Filed: 11/14/2025ACC: 0001974915-25-000008
📋 What this filing means
VESTAL POINT CAPITAL, LP filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $2.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$2.21B
Total AUM (reported)
135.91M
Total Shares
Allocation by class
COM$1.41B63.5%
COM NEW$130.81M5.9%
SPONSORED ADR$124.68M5.6%
SPONSORED ADS$108.03M4.9%
COMMON STOCK$102.63M4.6%
CL A$93.67M4.2%
ORD SHS$87.13M3.9%
Portfolio Concentration
Top 3$317.04M14.3%
4–10$532.03M24.0%
11–25$658.82M29.8%
Rest$706.55M31.9%
Top 3 weight
14.3%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 135.91M
Sole
Full voting authority
135.91M
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)
Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:
Ascendis Pharma A/S
SOLEShares600K
TypeSH
Market value$119.29M
5.39%
Sole
600K
Shared
0.00
None
0.00
Arcellx Inc
SOLEShares1.25M
TypeSH
Market value$102.63M
4.63%
Sole
1.25M
Shared
0.00
None
0.00
Nuvalent Inc
SOLEShares1.10M
TypeSH
Market value$95.13M
4.30%
Sole
1.10M
Shared
0.00
None
0.00
Abivax SA
SOLEShares1M
TypeSH
Market value$84.90M
3.83%
Sole
1M
Shared
0.00
None
0.00
Alcon AG
SOLEShares1.10M
TypeSH
Market value$81.96M
3.70%
Sole
1.10M
Shared
0.00
None
0.00
Bicara Therapeutics Inc
SOLEShares5.10M
TypeSH
Market value$80.53M
3.64%
Sole
5.10M
Shared
0.00
None
0.00
Amicus Therapeutics Inc
SOLEShares9.75M
TypeSH
Market value$76.83M
3.47%
Sole
9.75M
Shared
0.00
None
0.00
Globus Medical Inc
SOLEShares1.25M
TypeSH
Market value$71.59M
3.23%
Sole
1.25M
Shared
0.00
None
0.00
Ionis Pharmaceuticals Inc
SOLEShares1.07M
TypeSH
Market value$70.33M
3.18%
Sole
1.07M
Shared
0.00
None
0.00
Jazz Pharmaceuticals PLC
SOLEShares500K
TypeSH
Market value$65.90M
2.98%
Sole
500K
Shared
0.00
None
0.00
Becton Dickinson & Co
SOLEShares325K
TypeSH
Market value$60.83M
2.75%
Sole
325K
Shared
0.00
None
0.00
Scholar Rock Holding Corp
SOLEShares1.50M
TypeSH
Market value$55.86M
2.52%
Sole
1.50M
Shared
0.00
None
0.00
Immatics NV
SOLEShares6.35M
TypeSH
Market value$54.10M
2.44%
Sole
6.35M
Shared
0.00
None
0.00
Repligen Corp
SOLEShares400K
TypeSH
Market value$53.47M
2.41%
Sole
400K
Shared
0.00
None
0.00
Dianthus Therapeutics Inc
SOLEShares1.18M
TypeSH
Market value$46.43M
2.10%
Sole
1.18M
Shared
0.00
None
0.00
BioMarin Pharmaceutical Inc
SOLEShares830K
TypeSH
Market value$44.95M
2.03%
Sole
830K
Shared
0.00
None
0.00
Xenon Pharmaceuticals Inc
SOLEShares1.10M
TypeSH
Market value$44.16M
1.99%
Sole
1.10M
Shared
0.00
None
0.00
Dexcom Inc
SOLEShares650K
TypeSH
Market value$43.74M
1.98%
Sole
650K
Shared
0.00
None
0.00
Cytokinetics Inc
SOLEShares725K
TypeSH
Market value$39.85M
1.80%
Sole
725K
Shared
0.00
None
0.00
Biogen Inc
SOLEShares275K
TypeSH
Market value$38.52M
1.74%
Sole
275K
