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DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)
报告期 2026-03-31 · CIK 0001009258
持仓数
82
前50大市值合计
$8.00B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 110 项
建仓 29
增持 23
减持 19
清仓 39
方向
标的
Δ市值
现股数(环比)
建仓
NUVL
NUVALENT INC
+$436.1M
19,341,024
建仓
—
SEMA4 HOLDINGS CORP
+$105.1M
13,848,488
建仓
—
PACIRA BIOSCIENCES INC
+$87.7M
81,600,000
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$54.4M
0
-100%
清仓
—
CONSTELLATION PHARMCETICLS I
-$54.1M
0
-100%
清仓
—
QUIDEL CORP
-$52.4M
0
-100%
减持
—
ACUTUS MED INC
-$50.3M
2,648,386
-39%
清仓
—
CLOVIS ONCOLOGY INC
-$47.8M
0
-100%
清仓
LKFT
GALAPAGOS NV
-$45.3M
0
-100%
减持
—
IVERIC BIO INC
+$42.6M
4,863,725
-16%
清仓
—
REATA PHARMACEUTICALS INC
-$42.5M
0
-100%
减持
—
APELLIS PHARMACEUTICALS INC
-$42.3M
28,825,000
-31%
清仓
ACH
OWENS & MINOR INC NEW
-$42.2M
0
-100%
减持
BCRX
BIOCRYST PHARMACEUTICALS INC
-$41.4M
234,643
-92%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$39.0M
1,142,415
+58%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
-$36.5M
1,394,000
+2%
清仓
PBYI
PUMA BIOTECHNOLOGY INC
-$34.6M
0
-100%
增持
CYTK
CYTOKINETICS INC
+$30.4M
1,536,758
+24%
建仓
GKOS
GLAUKOS CORP
+$29.8M
619,000
清仓
ARDX
ARDELYX INC
-$28.9M
0
-100%
清仓
—
AMICUS THERAPEUTICS INC
-$28.4M
0
-100%
清仓
—
XERIS PHARMACEUTICALS INC
-$26.7M
0
-100%
清仓
—
BRIGHT HEALTH GROUP INC
-$24.0M
0
-100%
增持
—
GLAUKOS CORP
-$23.9M
108,000,000
+20%
建仓
—
VINCERX PHARMA INC
+$22.3M
1,379,310
增持
—
DAY ONE BIOPHARMACEUTICALS I
+$21.9M
1,710,730
+109%
减持
—
DECIPHERA PHARMACEUTICALS IN
-$21.5M
815,000
-39%
清仓
—
MONTES ARCHIMEDES ACQUISITIO
-$21.3M
0
-100%
增持
—
AERIE PHARMACEUTICALS INC
+$20.7M
2,977,020
+260%
建仓
—
MONTES ARCHIMEDES ACQUISITIO
+$18.7M
2,000,000
清仓
STXS
STEREOTAXIS INC
-$17.8M
0
-100%
清仓
JANX
JANUX THERAPEUTICS INC
-$17.5M
0
-100%
建仓
ERAS
ERASCA INC
+$16.7M
786,660
减持
AVAH
AVEANNA HEALTHCARE HLDGS INC
-$16.6M
1,013,007
-49%
清仓
DYN
DYNE THERAPEUTICS INC
-$16.6M
0
-100%
减持
—
WAVE LIFE SCIENCES LTD
-$16.4M
3,214,340
-33%
建仓
—
LEAP THERAPEUTICS INC
+$16.0M
4,000,000
建仓
—
DA32 LIFE SCNCE TEC ACQSTN C
+$15.7M
1,600,000
减持
PCRX
PACIRA BIOSCIENCES INC
-$15.4M
967,236
-16%
清仓
—
BLUEBIRD BIO INC
-$15.4M
0
-100%
清仓
—
CHIMERIX INC
-$14.5M
0
-100%
增持
—
NUVASIVE INC
+$14.5M
55,800,000
+40%
减持
HOWL
WEREWOLF THERAPEUTICS INC
-$14.4M
1,752,787
-31%
清仓
IMCR
IMMUNOCORE HLDGS PLC
-$14.1M
0
-100%
增持
—
NEVRO CORP NOTE
+$14.0M
26,000,000
+117%
清仓
—
AVIDITY BIOSCIENCES INC
-$13.8M
0
-100%
增持
ORGO
ORGANOGENESIS HLDGS INC
-$13.8M
7,462,543
+3%
清仓
BVS
BIOVENTUS INC
-$13.7M
0
-100%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$13.6M
510,673
-9%
增持
AHCO
ADAPTHEALTH CORP
-$12.8M
8,103,792
+10%
清仓
—
CONVEY HLDG PARENT INC
