0.00
None
0.00
uniQure NV
SOLEShares3.70M
TypeSH
Market value$51.58M
2.72%
Sole
3.70M
Shared
0.00
None
0.00
Bicara Therapeutics Inc
SOLEShares5M
TypeSH
Market value$46.45M
2.45%
Sole
5M
Shared
0.00
None
0.00
Alcon AG
SOLEShares525K
TypeSH
Market value$46.35M
2.44%
Sole
525K
Shared
0.00
None
0.00
Revolution Medicines Inc
SOLEShares1.20M
TypeSH
Market value$44.15M
2.32%
Sole
1.20M
Shared
0.00
None
0.00
Crinetics Pharmaceuticals Inc
SOLEShares1.50M
TypeSH
Market value$43.14M
2.27%
Sole
1.50M
Shared
0.00
None
0.00
Exact Sciences Corp
SOLEShares700K
TypeSH
Market value$37.20M
1.96%
Sole
700K
Shared
0.00
None
0.00
Celldex Therapeutics Inc
SOLEShares1.75M
TypeSH
Market value$35.61M
1.87%
Sole
1.75M
Shared
0.00
None
0.00
Ascendis Pharma A/S
SOLEShares200K
TypeSH
Market value$34.52M
1.82%
Sole
200K
Shared
0.00
None
0.00
Immatics NV
SOLEShares6.25M
TypeSH
Market value$33.63M
1.77%
Sole
6.25M
Shared
0.00
None
0.00
Geron Corp
SOLEShares23.77M
TypeSH
Market value$33.52M
1.76%
Sole
23.77M
Shared
0.00
None
0.00
Globus Medical Inc
SOLEShares500K
TypeSH
Market value$29.51M
1.55%
Sole
500K
Shared
0.00
None
0.00
BioMarin Pharmaceutical Inc
SOLEShares500K
TypeSH
Market value$27.48M
1.45%
Sole
500K
Shared
0.00
None
0.00
MoonLake Immunotherapeutics
SOLEShares550K
TypeSH
Market value$25.96M
1.37%
Sole
550K
Shared
0.00
None
0.00
Tyra Biosciences Inc
SOLEShares2.65M
TypeSH
Market value$25.41M
1.34%
Sole
2.65M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Arcellx IncSOLE | COMMON STOCK | 2.75M | SH | $181.09M 9.53% | 2.75M | 0.00 | 0.00 |
Jazz Pharmaceuticals PLCSOLE | SHS USD | 1.20M | SH | $127.34M 6.70% | 1.20M | 0.00 | 0.00 |
Cytokinetics IncSOLE | COM NEW | 2.98M | SH | $98.29M 5.18% | 2.98M | 0.00 | 0.00 |
Nuvalent IncSOLE | COM | 1.07M | SH | $82.02M 4.32% | 1.07M | 0.00 | 0.00 |
Vera Therapeutics IncSOLE | CL A | 3.10M | SH | $73.04M 3.85% | 3.10M | 0.00 | 0.00 |
Amicus Therapeutics IncSOLE | COM | 11.90M | SH | $68.19M 3.59% | 11.90M | 0.00 | 0.00 |
Xenon Pharmaceuticals IncSOLE | COM | 2M | SH | $62.60M 3.30% | 2M | 0.00 | 0.00 |
Dianthus Therapeutics IncSOLE | COM | 3.20M | SH | $59.62M 3.14% | 3.20M | 0.00 | 0.00 |
Scholar Rock Holding CorpSOLE | COM | 1.50M | SH | $53.13M 2.80% | 1.50M | 0.00 | 0.00 |
KalVista Pharmaceuticals IncSOLE | COM | 4.67M | SH | $52.85M 2.78% | 4.67M | 0.00 | 0.00 |
GE HealthCare Technologies IncSOLE | COMMON STOCK | 700K | SH | $51.85M 2.73% | 700K | 0.00 | 0.00 |
uniQure NVSOLE | SHS | 3.70M | SH | $51.58M 2.72% | 3.70M | 0.00 | 0.00 |
Bicara Therapeutics IncSOLE | COM | 5M | SH | $46.45M 2.45% | 5M | 0.00 | 0.00 |
Alcon AGSOLE | ORD SHS | 525K | SH | $46.35M 2.44% | 525K | 0.00 | 0.00 |
Revolution Medicines IncSOLE | COM | 1.20M | SH | $44.15M 2.32% | 1.20M | 0.00 | 0.00 |
Crinetics Pharmaceuticals IncSOLE | COM | 1.50M | SH | $43.14M 2.27% | 1.50M | 0.00 | 0.00 |
Exact Sciences CorpSOLE | COM | 700K | SH | $37.20M 1.96% | 700K | 0.00 | 0.00 |
Celldex Therapeutics IncSOLE | COM NEW | 1.75M | SH | $35.61M 1.87% | 1.75M | 0.00 | 0.00 |
Ascendis Pharma A/SSOLE | SPONSORED ADR | 200K | SH | $34.52M 1.82% | 200K | 0.00 | 0.00 |
Immatics NVSOLE | SHS | 6.25M | SH | $33.63M 1.77% | 6.25M | 0.00 | 0.00 |
Geron CorpSOLE | COM | 23.77M | SH | $33.52M 1.76% | 23.77M | 0.00 | 0.00 |
Globus Medical IncSOLE | CL A | 500K | SH | $29.51M 1.55% | 500K | 0.00 | 0.00 |
BioMarin Pharmaceutical IncSOLE | COM | 500K | SH | $27.48M 1.45% | 500K | 0.00 | 0.00 |
MoonLake ImmunotherapeuticsSOLE | CLASS A ORD | 550K | SH | $25.96M 1.37% | 550K | 0.00 | 0.00 |
Tyra Biosciences IncSOLE | COM | 2.65M | SH | $25.41M 1.34% | 2.65M | 0.00 | 0.00 |
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