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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 20
减持 17
清仓 102
方向
标的
Δ市值
现股数(环比)
减持
NUVL
NUVALENT INC
-$636.7M
17,991,024
-10%
清仓
KURA
KURA ONCOLOGY INC
-$105.7M
0
-100%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$95.9M
4,314,340
+378%
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。
增持
—
DYNAVAX TECHNOLOGIES CORP
+$66.1M
5,193,823
+23990%
增持
—
INDIVIOR PLC
+$60.8M
8,883,160
+74%
减持
—
ALPHATEC HLDGS INC
-$59.0M
49,500,000
-58%
减持
CPRX
CATALYST PHARMACEUTICALS INC
-$58.5M
3,133,011
-50%
清仓
SGRY
SURGERY PARTNERS INC
-$57.4M
0
-100%
清仓
CVS
CVS HEALTH CORP
-$55.0M
0
-100%
建仓
LEGN
LEGEND BIOTECH CORP
+$50.5M
1,551,718
减持
SPRY
ARS PHARMACEUTICALS INC
-$49.7M
10,514,657
-5%
减持
ALHC
ALIGNMENT HEALTHCARE INC
-$46.1M
7,304,302
-33%
减持
—
MERUS N V
-$45.3M
2,972,787
-13%
增持
CNC
CENTENE CORP DEL
-$37.8M
2,671,921
+1%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$34.0M
862,000
-35%
增持
EMBC
EMBECTA CORP
+$29.0M
3,270,535
+20%
增持
CATX
PERSPECTIVE THERAPEUTICS INC
-$28.2M
2,938,754
+4%
减持
GPCR
STRUCTURE THERAPEUTICS INC
-$26.9M
373,407
-56%
清仓
PACS
PACS GROUP INC
-$26.5M
0
-100%
清仓
PODD
INSULET CORP
-$25.5M
0
-100%
建仓
KYMR
KYMERA THERAPEUTICS INC
+$23.9M
593,000
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$23.0M
500,000
清仓
BNTX
BIONTECH SE
-$20.7M
0
-100%
增持
VTRS
VIATRIS INC
+$20.2M
23,996,036
+0%
减持
COGT
COGENT BIOSCIENCES INC
-$19.9M
2,631,000
-30%
建仓
SEPN
SEPTERNA INC
+$19.7M
861,814
增持
PHR
PHREESIA INC
+$19.6M
1,271,832
+134%
增持
NVST
ENVISTA HOLDINGS CORPORATION
+$19.2M
1,018,415
+4950%
减持
WAY
WAYSTAR HLDG CORP
-$17.2M
3,295,260
-33%
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$14.1M
156,012
增持
CGEM
CULLINAN THERAPEUTICS INC
-$13.7M
3,379,399
+3%
减持
—
VENTYX BIOSCIENCES INC
-$13.5M
534,737
-92%
清仓
AUTL
AUTOLUS THERAPEUTICS PLC
-$13.2M
0
-100%
建仓
—
CHIMERIX INC
+$13.1M
3,771,342
增持
FHTX
FOGHORN THERAPEUTICS INC
-$12.8M
3,255,514
+8%
减持
TXG
10X GENOMICS INC
-$12.6M
1,497,000
-1%
减持
IRON
DISC MEDICINE INC
-$12.2M
600,515
-41%
增持
IDYA
IDEAYA BIOSCIENCES INC
-$11.9M
2,736,000
+5%
清仓
TNGX
TANGO THERAPEUTICS INC
-$11.9M
0
-100%
建仓
—
THIRD HARMONIC BIO INC
+$10.5M
1,019,700
建仓
SYRE
SPYRE THERAPEUTICS INC
+$10.5M
450,000
增持
RVMD
REVOLUTION MEDICINES INC
+$10.4M
3,258,332
+12%
建仓
LUNG
PULMONX CORP
+$10.4M
1,534,763
建仓
NGNE
