Deep Track Capital as of Dec. 31, 2024
Portfolio Holdings for Deep Track Capital
Deep Track Capital holds 62 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dynavax Technologies Corp Com New (DVAX) | 8.5 | $227M | 18M | 12.77 | |
| Guardant Health (GH) | 7.3 | $196M | 6.4M | 30.55 | |
| Intra Cellular Therapies (ITCI) | 6.2 | $167M | 2.0M | 83.52 | |
| Immunovant (IMVT) | 5.5 | $149M | 6.0M | 24.77 | |
| Apellis Pharmaceuticals (APLS) | 5.1 | $136M | 4.3M | 31.91 | |
| Springworks Therapeutics (SWTX) | 4.7 | $125M | 3.5M | 36.13 | |
| Cytokinetics Com New (CYTK) | 4.4 | $118M | 2.5M | 47.04 | |
| Ocular Therapeutix (OCUL) | 4.1 | $110M | 13M | 8.54 | |
| Miragen Therapeutics (VRDN) | 3.2 | $87M | 4.5M | 19.17 | |
| Pliant Therapeutics (PLRX) | 2.9 | $79M | 6.0M | 13.17 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 2.8 | $76M | 2.8M | 27.12 | |
| Ionis Pharmaceuticals (IONS) | 2.5 | $68M | 1.9M | 34.96 | |
| Nurix Therapeutics (NRIX) | 2.1 | $57M | 3.0M | 18.84 | |
| Mbx Biosciences (MBX) | 2.1 | $56M | 3.0M | 18.43 | |
| Neumora Therapeutics Call Option (NMRA) | 2.1 | $55M | 5.2M | 10.60 | |
| 89bio (ETNB) | 1.9 | $51M | 6.5M | 7.82 | |
| Harmony Biosciences Hldgs In (HRMY) | 1.9 | $50M | 1.5M | 34.41 | |
| Dyne Therapeutics (DYN) | 1.8 | $47M | 2.0M | 23.56 | |
| Septerna (SEPN) | 1.6 | $44M | 1.9M | 22.90 | |
| Genmab A/s Sponsored Ads (GMAB) | 1.6 | $42M | 2.0M | 20.87 | |
| Akero Therapeutics (AKRO) | 1.5 | $42M | 1.5M | 27.82 | |
| Verona Pharma Sponsored Ads (VRNA) | 1.5 | $40M | 850k | 46.44 | |
| Celldex Therapeutics Com New (CLDX) | 1.5 | $39M | 1.5M | 25.27 | |
| Protagonist Therapeutics (PTGX) | 1.4 | $39M | 1.0M | 38.60 | |
| Biosante Pharmaceuticals (ANIP) | 1.3 | $36M | 649k | 55.28 | |
| Bicara Therapeutics (BCAX) | 1.3 | $35M | 2.0M | 17.42 | |
| Autolus Therapeutics Spon Ads (AUTL) | 1.2 | $33M | 14M | 2.35 | |
| Korro Bio (KRRO) | 1.2 | $33M | 875k | 38.07 | |
| Terns Pharmaceuticals (TERN) | 1.2 | $31M | 5.6M | 5.54 | |
| Engene Holdings (ENGN) | 1.1 | $30M | 4.6M | 6.65 | |
| Ultragenyx Pharmaceutical (RARE) | 1.0 | $28M | 654k | 42.07 | |
| Abivax Sa Sponsored Ads (ABVX) | 1.0 | $26M | 3.6M | 7.32 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.8 | $23M | 1.4M | 16.75 | |
| Bridgebio Pharma (BBIO) | 0.8 | $23M | 819k | 27.44 | |
| Galapagos Nv Spon Adr (GLPG) | 0.8 | $22M | 781k | 27.50 | |
| Olema Pharmaceuticals (OLMA) | 0.7 | $20M | 3.4M | 5.83 | |
| Mind Medicine Mindmed Com New (MNMD) | 0.7 | $20M | 2.8M | 6.96 | |
| Edgewise Therapeutics (EWTX) | 0.7 | $19M | 710k | 26.70 | |
| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.7 | $18M | 1.3M | 14.00 | |
| Upstream Bio (UPB) | 0.6 | $16M | 1.0M | 16.44 | |
| Novavax Com New (NVAX) | 0.6 | $16M | 2.0M | 8.04 | |
| Immunocore Hldgs Ads (IMCR) | 0.6 | $15M | 519k | 29.50 | |
| Oruka Therapeutics (ORKA) | 0.5 | $15M | 750k | 19.39 | |
| Geron Corporation (GERN) | 0.5 | $14M | 4.0M | 3.54 | |
| Cybin Com New (CYBN) | 0.5 | $14M | 1.5M | 8.82 | |
| Xencor (XNCR) | 0.4 | $12M | 500k | 22.98 | |
| Aligos Therapeutics Com New (ALGS) | 0.4 | $9.7M | 244k | 39.84 | |
| Rapt Therapeutics | 0.4 | $9.5M | 6.0M | 1.58 | |
| Zura Bio Class A Ord Shs (ZURA) | 0.3 | $8.2M | 3.3M | 2.50 | |
| Context Therapeutics (CNTX) | 0.3 | $7.8M | 7.4M | 1.05 | |
| Allakos | 0.3 | $6.9M | 5.7M | 1.21 | |
| Xenon Pharmaceuticals (XENE) | 0.2 | $6.6M | 169k | 39.20 | |
| Avalo Therapeutics Com New (AVTX) | 0.2 | $6.4M | 867k | 7.43 | |
| Inovio Pharmaceuticals Com Shs (INO) | 0.2 | $5.7M | 3.1M | 1.83 | |
| Regulus Therapeutics | 0.2 | $5.2M | 3.3M | 1.58 | |
| Spyre Therapeutics Com New (SYRE) | 0.2 | $5.1M | 219k | 23.28 | |
| Adagio Therapeutics (IVVD) | 0.2 | $4.7M | 11M | 0.44 | |
| Onkure Therapeutics Com Cl A (OKUR) | 0.2 | $4.5M | 524k | 8.60 | |
| 4d Molecular Therapeutics In (FDMT) | 0.1 | $3.4M | 610k | 5.57 | |
| Eliem Therapeutics (CLYM) | 0.1 | $1.9M | 1.0M | 1.80 | |
| Nektar Therapeutics | 0.1 | $1.8M | 2.0M | 0.93 | |
| Cassava Sciences Put Option (SAVA) | 0.0 | $1.2M | 500k | 2.36 |