Titelia

Holdings of Vestal Point Capital, LP

78 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43.7 % of the equity sleeve

Sector breakdown

  • Health care 9.6 %
  • Consumer discretionary 0.6 %
  • 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

  • US 90.3 %
  • FR 7.1 %
  • DK 2.6 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US753B $90.31 %
FR2234.5M $7.10 %
DK185.8M $2.60 %

Positions

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