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Deep Track Capital, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Deep Track Capital, LP

报告期 2026-03-31 · CIK 0001856083

持仓数

63

前50大市值合计

$5.96B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4

25Q3 调仓2025-06-30 → 2025-09-30 · 共 66 项建仓 12增持 12减持 21清仓 21

方向

标的

Δ市值

现股数(环比)

清仓

INSM INSMED INC

-$176.1M

0 -100%

增持

CYTK CYTOKINETICS INC

+$115.7M

4,300,000 +18%

增持

TARS TARSUS PHARMACEUTICALS INC

+$107.4M

3,000,000 +71%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

PTGX PROTAGONIST THERAPEUTICS INC

-$65.4M

1,715,691 -47%

增持

— APELLIS PHARMACEUTICALS INC

+$59.9M

8,000,382 +14%

减持

IONS IONIS PHARMACEUTICALS INC

+$55.9M

3,808,144 -22%

建仓

EXAS EXACT SCIENCES CORP

+$54.7M

1,000,000

建仓

LBRX LB PHARMACEUTICALS INC

+$52.9M

3,352,804

清仓

RARE ULTRAGENYX PHARMACEUTICAL IN

-$49.1M

0 -100%

减持

— 89BIO INC

+$44.2M

9,356,171 -2%

清仓

DNTH DIANTHUS THERAPEUTICS INC

-$41.6M

0 -100%

减持

GH GUARDANT HEALTH INC

+$38.4M

4,154,086 -2%

增持

PCVX VAXCYTE INC

+$38.2M

3,000,000 +40%

减持

AUTL AUTOLUS THERAPEUTICS PLC

-$34.2M

2,568,613 -85%

清仓

— METSERA INC

-$31.1M

0 -100%

增持

MBX MBX BIOSCIENCES INC

+$30.2M

3,150,000 +44%

增持

ORKA ORUKA THERAPEUTICS INC

+$29.5M

2,654,781 +38%

建仓

— UNIQURE NV

+$28.2M

483,092

清仓

TECX TECTONIC THERAPEUTIC INC

-$27.9M

0 -100%

增持

— AKERO THERAPEUTICS INC

+$27.6M

4,000,978 +31%

清仓

ABVX ABIVAX SA

-$26.6M

0 -100%

增持

AXSM AXSOME THERAPEUTICS INC

+$25.6M

900,000 +12%

建仓

DYN DYNE THERAPEUTICS INC

+$25.3M

2,000,000

增持

BBIO BRIDGEBIO PHARMA INC

+$23.5M

1,200,000 +33%

减持

— DYNAVAX TECHNOLOGIES CORP

-$20.3M

15,726,349 -12%

减持

CMPS COMPASS PATHWAYS PLC

+$20.3M

7,859,648 -11%

增持

OLMA OLEMA PHARMACEUTICALS INC

+$19.3M

3,470,172 +1%

增持

— CIDARA THERAPEUTICS INC

+$16.6M

300,000 +20%

清仓

UPB UPSTREAM BIO INC

-$15.8M

0 -100%

建仓

GMAB GENMAB A/S

+$14.8M

481,267

清仓

— MERUS N V

-$14.5M

0 -100%

减持

NRIX NURIX THERAPEUTICS INC

-$13.1M

6,057,024 -0%

建仓

TNGX TANGO THERAPEUTICS INC

+$12.2M

1,454,562

清仓

SRPT SAREPTA THERAPEUTICS INC

-$12.1M

0 -100%

减持

GPCR STRUCTURE THERAPEUTICS INC

+$11.6M

4,215,811 -18%

清仓

BCYC BICYCLE THERAPEUTICS PLC

-$8.4M

0 -100%

建仓

IMA IMAGENEBIO INC

+$7.2M

878,516

减持

HELP CYBIN INC

-$6.9M

1,000,000 -35%

减持

OCUL OCULAR THERAPEUTIX INC

+$6.8M

11,932,137 -17%

清仓

— CENTESSA PHARMACEUTICALS PLC

-$6.6M

0 -100%

减持

— GH RESEARCH PLC

-$6.5M

1,250,000 -38%

清仓

NVAX NOVAVAX INC

-$6.3M

0 -100%

清仓

IVVD INVIVYD INC

-$6.1M

0 -100%

减持

XENE XENON PHARMACEUTICALS INC

+$5.9M

1,200,000 -11%

建仓

CRMD CORMEDIX INC

+$5.8M

500,000

建仓

PEPG PEPGEN INC

+$5.5M

1,200,000

减持

JBIO JADE BIOSCIENCES INC

-$5.4M

2,279,892 -9%

增持

IMVT IMMUNOVANT INC

+$4.8M

9,728,845 +2%

清仓

PLRX PLIANT THERAPEUTICS INC

-$4.6M

0 -100%

减持

ANIP ANI PHARMACEUTICALS INC

-$4.5M

450,000 -36%

减持

GERN GERON CORP

-$4.3M

41,096,522 -4%

清仓

INO INOVIO PHARMACEUTICALS INC

-$4.0M

0 -100%

建仓

XFOR X4 PHARMACEUTICALS INC

+$3.8M

1,122,484

清仓

KRRO KORRO BIO INC

-$3.5M

0 -100%

清仓

— IKENA ONCOLOGY INC

-$3.4M

0 -100%

清仓

SYRE SPYRE THERAPEUTICS INC

-$3.3M

0 -100%

建仓

ACAD ACADIA PHARMACEUTICALS INC

+$2.2M

105,085

减持

— MIND MEDICINE MINDMED INC

+$1.5M

1,500,000 -40%

建仓

BMRN BIOMARIN PHARMACEUTICAL INC

+$1.3M

24,856

减持

— ENGENE HOLDINGS INC

-$1.3M

2,239,353 -51%

清仓

SEPN SEPTERNA INC

-$1.3M

0 -100%

清仓

RAPP RAPPORT THERAPEUTICS INC

-$1.1M

0 -100%

减持

AVTX AVALO THERAPEUTICS INC

-$992.0K

144,600 -75%

减持

— ZURA BIO LTD

-$692.4K

259,014 -85%

清仓

OKUR ONKURE THERAPEUTICS INC

-$431.4K

0 -100%

减持

CLYM CLIMB BIO INC

-$265.1K

509,789 -51%