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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
22Q1 调仓
2021-09-30 → 2022-03-31 · 共 106 项
建仓 26
增持 23
减持 19
清仓 38
方向
标的
Δ市值
现股数(环比)
增持
—
GLAUKOS CORP
+$229.1M
269,897,000
+150%
建仓
—
SAREPTA THERAPEUTICS INC
+$116.1M
88,657,000
减持
—
SINGULAR GENOMICS SYSTEMS IN
-$60.2M
6,612,019
-27%
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
—
INSMED INC
-$55.1M
0
-100%
清仓
PCRX
PACIRA BIOSCIENCES INC
-$54.2M
0
-100%
清仓
—
APRIA INC
-$52.7M
0
-100%
清仓
—
DFP HEALTHCARE ACQUISITNS CO
-$49.7M
0
-100%
建仓
—
HORIZON THERAPEUTICS PUB L
+$48.9M
465,000
增持
—
APELLIS PHARMACEUTICALS INC
+$46.2M
51,885,000
+80%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$45.9M
1,657,800
+45%
建仓
GILD
GILEAD SCIENCES INC
+$45.5M
765,489
增持
—
TABULA RASA HEALTHCARE INC
+$42.3M
107,816,000
+140%
增持
ORGO
ORGANOGENESIS HLDGS INC
-$41.8M
8,456,876
+13%
减持
—
CAREMAX INC
-$40.3M
15,861,090
-5%
清仓
—
MERIDIAN BIOSCIENCE INC
-$39.7M
0
-100%
建仓
—
1LIFE HEALTHCARE INC
+$34.7M
40,000,000
增持
—
SILK RD MED INC
+$34.4M
2,153,712
+117%
清仓
—
BIODELIVERY SCIENCES INTL IN
-$33.1M
0
-100%
建仓
TOI
THE ONCOLOGY INSTITUTE INC
+$32.1M
3,296,107
增持
—
NEVRO CORP
+$30.5M
61,000,000
+135%
增持
VTRS
VIATRIS INC
-$30.1M
20,673,700
+10%
增持
—
INVITAE CORP
-$29.9M
206,873,000
+27%
增持
KURA
KURA ONCOLOGY INC
+$27.6M
4,416,361
+91%
减持
HOWL
WEREWOLF THERAPEUTICS INC
-$25.9M
958,125
-45%
减持
—
KALVISTA PHARMACEUTICALS INC
-$25.5M
830,472
-62%
建仓
—
BELLUS HEALTH INC NEW
+$25.3M
3,672,808
清仓
—
ACCELERON PHARMA INC
-$25.0M
0
-100%
清仓
PTGX
PROTAGONIST THERAPEUTICS INC
-$24.7M
0
-100%
增持
—
DECIPHERA PHARMACEUTICALS IN
+$24.0M
5,580,456
+585%
减持
PMVP
PMV PHARMACEUTICALS INC
-$23.9M
470
-100%
增持
—
INSMED INC
+$23.2M
75,000,000
+50%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$22.6M
291,005
-85%
建仓
—
MIRATI THERAPEUTICS INC
+$22.2M
270,000
增持
—
NUVASIVE INC
+$22.0M
80,000,000
+43%
清仓
FATE
FATE THERAPEUTICS INC
-$21.5M
0
-100%
清仓
—
ITAMAR MED LTD
-$21.0M
0
-100%
减持
RVMD
REVOLUTION MEDICINES INC
-$20.3M
891,587
-43%
清仓
—
INSTIL BIO INC
-$19.9M
0
-100%
增持
—
DAY ONE BIOPHARMACEUTICALS I
-$19.9M
2,086,449
+22%
减持
CYTK
CYTOKINETICS INC
-$19.9M
952,703
-38%
减持
CGEM
CULLINAN ONCOLOGY INC
-$19.6M
375,585
-64%
清仓
—
BLUEPRINT MEDICINES CORP
-$19.1M
0
-100%
建仓
GDRX
GOODRX HLDGS INC
+$18.9M
979,106
清仓
—
MONTES ARCHIMEDES ACQUISITIO
-$18.7M
0
-100%
增持
LUNG
PULMONX CORP
+$18.6M
3,695,341
+82%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$18.3M
249,988
-51%
减持
MOH
MOLINA HEALTHCARE INC
-$17.9M
134,989
-42%
清仓
ERAS
ERASCA INC
-$16.7M
0
-100%
建仓
—
IMMUNOGEN INC
+$16.5M
