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Portfolio (Quarterly) Guide ↗

Deep Track Capital, LP

· CIK 0001856083
13F Portfolio $6.9B AUM 67 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 67 New
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ELVN ENLIVEN THERAPEUTICS INC Healthcare 225,000.0 $11.4M 0.17% NEW $50.75 +17.7%
62 PROMIS NEUROSCIENCES INC 835,655.0 $11.0M 0.16% NEW $13.16
63 IMCR IMMUNOCORE HLDGS PLC Healthcare 311,218.0 $9.9M 0.14% NEW $31.75 +13.3%
64 XNCR XENCOR INC Healthcare 593,551.0 $9.6M 0.14% NEW $16.10 +52.9%
65 CNTX CONTEXT THERAPEUTICS INC Healthcare 7,419,355.0 $4.1M 0.06% NEW $0.55 -8.5%
66 IVA INVENTIVA SA Healthcare 800,000.0 $3.0M 0.04% NEW $3.78 +22.2%
67 ALIGOS THERAPEUTICS INC 444,110.0 $2.6M 0.04% NEW $5.77
Page 4 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 99.6%
Financial Services 0.4%