Institutions / Deep Track Capital, LP
Deep Track Capital, LP
CIK 1856083 · Institution · as of Dec 31, 2025
Portfolio value
$4.38B
Positions
53
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 53 →
| Company | Value | % of portfolio |
|---|---|---|
| Immunovant, Inc.IMVT | $293.02M | 6.7% |
| Guardant Health, Inc. | $285.99M | 6.5% |
| Structure Therapeutics Inc.GPCR | $285.97M | 6.5% |
| Tarsus Pharmaceuticals, Inc. | $245.97M | 5.6% |
| Dynavax Technologies Corp | $241.87M | 5.5% |
| Cytokinetics Inc | $212.03M | 4.8% |
| Axsome Therapeutics, Inc. | $210.04M | 4.8% |
| Apellis Pharmaceuticals, Inc. | $194.68M | 4.4% |
| Vaxcyte, Inc. | $184.56M | 4.2% |
| Maze Therapeutics, Inc. | $175.93M | 4.0% |
| Vera Therapeutics, Inc. | $142.86M | 3.3% |
| BioMarin Pharmaceutical Inc | $136.69M | 3.1% |
| Ionis Pharmaceuticals Inc | $134.49M | 3.1% |
| Nurix Therapeutics, Inc. | $133.48M | 3.0% |
| MBX Biosciences, Inc.MBX | $102.50M | 2.3% |
| Ocular Therapeutix, Inc | $97.97M | 2.2% |
| GRAIL, Inc. | $87.54M | 2.0% |
| Viridian Therapeutics, Inc. | $78.57M | 1.8% |
| Lb Pharmaceuticals IncLBRX | $74.63M | 1.7% |
| Immunocore Holdings Plc-AdrIMCR | $69.56M | 1.6% |
| Oruka Therapeutics, Inc. | $65.52M | 1.5% |
| BridgeBio Pharma, Inc. | $61.97M | 1.4% |
| CorMedix Inc. | $61.34M | 1.4% |
| MoonLake ImmunotherapeuticsMLTX | $60.76M | 1.4% |
| Alkermes plc. | $55.96M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.