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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 78 项
建仓 18
增持 19
减持 26
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VTRS
VIATRIS INC
-$125.5M
10,673,700
-48%
清仓
—
ENVISTA HOLDINGS CORPORATION
-$100.4M
0
-100%
建仓
—
ALPHATEC HLDGS INC
+$81.4M
100,000,000
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
—
INTERCEPT PHARMACEUTICALS IN
+$81.1M
78,500,000
清仓
—
NUVASIVE INC
-$71.7M
0
-100%
清仓
—
INSULET CORP
-$66.0M
0
-100%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$62.8M
4,896,000
减持
—
NATERA INC
-$60.5M
37,638,000
-58%
建仓
—
NANOSTRING TECHNOLOGIES INC
+$48.7M
57,604,000
减持
GKOS
GLAUKOS CORP
-$47.2M
0
-100%
减持
AHCO
ADAPTHEALTH CORP
-$46.7M
8,223,536
-26%
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$44.7M
0
-100%
增持
—
IVERIC BIO INC
+$43.9M
5,244,098
+1%
增持
LRMR
LARIMAR THERAPEUTICS INC
+$42.8M
16,941,357
+191%
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$42.2M
1,032,000
-71%
增持
RVMD
REVOLUTION MEDICINES INC
+$39.6M
2,891,587
+224%
增持
—
AERIE PHARMACEUTICALS INC
+$38.2M
4,855,005
+3%
增持
—
AERIE PHARMACEUTICALS INC
+$37.8M
174,372,000
+11%
减持
—
DECIPHERA PHARMACEUTICALS IN
-$36.1M
2,491,490
-60%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$35.5M
1,512,714
-25%
建仓
PHAT
PHATHOM PHARMACEUTICALS INC
+$26.8M
2,414,897
建仓
IDYA
IDEAYA BIOSCIENCES INC
+$26.0M
1,743,628
建仓
VERV
VERVE THERAPEUTICS INC
+$25.8M
750,000
清仓
—
PTC THERAPEUTICS INC
-$25.5M
0
-100%
清仓
—
HORIZON THERAPEUTICS PUB L
-$25.0M
0
-100%
建仓
—
SPRINGWORKS THERAPEUTICS INC
+$23.3M
816,994
减持
MOH
MOLINA HEALTHCARE INC
-$22.0M
75,000
-55%
增持
ANAB
ANAPTYSBIO INC
+$21.7M
1,466,600
+90%
清仓
ORGO
ORGANOGENESIS HLDGS INC
-$21.7M
0
-100%
清仓
SNDX
SYNDAX PHARMACEUTICALS INC
-$21.4M
0
-100%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$20.4M
2,032,335
-37%
建仓
—
ENHABIT INC
+$20.4M
1,454,279
增持
—
ACCOLADE INC
+$19.9M
105,000,000
+13%
减持
—
NEVRO CORP
-$18.1M
42,000,000
-31%
建仓
—
VIGIL NEUROSCIENCE INC
+$18.0M
2,054,794
减持
KURA
KURA ONCOLOGY INC
-$17.8M
2,219,128
-16%
减持
—
PHARVARIS N V
-$17.8M
1,104,552
-7%
增持
—
HILLEVAX INC
+$16.7M
2,653,231
+1%
减持
—
SILK RD MED INC
+$16.7M
2,535,369
-5%
增持
—
AMEDISYS INC
+$13.9M
359,765
+81%
建仓
RCKT
ROCKET PHARMACEUTICALS INC
+$13.9M
870,000
减持
BIIB
BIOGEN INC
-$13.9M
330,000
-34%
增持
PHR
PHREESIA INC
+$13.2M
1,358,000
+58%
减持
CNC
CENTENE CORP DEL
-$12.9M
464,000
-20%
建仓
KRYS
KRYSTAL BIOTECH INC
+$12.2M
175,000
增持
—
HEALTH CATALYST INC
+$12.1M
30,000,000
+100%
清仓
—
KEZAR LIFE SCIENCES INC
-$11.7M
0
-100%
建仓
PACB
PACIFIC BIOSCIENCES CALIF IN
+$11.7M
2,021,000
建仓
—
ADC THERAPEUTICS SA
+$11.5M
2,390,297
建仓
VCEL
VERICEL CORP
+$11.3M
484,947
增持
LUNG
PULMONX CORP
+$11.0M
3,720,901
+7%
建仓
—
TERNS PHARMACEUTICALS INC
+$11.0M
1,860,000
增持
—
BELLUS HEALTH INC NEW
+$9.7M
3,081,000
+25%
减持
PROF
PROFOUND MED CORP
-$9.5M
732,543
-57%
减持
—
SEMA4 HOLDINGS CORP
-$8.9M
16,973,488
-10%
减持
COGT
COGENT BIOSCIENCES INC
-$8.8M
2,966,345
-50%
建仓
—
POINT BIOPHARMA GLOBAL INC
+$7.7M
1,000,000
清仓
NKTX
NKARTA INC
-$7.4M
0
-100%
减持
—
INOZYME PHARMA INC
-$7.3M
2,090,436
-22%
增持
—
SINGULAR GENOMICS SYSTEMS IN
-$6.5M
7,078,019
+12%
增持
ATEC
ALPHATEC HLDGS INC
+$6.3M
2,532,792
+5%
减持
CYTK
CYTOKINETICS INC
-$6.2M
813,112
-30%
清仓
—
XILIO THERAPEUTICS INC
-$6.1M
0
-100%
清仓
—
OUTSET MED INC
-$6.0M
0
-100%
清仓
—
BENEFITFOCUS INC
-$5.9M
0
-100%
增持
—
MERUS N V
+$5.5M
2,521,553
+27%
减持
PEPG
PEPGEN INC
-$2.7M
745,293
-22%
减持
—
IMMUNOGEN INC
-$1.9M
13,740,205
-9%
增持
BKD
BROOKDALE SR LIVING INC
-$1.9M
8,692,561
+1%
清仓
—
89BIO INC
-$1.6M
0
-100%
减持
TOI
THE ONCOLOGY INSTITUTE INC
-$1.6M
3,360,052
-1%
增持
EOLS
EVOLUS INC
+$1.3M
5,390,103
+48%
清仓
RYTM
RHYTHM PHARMACEUTICALS INC
-$1.2M
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$1.1M
1,537,539
-1%
减持
—
1LIFE HEALTHCARE INC
-$845.0K
40,599,000
-16%
增持
—
ACUTUS MED INC
-$633.0K
2,651,667
+0%
建仓
NUVB
NUVATION BIO INC
+$550.0K
245,360
减持
DCTH
DELCATH SYS INC
-$440.0K
486,068
-3%