NEUROGENE INC
+$10.2M
448,145
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$8.0M
2,078,509
+17%
清仓
PRLD
PRELUDE THERAPEUTICS INC
-$7.8M
0
-100%
增持
CGON
CG ONCOLOGY INC
-$7.7M
851,593
+0%
增持
OSCR
OSCAR HEALTH INC
-$7.5M
11,835,000
+51%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$5.7M
145,191
+0%
建仓
CRVS
CORVUS PHARMACEUTICALS INC
+$5.3M
1,000,000
清仓
KYTX
KYVERNA THERAPEUTICS INC
-$4.5M
0
-100%
清仓
INSM
INSMED INC
-$3.9M
0
-100%
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$3.6M
2,596,033
-1%
清仓
PRME
PRIME MEDICINE INC
-$3.5M
0
-100%
增持
SVRA
SAVARA INC
-$3.0M
7,964,000
+23%
清仓
—
AEROVATE THERAPEUTICS INC
-$3.0M
0
-100%
增持
ALEC
ALECTOR INC
-$2.9M
1,066,962
+1%
清仓
MLAB
MESA LABS INC
-$2.6M
0
-100%
清仓
AIN
ALBANY INTL CORP
-$2.4M
0
-100%
减持
CNMD
CONMED CORP
-$2.3M
611,964
-0%
清仓
FTRE
FORTREA HLDGS INC
-$2.1M
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$2.0M
0
-100%
清仓
CENT
CENTRAL GARDEN & PET CO
-$2.0M
0
-100%
清仓
AFCG
AFC GAMMA INC
-$2.0M
0
-100%
清仓
OTTR
OTTER TAIL CORP
-$1.8M
0
-100%
清仓
WSO
WATSCO INC
-$1.7M
0
-100%
清仓
DFIN
DONNELLEY FINL SOLUTIONS INC
-$1.6M
0
-100%
清仓
UAA
UNDER ARMOUR INC
-$1.6M
0
-100%
清仓
LOW
LOWES COS INC
-$1.6M
0
-100%
清仓
FBNC
FIRST BANCORP N C
-$1.6M
0
-100%
清仓
OXM
OXFORD INDS INC
-$1.6M
0
-100%
清仓
—
PREMIER INC
-$1.6M
0
-100%
清仓
IEX
IDEX CORP
-$1.5M
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$1.5M
0
-100%
清仓
PRVA
PRIVIA HEALTH GROUP INC
-$1.5M
0
-100%
清仓
BYRN
BYRNA TECHNOLOGIES INC
-$1.4M
0
-100%
清仓
ANDE
ANDERSONS INC
-$1.4M
0
-100%
清仓
MMS
MAXIMUS INC
-$1.4M
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$1.4M
0
-100%
清仓
JOE
ST JOE CO
-$1.4M
0
-100%
清仓
WEAV
WEAVE COMMUNICATIONS INC
-$1.4M
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$1.4M
0
-100%
清仓
IDXX
IDEXX LABS INC
-$1.3M
0
-100%
清仓
USNA
USANA HEALTH SCIENCES INC
-$1.3M
0
-100%
清仓
LFMD
LIFEMD INC
-$1.3M
0
-100%
清仓
—
SUTRO BIOPHARMA INC
-$1.2M
0
-100%
清仓
COLL
COLLEGIUM PHARMACEUTICAL INC
-$1.2M
0
-100%
清仓
MMM
3M CO
-$1.2M
0
-100%
清仓
LEA
LEAR CORP
-$1.2M
0
-100%
清仓
—
DIAMOND HILL INVT GROUP INC
-$1.2M
0
-100%
清仓
NVAX
NOVAVAX INC
-$1.2M
0
-100%
清仓
LTH
LIFE TIME GROUP HOLDINGS INC
-$1.2M
0
-100%
清仓
MATV
MATIV HOLDINGS INC
-$1.2M
0
-100%
清仓
ARCB
ARCBEST CORP
-$1.2M
0
-100%
清仓
MNKD
MANNKIND CORP
-$1.1M
0
-100%
清仓
AMPL
AMPLITUDE INC
-$1.1M
0
-100%
清仓
SAM
BOSTON BEER INC
-$1.1M
0
-100%
清仓