-$12.5M
0
-100%
清仓
—
AGILON HEALTH INC
-$12.2M
0
-100%
建仓
RXST
RXSIGHT INC
+$11.4M
900,000
清仓
LFST
LIFESTANCE HEALTH GROUP INC
-$11.1M
0
-100%
建仓
TYRA
TYRA BIOSCIENCES INC
+$11.0M
625,000
建仓
DH
DEFINITIVE HEALTHCARE CORP
+$10.7M
250,000
清仓
—
SENIOR CONNECT ACQUISITN COR
-$10.1M
0
-100%
清仓
—
REVOLUTION HEALTHCAR AQ CORP
-$10.1M
0
-100%
清仓
—
MEDTECH ACQUISITION CORP
-$10.0M
0
-100%
增持
CNC
CENTENE CORP DEL
-$10.0M
1,003,800
+1%
增持
—
INOZYME PHARMA INC
-$10.0M
2,344,786
+8%
建仓
—
MEDTECH ACQUISITION CORP
+$9.9M
999,999
清仓
—
ADVERUM BIOTECHNOLOGIES INC
-$9.9M
0
-100%
建仓
—
SENIOR CONNECT ACQUISITN COR
+$9.8M
1,000,000
增持
—
SPRUCE BIOSCIENCES INC
-$9.7M
2,200,000
+7%
建仓
—
REVOLUTION HEALTHCAR AQ CORP
+$9.7M
1,000,000
建仓
—
CUE HEALTH INC
+$9.4M
798,867
建仓
AUPH
AURINIA PHARMACEUTICALS INC
+$9.4M
425,300
增持
—
PHARVARIS N V
+$9.3M
1,608,471
+56%
建仓
—
NYXOAH S A
+$8.8M
300,800
减持
—
APRIA INC
+$8.6M
1,417,700
-10%
增持
ATEC
ALPHATEC HLDGS INC
-$8.3M
3,594,829
+6%
增持
—
MERIDIAN BIOSCIENCE INC
+$8.1M
2,063,083
+45%
清仓
—
CM LIFE SCIENCES II INC
-$8.1M
0
-100%
清仓
GLUE
MONTE ROSA THERAPEUTICS INC
-$7.9M
0
-100%
清仓
—
IGNYTE ACQUISITION CORP
-$7.3M
0
-100%
减持
—
ITAMAR MED LTD
-$7.1M
694,667
-42%
建仓
—
IGNYTE ACQUISITION CORP
+$7.1M
725,000
增持
BKD
BROOKDALE SR LIVING INC
+$7.0M
5,252,800
+59%
增持
LUNG
PULMONX CORP
-$6.4M
2,029,887
+13%
减持
BDTX
BLACK DIAMOND THERAPEUTICS I
-$6.3M
760,128
-27%
增持
KURA
KURA ONCOLOGY INC
+$6.0M
2,315,417
+29%
减持
MIRM
MIRUM PHARMACEUTICALS INC
+$5.8M
3,282,912
-5%
减持
—
BLUEPRINT MEDICINES CORP
-$5.7M
185,354
-34%
清仓
INSM
INSMED INC
-$5.7M
0
-100%
清仓
—
CONSONANCE HFW ACQUISITION C
-$5.2M
0
-100%
清仓
—
ORION ACQUISITION CORP
-$5.0M
0
-100%
增持
FATE
FATE THERAPEUTICS INC
-$4.9M
362,000
+19%
建仓
—
ORION ACQUISITION CORP
+$4.8M
500,000
清仓
—
INTERSECT ENT INC
-$4.4M
0
-100%
增持
CVRX
CVRX INC
-$4.4M
413,747
+3%
清仓
BMEA
BIOMEA FUSION INC
-$3.9M
0
-100%
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$3.5M
60,271
增持
—
BIOATLA INC
+$3.3M
464,300
+89%
减持
—
GH RESEARCH PLC
-$3.1M
405,416
-27%
清仓
—
ACHILLES THERAPEUTICS PLC
-$3.0M
0
-100%
减持
—
ACCELERON PHARMA INC
-$2.6M
145,000
-34%
清仓
—
CEREVEL THERAPEUTICS HLDNG I
-$2.4M
0
-100%
建仓
—
MONTES ARCHIMEDES ACQUISITIO
+$1.5M
1,000,000
减持
—
BIODELIVERY SCIENCES INTL IN
-$1.0M
9,170,699
-4%
建仓
—
SOMALOGIC INC
+$414.0K
120,000
建仓
—
SENIOR CONNECT ACQUISITN COR
+$355.0K
500,000
清仓
—
LUMOS PHARMA INC
-$331.0K
0
-100%
建仓
—
MEDTECH ACQUISITION CORP
+$273.0K
333,333
建仓
—
IGNYTE ACQUISITION CORP
+$232.0K
362,500
建仓
SRZNW
SURROZEN INC
+$190.0K
166,666
建仓
—
REVOLUTION HEALTHCAR AQ CORP
+$186.0K
200,000
建仓
—
ORION ACQUISITION CORP
+$80.0K
125,000
增持
—
KINNATE BIOPHARMA INC
-$70.0K
1,028,508
+1%
减持
—
SILK RD MED INC
+$4.0K
990,251
-13%