Funds › Deerfield Management Company, L.P.
Deerfield Management Company, L.P.
13F for Q2 2026, filed Aug 14, 2026. 72 positions worth $9.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$9.6B
+$1.1B (13.1%) vs Q1 2026
Positions
72
73 in Q1 2026
Top 10 share
47.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Nuvalent Inc | 17.25M | $2.1B | 22.2% | Unchanged | 13F ↗ |
| 2 | RVMD Revolution Medicines, Inc. | 2.39M | $448.0M | 4.7% | +4.1% | 13F ↗ |
| 3 | PRAX Praxis Precision Medicines, Inc. | 963,351 | $322.5M | 3.4% | Unchanged | 13F ↗ |
| 4 | VTRS Viatris Inc. | 20.21M | $320.9M | 3.3% | Unchanged | 13F ↗ |
| 5 | CNC Centene Corporation | 4.90M | $314.6M | 3.3% | -17.2% | 13F ↗ |
| 6 | UTHR United Therapeutics Corporation | 457,000 | $247.6M | 2.6% | Unchanged | 13F ↗ |
| 7 | LEGN Legend Biotech Corporation · ADR | 8.14M | $235.0M | 2.5% | +5.9% | 13F ↗ |
| 8 | COGT Cogent Biosciences, Inc. | 5.01M | $193.7M | 2.0% | -44.6% | 13F ↗ |
| 9 | GMAB Genmab A/S · ADR | 6.87M | $188.6M | 2.0% | +179% | 13F ↗ |
| 10 | BKD Brookdale Senior Living Inc. | 11.64M | $187.2M | 2.0% | Unchanged | 13F ↗ |
| 11 | VERA Vera Therapeutics, Inc. | 3.92M | $168.1M | 1.8% | +5.2% | 13F ↗ |
| 12 | IONS Ionis Pharmaceuticals, Inc. | 1.98M | $157.0M | 1.6% | Unchanged | 13F ↗ |
| 13 | CELC Celcuity Inc. | 1.45M | $151.8M | 1.6% | -15.3% | 13F ↗ |
| 14 | BCRX BioCryst Pharmaceuticals, Inc. | 15.10M | $151.0M | 1.6% | +0.4% | 13F ↗ |
| 15 | NAMS NewAmsterdam Pharma Company N.V. | 4.26M | $144.5M | 1.5% | Unchanged | 13F ↗ |
| 16 | ACHC Acadia Healthcare Company, Inc. | 4.52M | $133.5M | 1.4% | Unchanged | 13F ↗ |
| 17 | TNGX Tango Therapeutics, Inc. | 4.19M | $131.0M | 1.4% | +1.1% | 13F ↗ |
| 18 | AHCO AdaptHealth Corp. | 11.48M | $119.6M | 1.2% | Unchanged | 13F ↗ |
| 19 | PHVS Pharvaris N.V. | 3.38M | $116.7M | 1.2% | +8.0% | 13F ↗ |
| 20 | ARWR Arrowhead Pharmaceuticals, Inc. | 1.39M | $113.2M | 1.2% | -11.7% | 13F ↗ |
| 21 | DNTH Dianthus Therapeutics, Inc. | 1.13M | $109.7M | 1.1% | +10.3% | 13F ↗ |
| 22 | LRMR Larimar Therapeutics, Inc. | 35.61M | $108.6M | 1.1% | Unchanged | 13F ↗ |
| 23 | MLYS Mineralys Therapeutics, Inc. | 3.96M | $106.8M | 1.1% | New | 13F ↗ |
| 24 | IDYA IDEAYA Biosciences, Inc. | 2.71M | $101.2M | 1.1% | +77.4% | 13F ↗ |
| 25 | XENE Xenon Pharmaceuticals Inc. | 1.62M | $97.5M | 1.0% | Unchanged | 13F ↗ |
| 26 | SVRA Savara, Inc. | 13.57M | $83.6M | 0.9% | Unchanged | 13F ↗ |
| 27 | LNTH Lantheus Holdings, Inc. · Commonstock | 752,999 | $83.5M | 0.9% | -9.1% | 13F ↗ |
| 28 | SNDX Syndax Pharmaceuticals, Inc. | 3.78M | $82.6M | 0.9% | Unchanged | 13F ↗ |
| 29 | BMRN BioMarin Pharmaceutical Inc. | 1.33M | $76.3M | 0.8% | +56.5% | 13F ↗ |
| 30 | PFE Pfizer, Inc. | 3.04M | $73.2M | 0.8% | Unchanged | 13F ↗ |
| 31 | INDV Supernus, Inc. | 1.65M | $67.7M | 0.7% | -46.8% | 13F ↗ |
| 32 | BIO Bio-Rad Laboratories, Inc. Class A | 226,070 | $66.4M | 0.7% | Unchanged | 13F ↗ |
| 33 | SPRY ARS Pharmaceuticals, Inc. | 7.50M | $60.1M | 0.6% | Unchanged | 13F ↗ |
| 34 | STOK Stoke Therapeutics, Inc. | 1.82M | $59.7M | 0.6% | Unchanged | 13F ↗ |
| 35 | GPCR Structure Therapeutics Inc. | 1.09M | $58.3M | 0.6% | +41.4% | 13F ↗ |
| 36 | NVST Envista Holdings Corporation | 2.21M | $58.2M | 0.6% | Unchanged | 13F ↗ |
| 37 | INSP Inspire Medical Systems, Inc. | 1.30M | $57.9M | 0.6% | -52.0% | 13F ↗ |
| 38 | CDNA CareDx, Inc. | 2.00M | $56.9M | 0.6% | -8.8% | 13F ↗ |
| 39 | BSX Boston Scientific Corporation | 1.31M | $56.1M | 0.6% | New | 13F ↗ |
