Vestal Point Capital’s First Tracks Biotherapeutics TRAX Stock Holding History

Vestal Point Capital’s Portfolio TRAX Stock Details TRAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.4M	Buy	+1,013,000	New	+$18.9M	0.48%	44

Other funds holding TRAX

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAA

Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TECP

Trails Edge Capital Partners Atlanta, Georgia $630M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Sanofi Paris, France $534M AUM 205.96% 1-Year Est. Return

Vestal Point Capital's TRAX Position: Q2 2026 in Review

Vestal Point Capital opened a new position in First Tracks Biotherapeutics (TRAX) in Q2 2026: 1,013,000 shares worth $20.4M. The stake represents 0.48% of the portfolio and ranks #44 among its holdings.

148 funds tracked by Wall St. Rank hold TRAX as of Q2 2026.

Vestal Point Capital held 1,013,000 shares of First Tracks Biotherapeutics worth $20.4M as of Q2 2026.
First Tracks Biotherapeutics was a new Vestal Point Capital position in Q2 2026.
First Tracks Biotherapeutics made up 0.48% of Vestal Point Capital's portfolio in Q2 2026, its #44 holding.
148 funds tracked by Wall St. Rank held First Tracks Biotherapeutics as of Q2 2026.

Based on Vestal Point Capital's 13F filing for Q2 2026, filed 14 Aug 2026.