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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 61 项建仓 16增持 23减持 14清仓 8

方向

标的

Δ市值

现股数(环比)

清仓

— DYNAVAX TECHNOLOGIES CORP

-$241.9M

0 -100%

建仓

ALMS ALUMIS INC

+$149.2M

6,772,595

建仓

NUVL NUVALENT INC

+$141.0M

1,376,324

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

CYTK CYTOKINETICS INC

-$121.5M

1,374,320 -59%

建仓

GMAB GENMAB A/S

+$98.3M

3,663,250

增持

GPCR STRUCTURE THERAPEUTICS INC

-$79.7M

4,279,848 +4%

增持

— CENTESSA PHARMACEUTICALS PLC

+$75.4M

3,158,041 +58%

减持

MAZE MAZE THERAPEUTICS INC

-$72.1M

3,477,562 -18%

减持

BMRN BIOMARIN PHARMACEUTICAL INC

-$71.7M

1,150,000 -50%

增持

— ALKERMES PLC

+$71.0M

3,590,323 +80%

增持

OCUL OCULAR THERAPEUTIX INC

+$68.8M

19,686,282 +144%

增持

PCVX VAXCYTE INC

+$65.3M

4,300,000 +8%

增持

MLTX MOONLAKE IMMUNOTHERAPEUTICS

+$58.7M

6,408,863 +39%

建仓

DFTX DEFINIUM THERAPEUTICS INC

+$56.7M

3,000,000

减持

VRDN VIRIDIAN THERAPEUTICS INC

-$51.3M

1,393,944 -45%

建仓

ATAI ATAIBECKLEY INC

+$42.5M

12,000,000

增持

BCAX BICARA THERAPEUTICS INC

+$36.8M

4,062,500 +55%

建仓

CRVS CORVUS PHARMACEUTICALS INC

+$36.5M

2,491,539

增持

TNGX TANGO THERAPEUTICS INC

+$35.8M

2,750,000 +12%

减持

NRIX NURIX THERAPEUTICS INC

-$35.1M

6,345,244 -10%

建仓

ACRS ACLARIS THERAPEUTICS INC

+$35.0M

9,345,000

减持

ORKA ORUKA THERAPEUTICS INC

+$34.3M

2,034,203 -6%

建仓

MANE VERADERMICS INC

+$31.6M

500,000

建仓

SLDB SOLID BIOSCIENCES INC

+$25.7M

3,565,062

增持

— TERNS PHARMACEUTICALS INC

+$25.5M

1,073,877 +40%

减持

AXSM AXSOME THERAPEUTICS INC.

-$24.1M

1,100,000 -4%

建仓

APGE APOGEE THERAPEUTICS INC

+$24.0M

285,000

清仓

— MIND MEDICINE MINDMED INC

-$22.4M

0 -100%

增持

COGT COGENT BIOSCIENCES INC

+$22.4M

1,000,000 +121%

增持

GH GUARDANT HEALTH INC

+$22.4M

3,338,241 +19%

增持

VERA VERA THERAPEUTICS INC

+$22.3M

4,106,067 +46%

建仓

KURA KURA ONCOLOGY INC

+$21.5M

2,643,542

建仓

IPSC CENTURY THERAPEUTICS INC

+$21.4M

9,487,745

减持

MBX MBX BIOSCIENCES INC

-$20.2M

2,757,569 -15%

建仓

BEAM BEAM THERAPEUTICS INC

+$19.6M

820,765

清仓

— ATAI BECKLEY NV

-$19.1M

0 -100%

建仓

PSNL PERSONALIS INC

+$19.1M

3,000,000

增持

CRMD CORMEDIX INC

-$18.7M

6,274,076 +19%

增持

CMPS COMPASS PATHWAYS PLC

+$16.6M

12,161,496 +66%

清仓

XENE XENON PHARMACEUTICALS INC

-$16.4M

0 -100%

减持

DYN DYNE THERAPEUTICS INC

-$15.6M

2,000,000 -25%

增持

JANX JANUX THERAPEUTICS INC

+$15.3M

1,187,290 +1225%

减持

— APELLIS PHARMACEUTICALS INC

-$12.3M

4,532,374 -42%

增持

IONS IONIS PHARMACEUTICALS INC

+$11.9M

1,950,000 +15%

减持

IMCR IMMUNOCORE HLDGS PLC

-$11.3M

1,931,884 -4%

减持

CLDX CELLDEX THERAPEUTICS INC NEW

-$10.9M

1,283,979 -32%

建仓

PMN PROMIS NEUROSCIENCES INC

+$10.6M

835,655

增持

— SOLENO THERAPEUTICS INC

-$10.2M

1,078,710 +8%

减持

HELP CYBIN INC

-$8.9M

1,313,137 -29%

增持

ANIP ANI PHARMACEUTICALS INC

+$8.4M

600,000 +26%

建仓

LRMR LARIMAR THERAPEUTICS INC

+$6.8M

1,500,000

增持

TARS TARSUS PHARMACEUTICALS INC

+$6.6M

3,600,000 +20%

清仓

MNPR MONOPAR THERAPEUTICS INC

-$6.2M

0 -100%

增持

XFOR X4 PHARMACEUTICALS INC

+$6.1M

6,339,535 +26%

清仓

— BIOHAVEN LTD

-$5.6M

0 -100%

增持

IVA INVENTIVA SA

+$4.5M

1,222,453 +149%

减持

GERN GERON CORP

+$4.3M

31,720,278 -2%

清仓

— RAPT THERAPEUTICS INC

-$3.7M

0 -100%

增持

GRAL GRAIL INC

+$1.5M

1,722,797 +68%

增持

BBIO BRIDGEBIO PHARMA INC

+$517.9K

841,445 +4%

清仓

ANL ADLAI NORTYE LTD

-$49.5K

0 -100%