Vestal Point Capital, LP Portfolio Holdings

Vestal Point Capital, LP

  • $1.4 Trillion
  • Q1 2025

Vestal Point Capital, LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.4 Trillion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Arcellx, Inc. with a value of $157B, Cytokinetics Inc with a value of $104B, Insmed Inc with a value of $82B, Nuvalent, Inc. with a value of $76.2B, and Vera Therapeutics, Inc. with a value of $60.1B.

Examining the 13F form we can see an decrease of $286B in the current position value, from $1.69T to 1.4T.

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 $1.4 Trillion
Healthcare: $86.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.65B
$157 Billion 11.19% of portfolio
2,387,720
Q1 2025 Added 402.68%
$2.89B
$104 Billion 7.43% of portfolio
2,590,531
Q1 2025 Added 10.24%
$9.2B
$82 Billion 5.86% of portfolio
1,075,000
Q1 2025 Added 19.44%
$3.15B
$76.2 Billion 5.44% of portfolio
1,075,000
Q1 2025 Added 79.17%
$565M
$60.1 Billion 4.29% of portfolio
2,500,000
Q1 2025 Added 132.56%
$296M
$54.8 Billion 3.92% of portfolio
4,751,292
Q1 2025 Reduced 0.39%
$687M
$50.8 Billion 3.63% of portfolio
4,792,572
Q1 2025 Added 58.43%
$1.69B
$50.3 Billion 3.59% of portfolio
1,500,000
Q1 2025 New
$1.93B
$43.6 Billion 3.11% of portfolio
1,300,000
Q1 2025 Added 60.49%
$1.58B
$41.8 Billion 2.98% of portfolio
1,300,000
Q1 2025 New
Bicara Therapeutics Inc
-
$36.1 Billion 2.58% of portfolio
-
Q1 2025 Added 290.0%
$525M
$35 Billion 2.5% of portfolio
22,005,340
Q1 2025 Added 100.05%
$1.8B
$34.9 Billion 2.49% of portfolio
4,275,000
Q1 2025 Added 27.61%
$403M
$32.4 Billion 2.32% of portfolio
7,192,700
Q1 2025 Added 14.62%
Structure Therapeutics Inc
-
$31 Billion 2.21% of portfolio
-
Q1 2025 Added 3.71%
Dianthus Therapeutics Inc
-
$30.8 Billion 2.2% of portfolio
-
Q1 2025 Added 58.15%
$408M
$26.8 Billion 1.91% of portfolio
2,879,829
Q1 2025 Added 190.89%
$144B
$25.6 Billion 1.83% of portfolio
125,000
Q1 2025 New
$189M
$23.8 Billion 1.7% of portfolio
2,152,957
Q1 2025 Added 32.08%
$8.95B
$23.4 Billion 1.67% of portfolio
150,142
Q1 2025 Reduced 71.13%
$65.1M
$22.3 Billion 1.59% of portfolio
4,180,000
Q4 2024 Added 4.5%
$476M
$20.6 Billion 1.47% of portfolio
2,598,127
Q1 2025 Added 80.43%
$603M
$18.8 Billion 1.34% of portfolio
1,800,000
Q1 2025 New
$1.09B
$18.1 Billion 1.29% of portfolio
1,227,403
Q1 2025 Reduced 30.26%
$2.53B
$18.1 Billion 1.29% of portfolio
500,000
Q1 2025 Reduced 66.67%
$324M
$18 Billion 1.28% of portfolio
3,000,000
Q1 2025 New
$894M
$17.7 Billion 1.26% of portfolio
433,193
Q1 2025 Added 44.4%
$4.51B
$17 Billion 1.21% of portfolio
267,627
Q1 2025 Reduced 45.93%
Ge Health Care Technologies Inc
-
$16.5 Billion 1.18% of portfolio
-
Q1 2025 New
$3.66B
$16.5 Billion 1.18% of portfolio
587,649
Q1 2025 Added 56.71%
Nyxoah Sa
-
$16.2 Billion 1.16% of portfolio
-
Q1 2025 Reduced 20.7%
$4.7B
$14.6 Billion 1.05% of portfolio
200,000
Q1 2025 Reduced 38.46%
$448M
$13.4 Billion 0.95% of portfolio
1,125,552
Q1 2025 Added 132.07%
$3.32B
$12.8 Billion 0.91% of portfolio
200,000
Q1 2025 Reduced 20.0%
$5.6B
$12.5 Billion 0.89% of portfolio
300,000
Q1 2025 New
Cidara Therapeutics Inc
-
$10.9 Billion 0.78% of portfolio
-
Q1 2025 New
$78.9M
$8.68 Billion 0.62% of portfolio
5,600,000
Q4 2024 Added 11.37%
$1.49B
$7.81 Billion 0.56% of portfolio
200,000
Q1 2025 New
Solid Biosciences Inc
-
$6.49 Billion 0.46% of portfolio
-
Q1 2025 Reduced 38.47%
Zymeworks Inc
-
$5.96 Billion 0.43% of portfolio
-
Q1 2025 Added 170.27%
$3.55B
$5.98 Billion 0.43% of portfolio
350,000
Q1 2025 Added 677.78%
$21.1M
$5.62 Billion 0.4% of portfolio
11,500,000
Q4 2024 Added 904.37%
$299M
$5.37 Billion 0.38% of portfolio
900,000
Q4 2024 Reduced 12.2%
$1.84B
$5.02 Billion 0.36% of portfolio
200,000
Q1 2025 Added 11.11%
$131M
$4.22 Billion 0.3% of portfolio
1,249,418
Q1 2025 Added 1.58%
Lexeo Therapeutics Inc
-
$3.94 Billion 0.28% of portfolio
-
Q1 2025 Reduced 5.31%
Kiniksa Pharmaceuticals Intl
-
$3.77 Billion 0.27% of portfolio
-
Q1 2025 New
$978M
$3.61 Billion 0.26% of portfolio
198,646
Q1 2025 Reduced 34.87%
On Kure Therapeutics Inc
-
$2.73 Billion 0.19% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $1.4 Trillion
  • Prior Value $1.69 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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