Holders — by stockHoldings — by fund
DEERFIELD MANAGEMENT COMPANY, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001009258
$9.59B
disclosed book value
82
positions
22.2%
largest position share
Positions, as of 2026-06-30
top 82 of 82 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NUVALENT INC | 17.2M | $2.13B | 22.2% |
| 2 | BKD 3.5 10/15/29BROOKDALE SR LIVING INC | 306.9M | $585.7M | 6.1% |
| 3 | RVMDREVOLUTION MEDICINES INC | 2.4M | $448.0M | 4.7% |
| 4 | PRAXPRAXIS PRECISION MEDICINES I | 963,351 | $322.5M | 3.4% |
| 5 | VTRSVIATRIS INC | 20.2M | $320.9M | 3.3% |
| 6 | CNCCENTENE CORP DEL | 4.9M | $314.6M | 3.3% |
| 7 | RVMD 0.5 05/01/33REVOLUTION MEDICINES INC | 200.0M | $251.7M | 2.6% |
| 8 | UTHRUNITED THERAPEUTICS CORP DEL | 457,000 | $247.6M | 2.6% |
| 9 | ARWR 0 01/15/32ARROWHEAD PHARMACEUTICALS IN | 200.0M | $240.5M | 2.5% |
| 10 | LEGNLEGEND BIOTECH CORP | 8.1M | $235.0M | 2.5% |
| 11 | COGTCOGENT BIOSCIENCES INC | 5.0M | $193.7M | 2% |
| 12 | GMABGENMAB A/S | 6.9M | $188.6M | 2% |
| 13 | BKDBROOKDALE SR LIVING INC | 11.6M | $187.2M | 2% |
| 14 | VERAVERA THERAPEUTICS INC | 3.9M | $168.1M | 1.8% |
| 15 | IONSIONIS PHARMACEUTICALS INC | 2.0M | $157.0M | 1.6% |
| 16 | CELCCELCUITY INC | 1.5M | $151.8M | 1.6% |
| 17 | BCRXBIOCRYST PHARMACEUTICALS INC | 15.1M | $151.0M | 1.6% |
| 18 | NAMSNEWAMSTERDAM PHARMA COMPANY | 4.3M | $144.5M | 1.5% |
| 19 | ACHCACADIA HEALTHCARE COMPANY IN | 4.5M | $133.5M | 1.4% |
| 20 | TNGXTANGO THERAPEUTICS INC | 4.2M | $131.0M | 1.4% |
| 21 | AHCOADAPTHEALTH CORP | 11.5M | $119.6M | 1.2% |
| 22 | PHVSPHARVARIS N V | 3.4M | $116.7M | 1.2% |
| 23 | CELC 0.25 08/01/32CELCUITY INC | 100.0M | $113.8M | 1.2% |
| 24 | ARWRARROWHEAD PHARMACEUTICALS IN | 1.4M | $113.2M | 1.2% |
| 25 | DNTHDIANTHUS THERAPEUTICS INC | 1.1M | $109.7M | 1.1% |
| 26 | LRMRLARIMAR THERAPEUTICS INC | 35.6M | $108.6M | 1.1% |
| 27 | MLYSMINERALYS THERAPEUTICS INC | 4.0M | $106.8M | 1.1% |
| 28 | ALHC 4.25 11/15/29ALIGNMENT HEALTHCARE INC | 61.0M | $103.8M | 1.1% |
| 29 | IDYAIDEAYA BIOSCIENCES INC | 2.7M | $101.2M | 1.1% |
| 30 | XENEXENON PHARMACEUTICALS INC | 1.6M | $97.5M | 1% |
| 31 | IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC | 60.0M | $93.1M | 1% |
| 32 | SVRASAVARA INC | 13.6M | $83.6M | 0.9% |
| 33 | LNTHLANTHEUS HLDGS INC | 752,999 | $83.5M | 0.9% |
| 34 | SNDXSYNDAX PHARMACEUTICALS INC | 3.8M | $82.6M | 0.9% |
| 35 | ZBIO 2.5 04/01/32ZENAS BIOPHARMA INC | 67.2M | $80.3M | 0.8% |
| 36 | BMRNBIOMARIN PHARMACEUTICAL INC | 1.3M | $76.3M | 0.8% |
| 37 | PFEPFIZER INC | 3.0M | $73.2M | 0.8% |
| 38 | INDVINDIVIOR PHARMACEUTICALS INC | 1.6M | $67.7M | 0.7% |
