DEERFIELD MANAGEMENT COMPANY, L.P.: 13F holdings
CIK 10092582026Q2
| Positions | 82 |
|---|
| Reported value | $9.6bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 82 (+0 vs prior quarter) |
|---|
| Reported value | $9.6bn (+13.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NUVL NUVALENT INC | 17,248,450 | $2.1bn | 22.2% |
| RVMD REVOLUTION MEDICINES INC | 2,392,000 | $448.0m | 4.7% |
| PRAX PRAXIS PRECISION MEDICINES I | 963,351 | $322.5m | 3.4% |
| VTRS VIATRIS INC | 20,206,170 | $320.9m | 3.3% |
| CNC CENTENE CORP DEL | 4,901,000 | $314.6m | 3.3% |
| UTHR UNITED THERAPEUTICS CORP DEL | 457,000 | $247.6m | 2.6% |
| LEGN LEGEND BIOTECH CORP | 8,137,638 | $235.0m | 2.5% |
| COGT COGENT BIOSCIENCES INC | 5,006,104 | $193.7m | 2.0% |
| GMAB GENMAB A/S | 6,865,000 | $188.6m | 2.0% |
| BKD BROOKDALE SR LIVING INC | 11,637,032 | $187.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1009258")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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