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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 72 项
建仓 20
增持 26
减持 12
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
—
IONIS PHARMACEUTICALS INC
+$117.0M
127,800,000
建仓
BIIB
BIOGEN INC
+$102.0M
500,000
建仓
—
ACCOLADE INC
+$59.1M
92,624,000
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。
建仓
—
GUARDANT HEALTH INC
+$56.7M
89,036,000
增持
—
IMMUNOGEN INC
+$51.1M
15,020,490
+333%
增持
GILD
GILEAD SCIENCES INC
+$50.5M
1,552,639
+103%
清仓
—
BRIDGEBIO PHARMA INC
-$47.4M
0
-100%
建仓
—
DYNAVAX TECHNOLOGIES CORP
+$44.7M
30,000,000
减持
ORGO
ORGANOGENESIS HLDGS INC
-$42.7M
4,447,740
-47%
建仓
—
LIVONGO HEALTH INC
+$42.4M
50,000,000
增持
—
DAY ONE BIOPHARMACEUTICALS I
+$42.2M
3,512,123
+68%
增持
COGT
COGENT BIOSCIENCES INC
+$41.0M
5,876,805
+267%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$40.8M
2,012,714
+21%
减持
LUNG
PULMONX CORP
-$40.7M
3,465,901
-6%
增持
—
GLAUKOS CORP
-$34.3M
271,752,000
+1%
增持
—
OAK STR HEALTH INC
+$34.2M
68,000,000
+278%
建仓
—
PTC THERAPEUTICS INC
+$33.4M
32,000,000
增持
—
MERUS N V
+$33.4M
1,985,924
+354%
增持
—
IVERIC BIO INC
-$32.2M
5,214,000
+7%
增持
—
DECIPHERA PHARMACEUTICALS IN
+$30.5M
6,250,964
+12%
建仓
—
HILLEVAX INC
+$28.6M
2,617,948
增持
EOLS
EVOLUS INC
+$28.3M
3,632,751
+196%
减持
ATEC
ALPHATEC HLDGS INC
-$25.5M
2,420,547
-33%
减持
—
HORIZON THERAPEUTICS PUB L
-$24.0M
313,000
-33%
增持
GKOS
GLAUKOS CORP
+$23.2M
1,039,514
+151%
减持
KURA
KURA ONCOLOGY INC
-$22.9M
2,627,000
-41%
清仓
—
MIRATI THERAPEUTICS INC
-$22.2M
0
-100%
建仓
PHR
PHREESIA INC
+$21.4M
857,115
建仓
SNDX
SYNDAX PHARMACEUTICALS INC
+$21.4M
1,111,111
建仓
—
AMEDISYS INC
+$20.9M
199,000
建仓
TARS
TARSUS PHARMACEUTICALS INC
+$19.3M
1,324,214
清仓
GDRX
GOODRX HLDGS INC
-$18.9M
0
-100%
清仓
NUVB
NUVATION BIO INC
-$18.8M
0
-100%
增持
—
SEMA4 HOLDINGS CORP
-$18.8M
18,848,488
+36%
减持
—
SINGULAR GENOMICS SYSTEMS IN
-$17.5M
6,336,330
-4%
增持
—
TABULA RASA HEALTHCARE INC
+$17.4M
144,516,000
+34%
建仓
PCRX
PACIRA BIOSCIENCES INC
+$17.0M
292,000
清仓
BCRX
BIOCRYST PHARMACEUTICALS INC
-$16.5M
0
-100%
建仓
ANAB
ANAPTYSBIO INC
+$15.7M
772,000
增持
TOI
THE ONCOLOGY INSTITUTE INC
-$15.0M
3,383,099
+3%
减持
AHCO
ADAPTHEALTH CORP
+$14.4M
11,150,797
-4%
清仓
—
SPRINGWORKS THERAPEUTICS INC
-$14.1M
0
-100%
清仓
—
KALVISTA PHARMACEUTICALS INC
-$12.2M
0
-100%
增持
INSM
INSMED INC
+$11.8M
960,484
+215%
建仓
—
KEZAR LIFE SCIENCES INC
+$11.7M
1,419,000
建仓
TGTX
TG THERAPEUTICS INC
+$11.4M
2,677,500
增持
CYTK
CYTOKINETICS INC
+$10.5M
1,160,315
+22%
增持
—
PTC THERAPEUTICS INC
+$10.4M
25,417,000
+75%
建仓
PEPG
PEPGEN INC
+$9.5M
953,626
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$9.2M
3,244,434
-1%
增持
—
SILK RD MED INC
+$8.5M
2,676,891
+24%
减持
—
KINNATE BIOPHARMA INC
-$7.9M
250,000
-75%
建仓
NKTX
NKARTA INC
+$7.4M
600,000
清仓
—
TERNS PHARMACEUTICALS INC
-$7.0M
0
-100%
增持
FHTX
FOGHORN THERAPEUTICS INC
+$6.9M
777,525
+226%
清仓
—
VINCERX PHARMA INC
-$5.5M
0
-100%
增持
—
1LIFE HEALTHCARE INC
+$5.5M
48,599,000
+21%
建仓
—
NEOGENOMICS INC
+$5.4M
6,500,000
清仓
CGEM
CULLINAN ONCOLOGY INC
-$3.9M
0
-100%
增持
—
INOZYME PHARMA INC
+$3.3M
2,696,372
+15%
增持
ANTX
AN2 THERAPEUTICS INC
-$3.3M
716,538
+23%
减持
—
BELLUS HEALTH INC NEW
-$2.4M
2,473,000
-33%
增持
CNC
CENTENE CORP DEL
+$2.3M
578,800
+5%
减持
—
PHARVARIS N V
-$2.3M
1,190,343
-25%
清仓
—
NEOGENOMICS INC
-$1.7M
0
-100%
增持
MOH
MOLINA HEALTHCARE INC
+$1.7M
167,000
+24%
清仓
—
AMERICAN WELL CORP
-$1.6M
0
-100%
建仓
—
89BIO INC
+$1.6M
506,100
清仓
—
BIOATLA INC
-$1.4M
0
-100%
增持
BKD
BROOKDALE SR LIVING INC
+$1.1M
8,592,461
+60%
减持
—
MEDAVAIL HOLDINGS INC
+$170.0K
836,626
-27%
清仓
PMVP
PMV PHARMACEUTICALS INC
-$10.0K
0
-100%