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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 72
增持 48
减持 12
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
—
FUSION PHARMACEUTICALS INC
-$136.5M
0
-100%
增持
—
INSMED INC
+$134.3M
151,408,000
+29%
建仓
WAY
WAYSTAR HLDG CORP
+$106.5M
4,952,004
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
GILD
GILEAD SCIENCES INC
+$102.3M
1,491,000
建仓
—
MIRUM PHARMACEUTICALS INC
+$93.8M
70,000,000
清仓
—
DECIPHERA PHARMACEUTICALS IN
-$80.7M
0
-100%
增持
—
INTEGRA LIFESCIENCES HLDGS C
+$65.8M
174,364,000
+69%
清仓
—
SPRINGWORKS THERAPEUTICS INC
-$63.2M
0
-100%
建仓
CVS
CVS HEALTH CORP
+$57.6M
975,000
增持
BAX
BAXTER INTL INC
+$52.5M
1,577,647
+25590%
增持
ACH
OWENS & MINOR INC NEW
-$49.1M
6,371,440
+31%
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$44.2M
10,901,485
+32%
增持
—
MERUS N V
+$43.4M
2,749,401
+4%
减持
IDYA
IDEAYA BIOSCIENCES INC
-$41.8M
2,097,113
-20%
清仓
VKTX
VIKING THERAPEUTICS INC
-$38.0M
0
-100%
增持
CGEM
CULLINAN THERAPEUTICS INC
+$37.8M
3,280,237
+188%
减持
NKTX
NKARTA INC
-$33.7M
3,799,143
-27%
清仓
—
PERSPECTIVE THERAPEUTICS INC
-$33.5M
0
-100%
减持
OSCR
OSCAR HEALTH INC
-$29.3M
6,959,787
-26%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$29.1M
119,800
建仓
CATX
PERSPECTIVE THERAPEUTICS INC
+$28.1M
2,817,763
增持
VTRS
VIATRIS INC
-$28.0M
21,395,496
+0%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$24.9M
8,135,804
+63%
建仓
MREO
MEREO BIOPHARMA GROUP PLC
+$24.2M
6,710,429
增持
KYTX
KYVERNA THERAPEUTICS INC
-$21.5M
1,983,000
+36%
增持
COGT
COGENT BIOSCIENCES INC
+$21.3M
3,744,263
+144%
减持
SLDB
SOLID BIOSCIENCES INC
-$20.2M
1,743,398
-23%
建仓
PACS
PACS GROUP INC
+$19.6M
663,851
清仓
VSTM
VERASTEM INC
-$18.2M
0
-100%
减持
CABA
CABALETTA BIO INC
-$18.0M
464,252
-63%
增持
SGRY
SURGERY PARTNERS INC
+$16.9M
4,707,287
+48%
清仓
QDEL
QUIDELORTHO CORP
-$16.7M
0
-100%
增持
CNMD
CONMED CORP
+$16.7M
631,264
+87%
清仓
GH
GUARDANT HEALTH INC
-$16.3M
0
-100%
建仓
FHTX
FOGHORN THERAPEUTICS INC
+$14.5M
2,518,500
清仓
—
ENGENE HOLDINGS INC
-$13.6M
0
-100%
增持
ACCD
ACCOLADE INC
-$12.5M
3,475,000
+46%
建仓
TXG
10X GENOMICS INC
+$11.6M
597,000
增持
CGON
CG ONCOLOGY INC
+$11.6M
433,540
+812%
减持
BIO
BIO RAD LABS INC
-$11.3M
151,714
-0%
增持
CNC
CENTENE CORP DEL
-$11.2M
2,650,122
+11%
减持
GPCR
STRUCTURE THERAPEUTICS INC
-$11.1M
844,407
-18%
增持
—
DAY ONE BIOPHARMACEUTICALS I
+$11.1M
