DEERFIELD MANAGEMENT COMPANY, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BROOKDALE SR LIVING INC(BKD) | 0 | 0 | 0 | 0 | 505,441,129 | 5.96% | +505,441,129 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 0 | 0 | 0 | 0 | 209,440,280 | 2.47% | +209,440,280 |
| ARROWHEAD PHARMACEUTICALS IN(ARWR) | 0 | 0 | 0 | 0 | 207,181,800 | 2.44% | +207,181,800 |
| INDIVIOR PHARMACEUTICALS INC(INDV) | 0 | 3,097,790 | +3,097,790 | 0 | 94,420,639 | 1.11% | +94,420,639 |
| IONIS PHARMACEUTICALS INC(IONS) | 0 | 0 | 0 | 0 | 90,613,860 | 1.07% | +90,613,860 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 0 | 3,779,900 | +3,779,900 | 0 | 88,298,464 | 1.04% | +88,298,464 |
| ALIGNMENT HEALTHCARE INC(ALHC) | 0 | 0 | 0 | 0 | 85,858,720 | 1.01% | +85,858,720 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 0 | 1,019,813 | +1,019,813 | 0 | 85,582,707 | 1.01% | +85,582,707 |
| PFIZER INC(PFE) | 0 | 3,040,000 | +3,040,000 | 0 | 85,363,200 | 1.01% | +85,363,200 |
| XENON PHARMACEUTICALS INC(XENE) | 0 | 1,615,696 | +1,615,696 | 0 | 93,952,722 | 1.11% | +93,952,722 |
| ZENAS BIOPHARMA INC(ZBIO) | 0 | 0 | 0 | 0 | 67,252,900 | 0.79% | +67,252,900 |
| NEOGENOMICS INC(NEO) | 0 | 0 | 0 | 0 | 66,653,778 | 0.79% | +66,653,778 |
| GENMAB A/S(GMAB) | 0 | 2,462,000 | +2,462,000 | 0 | 66,055,460 | 0.78% | +66,055,460 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 0 | 457,000 | +457,000 | 0 | 270,991,860 | 3.20% | +270,991,860 |
| TANGO THERAPEUTICS INC(TNGX) | 0 | 4,146,813 | +4,146,813 | 0 | 86,751,328 | 1.02% | +86,751,328 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 0 | 851,556 | +851,556 | 0 | 48,104,398 | 0.57% | +48,104,398 |
| DAY ONE BIOPHARMACEUTICALS I | 0 | 3,723,131 | +3,723,131 | 0 | 79,823,929 | 0.94% | +79,823,929 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 0 | 963,351 | +963,351 | 0 | 310,382,059 | 3.66% | +310,382,059 |
| LARIMAR THERAPEUTICS INC | 0 | 35,606,974 | +35,606,974 | 0 | 160,231,383 | 1.89% | +160,231,383 |
| ACADIA HEALTHCARE COMPANY IN(ACHC) | 0 | 4,520,000 | +4,520,000 | 0 | 105,722,800 | 1.25% | +105,722,800 |
| LIVANOVA PLC(LIVN) | 0 | 0 | 0 | 0 | 40,033,281 | 0.47% | +40,033,281 |
| BROOKDALE SR LIVING INC(BKD) | 0 | 11,637,032 | +11,637,032 | 0 | 159,194,598 | 1.88% | +159,194,598 |
| NUVALENT INC(NUVL) | 0 | 17,248,450 | +17,248,450 | 0 | 1,767,103,703 | 20.85% | +1,767,103,703 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 0 | 15,038,000 | +15,038,000 | 0 | 143,161,760 | 1.69% | +143,161,760 |
| IMMUNOCORE HLDGS PLC(IMCR) | 0 | 0 | 0 | 0 | 27,025,200 | 0.32% | +27,025,200 |
| COGENT BIOSCIENCES INC(COGT) | 0 | 9,043,903 | +9,043,903 | 0 | 348,099,826 | 4.11% | +348,099,826 |
| CELCUITY INC(CELC) | 0 | 1,714,000 | +1,714,000 | 0 | 195,635,960 | 2.31% | +195,635,960 |
| ENHABIT INC | 0 | 4,747,746 | +4,747,746 | 0 | 66,895,741 | 0.79% | +66,895,741 |
| ADAPTHEALTH CORP(AHCO) | 0 | 11,477,730 | +11,477,730 | 0 | 136,584,987 | 1.61% | +136,584,987 |
| VIATRIS INC(VTRS) | 0 | 20,206,170 | +20,206,170 | 0 | 272,985,357 | 3.22% | +272,985,357 |
| TYRA BIOSCIENCES INC(TYRA) | 0 | 549,000 | +549,000 | 0 | 21,026,700 | 0.25% | +21,026,700 |
| BRIGHT MINDS BIOSCIENCES INC | 0 | 283,000 | +283,000 | 0 | 20,650,510 | 0.24% | +20,650,510 |
| SPYGLASS PHARMA INC | 0 | 550,000 | +550,000 | 0 | 14,250,500 | 0.17% | +14,250,500 |
| BELITE BIO INC(BLTE) | 0 | 304,013 | +304,013 | 0 | 48,471,833 | 0.57% | +48,471,833 |
| LEGEND BIOTECH CORP(LEGN) | 0 | 7,687,638 | +7,687,638 | 0 | 139,069,371 | 1.64% | +139,069,371 |
| LANTHEUS HLDGS INC(LNTH) | 0 | 827,999 | +827,999 | 0 | 62,803,724 | 0.74% | +62,803,724 |
| MONOPAR THERAPEUTICS INC | 0 | 323,745 | +323,745 | 0 | 17,737,989 | 0.21% | +17,737,989 |
| ENVISTA HOLDINGS CORPORATION(NVST) | 0 | 2,210,100 | +2,210,100 | 0 | 56,070,237 | 0.66% | +56,070,237 |
| KYMERA THERAPEUTICS INC(KYMR) | 0 | 561,170 | +561,170 | 0 | 46,739,849 | 0.55% | +46,739,849 |
| PHARVARIS N V | 0 | 3,126,042 | +3,126,042 | 0 | 88,310,687 | 1.04% | +88,310,687 |
| STOKE THERAPEUTICS INC(STOK) | 0 | 1,823,500 | +1,823,500 | 0 | 59,373,160 | 0.70% | +59,373,160 |
| CULLINAN THERAPEUTICS INC | 0 | 386,169 | +386,169 | 0 | 5,487,461 | 0.06% | +5,487,461 |
| DISC MEDICINE INC(IRON) | 0 | 657,000 | +657,000 | 0 | 42,008,580 | 0.50% | +42,008,580 |
