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Deep Track Capital, Lp
institutioneller Anleger · Portfolio $6.87 Mrd. · 67 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 14.08.2026; Veränderung – ggü. 31.03.2026 · 66
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| Guardant Health Inc US:GH | 3 393 312 | $509 Mio. | 7.50% | neu |
| Immunovant, Inc. US:IMVT | 9 341 151 | $360 Mio. | 5.30% | neu |
| Structure Therapeutics Inc.… US:GPCR · Hinterlegungsschein | 4 740 072 | $254 Mio. | 3.75% | neu |
| Vaxcyte Inc US:PCVX | 4 300 000 | $250 Mio. | 3.68% | neu |
| Alnylam Pharmaceuticals Inc US:ALNY | 825 000 | $248 Mio. | 3.66% | neu |
| Veradermics, Incorporated US:MANE | 2 000 000 | $246 Mio. | 3.62% | neu |
| Tarsus Pharmaceuticals Inc US:TARS | 3 666 768 | $231 Mio. | 3.40% | neu |
| NUVALENT INC CUSIP 670703107 | 1 783 322 | $220 Mio. | 3.24% | neu |
| ALKERMES PLC CUSIP G01767105 | 4 000 000 | $210 Mio. | 3.09% | neu |
| Ocular Therapeutix Inc US:OCUL | 19 686 282 | $193 Mio. | 2.85% | neu |
| Biomarin Pharmaceutical Inc US:BMRN | 3 307 481 | $189 Mio. | 2.79% | neu |
| Nurix Therapeutics Inc US:NRIX | 7 736 455 | $188 Mio. | 2.76% | neu |
| Oruka Therapeutics, Inc. US:ORKA | 1 926 000 | $183 Mio. | 2.70% | neu |
| Alumis Inc US:ALMS | 6 348 558 | $179 Mio. | 2.63% | neu |
| Ionis Pharmaceuticals Inc US:IONS | 2 200 000 | $174 Mio. | 2.57% | neu |
| Compass Pathways Plc US:CMPS · Hinterlegungsschein | 12 161 496 | $172 Mio. | 2.54% | neu |
| Vera Therapeutics Inc US:VERA | 4 000 000 | $172 Mio. | 2.53% | neu |
| Axsome Therapeutics Inc US:AXSM | 700 000 | $171 Mio. | 2.52% | neu |
| Genmab A/S US:GMAB · Hinterlegungsschein | 5 650 000 | $155 Mio. | 2.29% | neu |
| MoonLake Immunotherapeutics US:MLTX | 6 999 025 | $136 Mio. | 2.01% | neu |
| Hemab Therapeutics Holdings,… US:COAG | 3 602 093 | $132 Mio. | 1.95% | neu |
| Tango Therapeutics, Inc. US:TNGX | 4 200 000 | $131 Mio. | 1.93% | neu |
| Definium Therapeutics, Inc. US:DFTX | 2 750 000 | $129 Mio. | 1.91% | neu |
| GRAIL, LLC US:GRAL | 1 834 944 | $125 Mio. | 1.85% | neu |
| Bicara Therapeutics Inc. US:BCAX | 4 100 000 | $122 Mio. | 1.79% | neu |
| Maze Therapeutics, Inc. US:MAZE | 3 732 569 | $111 Mio. | 1.64% | neu |
| Celldex Therapeutics Inc US:CLDX | 2 939 151 | $109 Mio. | 1.61% | neu |
| LB PHARMACEUTICALS INC US:LBRX | 3 352 804 | $109 Mio. | 1.60% | neu |
| MBX Biosciences, Inc. US:MBX | 1 732 569 | $95.6 Mio. | 1.41% | neu |
| GH RESEARCH PLC CUSIP G3855L106 | 3 333 334 | $89.6 Mio. | 1.32% | neu |
| Cogent Biosciences Inc US:COGT | 2 000 000 | $77.4 Mio. | 1.14% | neu |
| ATAIBECKLEY INC CUSIP 04650F101 | 14 417 442 | $76.0 Mio. | 1.12% | neu |
| UNITED THERAPEUTICS Corp US:UTHR | 123 616 | $67.0 Mio. | 0.99% | neu |
| Avalo Therapeutics Inc US:AVTX | 3 610 000 | $66.7 Mio. | 0.98% | neu |
