13F-HR filed by Vestal Point Capital, LP
Vestal Point Capital, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 76 holding rows worth $2,941,274,351.
- Accession
- 0001974915-26-000002
- Filer
- CIK 1974915
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 76 entries on the cover page, a total value of $2,941,274,351 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,941,274,351 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 |
|---|---|---|---|---|---|---|
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 1,900,000 | $256,224,500 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 350,000 | $215,008,500 | dollars as filed | put |
| ARCELLX INC COMMON STOCK | 03940C100 | Stock | 2,925,000 | $190,710,000 | dollars as filed | |
| TERNS PHARMACEUTICALS INC COM | 880881107 | Stock | 4,500,000 | $181,800,000 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 3,000,000 | $178,290,000 | dollars as filed | |
| GLOBUS MED INC CL A | 379577208 | Stock | 1,275,000 | $111,320,250 | dollars as filed | |
| NURIX THERAPEUTICS INC | 67080M103 | COMMON STOCK | 4,690,000 | $88,969,300 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 1,105,000 | $87,085,050 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 1,275,000 | $84,621,750 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 775,000 | $81,576,500 | dollars as filed | |
| TAYSHA GENE THERAPIES INC | 877619106 | COMMON STOCK | 13,750,000 | $75,625,000 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 600,000 | $75,174,000 | dollars as filed | |
| IMMATICS N.V | N44445109 | SHS | 6,125,000 | $64,312,500 | dollars as filed | |
| TYRA BIOSCIENCES INC | 90240B106 | COMMON STOCK | 2,425,000 | $63,753,250 | dollars as filed | |
| BICARA THERAPEUTICS INC | 055477103 | COM | 3,575,000 | $60,167,250 | dollars as filed | |
| ARROWHEAD PHARMACEUTICALS IN | 04280A100 | COM | 900,000 | $59,751,000 | dollars as filed | |
| ENLIVEN THERAPEUTICS INC COM | 29337E102 | Stock | 3,830,000 | $58,982,000 | dollars as filed | |
| DISC MEDICINE INC COM | 254604101 | Stock | 735,000 | $58,366,350 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 290,000 | $49,300,000 | dollars as filed | |
| Day One Biopharmaceuticals Inc | 23954D109 | Common Stock | 5,200,000 | $48,464,000 | dollars as filed | |
| LEXEO THERAPEUTICS INC | 52886X107 | COMMON STOCK | 4,475,000 | $44,436,750 | dollars as filed | |
| ALTO NEUROSCIENCE INC COM SHS | 02157Q109 | Stock | 2,485,000 | $44,233,000 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 550,000 | $41,514,000 | dollars as filed | |
| OLEMA PHARMACEUTICALS INC | 68062P106 | COM | 1,650,000 | $41,250,000 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 210,000 | $38,354,400 | dollars as filed | |
| ASCENDIS PHARMA A/S DKK 1.0 AD | 04351P101 | SPONSORED ADR | 175,000 | $37,317,000 | dollars as filed | |
| RAPPORT THERAPEUTICS INC COM | 75383L102 | Stock | 1,110,000 | $33,677,400 | dollars as filed | |
| SOLID BIOSCIENCES INC | 83422E204 | COMMON STOCK | 5,815,000 | $32,796,600 | dollars as filed | |
| CELLDEX THERAPEUTICS INC NEW | 15117B202 | COM NEW | 1,165,000 | $31,641,400 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 700,000 | $30,835,000 | dollars as filed | |
| KALVISTA PHARMACEUTICALS INC | 483497103 | COM | 1,890,000 | $30,523,500 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 550,000 | $27,852,000 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 600,000 | $26,892,000 | dollars as filed | |
| LANTHEUS HLDGS INC | 516544103 | COM | 360,000 | $23,958,000 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 295,000 | $23,496,750 | dollars as filed | |
| ZYMEWORKS INC | 98985Y108 | COM | 865,000 | $22,775,450 | dollars as filed | |
