VPC
Vestal Point Capital Portfolio holdings
AUM
$2.2B
1-Year Est. Return
36.26%
1 Year Est. Return
+36.26%
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
Ultragenyx Pharmaceutical
RARE
$3.19B
| – | – |
-500,000
|
|
||
77
Sarepta Therapeutics
SRPT
$1.97B
| – | – |
-200,000
|
|
||
78
UroGen Pharma
URGN
$1.11B
| – | – |
-2,152,957
|
|
||
|
VRNA
79
DELISTED
Verona Pharma
VRNA
| – | – |
-267,627
|
|
||
80
Arcturus Therapeutics
ARCT
$207M
| – | – |
-211,790
|
|
||
|
CNTA
81
Centessa Pharmaceuticals
CNTA
$3.71B
| – | – |
-14,888
|
|
||
|
82
Establishment Labs
ESTA
$1.86B
| – | – |
-433,193
|
|
||
83
Galapagos
GLPG
$2.06B
| – | – |
-200,000
|
|
||
84
Immunovant
IMVT
$4.16B
| – | – |
-350,000
|
|
||
85
Insmed
INSM
$41.2B
| – | – |
-1,075,000
|
|