Institutions / Deerfield Management Company, L.P.

Deerfield Management Company, L.P.

CIK 1009258 · Institution · as of Mar 31, 2026
Portfolio value
$6.71B
Positions
81
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$6.71B+10.6%
$6.71B$6.39B$6.07BQ4 '25Q1 '26

Positions

81-45.3%
14811581Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 81 →
CompanyClassValueShares% of portfolio
Brookdale Sr Living Inc—$505.44M306,885,0007.5%
Cogent Biosciences, Inc.—$348.10M9,043,9035.2%
Praxis Precision Medicines, Inc.—$310.38M963,3514.6%
Viatris Inc—$272.99M20,206,1704.1%
United Therapeutics Corp—$270.99M457,0004.0%
Revolution Medicines, Inc.—$223.38M2,297,0003.3%
Mirum Pharmaceuticals Inc—$209.44M70,000,0003.1%
Arrowhead Pharmaceuticals in—$207.18M200,000,0003.1%
Celcuity Inc.CELCCommon Stock$195.64M1,714,0002.9%
Centene Corp—$193.73M5,917,0912.9%
Larimar Therapeutics, Inc.—$160.23M35,606,9742.4%
Brookdale Senior Living Inc.—$159.19M11,637,0322.4%
Vera Therapeutics, Inc.—$149.74M3,722,1002.2%
Ionis Pharmaceuticals Inc—$148.65M1,979,6692.2%
Biocryst Pharmaceuticals Inc—$143.16M15,038,0002.1%
Inspire Medical Systems, Inc.—$139.43M2,703,2382.1%
Legend Biotech CorpLEGNADR$139.07M7,687,6382.1%
AdaptHealth Corp.—$136.58M11,477,7302.0%
Newamsterdam Pharma Company—$136.52M4,264,7892.0%
Acadia Healthcare Company, Inc.—$105.72M4,520,0001.6%
Arrowhead Pharmaceuticals, Inc.—$98.65M1,573,2971.5%
Catalyst Pharmaceuticals, Inc.—$97.64M3,943,6001.5%
Indivior Pharmaceuticals, Inc.—$94.42M3,097,7901.4%
Xenon Pharmaceuticals Inc.—$93.95M1,615,6961.4%
Ionis Pharmaceuticals Inc—$90.61M60,000,0001.4%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
ExitG4766E116
Common stock
$-121.74M-3.4M
-100.00%
0
high
Q1 2026
as of
NewIndivior Pharmaceuticals, Inc.
Common stock
$94.42M+3.1M
3,097,790
1.41% of portfolio
high
Q1 2026
as of
NewSyndax Pharmaceuticals Inc
Common stock
$88.30M+3.8M
3,779,900
1.32% of portfolio
high
Q1 2026
as of
NewDianthus Therapeutics, Inc.
Common stock
$85.58M+1.0M
1,019,813
1.28% of portfolio
high
Q1 2026
as of
NewPfizer Inc
Common stock
$85.36M+3.0M
3,040,000
1.27% of portfolio
high
Q1 2026
as of
TrimNeurocrine Biosciences Inc
Common stock
$-75.66M-574K
-48.49%
610,000
1.20% of portfolio
high
Q1 2026
as of
New372303206
Common stock
$66.06M+2.5M
2,462,000
0.98% of portfolio
high
Q1 2026
as of
AddXenon Pharmaceuticals Inc.
Common stock
$62.43M+1.1M
+198.09%
1,615,696
1.40% of portfolio
high
Q1 2026
as of
AddInspire Medical Systems, Inc.
Common stock
$61.76M+1.2M
+79.51%
2,703,238
2.08% of portfolio
high
Q1 2026
as of
TrimRevolution Medicines, Inc.
Common stock
$-58.12M-598K
-20.65%
2,297,000
3.33% of portfolio
high