account_balance
Investment manager · 13F filer · SEC CIK 1856083
Deep Track Capital, LP
Reported value$6.79Bas of Jun 30, 2026
Positions66 18 new, 14 sold out
Top 10 weight40.1%GH alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GHGuardant Health Inc
7.5%
IMVTImmunovant Inc
5.3%Trimmed −19%
GPCRStructure Therapeutics Inc
3.7%Added +11%
PCVXVaxcyte Inc
3.7%
ALNYAlnylam Pharmaceuticals Inc
3.7%New
MANEVeradermics Inc
3.6%Added +300%
TARSTarsus Pharmaceuticals Inc
3.4%
NUVLNuvalent Inc
3.2%Added +30%
ALKSAlkermes PLC
3.1%Added +11%
OCULOcular Therapeutix Inc
2.8%
BMRNBiomarin Pharmaceutical Inc
2.8%Added +188%
NRIXNurix Therapeutics Inc
2.8%Added +22%
GHGuardant Health Inc
7.5%
IMVTImmunovant Inc
5.3%Trimmed −19%
GPCR3.7%PCVX3.7%ALNY3.7%MANE3.6%TARS3.4%NUVL3.2%
ALKS3.1%OCUL2.8%BMRN2.8%NRIX2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GH Guardant Health Inc 7.5% HeldIMVT Immunovant Inc 5.3% Trimmed −19%GPCR Structure Therapeutics Inc 3.7% Added +11%PCVX Vaxcyte Inc 3.7% HeldALNY Alnylam Pharmaceuticals Inc 3.7% NewMANE Veradermics Inc 3.6% Added +300%TARS Tarsus Pharmaceuticals Inc 3.4% Held
NUVL Nuvalent Inc 3.2% Added +30%
ALKS Alkermes PLC 3.1% Added +11%OCUL Ocular Therapeutix Inc 2.8% HeldBMRN Biomarin Pharmaceutical Inc 2.8% Added +188%NRIX Nurix Therapeutics Inc 2.8% Added +22%What changed
Biggest moves since Mar 31, 2026
remove_circleSold out
- Apellis Pharmaceuticals Inc $182M
- Centessa Pharmaceuticals PLC $125M
- BBIO $62.5M
- Terns Pharmaceuticals Inc $56.6M