GTC
Ghost Tree Capital Portfolio holdings
AUM
$276M
1-Year Est. Return
49.13%
1 Year Est. Return
+49.13%
AUM
$287M
AUM Growth
-$23.7M
(-7.6%)
Holding
78
Top Buys
| 1 | +$11.8M | |
| 2 | +$7.12M | |
| 3 | +$6.11M | |
| 4 |
CG Oncology
CGON
|
+$5.84M |
| 5 |
Corbus Pharmaceuticals
CRBP
|
+$5.34M |
Top Sells
| 1 | +$11.1M | |
| 2 | +$9.11M | |
| 3 | +$6.65M | |
| 4 |
TG Therapeutics
TGTX
|
+$5.78M |
| 5 |
Insmed
INSM
|
+$5.7M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Insmed
INSM
$40.5B
| $4.36M | 1.36% |
65,000
-85,000
|
|
||
|
BPMC
27
DELISTED
Blueprint Medicines
BPMC
| $4.31M | 1.35% |
40,000
-32,761
|
|
||
28
Savara
SVRA
$795M
| $4.24M | 1.33% |
1,050,876
-549,124
|
|
||
29
Tenaya Therapeutics
TNYA
$209M
| $4.18M | 1.31% |
1,350,000
+575,000
|
|
||
30
Replimune Group
REPL
$649M
| $4.05M | 1.27% |
450,000
-200,000
|
|
||
31
enGene Holdings
ENGN
$310M
| $3.96M | 1.24% |
420,331
+220,331
|
|
||
32
Acadia Pharmaceuticals
ACAD
$3.81B
| $3.66M | 1.14% |
225,000
|
|
||
33
BridgeBio Pharma
BBIO
$11.9B
| $3.55M | 1.11% |
140,000
-35,000
|
|
||
34
Korro Bio
KRRO
$318M
| $3.39M | 1.06% |
+100,000
|
|
||
35
Nuvation Bio
NUVB
$1.62B
| $3.36M | 1.05% |
+1,150,000
|
|
||
|
BBOT
36
BridgeBio Oncology
BBOT
$962M
| $3.07M | 0.96% |
300,000
|
|
||
37
Taysha Gene Therapies
TSHA
$1.05B
| $2.8M | 0.88% |
1,250,000
+300,000
|
|
||
38
Cabaletta Bio
CABA
$233M
| $2.77M | 0.87% |
370,899
-4,101
|
|
||
39
Neurogene
NGNE
$382M
| $2.55M | 0.8% |
70,000
+45,000
|
|
||
40
Janux Therapeutics
JANX
$1.59B
| $2.09M | 0.66% |
+50,000
|
|
||
41
Arvinas
ARVN
$753M
| $2M | 0.63% |
75,000
+35,000
|
|
||
42
Regenxbio
RGNX
$566M
| $1.99M | 0.62% |
170,000
+50,000
|
|
||
43
Cytokinetics
CYTK
$7.36B
| $1.8M | 0.56% |
33,200
+13,200
|
|
||
|
ELEV
44
DELISTED
Elevation Oncology
ELEV
| $1.62M | 0.51% |
600,000
+350,000
|
|
||
45
Krystal Biotech
KRYS
$5.73B
| $1.56M | 0.49% |
8,500
-5,500
|
|
||
46
Annexon
ANNX
$316M
| $1.52M | 0.48% |
+310,000
|
|
||
47
ProQR Therapeutics
PRQR
$234M
| $1.49M | 0.47% |
+900,000
|
|
||
|
ATYR
48
aTyr Pharma
ATYR
$80M
| $1.25M | 0.39% |
800,000
+200,000
|
|
||
49
Wave Life Sciences
WVE
$1.25B
| $998K | 0.31% |
+200,000
|
|
||
50
Arrowhead Research
ARWR
$5.42B
| $910K | 0.28% |
35,000
|
|