StockDriftsStockDriftsTop 50 Deep Track Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GH | GUARDANT HEALTH INC | 6.36% | 3.34M | $308.4M | +19.22%(+538.24K) | $39.69(+323.21%) | 2026-03-31 | |
| IMVT | IMMUNOVANT INC | 5.91% | 11.53M | $286.3M | +0.00%(+0) | $23.61(+64.27%) | 2026-03-31 | |
| TARS | TARSUS PHARMACEUTICALS INC | 5.21% | 3.60M | $252.5M | +19.84%(+595.97K) | $55.42(+18.07%) | 2026-03-31 | |
| PCVX | VAXCYTE INC | 5.16% | 4.30M | $249.9M | +7.50%(+300.00K) | $47.00(+24.25%) | 2026-03-31 | |
| GPCR | STRUCTURE THERAPEUTICS INC | 4.26% | 4.28M | $206.3M | +4.09%(+168.07K) | $31.41(+70.19%) | 2026-03-31 | |
| AXSM | AXSOME THERAPEUTICS INC. | 3.84% | 1.10M | $185.9M | -4.35%(-50.00K) | $94.46(+158.64%) | 2026-03-31 | |
| APLS | APELLIS PHARMACEUTICALS INC | 3.76% | 4.53M | $182.3M | -41.52%(-3.22M) | $33.93(+20.91%) | 2026-03-31 | |
| OCUL | OCULAR THERAPEUTIX INC | 3.44% | 19.69M | $166.7M | +143.93%(+11.62M) | $8.13(+18.64%) | 2026-03-31 | |
| VERA | VERA THERAPEUTICS INC | 3.41% | 4.11M | $165.2M | +45.55%(+1.28M) | $41.60(-0.96%) | 2026-03-31 | |
| ALMS | ALUMIS INC | 3.08% | 6.77M | $149.2M | new | $15.90(+66.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.24% | +82.64% |
| Top 20 Holdings Unweighted | +13.93% | +47.88% |
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