2,923,137
+66%
减持
IART
INTEGRA LIFESCIENCES HLDGS C
-$9.5M
1,467,632
-0%
减持
REPL
REPLIMUNE GROUP INC
-$6.3M
29,300
-96%
增持
—
VENTYX BIOSCIENCES INC
-$6.0M
5,829,570
+65%
清仓
WGS
GENEDX HOLDINGS CORP
-$5.9M
0
-100%
增持
BNTX
BIONTECH SE
-$4.8M
594,000
+4%
增持
IRON
DISC MEDICINE INC
+$4.7M
1,023,265
+54%
增持
FATE
FATE THERAPEUTICS INC
-$4.4M
3,555,871
+62%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
-$4.3M
877,790
+51%
增持
LNTH
LANTHEUS HLDGS INC
+$4.3M
240,218
+0%
减持
CPRX
CATALYST PHARMACEUTICALS INC
-$4.2M
9,127,305
-0%
建仓
PHR
PHREESIA INC
+$4.1M
192,347
增持
PODD
INSULET CORP
+$3.8M
112,433
+2%
清仓
—
VIGIL NEUROSCIENCE INC
-$3.3M
0
-100%
清仓
—
SINGULAR GENOMICS SYSTEMS IN
-$2.6M
0
-100%
建仓
—
AEROVATE THERAPEUTICS INC
+$2.3M
1,411,608
建仓
KWR
QUAKER HOUGHTON
+$2.2M
13,015
建仓
JBL
JABIL INC
+$2.1M
19,662
建仓
LOW
LOWES COS INC
+$1.8M
8,113
建仓
—
UNIVERSAL STAINLESS & ALLOY
+$1.8M
65,060
增持
—
PHARVARIS N V
+$1.7M
1,397,279
+32%
增持
DCGO
DOCGO INC
+$1.6M
7,195,956
+41%
增持
PRME
PRIME MEDICINE INC
-$1.6M
896,960
+1%
建仓
HUMA
HUMACYTE INC
+$1.5M
322,851
减持
CSTL
CASTLE BIOSCIENCES INC
-$1.5M
874,609
-6%
增持
INOD
INNODATA INC
+$1.5M
111,814
+310%
建仓
RMD
RESMED INC
+$1.5M
7,576
建仓
INTU
INTUIT
+$1.4M
2,197
建仓
—
SINGULAR GENOMICS SYSTEMS IN
+$1.4M
166,162
建仓
TMDX
TRANSMEDICS GROUP INC
+$1.4M
9,298
建仓
VYX
NCR VOYIX CORPORATION
+$1.3M
107,398
增持
—
CALAVO GROWERS INC
+$1.3M
70,514
+567%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$1.3M
4,147
增持
ALEC
ALECTOR INC
-$1.2M
1,148,326
+7%
建仓
EPC
EDGEWELL PERS CARE CO
+$1.2M
30,788
建仓
YELP
YELP INC
+$1.2M
33,062
建仓
AMAL
AMALGAMATED FINANCIAL CORP
+$1.2M
44,497
建仓
AROC
ARCHROCK INC
+$1.2M
60,016
建仓
KMT
KENNAMETAL INC
+$1.2M
51,081
建仓
TTC
TORO CO
+$1.2M
12,853
建仓
TFX
TELEFLEX INCORPORATED
+$1.2M
5,482
建仓
OSG
AMBAC FINL GROUP INC
+$1.1M
89,619
建仓
SNOW
SNOWFLAKE INC
+$1.1M
8,383
建仓
PRDO
PERDOCEO ED CORP
+$1.1M
52,288
增持
DRI
DARDEN RESTAURANTS INC
+$1.1M
14,344
+126%
增持
HXL
HEXCEL CORP NEW
+$1.1M
23,879
+354%
建仓
OTTR
OTTER TAIL CORP
+$1.1M
12,607
建仓
BOKF
BOK FINL CORP
+$1.1M
12,026
增持
CRMT
AMERICAS CAR-MART INC
+$1.1M
22,267
+460%
增持
—
CAREMAX INC
-$1.1M
530,232
+0%
减持
DXC
DXC TECHNOLOGY CO
-$1.1M
13,613
-78%
增持
MATW
MATTHEWS INTL CORP
+$1.1M
57,723
+364%
建仓
CAG
CONAGRA BRANDS INC
+$1.1M
37,047
建仓
SAIC
SCIENCE APPLICATIONS INTL CO
+$1.0M
8,911
建仓
ANDE
ANDERSONS INC
+$1.0M
20,961
