Deep Track Capital, LP — 13F holdings

Deep Track Capital, LP reported 67 holdings worth $6.87B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. GH GUARDANT HEALTH INC — $509M (7.4%)
2. IMVT Immunovant Inc — $360M (5.2%)
3. GPCR STRUCTURE THERAPEUTICS INC — $254M (3.7%)
4. PCVX Vaxcyte Inc — $250M (3.6%)
5. ALNY ALNYLAM PHARMACEUTICALS INC — $248M (3.6%)
6. MANE VERADERMICS INC — $246M (3.6%)
7. GMAB GENMAB A/S — $238M (3.5%)
8. TARS TARSUS PHARMACEUTICALS INC — $231M (3.4%)
9. NUVL NUVALENT INC — $220M (3.2%)
10. ALKS Alkermes PLC — $210M (3.1%)