Institutions / Vestal Point Capital, LP / Holdings

Vestal Point Capital, LP

All holdings · as of Dec 31, 2025

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%
Rapport Therapeutics, Inc.RAPP	Common Stock	$33.68M	1,110,000	1.2%
Solid Biosciences Inc.SLDB	Common Stock	$32.80M	5,815,000	1.2%
Celldex Therapeutics, Inc.	—	$31.64M	1,165,000	1.2%
Scholar Rock Holding Corp	—	$30.84M	700,000	1.1%
KalVista Pharmaceuticals Inc	—	$30.52M	1,890,000	1.1%
Vera Therapeutics, Inc.	—	$27.85M	550,000	1.0%
Xenon Pharmaceuticals Inc.	—	$26.89M	600,000	1.0%
Lantheus Holdings, Inc.	—	$23.96M	360,000	0.9%
Revolution Medicines, Inc.	—	$23.50M	295,000	0.9%
ZYMEWORKS INC.	—	$22.78M	865,000	0.8%
IMMUNOCORE HOLDINGS PLC-ADRIMCR	ADR	$20.31M	585,000	0.7%
Upstream Bio, Inc.UPB	Common Stock	$19.55M	720,000	0.7%
Beta Bionics, Inc.	—	$18.28M	600,000	0.7%
CRESCENT BIOPHARMA, INC.	—	$17.79M	1,500,000	0.7%
BIOCRYST PHARMACEUTICALS INC	—	$17.55M	2,250,000	0.6%
Penumbra Inc	—	$15.55M	50,000	0.6%
GERON CORP	—	$14.94M	11,320,000	0.5%
REPLIGEN CORP	—	$13.60M	83,000	0.5%
Zimmer Biomet Holdings Inc	—	$13.49M	150,000	0.5%
BRISTOL MYERS SQUIBB CO	—	$13.48M	250,000	0.5%
Monte Rosa Therapeutics, Inc.	—	$12.15M	775,000	0.4%
Fulcrum Therapeutics, Inc.	—	$10.74M	950,000	0.4%
Savara IncSVRA	Common Stock	$9.68M	1,606,000	0.4%
enGene Therapeutics Inc.	—	$9.53M	1,055,000	0.3%
AGIOS PHARMACEUTICALS, INC.	—	$8.85M	325,000	0.3%