Vestal Point Capital, LP Portfolio Holdings

Vestal Point Capital, LP

  • $1.9 Trillion
  • Q2 2025

Vestal Point Capital, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.9 Trillion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Arcellx, Inc. with a value of $181B, Jazz Pharmaceuticals PLC with a value of $127B, Cytokinetics Inc with a value of $98.3B, Nuvalent, Inc. with a value of $82B, and Vera Therapeutics, Inc. with a value of $73B.

Examining the 13F form we can see an increase of $499B in the current position value, from $1.4T to 1.9T.

Vestal Point Capital, LP is based out at New York, NY

Below you can find more details about Vestal Point Capital, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.9 Trillion
Healthcare: $251 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.19B
$181 Billion 9.53% of portfolio
2,750,000
Q2 2025 Added 15.17%
$7.1B
$127 Billion 6.7% of portfolio
1,200,000
Q2 2025 New
$3.23B
$98.3 Billion 5.18% of portfolio
2,975,000
Q2 2025 Added 14.84%
$3.29B
$82 Billion 4.32% of portfolio
1,075,000
Q1 2025 Added 79.17%
$572M
$73 Billion 3.85% of portfolio
3,100,000
Q2 2025 Added 24.0%
$1.96B
$68.2 Billion 3.59% of portfolio
11,900,000
Q2 2025 Added 178.36%
$2.24B
$62.6 Billion 3.3% of portfolio
2,000,000
Q2 2025 Added 53.85%
Dianthus Therapeutics Inc
-
$59.6 Billion 3.14% of portfolio
-
Q2 2025 Added 88.23%
$1.66B
$53.1 Billion 2.8% of portfolio
1,500,000
Q2 2025 Added 15.38%
$301M
$52.9 Billion 2.78% of portfolio
4,675,000
Q2 2025 Reduced 1.61%
Ge Health Care Technologies Inc
-
$51.8 Billion 2.73% of portfolio
-
Q2 2025 Added 242.92%
$668M
$51.6 Billion 2.72% of portfolio
3,700,000
Q2 2025 Reduced 22.8%
Bicara Therapeutics Inc
-
$46.5 Billion 2.45% of portfolio
-
Q2 2025 Added 80.57%
$42.2B
$46.3 Billion 2.44% of portfolio
525,000
Q2 2025 New
$3.09B
$44.1 Billion 2.32% of portfolio
1,200,000
Q2 2025 New
$1.53B
$43.1 Billion 2.27% of portfolio
1,500,000
Q1 2025 New
$1.11B
$35.6 Billion 1.87% of portfolio
1,750,000
Q2 2025 Added 780.96%
$10.9B
$34.5 Billion 1.82% of portfolio
200,000
Q2 2025 Added 33.21%
$489M
$33.6 Billion 1.77% of portfolio
6,250,000
Q2 2025 Reduced 13.11%
$510M
$33.5 Billion 1.76% of portfolio
23,775,000
Q2 2025 Added 8.04%
$4.73B
$29.5 Billion 1.55% of portfolio
500,000
Q2 2025 Added 150.0%
$10.6B
$27.5 Billion 1.45% of portfolio
500,000
Q2 2025 New
$2.04B
$26 Billion 1.37% of portfolio
550,000
Q2 2025 Added 175.0%
$445M
$25.4 Billion 1.34% of portfolio
2,655,000
Q2 2025 Reduced 7.81%
$294M
$25.1 Billion 1.32% of portfolio
11,015,000
Q2 2025 Added 0.14%
Cooper Cos Inc/The
-
$24.9 Billion 1.31% of portfolio
-
Q2 2025 New
Structure Therapeutics Inc
-
$24.9 Billion 1.31% of portfolio
-
Q2 2025 Reduced 32.92%
Cidara Therapeutics Inc
-
$24.4 Billion 1.28% of portfolio
-
Q2 2025 Reduced 0.9%
$101M
$24.2 Billion 1.28% of portfolio
4,522,000
Q2 2025 Added 8.18%
$229B
$23.8 Billion 1.25% of portfolio
175,000
Q2 2025 New
$47.6B
$23.5 Billion 1.24% of portfolio
300,000
Q2 2025 New
$472M
$22.8 Billion 1.2% of portfolio
2,000,000
Q2 2025 Added 77.69%
$760M
$22.1 Billion 1.16% of portfolio
3,080,000
Q2 2025 Added 2.67%
$4.79B
$20.6 Billion 1.08% of portfolio
500,000
Q2 2025 Added 66.67%
$5.85B
$19.8 Billion 1.04% of portfolio
500,000
Q2 2025 New
$451M
$19.5 Billion 1.03% of portfolio
3,000,000
Q2 2025 Added 15.47%
$122B
$17 Billion 0.89% of portfolio
195,000
Q2 2025 New
$3.1B
$16.7 Billion 0.88% of portfolio
625,000
Q2 2025 Added 6.36%
Zymeworks Inc
-
$14.4 Billion 0.76% of portfolio
-
Q2 2025 Added 130.0%
$92.3M
$13.9 Billion 0.73% of portfolio
5,600,000
Q4 2024 Added 11.37%
Lexeo Therapeutics Inc
-
$13 Billion 0.68% of portfolio
-
Q2 2025 Added 184.11%
Nyxoah Sa
-
$10.5 Billion 0.55% of portfolio
-
Q2 2025 Reduced 39.54%
$187B
$10.1 Billion 0.53% of portfolio
25,000
Q2 2025 New
$150B
$9.88 Billion 0.52% of portfolio
50,000
Q2 2025 Reduced 60.0%
Beta Bionics Inc
-
$8.01 Billion 0.42% of portfolio
-
Q2 2025 New
Solid Biosciences Inc
-
$7.33 Billion 0.39% of portfolio
-
Q2 2025 Reduced 14.17%
Disc Medicine Inc
-
$7.41 Billion 0.39% of portfolio
-
Q2 2025 New
$602M
$6.93 Billion 0.36% of portfolio
727,500
Q2 2025 Reduced 59.58%
$141M
$6.93 Billion 0.36% of portfolio
3,000,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $1.9 Trillion
  • Prior Value $1.4 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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