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 |
---|---|---|---|
INSMInsmed Inc
| 8.86% | $116.8M 1.6M shares@ $73.0 avg price | Increased 113.34% |
NARIInari Medical Inc
| 4.85% | $63.922M 1.55M shares@ $41.24 avg price | Increased 342.86% |
GPCRStructure Therapeutics Inc
| 3.83% | $50.474M 1.15M shares@ $43.89 avg price | Increased 105.36% |
KALVKalvista Pharmaceuticals Inc
| 3.52% | $46.32M 4M shares@ $11.58 avg price | Increased 73.92% |
ATXSAstria Therapeutics Inc
| 3.34% | $44.04M 4M shares@ $11.01 avg price | Increased 23.08% |
IMTXImmatics Nv
| 3.25% | $42.788M 3.75M shares@ $11.41 avg price | Increased 36.37% |
DAWNDay One Biopharmaceuticals Inc
| 2.65% | $34.825M 2.5M shares@ $13.93 avg price | Increased 100% |
SVRASavara Inc
| 2.61% | $34.302M 8.09M shares@ $4.24 avg price | Increased 24.66% |
XENEXenon Pharmaceuticals Inc
| 2.47% | $32.48M 825,000 shares@ $39.37 avg price | Increased 57.15% |
BDTXBlack Diamond Therapeutics Inc
| 1.66% | $21.874M 5.029M shares@ $4.35 avg price | Increased 139.46% |