增持
ZTS
ZOETIS INC
+$1.0M
10,078
+141%
建仓
NOC
NORTHROP GRUMMAN CORP
+$1.0M
2,360
建仓
CCAP
CRESCENT CAP BDC INC
+$1.0M
54,357
建仓
—
HOLOGIC INC
+$1.0M
13,734
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$999.4K
3,656
+275%
建仓
OXM
OXFORD INDS INC
+$994.6K
9,931
增持
USNA
USANA HEALTH SCIENCES INC
+$982.2K
29,742
+297%
建仓
VREX
VAREX IMAGING CORP
+$970.6K
65,893
建仓
TECH
BIO-TECHNE CORP
+$969.1K
13,526
增持
XRAY
DENTSPLY SIRONA INC
+$964.7K
48,972
+537%
建仓
TWST
TWIST BIOSCIENCE CORP
+$958.8K
19,456
建仓
ARCT
ARCTURUS THERAPEUTICS HLDGS
+$957.6K
39,328
增持
MMS
MAXIMUS INC
+$956.6K
13,563
+453%
建仓
DG
DOLLAR GEN CORP NEW
+$952.2K
7,201
增持
CSV
CARRIAGE SVCS INC
+$952.0K
53,584
+198%
建仓
—
PATTERSON COS INC
+$946.6K
39,244
清仓
AMZN
AMAZON COM INC
-$941.4K
0
-100%
建仓
PSMT
PRICESMART INC
+$934.1K
11,504
建仓
IDXX
IDEXX LABS INC
+$932.5K
1,914
增持
COO
COOPER COS INC
+$928.2K
16,609
+223%
建仓
MUR
MURPHY OIL CORP
+$926.0K
22,455
建仓
HSY
HERSHEY CO
+$925.0K
5,032
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$923.7K
869,250
+30%
建仓
UBER
UBER TECHNOLOGIES INC
+$923.7K
12,709
建仓
NMIH
NMI HLDGS INC
+$906.3K
26,625
建仓
BX
BLACKSTONE INC
+$905.2K
7,312
增持
BCSF
BAIN CAP SPECIALTY FIN INC
+$900.2K
79,569
+214%
建仓
CFG
CITIZENS FINL GROUP INC
+$896.4K
24,879
清仓
EA
ELECTRONIC ARTS INC
-$875.9K
0
-100%
清仓
APG
API GROUP CORP
-$874.3K
0
-100%
建仓
CTKB
CYTEK BIOSCIENCES INC
+$869.1K
155,759
建仓
HSIC
HENRY SCHEIN INC
+$864.0K
13,479
建仓
—
LAM RESEARCH CORP
+$855.1K
803
建仓
CMS
CMS ENERGY CORP
+$854.5K
14,354
增持
RVTY
REVVITY INC
+$843.0K
12,058
+200%
建仓
PNC
PNC FINL SVCS GROUP INC
+$822.5K
5,290
建仓
SITM
SITIME CORP
+$819.3K
6,587
建仓
CBT
CABOT CORP
+$819.1K
8,914
清仓
SNX
TD SYNNEX CORPORATION
-$813.0K
0
-100%
建仓
SLP
SIMULATIONS PLUS INC
+$810.7K
16,674
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$809.5K
9,832
建仓
NTNX
NUTANIX INC
+$807.7K
14,207
建仓
—
FERGUSON PLC NEW
+$797.5K
4,118
清仓
PII
POLARIS INC
-$797.0K
0
-100%
建仓
UVE
UNIVERSAL INS HLDGS INC
+$782.9K
41,733
增持
AIN
ALBANY INTL CORP
+$766.9K
12,651
+292%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$765.9K
48,909
+322%
建仓
NUVB
NUVATION BIO INC
+$765.6K
262,205
建仓
TMUS
T-MOBILE US INC
+$764.1K
4,337
建仓
INSM
INSMED INC
+$761.1K
11,359
建仓
OSBC
OLD SECOND BANCORP INC ILL
+$758.6K
51,219
清仓
NABL
N-ABLE INC
-$757.5K
0
-100%
增持
MAN
MANPOWERGROUP INC WIS
+$733.2K
19,104
+147%