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Vestal Point Capital, LP

CIK:0001974915
Other
$0 AUM
72 holdings
New York, NY, United States
Latest filing:Jun 30, 2025

Vestal Point Capital, LP is an investment advisory firm headquartered in New York, NY. Incorporated in Delaware with a central location in Manhattan, the firm reports through SEC filings and is operated by Chief Investment Officer and Managing Partner Ryan Wilder. While public sources confirm its existence, SEC registration, and location, no marketing or detailed strategy materials are published. Employee count and further operational details are not disclosed in public filings.

Investment Strategy

Vestal Point Capital, LP's specific investment strategy is not detailed in public filings. As the firm files Form 13F as an institutional investment manager, it likely manages portfolios of publicly traded securities for clients, but no further specifics about approach, focus areas, or investment philosophy are available via public sources.

Latest 13F Filing Activity

Vestal Point Capital, LP filed their most recent 13F report on Jun 30, 2025 disclosing 72 equity positions with a total 13F market value of $2B. The fund increased holdings in Jazz Pharmaceuticals PLC, Alcon AG, Revolution Medicines Inc. among other positions. Vestal Point Capital, LP reduced exposure to Insmed Inc., Urogen Pharma LTD, Ultragenyx Pharmaceutical Inc. among others.

Top Buys
J
JAZZJazz Pharmaceuticals PLC
+$127.3M
A
ALCAlcon AG
+$46.3M
R
RVMDRevolution Medicines Inc
+$44.1M
E
EXASExact Sciences Corp
+$37.2M
G
GEHCGE HealthCare Technologies Inc
+$35.4M
Top Sells
I
INSMInsmed Inc
-$82.0M
U
URGNUroGen Pharma Ltd
-$23.8M
R
RAREUltragenyx Pharmaceutical Inc
-$18.1M
L
LQDALiquidia Corp
-$18.1M
E
ESTAEstablishment Labs Holdings In
-$17.7M

Top Holdings

A
ACLXArcellx Inc
+9.5%$181.1M
J
JAZZJazz Pharmaceuticals PLC
+6.7%$127.3M
C
CYTKCytokinetics Inc
+5.2%$98.3M
N
NUVLNuvalent Inc
+4.3%$82.0M
V
VERAVera Therapeutics Inc
+3.8%$73.0M

Equity Positions (72)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
Arcellx Inc9.53%$181.1M2,750,000$63.73$65.85+$24.5M
Jazz Pharmaceuticals PLC6.70%$127.3M1,200,000$106.12$106.12+$127.3M
Cytokinetics Inc5.18%$98.3M2,975,000$57.90$33.04-$5.8M
Nuvalent Inc4.32%$82.0M1,075,000$75.03$76.30+$5.8M
Vera Therapeutics Inc3.85%$73.0M3,100,000$30.27$23.56+$13.0M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+61.2%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+22.8%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+9.5%
OPHTHALMIC GOODS
+3.7%
IN VITRO & IN VIVO DIAGNOSTIC SUBSTANCES
+2.0%