Holdings of DEERFIELD MANAGEMENT COMPANY, L.P.

Name: Holdings of DEERFIELD MANAGEMENT COMPANY, L.P.
Creator: Titelia

64 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 57.1 % of the equity sleeve

Sector breakdown

Health care 5.6 %
Materials 4.0 %
Industrials 2.2 %
Unattributed 88.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 96.3 %
KY 2.7 %
DK 1.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	61	6.6B $	96.29 %
2	KY	2	187.5M $	2.74 %
3	DK	1	66.1M $	0.97 %

Positions

Rank	Company	Shares	Value
1	Nuvalent Inc	17,248,450	1.8B $
2	Cogent Biosciences Inc	9,043,903	348.1M $
3	Praxis Precision Medicines Inc	963,351	310.4M $
4	Viatris Inc	20,206,170	273M $
5	United Therapeutics Corp	457,000	271M $
6	Revolution Medicines Inc	2,297,000	223.4M $
7	Celcuity Inc	1,714,000	195.6M $
8	Centene Corp	5,917,091	193.7M $
9	Larimar Therapeutics Inc	35,606,974	160.2M $
10	Brookdale Senior Living Inc	11,637,032	159.2M $
11	Vera Therapeutics Inc	3,722,100	149.7M $
12	Ionis Pharmaceuticals Inc	1,979,669	148.7M $
13	BioCryst Pharmaceuticals Inc	15,038,000	143.2M $
14	Inspire Medical Systems Inc	2,703,238	139.4M $
15	LEGEND BIOTECH CORP	7,687,638	139.1M $
16	AdaptHealth Corp	11,477,730	136.6M $
17	Acadia Healthcare Co Inc	4,520,000	105.7M $
18	Arrowhead Pharmaceuticals Inc	1,573,297	98.6M $
19	Catalyst Pharmaceuticals Inc	3,943,600	97.6M $
20	Indivior Pharmaceuticals Inc	3,097,790	94.4M $
21	Syndax Pharmaceuticals Inc	3,779,900	88.3M $
22	Tango Therapeutics Inc	4,146,813	86.8M $
23	Dianthus Therapeutics Inc	1,019,813	85.6M $
24	Pfizer Inc	3,040,000	85.4M $
25	Neurocrine Biosciences Inc	610,000	80.4M $
26	Day One Biopharmaceuticals Inc	3,723,131	79.8M $
27	Savara Inc	13,569,000	74.1M $
28	Enhabit Inc	4,747,746	66.9M $
29	Genmab A/S	2,462,000	66.1M $
30	Bio-Rad Laboratories Inc	226,070	63M $
31	Lantheus Holdings Inc	827,999	62.8M $
32	ARS Pharmaceuticals Inc	7,503,812	60.3M $
33	Stoke Therapeutics Inc	1,823,500	59.4M $
34	Envista Holdings Corp	2,210,100	56.1M $
35	Ideaya Biosciences Inc	1,530,008	51M $
36	Belite Bio Inc	304,013	48.5M $
37	BioMarin Pharmaceutical Inc	851,556	48.1M $
38	Kymera Therapeutics Inc	561,170	46.7M $
39	Certara Inc	7,808,605	44.5M $
40	BridgeBio Oncology Therapeutics Inc	4,885,446	43.7M $
41	Disc Medicine Inc	657,000	42M $
42	Sionna Therapeutics Inc	970,590	38.9M $
43	CareDx Inc	2,191,000	38M $
44	Structure Therapeutics Inc	767,993	37M $
45	Veracyte Inc	726,000	23.4M $
46	Alnylam Pharmaceuticals Inc	67,935	22.5M $
47	Embecta Corp	2,534,961	22.4M $
48	Tyra Biosciences Inc	549,000	21M $
49	Foghorn Therapeutics Inc	4,394,367	21M $
50	Compass Therapeutics Inc	3,606,000	19.1M $
51	Monopar Therapeutics Inc	323,745	17.7M $
52	Kyverna Therapeutics Inc	2,000,000	17.3M $
53	SpyGlass Pharma Inc	550,000	14.3M $
54	Beta Bionics Inc	1,324,000	13.3M $
55	Taysha Gene Therapies Inc	2,722,165	12.2M $
56	Oncology Institute Inc/The	3,360,052	10.3M $
57	Cullinan Therapeutics Inc	386,169	5.5M $
58	Annexon Inc	583,913	3.2M $
59	Alector Inc	1,055,192	2.3M $
60	Edwards Lifesciences Corp	13,702	1.1M $
61	VeraDermics Inc	5,000	315.8K $
62	Humana Inc	917	159K $
63	PMV Pharmaceuticals Inc	8,790	10.9K $
64	Myriad Genetics Inc	505	2.3K $