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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 71 项
建仓 18
增持 20
减持 10
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
—
APELLIS PHARMACEUTICALS INC
-$96.0M
0
-100%
减持
—
GLAUKOS CORP
+$76.5M
271,452,000
-0%
清仓
—
PACIRA BIOSCIENCES INC
-$75.0M
0
-100%
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。
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$62.5M
1,209,714
-31%
减持
CPRX
CATALYST PHARMACEUTICALS INC
-$61.6M
8,192,000
-21%
清仓
—
INTERCEPT PHARMACEUTICALS IN
-$57.0M
0
-100%
增持
—
AMEDISYS INC
+$55.0M
1,794,000
+21%
清仓
MIRM
MIRUM PHARMACEUTICALS INC
-$48.8M
0
-100%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$39.7M
0
-100%
清仓
—
IVERIC BIO INC
-$36.6M
0
-100%
增持
—
MERUS N V
+$36.0M
3,031,938
+27%
减持
AMLX
AMYLYX PHARMACEUTICALS INC
-$35.6M
1,050,198
-47%
增持
ACH
OWENS & MINOR INC NEW
+$34.1M
4,745,000
+23%
减持
—
SILK RD MED INC
-$30.7M
1,132,229
-34%
清仓
EOLS
EVOLUS INC
-$30.2M
0
-100%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$29.4M
2,268,628
+30%
增持
RVMD
REVOLUTION MEDICINES INC
+$28.9M
1,751,496
+111%
建仓
—
APELLIS PHARMACEUTICALS INC
+$28.5M
313,289
增持
GH
GUARDANT HEALTH INC
+$26.6M
1,253,999
+61%
增持
CABA
CABALETTA BIO INC
+$26.4M
2,340,118
+404%
清仓
—
BELLUS HEALTH INC NEW
-$25.8M
0
-100%
清仓
KRYS
KRYSTAL BIOTECH INC
-$25.0M
0
-100%
增持
CNC
CENTENE CORP DEL
+$23.0M
1,349,000
+25%
建仓
—
INTERCEPT PHARMACEUTICALS IN
+$23.0M
2,077,893
建仓
—
REVANCE THERAPEUTICS INC
+$22.0M
870,000
清仓
—
GENEDX HOLDINGS CORP
-$20.9M
0
-100%
建仓
IRON
DISC MEDICINE INC
+$19.1M
430,000
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$17.2M
627,813
+67%
清仓
—
OAK STR HEALTH INC
-$15.2M
0
-100%
建仓
—
DAY ONE BIOPHARMACEUTICALS I
+$15.2M
1,269,992
清仓
TARS
TARSUS PHARMACEUTICALS INC
-$14.5M
0
-100%
增持
—
DECIPHERA PHARMACEUTICALS IN
+$13.8M
6,707,026
+29%
增持
VTRS
VIATRIS INC
+$13.8M
17,703,484
+5%
减持
BCRX
BIOCRYST PHARMACEUTICALS INC
-$13.8M
1,322,000
-52%
建仓
—
ACELYRIN INC
+$13.6M
650,000
建仓
—
THESEUS PHARMACEUTICALS INC
+$13.1M
1,400,352
减持
LUNG
PULMONX CORP
-$12.9M
1,064,285
-56%
清仓
NVTA
INVITAE CORP
-$12.5M
0
-100%
建仓
FDMT
4D MOLECULAR THERAPEUTICS IN
+$11.7M
650,000
建仓
VSTM
VERASTEM INC
+$11.4M
1,538,461
建仓
—
AXONICS INC
+$11.4M
225,000
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$11.2M
0
-100%
清仓
PCVX
VAXCYTE INC
-$11.1M
0
-100%
建仓
ALHC
ALIGNMENT HEALTHCARE INC
+$10.6M
1,842,000
增持
—
HILLEVAX INC
+$10.4M
3,329,231
+17%
清仓
VERA
VERA THERAPEUTICS INC
-$10.1M
0
-100%
建仓
—
MERSANA THERAPEUTICS INC
+$9.5M
2,885,400
建仓
PHAT
PHATHOM PHARMACEUTICALS INC
+$9.4M
656,000
建仓
BDTX
BLACK DIAMOND THERAPEUTICS I
+$9.1M
1,800,000
增持
—
ENHABIT INC
+$8.0M
4,809,803
+42%
增持
COGT
COGENT BIOSCIENCES INC
+$7.9M
3,366,345
+13%
减持
—
TERNS PHARMACEUTICALS INC
-$7.8M
1,898,743
-8%
清仓
PACB
PACIFIC BIOSCIENCES CALIF IN
-$7.5M
0
-100%
建仓
WGS
GENEDX HOLDINGS CORP
+$7.5M
1,253,895
清仓
—
BLUEBIRD BIO INC
-$6.9M
0
-100%
清仓
CSTL
CASTLE BIOSCIENCES INC
-$6.2M
0
-100%
增持
KURA
KURA ONCOLOGY INC
+$5.1M
3,238,000
+36%
减持
BKD
BROOKDALE SR LIVING INC
+$5.1M
12,679,651
-23%
增持
ATEC
ALPHATEC HLDGS INC
+$5.1M
1,189,648
+14%
增持
AHCO
ADAPTHEALTH CORP
+$3.3M
11,094,914
+5%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$2.9M
837,000
+15%
建仓
—
ELEVATION ONCOLOGY INC
+$2.1M
1,381,416
清仓
—
RAIN ONCOLOGY INC
-$2.0M
0
-100%
建仓
QSI
QUANTUM SI INC
+$1.4M
797,500
增持
—
INVITAE CORP
+$1.1M
17,211,000
+10%
建仓
CALC
CALCIMEDICA INC
+$1.1M
265,657
减持
—
ROIVANT SCIENCES LTD
+$743.1K
1,354,974
-23%
增持
—
ACUTUS MED INC
+$363.4K
2,660,808
+0%
清仓
—
SENIOR CONNECT ACQUISITN COR
-$19.6K
0
-100%
清仓
—
EUCRATES BIOMEDICAL ACQU COR
-$13.5K
0
-100%
清仓
—
EUCRATES BIOMEDICAL ACQU COR
-$10
0
-100%