VP
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Vestal Point Capital, LP13F | |
| Vestal Point Capital, LP | |
| Last update 2025-05-16 | 63 Stocks (13 new) |
| Value $1.40 Bil | Turnover 42 % |
Vestal Point Capital, LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACLX | Arcellx Inc | 2,387,720 | 156,634.4 | +402.68% | 11.190 | +8.96% | 4.330 | -4.26% | -19.08% | 3,419.9 | Biotechnology | |
CYTK | Cytokinetics Inc | 2,590,531 | 104,113.4 | +10.24% | 7.430 | +0.69% | 2.170 | -32.57% | -34.06% | 3,704.6 | Biotechnology | |
INSM | Insmed Inc | 1,075,000 | 82,011.8 | +19.44% | 5.860 | +0.95% | 0.590 | -14.49% | +1.01% | 12,701.5 | Biotechnology | |
NUVL | Nuvalent Inc | 1,075,000 | 76,239.0 | +79.17% | 5.440 | +2.40% | 1.500 | -0.60% | -4.79% | 5,351.9 | Biotechnology | |
VERA | Vera Therapeutics Inc | 2,500,000 | 60,050.0 | +132.56% | 4.290 | +2.45% | 3.920 | -36.72% | -55.21% | 1,207.9 | Biotechnology | |
KALV | KalVista Pharmaceuticals Inc | 4,751,292 | 54,829.9 | -0.39% | 3.920 | -0.01% | 9.560 | +3.55% | +39.32% | 586.6 | Biotechnology | |
QURE | uniQure NV | 4,792,572 | 50,801.3 | +58.43% | 3.630 | +1.34% | 8.750 | +10.04% | -18.06% | 792.2 | Biotechnology | |
CRNX | Crinetics Pharmaceuticals Inc | 1,500,000 | 50,310.0 | New Holding | 3.590 | +3.59% | 1.600 | -14.73% | -40.33% | 2,858.2 | Biotechnology | |
XENE | Xenon Pharmaceuticals Inc | 1,300,000 | 43,615.0 | +60.49% | 3.110 | +1.17% | 1.700 | -22.10% | -26.43% | 2,213.0 | Biotechnology | |
SRRK | Scholar Rock Holding Corp | 1,300,000 | 41,795.0 | New Holding | 2.980 | +2.98% | 1.370 | -25.27% | -32.88% | 2,754.4 | Biotechnology |
Vestal Point Capital, LP's Historical Top Holdings Breakdowns
Vestal Point Capital, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ACLX | Arcellx Inc | 2025-03-31 | Add | +8.96% | 60.26 ($67.74) 79.13 | $62.06 | -8.39% | Add 402.68% | 2,387,720 | 1,912,720 | |
JAZZ | Jazz Pharmaceuticals PLC | 2025-03-31 | Sold Out | -7.12% | 120.07 ($130.46) 144.17 | $107.98 | -17.23% | Sold Out | 0 | -975,000 | |
MRK | Merck & Co Inc | 2025-03-31 | Sold Out | -4.72% | 83.01 ($93.37) 101.02 | $76.84 | -17.70% | Sold Out | 0 | -800,000 | |
CRNX | Crinetics Pharmaceuticals Inc | 2025-03-31 | New Buy | +3.59% | 32.3 ($37.35) 53.15 | $30.51 | -18.31% | New holding | 1,500,000 | 1,500,000 | |
BMRN | Biomarin Pharmaceutical Inc | 2025-03-31 | Sold Out | -3.35% | 61.25 ($67.28) 72.83 | $58.07 | -13.69% | Sold Out | 0 | -860,000 | |
ASND | Ascendis Pharma AS | 2025-03-31 | Reduce | -3.02% | 119.49 ($142.85) 168.84 | $162.84 | 13.99% | Reduce -71.13% | 150,142 | -369,858 | |
SRRK | Scholar Rock Holding Corp | 2025-03-31 | New Buy | +2.98% | 32.15 ($38.47) 46.73 | $29.01 | -24.59% | New holding | 1,300,000 | 1,300,000 | |
SLNO | Soleno Therapeutics Inc | 2025-03-31 | Sold Out | -2.82% | 42.54 ($48.69) 71.99 | $73.33 | 50.61% | Sold Out | 0 | -1,060,000 | |
RARE | Ultragenyx Pharmaceutical Inc | 2025-03-31 | Reduce | -2.49% | 36.21 ($41.6) 45.78 | $34.03 | -18.20% | Reduce -66.67% | 500,000 | -1,000,000 | |
VERA | Vera Therapeutics Inc | 2025-03-31 | Add | +2.45% | 24.02 ($32.13) 43.22 | $18.94 | -41.05% | Add 132.56% | 2,500,000 | 1,425,000 |
Vestal Point Capital, LP Total Holding History ($B)
Vestal Point Capital, LP's Asset Allocation
Vestal Point Capital, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Vestal Point Capital, LP's Hypothetical Growth since 2025-03-31
Vestal Point Capital, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Vestal Point Capital, LP's Holdings Heat Map
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Vestal Point Capital, LP's Holdings Bubble Chart
Vestal Point Capital, LP News
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