13FBOX
DEERFIELD MANAGEMENT COMPANY, L.P. · 13F Holdings
Options Calculator Rankings

DEERFIELD MANAGEMENT COMPANY, L.P.

No.609 Data as of 2026Q2
Latest AUM (Q2 2026)
$9.59B
QoQ Change Q1 2026
+$1.11B+13.1%
Holdings
82
New Buys
13
Adds
14
Reduces
12
Exits
13
Unchanged
43
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NNUVALENT INCNUVL
22.22%20.85%$2.13B17.2M$1.77B17.2M00.00%Unchanged
BBROOKDALE SR LIVING INCBKD
6.11%5.96%$585.7M306.9M$505.4M306.9M00.00%Unchanged
RREVOLUTION MEDICINES INC COMRVMD
4.67%2.64%$448.0M2.4M$223.4M2.3M+95,000+4.14%Add
PRAXIS PRECISION MEDICINES IPRAX
3.36%3.66%$322.5M963,351$310.4M963,35100.00%Unchanged
VIATRIS INCVTRS
3.35%3.22%$320.9M20.2M$273.0M20.2M00.00%Unchanged
CENTENE CORP DEL COMCNC
3.28%2.29%$314.6M4.9M$193.7M5.9M-1.0M-17.17%Reduce
RREVOLUTION MEDICINES INCRVMD
2.63%$251.7M200.0M$00+200.0MNew Buy
UNITED THERAPEUTICS CORP DELUTHR
2.58%3.2%$247.6M457,000$271.0M457,00000.00%Unchanged
AArrowhead Pharmaceuticals IncARWR
2.51%2.44%$240.5M200.0M$207.2M200.0M00.00%Unchanged
LLEGEND BIOTECH CORPLEGN
2.45%1.64%$235.0M8.1M$139.1M7.7M+450,000+5.85%Add
COGENT BIOSCIENCES INCCOGT
2.02%4.11%$193.7M5.0M$348.1M9.0M-4.0M-44.65%Reduce
GGENMAB A/S SPONSORED ADSGMAB
1.97%0.78%$188.6M6.9M$66.1M2.5M+4.4M+178.84%Add
BBROOKDALE SR LIVING INCBKD
1.95%1.88%$187.2M11.6M$159.2M11.6M00.00%Unchanged
VVERA THERAPEUTICS INCVERA
1.75%1.77%$168.1M3.9M$149.7M3.7M+194,300+5.22%Add
IONIS PHARMACEUTICALS INCIONS
1.64%1.75%$157.0M2.0M$148.7M2.0M00.00%Unchanged
CELCUITY INCCELC
1.58%2.31%$151.8M1.5M$195.6M1.7M-262,986-15.34%Reduce
BIOCRYST PHARMACEUTICALS INCBCRX
1.57%1.69%$151.0M15.1M$143.2M15.0M+58,403+0.39%Add
NNEWAMSTERDAM PHARMA COMPANYNAMS
1.51%1.61%$144.5M4.3M$136.5M4.3M00.00%Unchanged
ACADIA HEALTHCARE COMPANY INACHC
1.39%1.25%$133.5M4.5M$105.7M4.5M00.00%Unchanged
TTANGO THERAPEUTICS INCTNGX
1.37%1.02%$131.0M4.2M$86.8M4.1M+43,798+1.06%Add
AADAPTHEALTH CORPAHCO
1.25%1.61%$119.6M11.5M$136.6M11.5M00.00%Unchanged
PHARVARIS N VPHVS
1.22%1.04%$116.7M3.4M$88.3M3.1M+250,000+8.00%Add
CCelcuity IncCELC
1.19%$113.8M100.0M$00+100.0MNew Buy
ARROWHEAD PHARMACEUTICALS INARWR
1.18%1.16%$113.2M1.4M$98.6M1.6M-184,242-11.71%Reduce
DDIANTHUS THERAPEUTICS INCDNTH
1.14%1.01%$109.7M1.1M$85.6M1.0M+105,500+10.35%Add
LLARIMAR THERAPEUTICS INC COMLRMR
1.13%1.89%$108.6M35.6M$160.2M35.6M00.00%Unchanged
MINERALYS THERAPEUTICS INCMLYS
1.11%$106.8M4.0M$00+4.0MNew Buy
AALIGNMENT HEALTHCARE INCALHC
1.08%1.01%$103.8M61.0M$85.9M61.0M00.00%Unchanged
IDEAYA BIOSCIENCES INCIDYA
1.06%0.6%$101.2M2.7M$51.0M1.5M+1.2M+77.42%Add
XENON PHARMACEUTICALS INCXENE
1.02%1.11%$97.5M1.6M$94.0M1.6M00.00%Unchanged
Ionis Pharmaceuticals IncIONS
0.97%1.07%$93.1M60.0M$90.6M60.0M00.00%Unchanged
SSAVARA INCSVRA
0.87%0.87%$83.6M13.6M$74.1M13.6M00.00%Unchanged
LANTHEUS HLDGS INCLNTH
0.87%0.74%$83.5M752,999$62.8M827,999-75,000-9.06%Reduce
SYNDAX PHARMACEUTICALS INCSNDX
0.86%1.04%$82.6M3.8M$88.3M3.8M00.00%Unchanged
ZZENAS BIOPHARMA INCZBIO
0.84%0.79%$80.3M67.2M$67.3M65.0M+2.2M+3.38%Add
BIOMARIN PHARMACEUTICAL INCBMRN
0.8%0.57%$76.3M1.3M$48.1M851,556+481,280+56.52%Add
PFIZER INCPFE
0.76%1.01%$73.2M3.0M$85.4M3.0M00.00%Unchanged
IINDIVIOR PHARMACEUTICALS INCINDV
0.71%1.11%$67.7M1.6M$94.4M3.1M-1.4M-46.77%Reduce
BBIO RAD LABS INCBIO
0.69%0.74%$66.4M226,070$63.0M226,07000.00%Unchanged
AARS PHARMACEUTICALS INCSPRY
0.63%0.71%$60.1M7.5M$60.3M7.5M00.00%Unchanged
STOKE THERAPEUTICS INCSTOK
0.62%0.7%$59.7M1.8M$59.4M1.8M00.00%Unchanged
STRUCTURE THERAPEUTICS INCGPCR
0.61%0.44%$58.3M1.1M$37.0M767,993+318,007+41.41%Add
ENVISTA HOLDINGS CORPORATIONNVST
0.61%0.66%$58.2M2.2M$56.1M2.2M00.00%Unchanged
IINSPIRE MED SYS INCINSP
0.6%1.64%$57.9M1.3M$139.4M2.7M-1.4M-52.03%Reduce
CCAREDX INCCDNA
0.59%0.45%$56.9M2.0M$38.0M2.2M-193,382-8.83%Reduce
BOSTON SCIENTIFIC CORP COMBSX
0.59%$56.1M1.3M$00+1.3MNew Buy
BELITE BIO INCBLTE
0.57%0.57%$55.0M357,199$48.5M304,013+53,186+17.49%Add
PPARABILIS MEDICINES INCPBLS
0.54%$51.5M1.9M$00+1.9MNew Buy
CCERTARA INCCERT
0.51%0.53%$49.2M7.5M$44.5M7.8M-295,677-3.79%Reduce
DISC MEDICINE INCIRON
0.5%0.5%$48.1M657,000$42.0M657,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

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