Shared
0.00
None
0.00
Cidara Therapeutics Inc
SOLEShares400K
TypeSH
Market value$38.30M
1.73%
Sole
400K
Shared
0.00
None
0.00
Astria Therapeutics Inc
SOLEShares4.96M
TypeSH
Market value$36.08M
1.63%
Sole
4.96M
Shared
0.00
None
0.00
Dyne Therapeutics Inc
SOLEShares2.77M
TypeSH
Market value$35.10M
1.59%
Sole
2.77M
Shared
0.00
None
0.00
Tyra Biosciences Inc
SOLEShares2.42M
TypeSH
Market value$33.93M
1.53%
Sole
2.42M
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares250K
TypeSH
Market value$33.48M
1.51%
Sole
250K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Ascendis Pharma A/SSOLE | SPONSORED ADR | 600K | SH | $119.29M 5.39% | 600K | 0.00 | 0.00 |
Arcellx IncSOLE | COMMON STOCK | 1.25M | SH | $102.63M 4.63% | 1.25M | 0.00 | 0.00 |
Nuvalent IncSOLE | COM | 1.10M | SH | $95.13M 4.30% | 1.10M | 0.00 | 0.00 |
Abivax SASOLE | SPONSORED ADS | 1M | SH | $84.90M 3.83% | 1M | 0.00 | 0.00 |
Alcon AGSOLE | ORD SHS | 1.10M | SH | $81.96M 3.70% | 1.10M | 0.00 | 0.00 |
Bicara Therapeutics IncSOLE | COM | 5.10M | SH | $80.53M 3.64% | 5.10M | 0.00 | 0.00 |
Amicus Therapeutics IncSOLE | COM | 9.75M | SH | $76.83M 3.47% | 9.75M | 0.00 | 0.00 |
Globus Medical IncSOLE | CL A | 1.25M | SH | $71.59M 3.23% | 1.25M | 0.00 | 0.00 |
Ionis Pharmaceuticals IncSOLE | COM | 1.07M | SH | $70.33M 3.18% | 1.07M | 0.00 | 0.00 |
Jazz Pharmaceuticals PLCSOLE | SHS USD | 500K | SH | $65.90M 2.98% | 500K | 0.00 | 0.00 |
Becton Dickinson & CoSOLE | COM | 325K | SH | $60.83M 2.75% | 325K | 0.00 | 0.00 |
Scholar Rock Holding CorpSOLE | COM | 1.50M | SH | $55.86M 2.52% | 1.50M | 0.00 | 0.00 |
Immatics NVSOLE | SHS | 6.35M | SH | $54.10M 2.44% | 6.35M | 0.00 | 0.00 |
Repligen CorpSOLE | COM | 400K | SH | $53.47M 2.41% | 400K | 0.00 | 0.00 |
Dianthus Therapeutics IncSOLE | COM | 1.18M | SH | $46.43M 2.10% | 1.18M | 0.00 | 0.00 |
BioMarin Pharmaceutical IncSOLE | COM | 830K | SH | $44.95M 2.03% | 830K | 0.00 | 0.00 |
Xenon Pharmaceuticals IncSOLE | COM | 1.10M | SH | $44.16M 1.99% | 1.10M | 0.00 | 0.00 |
Dexcom IncSOLE | COM | 650K | SH | $43.74M 1.98% | 650K | 0.00 | 0.00 |
Cytokinetics IncSOLE | COM NEW | 725K | SH | $39.85M 1.80% | 725K | 0.00 | 0.00 |
Biogen IncSOLE | COM | 275K | SH | $38.52M 1.74% | 275K | 0.00 | 0.00 |
Cidara Therapeutics IncSOLE | COM NEW | 400K | SH | $38.30M 1.73% | 400K | 0.00 | 0.00 |
Astria Therapeutics IncSOLE | COM | 4.96M | SH | $36.08M 1.63% | 4.96M | 0.00 | 0.00 |
Dyne Therapeutics IncSOLE | COM | 2.77M | SH | $35.10M 1.59% | 2.77M | 0.00 | 0.00 |
Tyra Biosciences IncSOLE | COM | 2.42M | SH | $33.93M 1.53% | 2.42M | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 250K | SH | $33.48M 1.51% | 250K | 0.00 | 0.00 |
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