Deep Track Capital, LP

Reported value$6.79Bas of Jun 30, 2026

Positions66 18 new, 14 sold out

Top 10 weight40%GH alone is 7%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

IMVT

GPCR

Structure Therapeutics INC

3.7%Added

PCVX

Vaxcyte INC

3.7%

ALNY

Alnylam Pharmaceuticals INC

3.7%New

MANE

Veradermics INC

3.6%Added

TARS

Tarsus Pharmaceuticals INC

NUVL

ALKS

OCUL

Ocular Therapeutix INC

2.8%

56 others

59.9%

Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

ALNY $248M
COAG $132M
GHRS $89.6M
UTHR $67M

arrow_upwardAdded

MANE +300%
BMRN +188%
VRDN +158%
CLDX +129%

arrow_downwardTrimmed

CYTK −49%
MBX −37%
AXSM −36%
ENTA −26%

remove_circleSold out

Apellis Pharmaceuticals INC $182M
Centessa Pharmaceuticals PLC $125M
BBIO $62.5M
Terns Pharmaceuticals INC $56.6M