| 39 | BIOBIO RAD LABS INC | 226,070 | $66.4M | 0.7% |
| 40 | SPRYARS PHARMACEUTICALS INC | 7.5M | $60.1M | 0.6% |
| 41 | STOKSTOKE THERAPEUTICS INC | 1.8M | $59.7M | 0.6% |
| 42 | GPCRSTRUCTURE THERAPEUTICS INC | 1.1M | $58.3M | 0.6% |
| 43 | NVSTENVISTA HOLDINGS CORPORATION | 2.2M | $58.2M | 0.6% |
| 44 | INSPINSPIRE MED SYS INC | 1.3M | $57.9M | 0.6% |
| 45 | CDNACAREDX INC | 2.0M | $56.9M | 0.6% |
| 46 | BSXBOSTON SCIENTIFIC CORP | 1.3M | $56.1M | 0.6% |
| 47 | BLTEBELITE BIO INC | 357,199 | $55.0M | 0.6% |
| 48 | PBLSPARABILIS MEDICINES INC | 1.9M | $51.5M | 0.5% |
| 49 | CERTCERTARA INC | 7.5M | $49.2M | 0.5% |
| 50 | IRONDISC MEDICINE INC | 657,000 | $48.1M | 0.5% |
| 51 | LIVN 2.5 03/15/29LIVANOVA PLC | 34.3M | $46.5M | 0.5% |
| 52 | BBOTBRIDGEBIO ONCOLOGY THERAPEUT | 4.9M | $37.2M | 0.4% |
| 53 | TYRATYRA BIOSCIENCES INC | 1.0M | $32.5M | 0.3% |
| 54 | MNPRMONOPAR THERAPEUTICS INC | 323,745 | $30.0M | 0.3% |
| 55 | SIONSIONNA THERAPEUTICS INC | 680,916 | $30.0M | 0.3% |
| 56 | IMCR 2.5 02/01/30IMMUNOCORE HLDGS PLC | 30.0M | $27.1M | 0.3% |
| 57 | AVLNAVALYN PHARMACEUTICALS INC | 731,000 | $24.1M | 0.3% |
| 58 | FHTXFOGHORN THERAPEUTICS INC | 4.4M | $21.4M | 0.2% |
| 59 | BBNXBETA BIONICS INC | 1.3M | $20.7M | 0.2% |
| 60 | ALNYALNYLAM PHARMACEUTICALS INC | 67,935 | $20.5M | 0.2% |
| 61 | DRUGBRIGHT MINDS BIOSCIENCES INC | 283,000 | $19.9M | 0.2% |
| 62 | ODTXODYSSEY THERAPEUTICS INC | 1.0M | $19.6M | 0.2% |
| 63 | STLNTHE ONCOLOGY INSTITUTE INC | 3.4M | $18.2M | 0.2% |
| 64 | KYTXKYVERNA THERAPEUTICS INC | 2.0M | $17.8M | 0.2% |
| 65 | ALMRALAMAR BIOSCIENCES INC | 600,000 | $16.3M | 0.2% |
| 66 | CHECHEMED CORP NEW | 30,000 | $14.0M | 0.1% |
| 67 | SGPSPYGLASS PHARMA INC | 550,000 | $12.2M | 0.1% |
| 68 | NEO 0.25 01/15/28NEOGENOMICS INC | 13.0M | $12.2M | 0.1% |
| 69 | ADAGADAGENE INC | 2.7M | $11.2M | 0.1% |
| 70 | COAGHEMAB THERAPEUTICS HLDGS INC | 275,000 | $10.1M | 0.1% |
| 71 | MOBIMOBIA MED INC | 670,752 | $9.0M | 0.1% |
| 72 | EMBCEMBECTA CORP | 2.5M | $8.3M | 0.1% |
| 73 | VCYTVERACYTE INC | 101,000 | $5.9M | 0.1% |
| 74 | ANNXANNEXON INC | 583,913 | $3.3M | 0% |
| 75 | ALECALECTOR INC | 1.1M | $2.1M | 0% |
| 76 | NAMSWNEWAMSTERDAM PHARMA COMPANY | 92,787 | $2.0M | 0% |
| 77 | EWEDWARDS LIFESCIENCES CORP | 13,702 | $1.2M | 0% |
| 78 | MIRMMIRUM PHARMACEUTICALS INC | 6,027 | $705,581 | 0% |
| 79 | HUMHUMANA INC | 917 | $364,251 | 0% |
| 80 | STLNWTHE ONCOLOGY INSTITUTE INC | 1.3M | $51,000 | 0% |
| 81 | PMVPPMV PHARMACEUTICALS INC | 8,790 | $11,779 | 0% |
| 82 | SURROZEN INC | 166,666 | $2,750 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.