Deep Track Capital as of March 31, 2025
Portfolio Holdings for Deep Track Capital
Deep Track Capital holds 69 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intra Cellular Therapies (ITCI) | 8.5 | $264M | 2.0M | 131.92 | |
| Guardant Health (GH) | 7.5 | $232M | 5.4M | 42.60 | |
| Dynavax Technologies Corp Com New (DVAX) | 7.5 | $231M | 18M | 12.97 | |
| Immunovant (IMVT) | 5.3 | $162M | 9.5M | 17.09 | |
| Protagonist Therapeutics (PTGX) | 4.7 | $145M | 3.0M | 48.36 | |
| Ionis Pharmaceuticals (IONS) | 4.5 | $138M | 4.6M | 30.17 | |
| Akero Therapeutics (AKRO) | 4.2 | $130M | 3.2M | 40.48 | |
| Cytokinetics Com New (CYTK) | 4.0 | $124M | 3.1M | 40.19 | |
| Apellis Pharmaceuticals (APLS) | 3.5 | $109M | 5.0M | 21.87 | |
| Ocular Therapeutix (OCUL) | 3.4 | $105M | 14M | 7.33 | |
| Bridgebio Pharma (BBIO) | 3.1 | $97M | 2.8M | 34.57 | |
| Tarsus Pharmaceuticals (TARS) | 2.5 | $76M | 1.5M | 51.37 | |
| Miragen Therapeutics (VRDN) | 2.3 | $73M | 5.4M | 13.48 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 2.3 | $71M | 4.1M | 17.31 | |
| 89bio (ETNB) | 2.2 | $68M | 9.3M | 7.27 | |
| Nurix Therapeutics (NRIX) | 2.1 | $65M | 5.5M | 11.88 | |
| Geron Corporation (GERN) | 2.0 | $61M | 38M | 1.59 | |
| Sarepta Therapeutics (SRPT) | 1.9 | $57M | 900k | 63.82 | |
| Ultragenyx Pharmaceutical (RARE) | 1.6 | $49M | 1.4M | 36.21 | |
| Biosante Pharmaceuticals (ANIP) | 1.5 | $47M | 700k | 66.95 | |
| Dianthus Therapeutics (DNTH) | 1.4 | $43M | 2.4M | 18.14 | |
| Immunocore Hldgs Ads (IMCR) | 1.4 | $42M | 1.4M | 29.67 | |
| Celldex Therapeutics Com New (CLDX) | 1.2 | $36M | 2.0M | 18.15 | |
| Maze Therapeatics (MAZE) | 1.2 | $36M | 3.3M | 11.01 | |
| Amgen (AMGN) | 1.1 | $35M | 113k | 311.55 | |
| Xenon Pharmaceuticals (XENE) | 1.1 | $34M | 1.0M | 33.55 | |
| Edgewise Therapeutics (EWTX) | 1.0 | $31M | 1.4M | 22.00 | |
| Mestera (MTSR) | 1.0 | $30M | 1.1M | 27.22 | |
| Vaxcyte (PCVX) | 0.9 | $28M | 750k | 37.76 | |
| Autolus Therapeutics Spon Ads (AUTL) | 0.9 | $28M | 18M | 1.55 | |
| Bicara Therapeutics (BCAX) | 0.8 | $26M | 2.0M | 13.03 | |
| Compass Pathways Sponsored Ads (CMPS) | 0.8 | $25M | 8.9M | 2.86 | |
| Tectonic Therapeutic (TECX) | 0.8 | $25M | 1.4M | 17.71 | |
| Abivax Sa Sponsored Ads (ABVX) | 0.7 | $22M | 3.6M | 6.25 | |
| Mbx Biosciences (MBX) | 0.7 | $22M | 3.0M | 7.38 | |
| Gh Research Ordinary Shares (GHRS) | 0.7 | $22M | 2.0M | 11.03 | |
| Dyne Therapeutics (DYN) | 0.7 | $21M | 2.0M | 10.46 | |
| Engene Holdings (ENGN) | 0.7 | $20M | 4.6M | 4.48 | |
| Insmed Com Par $.01 (INSM) | 0.6 | $19M | 255k | 76.29 | |
| Galapagos Nv Spon Adr (GLPG) | 0.6 | $19M | 741k | 25.12 | |
| Sage Therapeutics (SAGE) | 0.5 | $16M | 2.0M | 7.95 | |
| Terns Pharmaceuticals (TERN) | 0.5 | $15M | 5.6M | 2.76 | |
| Korro Bio (KRRO) | 0.5 | $15M | 875k | 17.41 | |
| Oruka Therapeutics (ORKA) | 0.5 | $15M | 1.4M | 10.26 | |
| Mind Medicine Mindmed Com New (MNMD) | 0.5 | $15M | 2.5M | 5.85 | |
| Upstream Bio (UPB) | 0.5 | $14M | 2.3M | 6.12 | |
| Olema Pharmaceuticals (OLMA) | 0.4 | $13M | 3.4M | 3.76 | |
| Septerna (SEPN) | 0.4 | $11M | 1.9M | 5.79 | |
| Novavax Com New (NVAX) | 0.3 | $9.7M | 1.5M | 6.41 | |
| Cybin Com New (CYBN) | 0.3 | $9.7M | 1.5M | 6.34 | |
| Rapt Therapeutics | 0.2 | $7.3M | 6.0M | 1.22 | |
| Pliant Therapeutics (PLRX) | 0.2 | $7.3M | 5.4M | 1.35 | |
| Avalo Therapeutics Com New (AVTX) | 0.2 | $6.9M | 860k | 8.01 | |
| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.2 | $6.5M | 767k | 8.49 | |
| Beam Therapeutics (BEAM) | 0.2 | $6.2M | 316k | 19.53 | |
| Adagio Therapeutics (IVVD) | 0.2 | $5.9M | 9.7M | 0.61 | |
| Xencor (XNCR) | 0.2 | $5.8M | 549k | 10.64 | |
| Regulus Therapeutics | 0.2 | $5.7M | 3.3M | 1.75 | |
| Inovio Pharmaceuticals Com Shs (INO) | 0.2 | $5.1M | 3.1M | 1.63 | |
| Rapport Therapeutics (RAPP) | 0.1 | $4.6M | 458k | 10.03 | |
| Context Therapeutics (CNTX) | 0.1 | $4.5M | 7.4M | 0.61 | |
| Zura Bio Class A Ord Shs (ZURA) | 0.1 | $4.2M | 3.3M | 1.29 | |
| Aligos Therapeutics Com New (ALGS) | 0.1 | $3.7M | 444k | 8.25 | |
| Spyre Therapeutics Com New (SYRE) | 0.1 | $3.5M | 219k | 16.14 | |
| Ikena Oncology (IKNA) | 0.1 | $3.2M | 2.5M | 1.28 | |
| Onkure Therapeutics Com Cl A (OKUR) | 0.1 | $2.3M | 524k | 4.30 | |
| Allakos | 0.1 | $1.6M | 7.2M | 0.23 | |
| Neurogene (NGNE) | 0.0 | $1.4M | 117k | 11.71 | |
| Eliem Therapeutics (CLYM) | 0.0 | $1.3M | 1.0M | 1.22 |