| 40 | BLTE Belite Bio, Inc | 357,199 | $55.0M | 0.6% | +17.5% | 13F ↗ |
| 41 | PBLS Parabilis Medicines, Inc. | 1.88M | $51.5M | 0.5% | New | 13F ↗ |
| 42 | CERT Certara, Inc. | 7.51M | $49.2M | 0.5% | -3.8% | 13F ↗ |
| 43 | IRON Disc Medicine, Inc. | 657,000 | $48.1M | 0.5% | Unchanged | 13F ↗ |
| 44 | BBOT BridgeBio Oncology Therapeutics, Inc. | 4.89M | $37.2M | 0.4% | Unchanged | 13F ↗ |
| 45 | TYRA Tyra Biosciences, Inc. | 1.02M | $32.5M | 0.3% | +85.2% | 13F ↗ |
| 46 | MNPR Monopar Therapeutics Inc. | 323,745 | $30.0M | 0.3% | Unchanged | 13F ↗ |
| 47 | SION Sionna Therapeutics, Inc. | 680,916 | $30.0M | 0.3% | -29.8% | 13F ↗ |
| 48 | AVLN Avalyn Pharma Inc. | 731,000 | $24.1M | 0.3% | New | 13F ↗ |
| 49 | FHTX Foghorn Therapeutics Inc. | 4.39M | $21.4M | 0.2% | Unchanged | 13F ↗ |
| 50 | BBNX Beta Bionics, Inc. | 1.32M | $20.7M | 0.2% | Unchanged | 13F ↗ |
Showing the top 50 of 72 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
11 new, 13 added to, 11 trimmed, 12 exited, 37 unchanged. By estimated dollars.
New positions (11)
| MLYS Mineralys Therapeutics, Inc. | 3.96M | New | $106.8M |
| BSX Boston Scientific Corporation | 1.31M | New | $56.1M |
| PBLS Parabilis Medicines, Inc. | 1.88M | New | $51.5M |
| AVLN Avalyn Pharma Inc. | 731,000 | New | $24.1M |
| ODTX Odyssey Therapeutics, Inc. | 1.05M | New | $19.6M |
| ALMR Alamar Biosciences, Inc. | 600,000 | New | $16.3M |
| CHE Chemed Corp | 30,000 | New | $14.0M |
| ADAG Adagene Inc. | 2.67M | New | $11.2M |
| COAG Hemab Therapeutics Holdings, Inc. | 275,000 | New | $10.1M |
| MOBI Mobia Medical, Inc. | 670,752 | New | $9.0M |
Added to (13)
| GMAB Genmab A/S · ADR | 6.87M | +179% | $121.0M |
| IDYA IDEAYA Biosciences, Inc. | 2.71M | +77.4% | $44.1M |
| BMRN BioMarin Pharmaceutical Inc. | 1.33M | +56.5% | $27.5M |
| RVMD Revolution Medicines, Inc. | 2.39M | +4.1% | $17.8M |
| GPCR Structure Therapeutics Inc. | 1.09M | +41.4% | $17.1M |
| TYRA Tyra Biosciences, Inc. | 1.02M | +85.2% | $14.9M |
| LEGN Legend Biotech Corporation · ADR | 8.14M | +5.9% | $13.0M |
| DNTH Dianthus Therapeutics, Inc. | 1.13M | +10.3% | $10.3M |
| PHVS Pharvaris N.V. | 3.38M | +8.0% | $8.6M |
| VERA Vera Therapeutics, Inc. | 3.92M | +5.2% | $8.3M |
Trimmed (11)
| COGT Cogent Biosciences, Inc. | 5.01M | -44.6% | -$156.3M |
| CNC Centene Corporation | 4.90M | -17.2% | -$65.2M |
| INSP Inspire Medical Systems, Inc. | 1.30M | -52.0% | -$62.7M |
| INDV Supernus, Inc. | 1.65M | -46.8% | -$59.4M |
| VCYT Veracyte, Inc. | 101,000 | -86.1% | -$36.7M |
| CELC Celcuity Inc. | 1.45M | -15.3% | -$27.5M |
| ARWR Arrowhead Pharmaceuticals, Inc. | 1.39M | -11.7% | -$15.0M |
| SION Sionna Therapeutics, Inc. | 680,916 | -29.8% | -$12.7M |
| LNTH Lantheus Holdings, Inc. · Commonstock | 752,999 | -9.1% | -$8.3M |
| CDNA CareDx, Inc. | 2.00M | -8.8% | -$5.5M |
Exited (12)
| Catalyst Pharmaceuticals Inc | 3.94M | Exited | -$97.6M |
| NBIX Neurocrine Biosciences, Inc. | 610,000 | Exited | -$80.4M |
| Day One Biopharmaceuticals Inc | 3.72M | Exited | -$79.8M |
| Enhabit Inc | 4.75M | Exited | -$66.9M |
| KYMR Kymera Therapeutics, Inc. | 561,170 | Exited | -$46.7M |
| CMPX Compass Therapeutics, Inc. | 3.61M | Exited | -$19.1M |
| TSHA Taysha Gene Therapies, Inc. | 2.72M | Exited | -$12.2M |
| CGEM Cullinan Therapeutics, Inc. | 386,169 | Exited | -$5.5M |
| Biomx Inc | 131,272 | Exited | -$492.8K |
| MANE Veradermics, Incorporated | 5,000 | Exited | -$315.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer