13F-HR filed by Vestal Point Capital, LP
Vestal Point Capital, LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 81 holding rows worth $2,214,439,953.
- Accession
- 0001974915-25-000008
- Filer
- CIK 1974915
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 81 entries on the cover page, a total value of $2,214,439,953 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,214,439,953 with VALUE read as dollars as filed, 13F file number 028-23784. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ASCENDIS PHARMA A/S DKK 1.0 AD | 04351P101 | SPONSORED ADR | 600,000 | $119,286,000 | dollars as filed | |
| ARCELLX INC COMMON STOCK | 03940C100 | Stock | 1,250,000 | $102,625,000 | dollars as filed | |
| NUVALENT INC COM | 670703107 | Stock | 1,100,000 | $95,128,000 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 1,000,000 | $84,900,000 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 1,100,000 | $81,961,000 | dollars as filed | |
| BICARA THERAPEUTICS INC | 055477103 | COM | 5,100,000 | $80,529,000 | dollars as filed | |
| AMICUS THERAPEUTICS INC | 03152W109 | COM | 9,750,000 | $76,830,000 | dollars as filed | |
| GLOBUS MED INC CL A | 379577208 | Stock | 1,250,000 | $71,587,500 | dollars as filed | |
| IONIS PHARMACEUTICALS INC COM | 462222100 | Stock | 1,075,000 | $70,326,500 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 500,000 | $65,900,000 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 325,000 | $60,830,250 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 1,500,000 | $55,860,000 | dollars as filed | |
| IMMATICS N.V | N44445109 | SHS | 6,350,000 | $54,102,000 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 400,000 | $53,468,000 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 1,180,000 | $46,433,000 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 830,000 | $44,952,800 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 1,100,000 | $44,165,000 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 650,000 | $43,738,500 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 725,000 | $39,846,000 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 275,000 | $38,522,000 | dollars as filed | |
| CIDARA THERAPEUTICS INC | 171757206 | COM NEW | 400,000 | $38,304,000 | dollars as filed | |
| ASTRIA THERAPEUTICS INC COM | 04635X102 | Stock | 4,956,000 | $36,079,680 | dollars as filed | |
| DYNE THERAPEUTICS INC COM | 26818M108 | Stock | 2,775,000 | $35,103,750 | dollars as filed | |
| TYRA BIOSCIENCES INC | 90240B106 | COMMON STOCK | 2,425,000 | $33,925,750 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 250,000 | $33,485,000 | dollars as filed | |
| DISC MEDICINE INC COM | 254604101 | Stock | 500,000 | $33,040,000 | dollars as filed | |
| NURIX THERAPEUTICS INC | 67080M103 | COMMON STOCK | 3,475,000 | $32,109,000 | dollars as filed | |
| CRINETICS PHARMACEUTICALS INC COM | 22663K107 | Stock | 750,000 | $31,237,500 | dollars as filed | |
| CELLDEX THERAPEUTICS INC NEW | 15117B202 | COM NEW | 1,205,000 | $31,173,350 | dollars as filed | |
| ZYMEWORKS INC | 98985Y108 | COM | 1,765,000 | $30,146,200 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 150,000 | $29,739,000 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 630,000 | $29,421,000 | dollars as filed | |
| RAPPORT THERAPEUTICS INC COM | 75383L102 | Stock | 950,000 | $28,215,000 | dollars as filed | |
| ENLIVEN THERAPEUTICS INC COM | 29337E102 | Stock | 1,160,000 | $23,745,200 | dollars as filed | |
| GERON CORP | 374163103 | COM | 17,225,000 | $23,598,250 | dollars as filed | |
| BELITE BIO INC | 07782B104 | CMN | 312,500 | $23,125,000 | dollars as filed | |
| ULTRAGENYX PHARMACEUTICAL IN | 90400D108 | COM | 750,000 | $22,560,000 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 760,000 | $22,085,600 | dollars as filed | |
| LEXEO THERAPEUTICS INC | 52886X107 | COMMON STOCK | 3,250,000 | $21,580,000 | dollars as filed | |