| FOGHORN THERAPEUTICS INC | 0 | 4,394,367 | +4,394,367 | 0 | 21,005,074 | 0.25% | +21,005,074 |
| ALECTOR INC | 0 | 1,055,192 | +1,055,192 | 0 | 2,268,663 | 0.03% | +2,268,663 |
| INSPIRE MED SYS INC(INSP) | 0 | 2,703,238 | +2,703,238 | 0 | 139,433,016 | 1.64% | +139,433,016 |
| VERADERMICS INC(MANE) | 0 | 5,000 | +5,000 | 0 | 315,750 | 0.00% | +315,750 |
| ANNEXON INC | 0 | 583,913 | +583,913 | 0 | 3,234,878 | 0.04% | +3,234,878 |
| BIOMX INC | 0 | 131,272 | +131,272 | 0 | 492,795 | 0.01% | +492,795 |
| PMV PHARMACEUTICALS INC | 0 | 8,790 | +8,790 | 0 | 10,900 | 0.00% | +10,900 |
| SURROZEN INC | 0 | 166,666 | +166,666 | 0 | 2,667 | 0.00% | +2,667 |
| MYRIAD GENETICS INC | 0 | 505 | +505 | 0 | 2,273 | 0.00% | +2,273 |
| BUTTERFLY NETWORK INC(BFLY) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| QUANTUM SI INC | 0 | 333,333 | +333,333 | 0 | 36,200 | 0.00% | +36,200 |
| NUVATION BIO INC(NUVB) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| EDWARDS LIFESCIENCES CORP | 0 | 13,702 | +13,702 | 0 | 1,097,256 | 0.01% | +1,097,256 |
| HUMANA INC(HUM) | 0 | 917 | +917 | 0 | 158,999 | 0.00% | +158,999 |
| THE ONCOLOGY INSTITUTE INC | 0 | 1,250,000 | +1,250,000 | 0 | 54,750 | 0.00% | +54,750 |
| ABEONA THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NATIONAL VISION HLDGS INC(EYE) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| INTUITIVE SURGICAL INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NEWAMSTERDAM PHARMA COMPANY | 0 | 92,787 | +92,787 | 0 | 1,859,451 | 0.02% | +1,859,451 |
| COMPASS THERAPEUTICS INC | 0 | 3,606,000 | +3,606,000 | 0 | 19,075,740 | 0.23% | +19,075,740 |
| BELLRING BRANDS INC(BRBR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| STERIS PLC(STE) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| REPLIGEN CORP(RGEN) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AMPHASTAR PHARMACEUTICALS IN | 0 | 0 | 0 | 0 | 0 | — | 0 |
| HEALTHCARE SVCS GROUP INC(HCSG) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| XERIS BIOPHARMA HOLDINGS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| HARROW INC(HROW) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ABBVIE INC(ABBV) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| INTEGRA LIFESCIENCES HLDGS C(IART) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| RXSIGHT INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TANDEM DIABETES CARE INC(TNDM) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SCHRODINGER INC(SDGR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| COOPER COS INC(COO) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ZOETIS INC(ZTS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ARVINAS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AZENTA INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| REVVITY INC(RVTY) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SIONNA THERAPEUTICS INC(SION) | 0 | 970,590 | +970,590 | 0 | 38,910,953 | 0.46% | +38,910,953 |
| INTEGER HLDGS CORP(ITGR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MIMEDX GROUP INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| KENVUE INC(KVUE) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| UFP TECHNOLOGIES INC(UFPT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| STAAR SURGICAL CO(STAA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ALPHATEC HLDGS INC(ATEC) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| STRYKER CORPORATION(SYK) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MAXIMUS INC(MMS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ABBOTT LABS | 0 | 0 | 0 | 0 | 0 | — | 0 |
| HEALTHEQUITY INC(HQY) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| VAREX IMAGING CORP | 0 | 0 | 0 | 0 | 0 | — | 0 |
| KYVERNA THERAPEUTICS INC | 0 | 2,000,000 | +2,000,000 | 0 | 17,260,000 | 0.20% | +17,260,000 |
| ENCOMPASS HEALTH CORP(EHC) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| THE ONCOLOGY INSTITUTE INC | 0 | 3,360,052 | +3,360,052 | 0 | 10,315,360 | 0.12% | +10,315,360 |
| NATIONAL HEALTHCARE CORP(NHC) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MERIT MED SYS INC(MMSI) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ADDUS HOMECARE CORP | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ALIGN TECHNOLOGY INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SURGERY PARTNERS INC(SGRY) | 0 | 0 | 0 | 0 | 0 | — | 0 |