VPC
Vestal Point Capital Portfolio holdings
AUM
$1.9B
1-Year Est. Return
12.28%
1 Year Est. Return
-12.28%
AUM
$1.9B
AUM Growth
+$499M
(+36%)
Holding
85
Top Buys
| 1 | +$127M | |
| 2 | +$46.3M | |
| 3 | +$44.1M | |
| 4 |
Amicus Therapeutics
FOLD
|
+$43.7M |
| 5 |
Exact Sciences
EXAS
|
+$37.2M |
Top Sells
| 1 | +$82M | |
| 2 | +$23.8M | |
| 3 | +$18.1M | |
| 4 |
Liquidia Corp
LQDA
|
+$18.1M |
| 5 |
Establishment Labs
ESTA
|
+$17.7M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Galapagos
GLPG
$2.11B
| – | – |
-200,000
|
|
||
77
Immunovant
IMVT
$3.3B
| – | – |
-350,000
|
|
||
78
Insmed
INSM
$33.7B
| – | – |
-1,075,000
|
|
||
|
ITOS
79
DELISTED
iTeos Therapeutics
ITOS
| – | – |
-900,000
|
|
||
80
Kiniksa Pharmaceuticals
KNSA
$2.89B
| – | – |
-169,864
|
|
||
|
81
Liquidia Corp
LQDA
$1.93B
| – | – |
-1,227,403
|
|
||
82
Ultragenyx Pharmaceutical
RARE
$3.23B
| – | – |
-500,000
|
|
||
83
Sarepta Therapeutics
SRPT
$2.39B
| – | – |
-200,000
|
|
||
84
UroGen Pharma
URGN
$878M
| – | – |
-2,152,957
|
|
||
|
VRNA
85
DELISTED
Verona Pharma
VRNA
| – | – |
-267,627
|
|