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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 92
增持 28
减持 15
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
—
GLAUKOS CORP
-$414.9M
0
-100%
清仓
—
INVITAE CORP
-$187.0M
0
-100%
清仓
—
NATERA INC
-$172.4M
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。
建仓
—
INTEGRA LIFESCIENCES HLDGS C
+$98.7M
103,215,000
增持
LRMR
LARIMAR THERAPEUTICS INC
+$84.1M
21,231,974
+25%
清仓
—
RAYZEBIO INC
-$62.6M
0
-100%
减持
AHCO
ADAPTHEALTH CORP
+$53.4M
13,257,940
-3%
建仓
BNTX
BIONTECH SE
+$52.5M
569,574
减持
BAX
BAXTER INTL INC
-$52.3M
6,141
-100%
增持
VTRS
VIATRIS INC
+$40.3M
21,395,052
+8%
增持
CNC
CENTENE CORP DEL
+$39.1M
2,381,044
+20%
增持
KURA
KURA ONCOLOGY INC
+$39.0M
5,411,571
+2%
减持
OSCR
OSCAR HEALTH INC
+$36.5M
9,373,097
-17%
建仓
KYTX
KYVERNA THERAPEUTICS INC
+$36.3M
1,462,337
减持
—
MERUS N V
+$36.3M
2,649,401
-12%
减持
ACH
OWENS & MINOR INC NEW
+$34.4M
4,877,588
-7%
增持
NKTX
NKARTA INC
+$33.7M
5,194,087
+53%
建仓
—
PERSPECTIVE THERAPEUTICS INC
+$33.5M
28,177,636
减持
—
SPRINGWORKS THERAPEUTICS INC
-$31.2M
1,283,176
-50%
建仓
SLDB
SOLID BIOSCIENCES INC
+$30.1M
2,260,398
建仓
—
LANTHEUS HLDGS INC
+$28.0M
25,255,000
增持
SGRY
SURGERY PARTNERS INC
+$27.7M
3,186,803
+51%
增持
CNMD
CONMED CORP
+$26.8M
338,165
+13130%
增持
—
BROOKDALE SR LIVING INC
+$25.3M
161,905,000
+11%
建仓
—
INMODE LTD
+$25.2M
1,166,704
建仓
ACCD
ACCOLADE INC
+$25.0M
2,382,102
减持
CABA
CABALETTA BIO INC
-$24.1M
1,258,650
-37%
建仓
AUTL
AUTOLUS THERAPEUTICS PLC
+$23.2M
3,639,000
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$22.8M
691,004
-23%
建仓
APGE
APOGEE THERAPEUTICS INC
+$21.9M
329,000
增持
LKFT
GALAPAGOS NV
+$20.1M
1,411,000
+127%
减持
PODD
INSULET CORP
-$20.0M
110,061
-38%
建仓
—
VENTYX BIOSCIENCES INC
+$19.5M
3,542,000
建仓
CGEM
CULLINAN ONCOLOGY INC
+$19.4M
1,138,531
增持
BKD
BROOKDALE SR LIVING INC
+$17.1M
15,612,264
+6%
建仓
FATE
FATE THERAPEUTICS INC
+$16.1M
2,190,408
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$15.8M
667,000
建仓
LNTH
LANTHEUS HLDGS INC
+$14.9M
240,187
增持
IRON
DISC MEDICINE INC
+$14.6M
665,535
+43%
减持
VKTX
VIKING THERAPEUTICS INC
+$14.2M
463,501
-64%
建仓
—
ENGENE HOLDINGS INC
+$13.6M
800,000
减持
—
DECIPHERA PHARMACEUTICALS IN
-$12.7M
5,127,270
-11%
建仓
EYPT
EYEPOINT PHARMACEUTICALS INC
+$12.0M
579,594