| IMMUNOCORE HLDGS PLC ADS | 45258D105 | ADR | 585,000 | $20,305,350 | dollars as filed | |
| UPSTREAM BIO INC | 91678A107 | COMMON STOCK | 720,000 | $19,548,000 | dollars as filed | |
| BETA BIONICS INC | 08659B102 | COMMON STOCK | 600,000 | $18,282,000 | dollars as filed | |
| CRESCENT BIOPHARMA INC | G2545C104 | COMMON STOCK | 1,500,000 | $17,790,000 | dollars as filed | |
| BIOCRYST PHARMACEUTICALS INC COM | 09058V103 | Stock | 2,250,000 | $17,550,000 | dollars as filed | |
| PENUMBRA INC COM | 70975L107 | Stock | 50,000 | $15,545,500 | dollars as filed | |
| GERON CORP | 374163103 | COM | 11,320,000 | $14,942,400 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 83,000 | $13,600,380 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 150,000 | $13,488,000 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 250,000 | $13,485,000 | dollars as filed | |
| MONTE ROSA THERAPEUTICS INC | 61225M102 | COM | 775,000 | $12,152,000 | dollars as filed | |
| FULCRUM THERAPEUTICS INC | 359616109 | COMMON STOCK | 950,000 | $10,744,500 | dollars as filed | |
| SAVARA INC | 805111101 | COM | 1,606,000 | $9,684,180 | dollars as filed | |
| ENGENE HOLDINGS INC | 29286M105 | COM | 1,055,000 | $9,526,650 | dollars as filed | |
| AGIOS PHARMACEUTICALS INC | 00847X104 | COM | 325,000 | $8,846,500 | dollars as filed | |
| MIND MEDICINE MINDMED INC | 60255C885 | COM NEW | 637,000 | $8,529,430 | dollars as filed | |
| DENALI THERAPEUTICS INC COM | 24823R105 | Stock | 465,000 | $7,677,150 | dollars as filed | |
| MYRIAD GENETICS INC | 62855J104 | COM | 1,223,000 | $7,521,450 | dollars as filed | |
| TECTONIC THERAPEUTIC INC | 878972108 | COMMON STOCK | 328,000 | $6,842,080 | dollars as filed | |
| NOVOCURE LTD | G6674U108 | ORD SHS | 525,000 | $6,788,250 | dollars as filed | |
| MAPLIGHT THERAPEUTICS INC | 56565P103 | COMMON STOCK | 385,000 | $6,762,525 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 50,000 | $6,137,000 | dollars as filed | |
| VOYAGER THERAPEUTICS INC | 92915B106 | COMMON STOCK | 1,475,000 | $5,796,750 | dollars as filed | |
| DBV TECHNOLOGIES S A | 23306J309 | SPONSORED ADS | 300,000 | $5,751,000 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749101 | COM | 66,000 | $5,213,340 | dollars as filed | |
| NYXOAH S A | B6S7WD106 | SHS | 1,107,000 | $5,092,200 | dollars as filed | |
| NUVALENT INC COM | 670703107 | Stock | 46,000 | $4,627,140 | dollars as filed | |
| LENZ THERAPEUTICS INC | 52635N103 | COM | 275,000 | $4,400,000 | dollars as filed | |
| REZOLUTE INC | 76200L309 | COMMON STOCK | 1,686,000 | $3,978,960 | dollars as filed | |
| PASSAGE BIO INC | 702712209 | COM NEW | 305,000 | $3,599,000 | dollars as filed | |
| SUTRO BIOPHARMA INC | 869367201 | COMMON STOCK | 243,000 | $2,811,510 | dollars as filed | |
| STRUCTURE THERAPEUTICS INC COMP | 86366E106 | EQUITY | 35,000 | $2,434,250 | dollars as filed | |
| DYNE THERAPEUTICS INC COM | 26818M108 | Stock | 120,000 | $2,347,200 | dollars as filed | |
| BLACK DIAMOND THERAPEUTICS I | 09203E105 | COM | 870,000 | $2,114,100 | dollars as filed | |
| ONKURE THERAPEUTICS INC | 68277Q105 | COM CL A | 635,000 | $1,841,500 | dollars as filed | |
| FATE THERAPEUTICS INC | 31189P102 | COM | 1,725,000 | $1,694,985 | dollars as filed | |
| ALECTOR INC | 014442107 | COMMON STOCK | 755,000 | $1,177,800 | dollars as filed | |
| TENAX THERAPEUTICS INC | 88032L605 | COM NEW | 53,439 | $651,421 | dollars as filed | |
| REGENXBIO INC | 75901B107 | COM | 34,000 | $489,600 | dollars as filed | |
| MACROGENICS INC | 556099109 | COM | 280,000 | $450,800 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001974915-26-000002 | this filing | 2026-02-17 | acceptance time not in the bulk data set |