Titelia

Holdings of Vestal Point Capital, LP

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
78 in 3 countries
Top ten
43.7 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Revolution Medicines Inc 2,375,000231M $
2BioMarin Pharmaceutical Inc 3,575,000202M $
3Abivax SA 1,500,000167M $
4Neurocrine Biosciences Inc 1,250,000164.7M $
5Arrowhead Pharmaceuticals Inc 2,275,000142.6M $
6Enliven Therapeutics Inc 3,250,000127.4M $
7Repligen Corp 925,000109M $
8Bicara Therapeutics Inc 5,425,000107.9M $
9Nurix Therapeutics Inc 6,500,000100.8M $
10Apogee Therapeutics Inc 1,100,00092.6M $
11Ascendis Pharma A/S 375,00085.8M $
12Immunocore Holdings PLC 2,766,86883.4M $
13Taysha Gene Therapies Inc 18,000,00080.5M $
14Dyne Therapeutics Inc 4,000,00072.5M $
15Sanofi SA 1,400,00067.5M $
16BioCryst Pharmaceuticals Inc 7,025,00066.9M $
17Scholar Rock Holding Corp 1,324,42265.1M $
18Bristol-Myers Squibb Co 1,000,00060.7M $
19Monte Rosa Therapeutics Inc 3,603,46559.3M $
20Vera Therapeutics Inc 1,368,15955M $
21Terns Pharmaceuticals Inc 1,000,00052.7M $
22Globus Medical Inc 610,52052.6M $
23Boston Scientific Corp 800,00050.2M $
24Nuvalent Inc 481,71549.4M $
25Cogent Biosciences Inc 1,230,88847.4M $
26Alto Neuroscience Inc 2,064,07546.4M $
27Rapport Therapeutics Inc 1,436,22944.9M $
28Disc Medicine Inc 700,00044.8M $
29United Therapeutics Corp 75,00044.5M $
30Celldex Therapeutics Inc 1,224,16538.8M $
31KalVista Pharmaceuticals Inc 1,850,00037.2M $
32Solid Biosciences Inc 5,000,00036M $
33Protagonist Therapeutics Inc 326,15934.4M $
34Denali Therapeutics Inc 1,773,32634M $
35Regeneron Pharmaceuticals, Inc. 40,00030.9M $
36Waters Corp 100,00029.8M $
37Viking Therapeutics Inc 914,14729.7M $
38Inspire Medical Systems Inc 539,26927.8M $
39Trevi Therapeutics Inc 2,166,50425.8M $
40Lexeo Therapeutics Inc 4,475,00025.7M $
41Soleno Therapeutics Inc 730,00024.4M $
42Beta Bionics Inc 2,211,51822.2M $
43Nektar Therapeutics 285,00020.5M $
44Cytokinetics Inc 300,00019.8M $
45West Pharmaceutical Services Inc 75,00018.8M $
46GE HealthCare Technologies Inc 250,00017.8M $
47SpyGlass Pharma Inc 666,76017.3M $
48Zimmer Biomet Holdings Inc 190,00017.2M $
49Madrigal Pharmaceuticals Inc 31,46816.5M $
50GeneDx Holdings Corp 250,00016.1M $
51DAMORA THERAPEUTICS INC 600,00015.5M $
52Agios Pharmaceuticals Inc 450,00015.2M $
53Savara Inc 2,600,05214.2M $
54Tarsus Pharmaceuticals Inc 200,00014M $
55Voyager Therapeutics Inc 3,002,93611.6M $
56Insulet Corp 50,60110.6M $
57Tectonic Therapeutic Inc 328,00010.1M $
58Surrozen Inc 338,6119.9M $
59Arvinas Inc 905,4659.6M $
60MapLight Therapeutics Inc 420,0008.5M $
61Fulcrum Therapeutics Inc 1,100,0008.4M $
62OnKure Therapeutics Inc 1,839,8197.6M $
63Myriad Genetics Inc 1,648,0007.4M $
64Olema Pharmaceuticals Inc 428,5516.4M $
65Anteris Technologies Global Corp 1,144,7806.4M $
66Candel Therapeutics Inc 1,125,0005.5M $
67Palisade Bio Inc 2,500,0004.4M $
68Veracyte Inc 130,6874.2M $
69ZENAS BIOPHARMA INC 200,0003.9M $
70Geron Corp 2,540,0003.8M $
71Monopar Therapeutics Inc 65,4183.6M $
72Passage Bio Inc 305,0002.4M $
73Tyra Biosciences Inc 54,0002.1M $
74REGENXBIO Inc 108,525909.4K $
75Tenax Therapeutics Inc 53,439854.5K $
76MacroGenics Inc 280,000809.2K $
77Absci Corp 232,219696.7K $
78APREA THERAPEUTICS INC 350,000267K $

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Sector breakdown

  • Health care 10.2 %
  • Unattributed 89.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 90.3 %
  • France 7.1 %
  • Denmark 2.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States753B $90.31 %
2France2234.5M $7.10 %
3Denmark185.8M $2.60 %
Cite this page

Titelia. "Holdings of Vestal Point Capital, LP". https://titelia.com/en/funds/US13F1974915