Institutions / Vestal Point Capital, LP

Vestal Point Capital, LP

CIK 1974915 · Institution · as of Dec 31, 2025

Portfolio value

$2.73B

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 75 →

Company	Class	Value	Shares	% of portfolio
Abivax SA	—	$256.22M	1,900,000	9.4%
Arcellx, Inc.	—	$190.71M	2,925,000	7.0%
Terns Pharmaceuticals, Inc.	—	$181.80M	4,500,000	6.7%
BioMarin Pharmaceutical Inc	—	$178.29M	3,000,000	6.5%
Globus Medical Inc	—	$111.32M	1,275,000	4.1%
Nurix Therapeutics, Inc.	—	$88.97M	4,690,000	3.3%
Alcon AG	—	$87.09M	1,105,000	3.2%
Dexcom Inc	—	$84.62M	1,275,000	3.1%
Merck & Co., Inc.	—	$81.58M	775,000	3.0%
Taysha Gene Therapies, Inc.TSHA	Common Stock	$75.63M	13,750,000	2.8%
Abbott Laboratories	—	$75.17M	600,000	2.8%
Immatics NV	—	$64.31M	6,125,000	2.4%
Tyra Biosciences, Inc.	—	$63.75M	2,425,000	2.3%
Bicara Therapeutics Inc.	—	$60.17M	3,575,000	2.2%
Arrowhead Pharmaceuticals, Inc.	—	$59.75M	900,000	2.2%
Enliven Therapeutics, Inc.ELVN	Common Stock	$58.98M	3,830,000	2.2%
Disc Medicine, Inc.IRON	Common Stock	$58.37M	735,000	2.1%
Jazz Pharmaceuticals PLC	—	$49.30M	290,000	1.8%
Day One Biopharmaceuticals, Inc.	—	$48.46M	5,200,000	1.8%
Lexeo Therapeutics, Inc.	—	$44.44M	4,475,000	1.6%
Alto Neuroscience, Inc.ANRO	Common Stock	$44.23M	2,485,000	1.6%
Apogee Therapeutics, Inc.	—	$41.51M	550,000	1.5%
Olema Pharmaceuticals, Inc.	—	$41.25M	1,650,000	1.5%
Axsome Therapeutics, Inc.	—	$38.35M	210,000	1.4%
Ascendis Pharma A/S	—	$37.32M	175,000	1.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.