ACHC
ACADIA HEALTHCARE COMPANY IN
-$1.1M
0
-100%
清仓
DT
DYNATRACE INC
-$1.1M
0
-100%
清仓
HTO
SJW GROUP
-$1.1M
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$1.1M
0
-100%
清仓
HNRG
HALLADOR ENERGY COMPANY
-$1.1M
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$1.1M
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$1.1M
0
-100%
清仓
—
STEELCASE INC
-$1.0M
0
-100%
减持
—
PHARVARIS N V
+$1.0M
2,017,464
-1%
清仓
CNXC
CONCENTRIX CORP
-$1.0M
0
-100%
清仓
HCKT
HACKETT GROUP INC
-$1.0M
0
-100%
清仓
PLAB
PHOTRONICS INC
-$1.0M
0
-100%
清仓
VEEV
VEEVA SYS INC
-$1.0M
0
-100%
清仓
ABSI
ABSCI CORPORATION
-$1.0M
0
-100%
清仓
BBDC
BARINGS BDC INC
-$1.0M
0
-100%
清仓
UPBD
UPBOUND GROUP INC
-$991.8K
0
-100%
清仓
EYE
NATIONAL VISION HLDGS INC
-$982.9K
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$981.2K
0
-100%
清仓
WAFD
WAFD INC
-$976.0K
0
-100%
清仓
NTNX
NUTANIX INC
-$973.4K
0
-100%
清仓
—
AMEDISYS INC
-$972.0K
0
-100%
清仓
KLIC
KULICKE & SOFFA INDS INC
-$971.7K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$965.3K
0
-100%
清仓
HQY
HEALTHEQUITY INC
-$964.3K
0
-100%
清仓
CDNA
CAREDX INC
-$963.9K
0
-100%
清仓
MRK
MERCK & CO INC
-$963.2K
0
-100%
清仓
BANC
BANC OF CALIFORNIA INC
-$959.5K
0
-100%
清仓
ZS
ZSCALER INC
-$957.3K
0
-100%
清仓
HLIO
HELIOS TECHNOLOGIES INC
-$953.8K
0
-100%
清仓
—
PACIFIC PREMIER BANCORP
-$948.7K
0
-100%
清仓
GRC
GORMAN RUPP CO
-$944.7K
0
-100%
清仓
ADBE
ADOBE INC
-$943.9K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$942.0K
0
-100%
减持
NUS
NU SKIN ENTERPRISES INC
-$940.5K
10,194
-93%
清仓
ADMA
ADMA BIOLOGICS INC
-$939.9K
0
-100%
清仓
CRS
CARPENTER TECHNOLOGY CORP
-$935.8K
0
-100%
清仓
ALG
ALAMO GROUP INC
-$927.3K
0
-100%
清仓
—
PETIQ INC
-$925.6K
0
-100%
清仓
TECH
BIO-TECHNE CORP
-$921.7K
0
-100%
清仓
DBRG
DIGITALBRIDGE GROUP INC
-$916.2K
0
-100%
清仓
TRDA
ENTRADA THERAPEUTICS INC
-$916.1K
0
-100%
清仓
—
CAREMAX INC
-$901.4K
0
-100%
增持
BIO
BIO RAD LABS INC
-$897.4K
151,644
+0%
清仓
MU
MICRON TECHNOLOGY INC
-$894.7K
0
-100%
清仓
CFG
CITIZENS FINL GROUP INC
-$890.3K
0
-100%
清仓
SMPL
SIMPLY GOOD FOODS CO
-$886.4K
0
-100%
清仓
MRCY
MERCURY SYS INC
-$882.5K
0
-100%
清仓
VLTO
VERALTO CORP
-$874.1K
0
-100%
清仓
MAX
MEDIAALPHA INC
-$871.0K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$867.7K
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$867.5K
0
-100%
清仓
USPH
U S PHYSICAL THERAPY
-$864.4K
0
-100%
清仓
SYNA
SYNAPTICS INC
-$861.1K
0
-100%