DEERFIELD MANAGEMENT COMPANY, L.P.
Q2 2026 13F filing
Updated 27 days ago82 disclosed positions worth $9.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A NUVALENT INC | $2.1B | 17.25M | 22.22% | Unchanged |
| 2 | ? N/A BROOKDALE SR LIVING INC | $585.7M | 306.88M | 6.11% | Unchanged |
| 3 | R RVMDW REVOLUTION MEDICINES INC | $448M | 2.39M | 4.67% | Added(+4.1%) |
| 4 | P PRAX PRAXIS PRECISION MEDICINES I | $322.5M | 963.4K | 3.36% | Unchanged |
| 5 | V VTRS VIATRIS INC | $320.9M | 20.21M | 3.35% | Unchanged |
| 6 | C CNC CENTENE CORP DEL | $314.6M | 4.90M | 3.28% | Trimmed(-17.2%) |
| 7 | ? N/A REVOLUTION MEDICINES INC | $251.7M | 200.00M | 2.63% | — |
| 8 | U UTHR UNITED THERAPEUTICS CORP DEL | $247.6M | 457.0K | 2.58% | Unchanged |
| 9 | ? N/A ARROWHEAD PHARMACEUTICALS IN | $240.5M | 200.00M | 2.51% | Unchanged |
| 10 | L LEGN LEGEND BIOTECH CORP | $235M | 8.14M | 2.45% | Added(+5.8%) |
| 11 | C COGT COGENT BIOSCIENCES INC | $193.7M | 5.01M | 2.02% | Trimmed(-44.6%) |
| 12 | G GNMSF GENMAB A/S | $188.6M | 6.87M | 1.97% | Added(+178.8%) |
| 13 | B BKD BROOKDALE SR LIVING INC | $187.2M | 11.64M | 1.95% | Unchanged |
| 14 | V VERA VERA THERAPEUTICS INC | $168.1M | 3.92M | 1.75% | Added(+5.2%) |
| 15 | I IONS IONIS PHARMACEUTICALS INC | $157M | 1.98M | 1.64% | Unchanged |
| 16 | C CELC CELCUITY INC | $151.8M | 1.45M | 1.58% | Trimmed(-15.3%) |
| 17 | B BCRX BIOCRYST PHARMACEUTICALS INC | $151M | 15.10M | 1.57% | Added(+0.4%) |
| 18 | N NAMSW NEWAMSTERDAM PHARMA COMPANY | $144.5M | 4.26M | 1.51% | Unchanged |
| 19 | A ACHC ACADIA HEALTHCARE COMPANY IN | $133.5M | 4.52M | 1.39% | Unchanged |
| 20 | T TNGX TANGO THERAPEUTICS INC | $131M | 4.19M | 1.37% | Added(+1.1%) |
| 21 | A AHCO ADAPTHEALTH CORP | $119.6M | 11.48M | 1.25% | Unchanged |
| 22 | P PHVS PHARVARIS N V | $116.7M | 3.38M | 1.22% | Added(+8.0%) |
| 23 | C CELC CELCUITY INC | $113.8M | 100.00M | 1.19% | — |
| 24 | A ARWR ARROWHEAD PHARMACEUTICALS IN | $113.2M | 1.39M | 1.18% | Trimmed(-11.7%) |
| 25 | D DNTH DIANTHUS THERAPEUTICS INC | $109.7M | 1.13M | 1.14% | Added(+10.3%) |
| 26 | L LRMR LARIMAR THERAPEUTICS INC | $108.6M | 35.61M | 1.13% | Unchanged |
| 27 | M MLYS MINERALYS THERAPEUTICS INC | $106.8M | 3.96M | 1.11% | — |
| 28 | ? N/A ALIGNMENT HEALTHCARE INC | $103.8M | 61.00M | 1.08% | Unchanged |
| 29 | I IDYA IDEAYA BIOSCIENCES INC | $101.2M | 2.71M | 1.06% | Added(+77.4%) |
| 30 | X XENE XENON PHARMACEUTICALS INC | $97.5M | 1.62M | 1.02% | Unchanged |
| 31 | I IONS IONIS PHARMACEUTICALS INC | $93.1M | 60.00M | 0.97% | Unchanged |
| 32 | S SVRA SAVARA INC | $83.6M | 13.57M | 0.87% | Unchanged |
| 33 | L LNTH LANTHEUS HLDGS INC | $83.5M | 753.0K | 0.87% | Trimmed(-9.1%) |
| 34 | S SNDX SYNDAX PHARMACEUTICALS INC | $82.6M | 3.78M | 0.86% | Unchanged |
| 35 | Z ZBIO ZENAS BIOPHARMA INC | $80.3M | 67.20M | 0.84% | Added(+3.4%) |
| 36 | B BMRN BIOMARIN PHARMACEUTICAL INC | $76.3M | 1.33M | 0.80% | Added(+56.5%) |
| 37 | P PFE PFIZER INC | $73.2M | 3.04M | 0.76% | Unchanged |
| 38 | I INDV INDIVIOR PHARMACEUTICALS INC | $67.7M | 1.65M | 0.71% | Trimmed(-46.8%) |
| 39 | B BIO-B BIO RAD LABS INC | $66.4M | 226.1K | 0.69% | Unchanged |
| 40 | S SVM ARS PHARMACEUTICALS INC | $60.1M | 7.50M | 0.63% | Unchanged |
| 41 | S STOK STOKE THERAPEUTICS INC | $59.7M | 1.82M | 0.62% | Unchanged |
| 42 | G GPCR STRUCTURE THERAPEUTICS INC | $58.3M | 1.09M | 0.61% | Added(+41.4%) |
| 43 | N NVST ENVISTA HOLDINGS CORPORATION | $58.2M | 2.21M | 0.61% | Unchanged |
| 44 | I INSP INSPIRE MED SYS INC | $57.9M | 1.30M | 0.60% | Trimmed(-52.0%) |
| 45 | C CDNA CAREDX INC | $56.9M | 2.00M | 0.59% | Trimmed(-8.8%) |
| 46 | B BSX BOSTON SCIENTIFIC CORP | $56.1M | 1.31M | 0.59% | — |
| 47 | B BLTE BELITE BIO INC | $55M | 357.2K | 0.57% | Added(+17.5%) |
| 48 | P PBLS PARABILIS MEDICINES INC | $51.5M | 1.88M | 0.54% | — |
| 49 | C CERT CERTARA INC | $49.2M | 7.51M | 0.51% | Trimmed(-3.8%) |
| 50 | I IRON DISC MEDICINE INC | $48.1M | 657.0K | 0.50% | Unchanged |