The Analysis of Vestal Point Capital, LP's Holdings
Currently, Vestal Point Capital, LP holds 75 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in TERN (+4.5M shares, valued at $181.8M), BMRN (+2.2M shares, valued at $129.0M), ABVX (+900.0K shares, valued at $121.4M); decreased their positions in NUVL (-1.1M shares, valued at $106.0M), ASND (-425.0K shares, valued at $90.6M), RGEN (-317.0K shares, valued at $51.9M); initiated new positions in TERN (+4.5M shares, valued at $181.8M), N/A (+775.0K shares, valued at $81.6M), N/A (+900.0K shares, valued at $59.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ABVX Abivax SA1.9M shares90.00%2025-12-312026-02-17
ACLX Arcellx Inc2.9M shares134.00%2025-12-312026-02-17 TERN Terns Pharmaceuticals Inc4.5M sharesnew addition2025-12-312026-02-17 BMRN BioMarin Pharmaceutical Inc3.0M shares261.45%2025-12-312026-02-17 GMED Globus Medical Inc1.3M shares2.00%2025-12-312026-02-17 NRIX Nurix Therapeutics Inc4.7M shares34.96%2025-12-312026-02-17 ALC Alcon AG1.1M shares0.45%2025-12-312026-02-17 DXCM Dexcom Inc1.3M shares96.15%2025-12-312026-02-17 Merck & Co Inc Merck & Co Inc775.0K sharesnew addition2025-12-312026-02-17 TSHA Taysha Gene Therapies Inc13.8M shares150.00%2025-12-312026-02-17 ABT Abbott Laboratories600.0K shares140.00%2025-12-312026-02-17 IMTX Immatics NV6.1M shares-3.54%2025-12-312026-02-17 TYRA Tyra Biosciences Inc2.4M shares0.00%2025-12-312026-02-17 BCAX Bicara Therapeutics Inc3.6M shares-29.90%2025-12-312026-02-17 ELVN Enliven Therapeutics Inc3.8M shares230.17%2025-12-312026-02-17 IRON Disc Medicine Inc735.0K shares47.00%2025-12-312026-02-17 JAZZ Jazz Pharmaceuticals PLC290.0K shares-42.00%2025-12-312026-02-17 DAWN Day One Biopharmaceuticals Inc5.2M shares94.39%2025-12-312026-02-17 LXEO Lexeo Therapeutics Inc4.5M shares37.69%2025-12-312026-02-17 ANRO Alto Neuroscience Inc2.5M shares161.58%2025-12-312026-02-17 APGE Apogee Therapeutics Inc550.0K shares29.41%2025-12-312026-02-17 OLMA Olema Pharmaceuticals Inc1.6M sharesnew addition2025-12-312026-02-17 AXSM Axsome Therapeutics Inc210.0K shares40.00%2025-12-312026-02-17 ASND Ascendis Pharma A/S175.0K shares-70.83%2025-12-312026-02-17 RAPP Rapport Therapeutics Inc1.1M shares16.84%2025-12-312026-02-17 CLDX Celldex Therapeutics Inc1.2M shares-3.32%2025-12-312026-02-17 SRRK Scholar Rock Holding Corp700.0K shares-53.33%2025-12-312026-02-17 KALV KalVista Pharmaceuticals Inc1.9M shares152.00%2025-12-312026-02-17 VERA Vera Therapeutics Inc550.0K shares-27.63%2025-12-312026-02-17 XENE Xenon Pharmaceuticals Inc600.0K shares-45.45%2025-12-312026-02-17 LNTH Lantheus Holdings Inc360.0K shares111.76%2025-12-312026-02-17 RVMD Revolution Medicines Inc295.0K shares-53.17%2025-12-312026-02-17 Zymeworks Inc Zymeworks Inc865.0K shares-50.99%2025-12-312026-02-17 IMCR Immunocore Holdings PLC585.0K sharesnew addition2025-12-312026-02-17 UPB Upstream Bio Inc720.0K sharesnew addition2025-12-312026-02-17 BBNX Beta Bionics Inc600.0K shares0.00%2025-12-312026-02-17 BCRX BioCryst Pharmaceuticals Inc2.3M sharesnew addition2025-12-312026-02-17 PEN Penumbra Inc50.0K sharesnew addition2025-12-312026-02-17 GERN Geron Corp11.3M shares-34.28%2025-12-312026-02-17 RGEN Repligen Corp83.0K shares-79.25%2025-12-312026-02-17 ZBH Zimmer Biomet Holdings Inc150.0K sharesnew addition2025-12-312026-02-17 BMY Bristol-Myers Squibb Co250.0K sharesnew addition2025-12-312026-02-17 GLUE Monte Rosa Therapeutics Inc775.0K shares-3.13%2025-12-312026-02-17 FULC Fulcrum Therapeutics Inc950.0K sharesnew addition2025-12-312026-02-17 SVRA Savara Inc1.6M shares-60.00%2025-12-312026-02-17 AGIO Agios Pharmaceuticals Inc325.0K shares155.91%2025-12-312026-02-17 DNLI Denali Therapeutics Inc465.0K sharesnew addition2025-12-312026-02-17 MYGN Myriad Genetics Inc1.2M shares103.83%2025-12-312026-02-17 TECX Tectonic Therapeutic Inc328.0K sharesnew addition2025-12-312026-02-17 NVCR Novocure Ltd525.0K shares31.25%2025-12-312026-02-17 GILD Gilead Sciences Inc50.0K sharesnew addition2025-12-312026-02-17 VYGR Voyager Therapeutics Inc1.5M shares0.00%2025-12-312026-02-17 MIRM Mirum Pharmaceuticals Inc66.0K sharesnew addition2025-12-312026-02-17 NYXH Nyxoah SA1.1M shares-0.04%2025-12-312026-02-17 NUVL Nuvalent Inc46.0K shares-95.82%2025-12-312026-02-17 LENZ LENZ Therapeutics Inc275.0K sharesnew addition2025-12-312026-02-17 RZLT Rezolute Inc1.7M sharesnew addition2025-12-312026-02-17 PASG Passage Bio Inc305.0K shares0.00%2025-12-312026-02-17 GPCR Structure Therapeutics Inc35.0K sharesnew addition2025-12-312026-02-17 DYN Dyne Therapeutics Inc120.0K shares-95.68%2025-12-312026-02-17 BDTX Black Diamond Therapeutics Inc870.0K shares-84.32%2025-12-312026-02-17 FATE Fate Therapeutics Inc1.7M shares-31.41%2025-12-312026-02-17 ALEC Alector Inc755.0K shares-22.96%2025-12-312026-02-17 RGNX REGENXBIO Inc34.0K sharesnew addition2025-12-312026-02-17 MGNX MacroGenics Inc280.0K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings