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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 95 项
建仓 15
增持 19
减持 20
清仓 41
方向
标的
Δ市值
现股数(环比)
增持
NUVL
NUVALENT INC
+$219.3M
19,991,024
+3%
清仓
—
AERIE PHARMACEUTICALS INC
-$170.8M
0
-100%
建仓
—
BROOKDALE SR LIVING INC
+$112.2M
145,955,000
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
AMLX
AMYLYX PHARMACEUTICALS INC
+$99.5M
2,693,000
清仓
GILD
GILEAD SCIENCES INC
-$94.9M
0
-100%
建仓
SPRY
ARS PHARMACEUTICALS INC
+$94.5M
11,077,927
清仓
BIIB
BIOGEN INC
-$88.1M
0
-100%
清仓
—
AERIE PHARMACEUTICALS INC
-$73.5M
0
-100%
清仓
LUNG
PULMONX CORP
-$62.0M
0
-100%
增持
—
AMEDISYS INC
+$60.1M
1,136,080
+216%
增持
—
NATERA INC
+$56.7M
84,913,000
+126%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$46.6M
5,884,448
+20%
减持
—
SILK RD MED INC
-$40.3M
1,396,640
-45%
清仓
—
NEVRO CORP
-$39.6M
0
-100%
清仓
CYTK
CYTOKINETICS INC
-$39.4M
0
-100%
减持
—
ALPHATEC HLDGS INC
-$37.8M
48,050,000
-52%
减持
RVMD
REVOLUTION MEDICINES INC
-$35.8M
891,587
-69%
减持
—
IMMUNOGEN INC
-$34.1M
6,358,314
-54%
建仓
PCVX
VAXCYTE INC
+$33.6M
700,000
增持
—
INVITAE CORP
+$28.6M
241,873,000
+17%
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$27.0M
2,480,199
清仓
PHAT
PHATHOM PHARMACEUTICALS INC
-$26.8M
0
-100%
清仓
VERV
VERVE THERAPEUTICS INC
-$25.8M
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$24.7M
0
-100%
清仓
—
NOVAVAX INC
-$24.4M
0
-100%
增持
—
OAK STR HEALTH INC
+$23.5M
100,000,000
+47%
建仓
ACH
OWENS & MINOR INC NEW
+$23.0M
1,179,000
增持
—
INSMED INC
+$22.6M
102,700,000
+37%
建仓
—
RAIN ONCOLOGY INC
+$22.4M
2,796,261
建仓
DNLI
DENALI THERAPEUTICS INC
+$22.2M
800,000
减持
—
IVERIC BIO INC
-$20.8M
3,424,852
-35%
减持
VTRS
VIATRIS INC
+$20.4M
10,000,000
-6%
增持
—
ENHABIT INC
+$19.0M
2,996,000
+106%
减持
EOLS
EVOLUS INC
-$18.5M
3,319,000
-38%
增持
—
TERNS PHARMACEUTICALS INC
+$18.1M
2,851,287
+53%
建仓
PRME
PRIME MEDICINE INC
+$16.4M
885,314
清仓
TGTX
TG THERAPEUTICS INC
-$15.9M
0
-100%
增持
—
INTERCEPT PHARMACEUTICALS IN
+$14.1M
98,354,000
+25%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$13.9M
0
-100%
减持
—
MERUS N V
-$13.7M
2,380,438
-6%
清仓
ANTX
AN2 THERAPEUTICS INC
-$12.5M
0
-100%
减持
—
SEMA4 HOLDINGS CORP
-$12.2M
10,049,244
-41%
清仓
PACB
PACIFIC BIOSCIENCES CALIF IN
-$11.7M
0
-100%
清仓
—
ADC THERAPEUTICS SA
-$11.5M
0
-100%
清仓
VCEL
VERICEL CORP
-$11.3M
0
-100%
