Vestal Point Capital, LP Portfolio Holdings

Vestal Point Capital, LP

  • $2.21 Trillion
  • Q3 2025

Vestal Point Capital, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.21 Trillion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ascendis Pharma A/S with a value of $119B, Arcellx, Inc. with a value of $103B, Nuvalent, Inc. with a value of $95.1B, Abivax Sa with a value of $84.9B, and Alcon Inc with a value of $82B.

Examining the 13F form we can see an increase of $315B in the current position value, from $1.9T to 2.21T.

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 $2.21 Trillion
Healthcare: $465 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.4B
$119 Billion 5.39% of portfolio
600,000
Q3 2025 Added 200.0%
$3.94B
$103 Billion 4.63% of portfolio
1,250,000
Q3 2025 Reduced 54.55%
$4.15B
$95.1 Billion 4.3% of portfolio
1,100,000
Q3 2025 Added 2.33%
Abivax Sa
-
$84.9 Billion 3.83% of portfolio
-
Q3 2025 New
$38.1B
$82 Billion 3.7% of portfolio
1,100,000
Q3 2025 Added 109.52%
Bicara Therapeutics Inc
-
$80.5 Billion 3.64% of portfolio
-
Q3 2025 Added 2.0%
$2.66B
$76.8 Billion 3.47% of portfolio
9,750,000
Q3 2025 Reduced 18.07%
$6.51B
$71.6 Billion 3.23% of portfolio
1,250,000
Q3 2025 Added 150.0%
$10.2B
$70.3 Billion 3.18% of portfolio
1,075,000
Q3 2025 Added 115.0%
$8.84B
$65.9 Billion 2.98% of portfolio
500,000
Q3 2025 Reduced 58.33%
$54.5B
$60.8 Billion 2.75% of portfolio
325,000
Q3 2025 Added 1,200.0%
$1.95B
$55.9 Billion 2.52% of portfolio
1,500,000
Q2 2025 Added 15.38%
$778M
$54.1 Billion 2.44% of portfolio
6,350,000
Q3 2025 Added 1.6%
$8.46B
$53.5 Billion 2.41% of portfolio
400,000
Q3 2025 New
Dianthus Therapeutics Inc
-
$46.4 Billion 2.1% of portfolio
-
Q3 2025 Reduced 63.13%
$10.2B
$45 Billion 2.03% of portfolio
830,000
Q3 2025 Added 66.0%
$22.4B
$43.7 Billion 1.98% of portfolio
650,000
Q3 2025 New
$6.25B
$39.8 Billion 1.8% of portfolio
725,000
Q3 2025 Reduced 75.63%
$24.1B
$38.5 Billion 1.74% of portfolio
275,000
Q3 2025 New
Cidara Therapeutics Inc
-
$38.3 Billion 1.73% of portfolio
-
Q3 2025 Reduced 20.0%
$191M
$36.1 Billion 1.63% of portfolio
4,956,000
Q3 2025 Added 9.6%
$975M
$35.1 Billion 1.59% of portfolio
2,775,000
Q3 2025 Added 281.44%
$652M
$33.9 Billion 1.53% of portfolio
2,425,000
Q3 2025 Reduced 8.66%
$228B
$33.5 Billion 1.51% of portfolio
250,000
Q3 2025 Added 42.86%
Disc Medicine Inc
-
$33 Billion 1.49% of portfolio
-
Q3 2025 Added 257.14%
$603M
$32.1 Billion 1.45% of portfolio
3,475,000
Q3 2025 Added 73.75%
$2.34B
$31.2 Billion 1.41% of portfolio
750,000
Q3 2025 Reduced 50.0%
$1.2B
$31.2 Billion 1.41% of portfolio
1,205,000
Q3 2025 Reduced 31.14%
Zymeworks Inc
-
$30.1 Billion 1.36% of portfolio
-
Q3 2025 Added 53.48%
$160B
$29.7 Billion 1.34% of portfolio
150,000
Q3 2025 Added 200.0%
$5.94B
$29.4 Billion 1.33% of portfolio
630,000
Q3 2025 Reduced 47.5%
Rapport Therapeutics Inc
-
$28.2 Billion 1.27% of portfolio
-
Q3 2025 New
$423M
$23.6 Billion 1.07% of portfolio
17,225,000
Q3 2025 Reduced 27.55%
Enliven Therapeutics Inc
-
$23.7 Billion 1.07% of portfolio
-
Q3 2025 Added 364.0%
$2.9B
$23.1 Billion 1.04% of portfolio
312,500
Q3 2025 New
$2.32B
$22.6 Billion 1.02% of portfolio
750,000
Q3 2025 New
$766M
$22.1 Billion 1.0% of portfolio
760,000
Q3 2025 Reduced 75.48%
Lexeo Therapeutics Inc
-
$21.6 Billion 0.97% of portfolio
-
Q3 2025 Added 0.68%
$153M
$21 Billion 0.95% of portfolio
5,550,000
Q3 2025 Reduced 0.89%
$646M
$18.9 Billion 0.85% of portfolio
2,675,000
Q3 2025 Reduced 10.83%
Solid Biosciences Inc
-
$18.4 Billion 0.83% of portfolio
-
Q3 2025 Added 97.67%
$5.99B
$18.2 Billion 0.82% of portfolio
150,000
Q3 2025 New
$204M
$18 Billion 0.81% of portfolio
5,500,000
Q3 2025 Added 83.33%
Apogee Therapeutics Inc
-
$16.9 Billion 0.76% of portfolio
-
Q3 2025 New
$6.17B
$14.3 Billion 0.65% of portfolio
440,000
Q3 2025 Reduced 12.0%
$495M
$14.3 Billion 0.65% of portfolio
4,015,000
Q3 2025 Reduced 63.55%
$74.3B
$14.1 Billion 0.63% of portfolio
25,000
Q3 2025 New
$1.4B
$13.1 Billion 0.59% of portfolio
225,000
Q3 2025 Reduced 93.92%
Beta Bionics Inc
-
$11.9 Billion 0.54% of portfolio
-
Q3 2025 Added 9.09%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $2.21 Trillion
  • Prior Value $1.9 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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