Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DEERFIELD MANAGEMENT COMPANY, L.P. (CIK 1009258) reported $8.48B across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NUVL ($1.77B, 20.85%), BKDT ($505.4M, 5.96%), COGT ($348.1M, 4.11%), PRAX ($310.4M, 3.66%), VTRS ($273.0M, 3.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NUVL | NUVALENT INC | $1.77B | 20.85% | 17.2M | Hold |
| 2 | BKDT | BROOKDALE SR LIVING INC | $505.4M | 5.96% | 306.9M | Hold |
| 3 | COGT | COGENT BIOSCIENCES INC | $348.1M | 4.11% | 9.0M | Hold |
| 4 | PRAX | PRAXIS PRECISION MEDICINES I | $310.4M | 3.66% | 963,351 | Added |
| 5 | VTRS | VIATRIS INC | $273.0M | 3.22% | 20.2M | Hold |
| 6 | UTHR | UNITED THERAPEUTICS CORP DEL | $271.0M | 3.20% | 457,000 | Added |
| 7 | RVMD | REVOLUTION MEDICINES INC | $223.4M | 2.64% | 2.3M | Trimmed |
| 8 | MIRM | MIRUM PHARMACEUTICALS INC | $209.4M | 2.47% | 70.0M | Hold |
| 9 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $207.2M | 2.44% | 200.0M | New |
| 10 | CELC | CELCUITY INC | $195.6M | 2.31% | 1.7M | Hold |
| 11 | CNC | CENTENE CORP DEL | $193.7M | 2.29% | 5.9M | Trimmed |
| 12 | LRMR | LARIMAR THERAPEUTICS INC | $160.2M | 1.89% | 35.6M | Added |
| 13 | BKD | BROOKDALE SR LIVING INC | $159.2M | 1.88% | 11.6M | Hold |
| 14 | VERA | VERA THERAPEUTICS INC | $149.7M | 1.77% | 3.7M | Trimmed |
| 15 | IONS | IONIS PHARMACEUTICALS INC | $148.7M | 1.75% | 2.0M | Hold |
| 16 | BCRX | BIOCRYST PHARMACEUTICALS INC | $143.2M | 1.69% | 15.0M | Added |
| 17 | LEGN | LEGEND BIOTECH CORP | $139.1M | 1.64% | 7.7M | Added |
| 18 | INSP | INSPIRE MED SYS INC | $139.4M | 1.64% | 2.7M | Added |
| 19 | AHCO | ADAPTHEALTH CORP | $136.6M | 1.61% | 11.5M | Hold |
| 20 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $136.5M | 1.61% | 4.3M | Added |
| 21 | ACHC | ACADIA HEALTHCARE COMPANY IN | $105.7M | 1.25% | 4.5M | Hold |
| 22 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $98.6M | 1.16% | 1.6M | Trimmed |
| 23 | CPRX | CATALYST PHARMACEUTICALS INC | $97.6M | 1.15% | 3.9M | Trimmed |
| 24 | INDIVIOR PHARMACEUTICALS INC | $94.4M | 1.11% | 3.1M | New | |
| 25 | XENE | XENON PHARMACEUTICALS INC | $94.0M | 1.11% | 1.6M | Added |
Source: SEC Form 13F filings · as of 2026-03-31