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$11.0M
8,270,697
+137%
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$10.8M
1,033,680
+26%
增持
EMBC
EMBECTA CORP
+$10.0M
2,726,135
+97%
减持
EWTX
EDGEWISE THERAPEUTICS INC
+$9.4M
2,874,586
-27%
减持
DCGO
DOCGO INC
-$9.1M
5,104,387
-4%
减持
REPL
REPLIMUNE GROUP INC
-$8.7M
802,984
-56%
清仓
—
CAREMAX INC
-$7.9M
0
-100%
建仓
GUTS
FRACTYL HEALTH INC
+$6.2M
834,254
建仓
CALC
CALCIMEDICA INC
+$4.2M
1,000,000
增持
COGT
COGENT BIOSCIENCES INC
+$3.9M
1,534,345
+41%
增持
CPRX
CATALYST PHARMACEUTICALS INC
-$3.9M
9,130,817
+3%
增持
BIO
BIO RAD LABS INC
+$3.8M
152,378
+1%
增持
—
DAY ONE BIOPHARMACEUTICALS I
+$3.4M
1,765,312
+0%
增持
IART
INTEGRA LIFESCIENCES HLDGS C
+$3.1M
1,473,090
+30%
建仓
—
BIOMX INC
+$2.7M
6,110,098
建仓
—
CAREMAX INC
+$2.6M
529,108
建仓
CGON
CG ONCOLOGY INC
+$2.1M
47,540
增持
ALEC
ALECTOR INC
-$2.1M
1,072,845
+0%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
-$1.8M
4,995,000
+10%
增持
—
PHARVARIS N V
+$1.8M
1,061,592
+31%
建仓
DXC
DXC TECHNOLOGY CO
+$1.3M
62,245
建仓
DRI
DARDEN RESTAURANTS INC
+$1.1M
6,335
建仓
PRGS
PROGRESS SOFTWARE CORP
+$1.0M
19,394
建仓
EA
ELECTRONIC ARTS INC
+$875.9K
6,602
建仓
APG
API GROUP CORP
+$874.3K
22,264
建仓
SNX
TD SYNNEX CORPORATION
+$813.0K
7,188
清仓
—
NYXOAH S A
-$811.3K
0
-100%
建仓
PII
POLARIS INC
+$797.0K
7,960
建仓
MNKD
MANNKIND CORP
+$757.8K
167,278
建仓
WHR
WHIRLPOOL CORP
+$735.4K
6,147
建仓
SKYT
SKYWATER TECHNOLOGY INC
+$728.0K
71,580
建仓
ZTS
ZOETIS INC
+$708.8K
4,189
建仓
DRS
LEONARDO DRS INC
+$704.4K
31,888
建仓
FCN
FTI CONSULTING INC
+$681.8K
3,242
建仓
AGYS
AGILYSYS INC
+$674.0K
7,999
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$665.7K
5,969
建仓
—
AMEDISYS INC
+$643.1K
6,978
建仓
ATRC
ATRICURE INC
+$630.9K
20,740
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$625.1K
3,859
减持
—
VIGIL NEUROSCIENCE INC
-$623.6K
980,311
-16%
建仓
FTNT
FORTINET INC
+$616.2K
9,021
建仓
GTLS
CHART INDS INC
+$612.8K
3,720
建仓
—
STERICYCLE INC
+$603.3K
11,437
建仓
MAN
MANPOWERGROUP INC WIS
+$600.2K
7,731
建仓
V
VISA INC
+$596.4K
2,137
建仓
VRSK
VERISK ANALYTICS INC
+$593.3K
2,517
建仓
PMT
PENNYMAC MTG INVT TR
+$593.1K
40,405
建仓
AAPL
APPLE INC
+$591.4K
3,449
建仓
FLS
FLOWSERVE CORP
+$587.3K
12,857
建仓
SCI
SERVICE CORP INTL
+$585.9K
7,895
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$585.7K
5,407
建仓
SON
SONOCO PRODS CO
+$584.5K
10,105
