Ilko Menkov
@Vestal Point Capital, Lp
Latest period2024 - Q3ReportedManaged Assets$1.319BTotal holdings69
Assets growth rate-1.67%Assets growth rate (2-Q avg)4.62%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Vestal Point Capital, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 69 positions.
Assets under management
The assets under management (AUM) of Vestal Point Capital, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.319B in assets, with a quarterly growth rate of -1.67% and a 2-quarter average growth rate of 4.62%. The portfolio is managed by Ilko Menkov, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
JAZZJazz Pharmaceuticals Plc
| 7.61% | $100.269M 900,000 shares@ $111.41 avg price | Decreased -40% |
CYTKCytokinetics Inc
| 6.01% | $79.2M 1.5M shares@ $52.8 avg price | Decreased -27.71% |
RAREUltragenyx Pharmaceutical Inc
| 3.16% | $41.663M 750,000 shares@ $55.55 avg price | Decreased -58.33% |
ASNDAscendis Pharma A S
| 2.84% | $37.328M 250,000 shares@ $149.31 avg price | Decreased -66.66% |
SLNOSoleno Therapeutics Inc
| 2.76% | $36.353M 720,000 shares@ $50.49 avg price | Decreased -40% |
JANXJanux Therapeutics Inc
| 1.68% | $22.034M 485,000 shares@ $45.43 avg price | Decreased -33.1% |
LQDALiquidia Corp
| 1.14% | $15M 1.5M shares@ $10.0 avg price | Decreased -18.03% |
BMYBristol-myers Squibb Co
| 0.99% | $12.935M 250,000 shares@ $51.74 avg price | Decreased -50% |
DNTHDianthus Therapeutics Inc
| 0.83% | $10.815M 395,000 shares@ $27.38 avg price | Decreased -34.16% |
ITOSIteos Therapeutics Inc
| 0.8% | $10.465M 1.025M shares@ $10.21 avg price | Decreased -41.42% |