| Viridian Therapeutics Inc US:VRDN | 3 592 740 | $66.0 Mio. | 0.97% | neu |
| Cytokinetics Inc US:CYTK | 700 000 | $59.6 Mio. | 0.88% | neu |
| Altimmune Inc US:ALT | 19 250 000 | $58.5 Mio. | 0.86% | neu |
| Personalis Inc US:PSNL | 4 000 000 | $53.6 Mio. | 0.79% | neu |
| Aclaris Therapeutics Inc US:ACRS | 9 345 000 | $49.4 Mio. | 0.73% | neu |
| CorMedix Inc US:CRMD | 6 274 076 | $49.3 Mio. | 0.73% | neu |
| GeneDx Holdings Corp. US:WGS | 700 000 | $48.1 Mio. | 0.71% | neu |
| Harrow Health Inc US:HROW | 969 000 | $41.2 Mio. | 0.61% | neu |
| Corvus Pharmaceuticals Inc US:CRVS | 2 491 939 | $37.2 Mio. | 0.55% | neu |
| Solid Biosciences LLC US:SLDB | 3 565 062 | $35.6 Mio. | 0.52% | neu |
| Beam Therapeutics Inc. US:BEAM | 1 000 000 | $34.3 Mio. | 0.51% | neu |
| Dyne Therapeutics Inc US:DYN | 1 500 000 | $33.3 Mio. | 0.49% | neu |
| Immix Biopharma Inc US:IMMX | 2 775 000 | $28.6 Mio. | 0.42% | neu |
| X4 Pharmaceuticals Inc US:XFOR | 5 878 757 | $27.5 Mio. | 0.40% | neu |
| Shattuck Labs Inc US:STTK | 3 706 734 | $25.7 Mio. | 0.38% | neu |
| MannKind Corp US:MNKD | 6 000 000 | $25.6 Mio. | 0.38% | neu |
| Century Therapeutics Inc US:IPSC | 9 462 645 | $23.2 Mio. | 0.34% | neu |
| Generate Biomedicines, Inc. US:GENB | 1 333 815 | $22.5 Mio. | 0.33% | neu |
| Verastem Inc US:VSTM | 5 740 850 | $21.9 Mio. | 0.32% | neu |
| Kura Oncology, Inc. US:KURA | 1 978 565 | $21.7 Mio. | 0.32% | neu |
| Enanta Pharmaceuticals Inc US:ENTA | 1 444 167 | $21.1 Mio. | 0.31% | neu |
| NEKTAR THERAPEUTICS US:NKTR | 300 000 | $20.9 Mio. | 0.31% | neu |
| Olema Pharmaceuticals Inc US:OLMA | 1 500 000 | $18.8 Mio. | 0.28% | neu |
| Kailera Therapeutics, Inc. US:KLRA | 700 000 | $15.4 Mio. | 0.23% | neu |
| Kardigan, Inc. US:KARD | 600 000 | $14.3 Mio. | 0.21% | neu |
| Enliven Therapeutics Inc. US:ELVN | 225 000 | $11.4 Mio. | 0.17% | neu |
| ProMIS Neurosciences Inc. US:PMN | 835 655 | $11.0 Mio. | 0.16% | neu |
| Immunocore Holdings Ltd US:IMCR · Hinterlegungsschein | 311 218 | $9.88 Mio. | 0.15% | neu |
| Xencor Inc US:XNCR | 593 551 | $9.56 Mio. | 0.14% | neu |
| Context Therapeutics Inc US:CNTX | 7 419 355 | $4.11 Mio. | 0.06% | neu |
| INVENTIVA US:IVA · Hinterlegungsschein | 800 000 | $3.02 Mio. | 0.04% | neu |
| Aligos Therapeutics Inc US:ALGS | 444 110 | $2.56 Mio. | 0.04% | neu |
In Unternehmen Unserer Datenbank 6
| Unternehmen | Anteil | Aktien | Berichtsdatum |
|---|---|---|---|
| Aclaris Therapeutics Inc | 6.68% | 9 345 000 | 2026-06-30 |
| Verastem Inc | 6.34% | 5 740 850 | 2026-06-30 |
| Viridian Therapeutics Inc | 3.17% | 3 592 740 | 2026-06-30 |
| Vaxcyte Inc | 2.89% | 4 300 000 | 2026-06-30 |
| Axsome Therapeutics Inc | 1.34% | 700 000 | 2026-06-30 |
| Genmab A/S | 0.91% | 5 650 000 | 2026-06-30 |
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