增持
AMZN
AMAZON COM INC
+$582.7K
5,219
+121%
建仓
HCSG
HEALTHCARE SVCS GROUP INC
+$574.5K
46,036
建仓
—
ENVESTNET INC
+$573.6K
9,905
增持
NABL
N-ABLE INC
+$572.8K
57,956
+316%
建仓
IMNM
IMMUNOME INC
+$568.4K
23,031
建仓
GCO
GENESCO INC
+$556.8K
19,786
建仓
—
APTIV PLC
+$555.8K
6,978
清仓
TRS
TRIMAS CORP
-$554.6K
0
-100%
清仓
PPC
PILGRIMS PRIDE CORP
-$552.1K
0
-100%
建仓
BBY
BEST BUY INC
+$530.1K
6,462
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$526.2K
6,956
建仓
CHWY
CHEWY INC
+$525.3K
33,020
建仓
COO
COOPER COS INC
+$521.8K
5,143
建仓
ADBE
ADOBE INC
+$516.7K
1,024
建仓
AGIO
AGIOS PHARMACEUTICALS INC
+$516.3K
17,658
增持
OWL
BLUE OWL CAPITAL INC
+$515.3K
41,712
+129%
建仓
—
GUESS INC
+$510.6K
16,226
清仓
JNJ
JOHNSON & JOHNSON
-$510.0K
0
-100%
建仓
—
FLUSHING FINL CORP
+$508.1K
40,290
建仓
—
ATRION CORP
+$505.3K
1,090
清仓
MUR
MURPHY OIL CORP
-$495.9K
0
-100%
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$494.5K
2,710
建仓
ULTA
ULTA BEAUTY INC
+$492.0K
941
建仓
PBH
PRESTIGE CONSMR HEALTHCARE I
+$491.8K
6,778
清仓
ANDE
ANDERSONS INC
-$490.1K
0
-100%
建仓
GLW
CORNING INC
+$488.4K
14,817
建仓
PSN
PARSONS CORP DEL
+$486.1K
5,860
建仓
ANSS
ANSYS INC
+$484.3K
1,395
建仓
IR
INGERSOLL RAND INC
+$480.9K
5,065
建仓
SYBT
STOCK YDS BANCORP INC
+$480.3K
9,821
建仓
RPAY
REPAY HLDGS CORP
+$477.8K
43,439
建仓
BBDC
BARINGS BDC INC
+$463.3K
49,821
建仓
FSLY
FASTLY INC
+$461.2K
35,557
建仓
AZZ
AZZ INC
+$459.3K
5,941
建仓
MPLX
MPLX LP
+$452.7K
10,892
清仓
MLAB
MESA LABS INC
-$451.9K
0
-100%
清仓
DXCM
DEXCOM INC
-$451.7K
0
-100%
建仓
LMAT
LEMAITRE VASCULAR INC
+$449.3K
6,770
建仓
HALO
HALOZYME THERAPEUTICS INC
+$449.2K
11,042
建仓
MU
MICRON TECHNOLOGY INC
+$447.6K
3,797
增持
AMPY
AMPLIFY ENERGY CORP NEW
+$445.3K
80,005
+468%
增持
ITW
ILLINOIS TOOL WKS INC
+$443.3K
2,470
+195%
建仓
HNST
HONEST CO INC
+$441.3K
108,968
建仓
VERA
VERA THERAPEUTICS INC
+$440.2K
10,208
建仓
ZEUS
OLYMPIC STEEL INC
+$439.0K
6,194
建仓
ALTG
ALTA EQUIPMENT GROUP INC
+$438.0K
33,826
建仓
SEI
SOLARIS OILFIELD INFRASTRUCT
+$437.6K
50,478
建仓
VECO
VEECO INSTRS INC DEL
+$436.2K
12,402
建仓
NWBI
NORTHWEST BANCSHARES INC MD
+$434.2K
37,267
清仓
—
JUNIPER NETWORKS INC
-$428.6K
0
-100%
建仓
W
WAYFAIR INC
+$427.4K
6,296
清仓
HSTM
HEALTHSTREAM INC
-$426.7K
0
-100%
增持
—
AVID BIOSERVICES INC
+$424.7K
101,789
+157%
建仓
RXST
RXSIGHT INC
+$422.2K
8,185
建仓
RVTY
REVVITY INC
+$421.4K
4,013