| BLACK DIAMOND THERAPEUTICS I | 09203E105 | COM | 5,550,000 | $21,034,500 | dollars as filed | |
| Day One Biopharmaceuticals Inc | 23954D109 | Common Stock | 2,675,000 | $18,858,750 | dollars as filed | |
| SOLID BIOSCIENCES INC | 83422E204 | COMMON STOCK | 2,975,000 | $18,355,750 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 150,000 | $18,217,500 | dollars as filed | |
| TAYSHA GENE THERAPIES INC | 877619106 | COMMON STOCK | 5,500,000 | $17,985,000 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 425,000 | $16,885,250 | dollars as filed | |
| SAVARA INC | 805111101 | COM | 4,015,000 | $14,333,550 | dollars as filed | |
| BRUKER CORP | 116794108 | COM | 440,000 | $14,295,600 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 25,000 | $14,056,750 | dollars as filed | |
| UNIQURE NV | N90064101 | SHS | 225,000 | $13,133,250 | dollars as filed | |
| BETA BIONICS INC | 08659B102 | COMMON STOCK | 600,000 | $11,922,000 | dollars as filed | |
| BIOHAVEN LTD | G1110E107 | COM | 701,700 | $10,532,517 | dollars as filed | put |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 135,000 | $10,017,000 | dollars as filed | |
| KALVISTA PHARMACEUTICALS INC | 483497103 | COM | 750,000 | $9,135,000 | dollars as filed | |
| LANTHEUS HLDGS INC | 516544103 | COM | 170,000 | $8,719,300 | dollars as filed | |
| Applied Therapeutics Inc | 03828A101 | Common Stock | 14,250,000 | $8,619,825 | dollars as filed | |
| CG ONCOLOGY INC | 156944100 | COMMON STOCK | 175,000 | $7,049,000 | dollars as filed | |
| VOYAGER THERAPEUTICS INC | 92915B106 | COMMON STOCK | 1,475,000 | $6,888,250 | dollars as filed | |
| TVARDI THERAPEUTICS INC | 140755307 | COM | 167,000 | $6,507,990 | dollars as filed | |
| Ventyx Biosciences Inc | 92332V107 | Common Stock | 2,050,000 | $6,375,500 | dollars as filed | |
| MONTE ROSA THERAPEUTICS INC | 61225M102 | COM | 800,000 | $5,928,000 | dollars as filed | |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 125,000 | $5,395,000 | dollars as filed | |
| NOVOCURE LTD | G6674U108 | ORD SHS | 400,000 | $5,168,000 | dollars as filed | |
| AGIOS PHARMACEUTICALS INC | 00847X104 | COM | 127,000 | $5,097,780 | dollars as filed | |
| NYXOAH S A | B6S7WD106 | SHS | 1,107,413 | $5,094,100 | dollars as filed | |
| MYRIAD GENETICS INC | 62855J104 | COM | 600,000 | $4,338,000 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 75,000 | $4,103,250 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 100,000 | $4,099,000 | dollars as filed | |
| KODIAK SCIENCES INC | 50015M109 | COM | 250,000 | $4,092,500 | dollars as filed | |
| ALTO NEUROSCIENCE INC COM SHS | 02157Q109 | Stock | 950,000 | $3,819,000 | dollars as filed | |
| ARCUTIS BIOTHERAPEUTICS INC | 03969K108 | COM | 200,000 | $3,770,000 | dollars as filed | |
| ARCUS BIOSCIENCES INC | 03969F109 | COM | 250,000 | $3,400,000 | dollars as filed | |
| FATE THERAPEUTICS INC | 31189P102 | COM | 2,515,000 | $3,168,900 | dollars as filed | |
| ALECTOR INC | 014442107 | COMMON STOCK | 980,000 | $2,900,800 | dollars as filed | |
| ENGENE HOLDINGS INC | 29286M105 | COM | 370,000 | $2,527,100 | dollars as filed | |
| PASSAGE BIO INC | 702712209 | COM NEW | 305,000 | $2,449,150 | dollars as filed | |
| SUTRO BIOPHARMA INC | 869367102 | COM | 2,600,000 | $2,257,840 | dollars as filed | |
| ONKURE THERAPEUTICS INC | 68277Q105 | COM CL A | 635,000 | $1,746,250 | dollars as filed | |
| PULMONX CORP | 745848101 | COM | 830,000 | $1,344,600 | dollars as filed | |
| MACROGENICS INC | 556099109 | COM | 280,000 | $470,400 | dollars as filed | |
| TENAX THERAPEUTICS INC | 88032L605 | COM NEW | 53,439 | $406,671 | dollars as filed | |
| TRAWS PHARMA INC | 68232V884 | COM NEW | 150,000 | $277,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001974915-25-000008 | this filing | 2025-11-14 | acceptance time not in the bulk data set |