3,470,675
清仓
—
LEAP THERAPEUTICS INC
-$16.0M
0
-100%
减持
CNC
CENTENE CORP DEL
-$15.9M
553,800
-45%
清仓
—
WAVE LIFE SCIENCES LTD
-$15.8M
0
-100%
增持
—
NATERA INC
-$15.1M
90,638,000
+101%
清仓
—
AEROVATE THERAPEUTICS INC
-$15.0M
0
-100%
清仓
—
GRAPHITE BIO INC
-$14.9M
0
-100%
建仓
—
XILIO THERAPEUTICS INC
+$14.7M
2,078,692
建仓
—
OAK STR HEALTH INC
+$14.3M
18,000,000
建仓
EOLS
EVOLUS INC
+$13.8M
1,229,234
清仓
—
SPRUCE BIOSCIENCES INC
-$13.2M
0
-100%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$13.1M
1,012,000
+331%
减持
—
KINNATE BIOPHARMA INC
-$12.6M
985,568
-4%
减持
—
BIOATLA INC
-$12.2M
289,002
-38%
建仓
—
MERUS N V
+$11.6M
437,000
清仓
RXST
RXSIGHT INC
-$11.4M
0
-100%
清仓
TYRA
TYRA BIOSCIENCES INC
-$11.0M
0
-100%
清仓
DH
DEFINITIVE HEALTHCARE CORP
-$10.7M
0
-100%
建仓
—
APOLLO ENDOSURGERY INC
+$10.6M
1,750,000
减持
—
EUCRATES BIOMEDICAL ACQU COR
-$9.9M
1
-100%
建仓
—
SARISSA CAPITAL ACQUISITN CO
+$9.9M
999,999
减持
—
SARISSA CAPITAL ACQUISITN CO
-$9.9M
1
-100%
建仓
—
EUCRATES BIOMEDICAL ACQU COR
+$9.8M
999,999
清仓
—
CUE HEALTH INC
-$9.4M
0
-100%
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$9.4M
0
-100%
清仓
—
GH RESEARCH PLC
-$8.9M
0
-100%
建仓
ANTX
AN2 THERAPEUTICS INC
+$8.8M
584,136
增持
—
AERIE PHARMACEUTICALS INC
+$8.8M
4,695,020
+58%
清仓
AVAH
AVEANNA HEALTHCARE HLDGS INC
-$8.1M
0
-100%
清仓
OLMA
OLEMA PHARMACEUTICALS INC
-$7.5M
0
-100%
清仓
—
TURMERIC ACQUISITION CORP
-$7.4M
0
-100%
建仓
—
TURMERIC ACQUISITION CORP
+$7.4M
750,000
减持
—
AMERICAN WELL CORP
-$7.4M
391,115
-61%
建仓
INSM
INSMED INC
+$7.2M
304,572
清仓
PRVA
PRIVIA HEALTH GROUP INC
-$7.1M
0
-100%
清仓
CVRX
CVRX INC
-$6.8M
0
-100%
清仓
BDTX
BLACK DIAMOND THERAPEUTICS I
-$6.4M
0
-100%
清仓
—
RENEO PHARMACEUTICALS INC
-$6.3M
0
-100%
减持
GKOS
GLAUKOS CORP
-$5.8M
414,714
-33%
清仓
—
TURNING POINT THERAPEUTICS I
-$5.6M
0
-100%
增持
BKD
BROOKDALE SR LIVING INC
+$4.8M
5,379,000
+2%
建仓
FHTX
FOGHORN THERAPEUTICS INC
+$3.6M
238,865
增持
PROF
PROFOUND MED CORP
-$3.6M
1,713,797
+32%
清仓
IRTC
IRHYTHM TECHNOLOGIES INC
-$3.5M
0
-100%
增持
—
IVERIC BIO INC
+$3.3M
4,891,996
+1%
清仓
TALK
TALKSPACE INC
-$2.7M
0
-100%
清仓
—
DFP HEALTHCARE ACQUISITNS CO
-$2.0M
0
-100%
增持
AHCO
ADAPTHEALTH CORP
-$2.0M
11,650,072
+44%
清仓
—
MONTES ARCHIMEDES ACQUISITIO
-$1.5M
0
-100%
建仓
TOIIW
THE ONCOLOGY INSTITUTE INC
+$1.4M
1,250,000
清仓
—
METACRINE INC
-$952.0K
0
-100%
建仓
—
ROIVANT SCIENCES LTD
+$880.0K
1,000,000
建仓
—
SARISSA CAPITAL ACQUISITN CO
+$120.0K
333,333
增持
—
NYXOAH S A
-$83.0K
455,262
+51%
建仓
—
TURMERIC ACQUISITION CORP
+$82.0K
250,000
减持
—
PHARVARIS N V
+$82.0K
1,577,078
-2%
建仓
—
EUCRATES BIOMEDICAL ACQU COR
+$62.0K
333,333
建仓
—
MEDTECH ACQUISITION CORP
+$0
1