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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 73 项
建仓 17
增持 19
减持 7
清仓 30
方向
标的
Δ市值
现股数(环比)
清仓
—
AMEDISYS INC
-$164.0M
0
-100%
建仓
—
INVITAE CORP
+$163.8M
217,766,000
清仓
—
IONIS PHARMACEUTICALS INC
-$121.0M
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。
清仓
—
GUARDANT HEALTH INC
-$63.9M
0
-100%
建仓
BIO
BIO RAD LABS INC
+$62.4M
173,947
增持
CNC
CENTENE CORP DEL
+$46.1M
1,990,000
+48%
建仓
IART
INTEGRA LIFESCIENCES HLDGS C
+$43.0M
1,126,827
建仓
SGRY
SURGERY PARTNERS INC
+$42.7M
1,460,000
清仓
—
SILK RD MED INC
-$36.8M
0
-100%
清仓
—
NEWAMSTERDAM PHARMA COMPANY
-$30.1M
0
-100%
减持
COGT
COGENT BIOSCIENCES INC
-$29.2M
1,089,345
-68%
清仓
—
APELLIS PHARMACEUTICALS INC
-$28.5M
0
-100%
建仓
—
RAYZEBIO INC
+$25.7M
1,159,126
清仓
AMLX
AMYLYX PHARMACEUTICALS INC
-$22.7M
0
-100%
清仓
—
XERIS BIOPHARMA HOLDINGS INC
-$21.4M
0
-100%
清仓
ATEC
ALPHATEC HLDGS INC
-$21.4M
0
-100%
建仓
PODD
INSULET CORP
+$20.3M
127,000
清仓
—
VENTYX BIOSCIENCES INC
-$20.2M
0
-100%
增持
VTRS
VIATRIS INC
+$19.2M
19,863,485
+12%
建仓
CRBU
CARIBOU BIOSCIENCES INC
+$16.7M
3,500,000
清仓
—
TERNS PHARMACEUTICALS INC
-$16.6M
0
-100%
清仓
—
DA32 LIFE SCNCE TEC ACQSTN C
-$16.4M
0
-100%
建仓
CSTL
CASTLE BIOSCIENCES INC
+$16.0M
946,620
增持
—
CAREMAX INC
-$15.7M
15,873,213
+0%
减持
—
PTC THERAPEUTICS INC
-$15.5M
22,000,000
-31%
清仓
—
INVITAE CORP
-$15.3M
0
-100%
清仓
MLYS
MINERALYS THERAPEUTICS INC
-$14.3M
0
-100%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$14.0M
3,286,000
+149%
清仓
INSM
INSMED INC
-$13.9M
0
-100%
增持
ACH
OWENS & MINOR INC NEW
+$13.6M
6,435,000
+36%
清仓
—
ACELYRIN INC
-$13.6M
0
-100%
建仓
TARS
TARSUS PHARMACEUTICALS INC
+$13.4M
754,042
清仓
—
THESEUS PHARMACEUTICALS INC
-$13.1M
0
-100%
清仓
ANAB
ANAPTYSBIO INC
-$12.5M
0
-100%
增持
—
MERUS N V
+$11.6M
3,876,938
+28%
清仓
—
AXONICS INC
-$11.4M
0
-100%
增持
AHCO
ADAPTHEALTH CORP
-$11.2M
13,607,940
+23%
建仓
QDEL
QUIDELORTHO CORP
+$11.0M
150,000
清仓
NUVB
NUVATION BIO INC
-$10.5M
0
-100%
清仓
—
MERSANA THERAPEUTICS INC
-$9.5M
0
-100%
减持
—
VIGIL NEUROSCIENCE INC
-$9.4M
1,827,400
-11%
清仓
PHAT
PHATHOM PHARMACEUTICALS INC
-$9.4M
0
-100%
增持
—
INSMED INC
+$9.4M
108,858,000
+5%
建仓
BCYC
BICYCLE THERAPEUTICS PLC
+$9.0M
448,753
建仓
TNGX
TANGO THERAPEUTICS INC
+$8.9M
793,729
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$8.5M
2,747,015
+49%
建仓
—
ITEOS THERAPEUTICS INC
+$7.9M
723,000
增持
—
DECIPHERA PHARMACEUTICALS IN
-$6.7M
6,897,606
+3%
减持
BDTX
BLACK DIAMOND THERAPEUTICS I
-$6.4M
930,447
-48%
增持
—
ACCOLADE INC
+$5.8M
132,598,000
+8%
增持
KURA
KURA ONCOLOGY INC
+$5.6M
4,374,044
+35%
增持
GH
GUARDANT HEALTH INC
-$5.5M
1,329,935
+6%
增持
—
ROIVANT SCIENCES LTD
+$5.1M
1,604,487
+18%
增持
—
SPRINGWORKS THERAPEUTICS INC
-$4.9M
1,579,574
+0%
增持
VKTX
VIKING THERAPEUTICS INC
-$4.1M
1,279,000
+14%
清仓
ABEO
ABEONA THERAPEUTICS INC
-$3.5M
0
-100%
减持
—
SINGULAR GENOMICS SYSTEMS IN
-$3.5M
4,984,871
-23%
减持
LUNG
PULMONX CORP
-$3.4M
1,017,958
-4%
增持
—
HILLEVAX INC
-$3.4M
4,004,231
+20%
增持
DCGO
DOCGO INC
-$3.3M
4,764,000
+56%
清仓
—
ROIVANT SCIENCES LTD
-$2.5M
0
-100%
清仓
—
ELEVATION ONCOLOGY INC
-$2.1M
0
-100%
清仓
QSI
QUANTUM SI INC
-$1.4M
0
-100%
清仓
CALC
CALCIMEDICA INC
-$1.1M
0
-100%
建仓
—
CUTERA INC
+$929.5K
154,406
增持
—
ENHABIT INC
+$911.9K
4,997,746
+4%
减持
—
NYXOAH S A
-$824.8K
400,256
-12%
清仓
—
MEDAVAIL HOLDINGS INC
-$205.1K
0
-100%
建仓
TLSIW
TRISALUS LIFE SCIENCES INC
+$126.7K
333,333
建仓
—
MEDAVAIL HOLDINGS INC
+$100.4K
16,732
清仓
—
MEDTECH ACQUISITION CORP
-$14.0K
0
-100%
清仓
—
MEDTECH ACQUISITION CORP
-$10
0
-100%
建仓
TLSI
TRISALUS LIFE SCIENCES INC
+$5
1