增持
NUVB
NUVATION BIO INC
+$10.7M
5,854,860
+2286%
增持
CNC
CENTENE CORP DEL
+$10.2M
565,000
+22%
建仓
—
KEZAR LIFE SCIENCES INC
+$10.1M
1,430,000
清仓
—
EUCRATES BIOMEDICAL ACQUISIT
-$10.0M
0
-100%
清仓
—
SARISSA CAPITAL ACQUISITN CO
-$10.0M
0
-100%
清仓
—
SENIOR CONNECT ACQUISITN COR
-$9.9M
0
-100%
清仓
—
MEDTECH ACQUISITION CORP
-$9.9M
0
-100%
清仓
—
REVOLUTION HEALTHCAR AQ CORP
-$9.8M
0
-100%
增持
PHR
PHREESIA INC
+$9.6M
1,366,329
+1%
减持
ATEC
ALPHATEC HLDGS INC
-$9.2M
1,046,791
-59%
清仓
—
PHARVARIS N V
-$8.5M
0
-100%
增持
—
NANOSTRING TECHNOLOGIES INC
+$8.1M
70,204,000
+22%
减持
AHCO
ADAPTHEALTH CORP
-$7.8M
7,626,914
-7%
清仓
—
POINT BIOPHARMA GLOBAL INC
-$7.7M
0
-100%
减持
—
VIGIL NEUROSCIENCE INC
+$7.7M
2,052,010
-0%
减持
—
DECIPHERA PHARMACEUTICALS IN
-$7.6M
2,349,228
-6%
清仓
—
TURMERIC ACQUISITION CORP
-$7.5M
0
-100%
减持
INSM
INSMED INC
-$7.4M
664,146
-31%
清仓
—
IGNYTE ACQUISITION CORP
-$7.2M
0
-100%
建仓
CSTL
CASTLE BIOSCIENCES INC
+$6.4M
272,135
减持
PEPG
PEPGEN INC
-$6.0M
60,009
-92%
清仓
—
INOZYME PHARMA INC
-$5.6M
0
-100%
清仓
—
ORION ACQUISITION CORP
-$4.9M
0
-100%
减持
—
SINGULAR GENOMICS SYSTEMS IN
-$4.7M
6,450,871
-9%
清仓
HOWL
WEREWOLF THERAPEUTICS INC
-$4.3M
0
-100%
清仓
QSI
QUANTUM SI INC
-$3.9M
0
-100%
增持
—
SPRINGWORKS THERAPEUTICS INC
+$3.6M
1,033,000
+26%
增持
—
BELLUS HEALTH INC NEW
-$3.1M
3,581,000
+16%
清仓
—
KINNATE BIOPHARMA INC
-$3.0M
0
-100%
清仓
PROF
PROFOUND MED CORP
-$3.0M
0
-100%
建仓
ABEO
ABEONA THERAPEUTICS INC
+$2.7M
869,565
增持
BKD
BROOKDALE SR LIVING INC
-$2.5M
12,679,651
+46%
减持
—
ORCHARD THERAPEUTICS PLC
-$2.3M
3,161,707
-55%
减持
—
ONCORUS INC
-$2.0M
2,536,186
-19%
清仓
DCTH
DELCATH SYS INC
-$1.6M
0
-100%
减持
ANAB
ANAPTYSBIO INC
-$1.4M
1,161,826
-21%
增持
KURA
KURA ONCOLOGY INC
-$740.0K
2,383,000
+7%
建仓
—
SIENTRA INC
+$543.8K
2,679,950
增持
—
HILLEVAX INC
-$271.7K
2,694,101
+2%
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$80.6K
92,787
减持
—
DAY ONE BIOPHARMACEUTICALS I
+$75.0K
964,033
-7%
建仓
—
PEAK BIO INC
+$73.4K
362,500
清仓
—
IGNYTE ACQUISITION CORP
-$45.0K
0
-100%
清仓
—
REVOLUTION HEALTHCAR AQ CORP
-$9.0K
0
-100%
清仓
—
ORION ACQUISITION CORP
-$7.0K
0
-100%
清仓
—
SARISSA CAPITAL ACQUISITN CO
-$7.0K
0
-100%
清仓
—
TURMERIC ACQUISITION CORP
-$7.0K
0
-100%
清仓
—
WINDTREE THERAPEUTICS INC
-$6.0K
0
-100%
清仓
—
SARISSA CAPITAL ACQUISITN CO
+$0
0
-100%
清仓
GKOS
GLAUKOS CORP
+$0
0