Deep Track Capital as of March 31, 2026
Portfolio Holdings for Deep Track Capital
Deep Track Capital holds 63 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd Put Option (XBI) | 20.9 | $1.3B | 10M | 127.73 | |
| Guardant Health (GH) | 5.0 | $308M | 3.3M | 92.37 | |
| Immunovant (IMVT) | 4.7 | $286M | 12M | 24.84 | |
| Tarsus Pharmaceuticals (TARS) | 4.1 | $253M | 3.6M | 70.15 | |
| Vaxcyte (PCVX) | 4.1 | $250M | 4.3M | 58.11 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 3.4 | $206M | 4.3M | 48.20 | |
| Axsome Therapeutics (AXSM) | 3.0 | $186M | 1.1M | 169.02 | |
| Apellis Pharmaceuticals (APLS) | 3.0 | $182M | 4.5M | 40.23 | |
| Ocular Therapeutix (OCUL) | 2.7 | $167M | 20M | 8.47 | |
| Vera Therapeutics Cl A (VERA) | 2.7 | $165M | 4.1M | 40.23 | |
| Alumis (ALMS) | 2.4 | $149M | 6.8M | 22.03 | |
| Ionis Pharmaceuticals (IONS) | 2.4 | $146M | 2.0M | 75.09 | |
| Nuvalent Inc-a (NUVL) | 2.3 | $141M | 1.4M | 102.45 | |
| Alkermes SHS (ALKS) | 2.1 | $127M | 3.6M | 35.36 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 2.0 | $125M | 3.2M | 39.72 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 2.0 | $120M | 6.4M | 18.64 | |
| Maze Therapeatics (MAZE) | 1.7 | $104M | 3.5M | 29.85 | |
| Oruka Therapeutics (ORKA) | 1.6 | $100M | 2.0M | 49.05 | |
| Nurix Therapeutics (NRIX) | 1.6 | $98M | 6.3M | 15.50 | |
| Genmab A/s Sponsored Ads (GMAB) | 1.6 | $98M | 3.7M | 26.83 | |
| Cytokinetics Com New (CYTK) | 1.5 | $91M | 1.4M | 65.91 | |
| Grail (GRAL) | 1.5 | $89M | 1.7M | 51.68 | |
| Lb Pharmaceuticals Com Shs (LBRX) | 1.4 | $83M | 3.4M | 24.66 | |
| Mbx Biosciences (MBX) | 1.3 | $82M | 2.8M | 29.85 | |
| Bicara Therapeutics (BCAX) | 1.3 | $81M | 4.1M | 19.89 | |
| Compass Pathways Sponsored Ads (CMPS) | 1.1 | $67M | 12M | 5.53 | |
| BioMarin Pharmaceutical (BMRN) | 1.1 | $65M | 1.2M | 56.49 | |
| Bridgebio Pharma (BBIO) | 1.0 | $63M | 841k | 74.26 | |
| Immunocore Hldgs Ads (IMCR) | 1.0 | $58M | 1.9M | 30.15 | |
| Tango Therapeutics (TNGX) | 0.9 | $58M | 2.8M | 20.92 | |
| Definium Therapeutics Com Shs (DFTX) | 0.9 | $57M | 3.0M | 18.90 | |
| Terns Pharmaceuticals (TERN) | 0.9 | $57M | 1.1M | 52.72 | |
| Geron Corporation (GERN) | 0.8 | $47M | 32M | 1.49 | |
| Biosante Pharmaceuticals (ANIP) | 0.8 | $46M | 600k | 76.90 | |
| Cormedix Inc cormedix (CRMD) | 0.7 | $43M | 6.3M | 6.79 | |
| Ataibeckley Com Shs (ATAI) | 0.7 | $43M | 12M | 3.54 | |
| Celldex Therapeutics Com New (CLDX) | 0.7 | $41M | 1.3M | 31.72 | |
| Cogent Biosciences (COGT) | 0.6 | $39M | 1.0M | 38.49 | |
| Corvus Pharmaceuticals (CRVS) | 0.6 | $37M | 2.5M | 14.63 | |
| Dyne Therapeutics (DYN) | 0.6 | $36M | 2.0M | 18.13 | |
| Soleno Therapeutics (SLNO) | 0.6 | $36M | 1.1M | 33.48 | |
| Aclaris Therapeutics (ACRS) | 0.6 | $35M | 9.3M | 3.75 | |
| Veradermics Common Stock | 0.5 | $32M | 500k | 63.15 | |
| Verastem Com New (VSTM) | 0.5 | $30M | 5.7M | 5.30 | |
| Engene Holdings (ENGN) | 0.5 | $30M | 4.4M | 6.81 | |
| Miragen Therapeutics (VRDN) | 0.4 | $27M | 1.4M | 19.56 | |
| X4 Pharmaceuticals Com New (XFOR) | 0.4 | $26M | 6.3M | 4.13 | |
| Solid Biosciences Com New (SLDB) | 0.4 | $26M | 3.6M | 7.20 | |
| Enanta Pharmaceuticals (ENTA) | 0.4 | $25M | 2.0M | 12.63 | |
| Apogee Therapeutics (APGE) | 0.4 | $24M | 285k | 84.17 | |
| Kura Oncology (KURA) | 0.4 | $22M | 2.6M | 8.13 | |
| Century Therapeutics (IPSC) | 0.4 | $21M | 9.5M | 2.26 | |
| Beam Therapeutics (BEAM) | 0.3 | $20M | 821k | 23.83 | |
| Context Therapeutics (CNTX) | 0.3 | $19M | 7.4M | 2.62 | |
| Personalis Ord (PSNL) | 0.3 | $19M | 3.0M | 6.37 | |
| Janux Therapeutics (JANX) | 0.3 | $17M | 1.2M | 13.90 | |
| Promis Neurosciences Com Shs (PMN) | 0.2 | $11M | 836k | 12.70 | |
| Crescent Biopharma (CBIO) | 0.1 | $8.3M | 454k | 18.37 | |
| Inventiva Sa Ads (IVA) | 0.1 | $6.8M | 1.2M | 5.55 | |
| Larimar Therapeutics (LRMR) | 0.1 | $6.8M | 1.5M | 4.50 | |
| Cybin Com New (HELP) | 0.1 | $6.3M | 1.3M | 4.80 | |
| Billiontoone Cl A (BLLN) | 0.1 | $3.9M | 50k | 78.94 | |
| Aligos Therapeutics Com New (ALGS) | 0.1 | $3.3M | 444k | 7.43 |