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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 130 项
建仓 45
增持 28
减持 13
清仓 44
方向
标的
Δ市值
现股数(环比)
清仓
—
ACCOLADE INC
-$130.6M
0
-100%
减持
OSCR
OSCAR HEALTH INC
+$94.5M
11,649,591
-2%
减持
ALHC
ALIGNMENT HEALTHCARE INC
-$80.3M
342,558
-93%
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
UTHR
UNITED THERAPEUTICS CORP DEL
+$70.5M
540,626
+96%
建仓
MRK
MERCK & CO INC
+$67.9M
857,724
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$67.3M
0
-100%
增持
VERA
VERA THERAPEUTICS INC
+$53.7M
3,348,117
+219%
增持
LEGN
LEGEND BIOTECH CORP
+$46.0M
2,962,338
+70%
增持
—
MERUS N V
+$44.4M
3,384,628
+7%
建仓
—
TANDEM DIABETES CARE INC
+$38.5M
40,000,000
减持
SPRY
ARS PHARMACEUTICALS INC
+$37.4M
9,724,508
-8%
增持
INSM
INSMED INC
+$35.6M
700,700
+53%
清仓
—
CHIMERIX INC
-$32.1M
0
-100%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$28.8M
3,915,311
+20%
清仓
—
INMODE LTD
-$28.0M
0
-100%
建仓
MRNA
MODERNA INC
+$27.6M
1,000,000
增持
CERT
CERTARA INC
+$25.9M
3,926,099
+94%
建仓
—
LIVANOVA PLC
+$25.4M
25,000,000
清仓
LNTH
LANTHEUS HLDGS INC
-$23.4M
0
-100%
建仓
VTR
VENTAS INC
+$22.4M
354,000
清仓
CGON
CG ONCOLOGY INC
-$20.8M
0
-100%
减持
CPRX
CATALYST PHARMACEUTICALS INC
-$20.5M
2,879,476
-16%
清仓
—
ESTABLISHMENT LABS HLDGS INC
-$20.4M
0
-100%
增持
PFE
PFIZER INC
+$19.6M
4,306,264
+29%
减持
EWTX
EDGEWISE THERAPEUTICS INC
-$18.6M
2,067,320
-1%
建仓
INSP
INSPIRE MED SYS INC
+$18.2M
140,000
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$17.9M
1,167,802
-22%
清仓
BEAM
BEAM THERAPEUTICS INC
-$17.1M
0
-100%
建仓
XENE
XENON PHARMACEUTICALS INC
+$17.0M
542,020
建仓
VCYT
VERACYTE INC
+$16.9M
625,000
建仓
NEO
NEOGENOMICS INC
+$15.7M
2,148,000
清仓
CON
CONCENTRA GROUP HOLDINGS PAR
-$14.1M
0
-100%
清仓
—
METSERA INC
-$13.6M
0
-100%
减持
TXG
10X GENOMICS INC
-$13.0M
11,301
-99%
建仓
TSHA
TAYSHA GENE THERAPIES INC
+$12.4M
5,386,000
增持
KYMR
KYMERA THERAPEUTICS INC
+$12.3M
653,000
+10%
增持
AHCO
ADAPTHEALTH CORP
-$11.9M
9,904,895
+2%
清仓
OPK
OPKO HEALTH INC
-$11.5M
0
-100%
增持
CNC
CENTENE CORP DEL
+$10.7M
3,185,370
+19%
清仓
—
GH RESEARCH PLC
-$10.2M
0
-100%
建仓
OMDA
OMADA HEALTH INC
+$10.1M
553,107
增持
IRON
DISC MEDICINE INC
+$9.9M
919,403
+18%
减持
BKD
BROOKDALE SR LIVING INC
+$9.2M
15,362,264
-2%
增持
SION
SIONNA THERAPEUTICS INC
+$9.0M
970,590
+30%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$8.6M
5,115,953
+25%
清仓
DYN
DYNE THERAPEUTICS INC
-$8.5M
0
-100%
增持
NVST
ENVISTA HOLDINGS CORPORATION
+$8.3M
2,215,845
+9%
增持
EMBC
EMBECTA CORP
-$8.0M
2,749,712
+1%
增持
RVMD
REVOLUTION MEDICINES INC
+$7.2M
3,384,072
+2%
清仓
CATX
PERSPECTIVE THERAPEUTICS INC
-$6.0M
0
-100%
减持
DCGO
DOCGO INC
-$5.6M
4,941,565
-2%
增持
VTRS
VIATRIS INC
+$5.6M
24,023,907
+0%
增持
PRAX
PRAXIS PRECISION MEDICINES I
+$5.4M
686,931
+11%
建仓
JBIO
JADE BIOSCIENCES INC
+$5.3M
531,163
清仓
NGNE
NEUROGENE INC
-$5.2M
0
-100%
增持
BBNX
BETA BIONICS INC
+$4.6M
1,168,415
+15%
增持
COGT
COGENT BIOSCIENCES INC
+$3.2M
2,640,215
+0%
减持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$3.1M
4,692,000
-10%
增持
—
NOVOCURE LTD
+$3.1M
825,119
+27%
增持
PHR
PHREESIA INC
+$3.1M
1,014,577
+0%
减持
—
ENHABIT INC
+$2.1M
4,779,864
-4%
增持
SYRE
SPYRE THERAPEUTICS INC
+$1.9M
613,665
+36%
增持
RXST
RXSIGHT INC
+$1.6M
888,950
+127%
增持
—
DAY ONE BIOPHARMACEUTICALS I
+$721.7K
3,723,131
+26%
减持
DCTH
DELCATH SYS INC
+$700.0K
812,561
-0%
建仓
SHC
SOTERA HEALTH CO
+$503.1K
45,242
建仓
COO
COOPER COS INC
+$450.3K
6,328
增持
CNMD
CONMED CORP
-$428.2K
700,271
+15%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$371.4K
916
建仓
UFPT
UFP TECHNOLOGIES INC
+$370.4K
1,517
建仓
ALGN
ALIGN TECHNOLOGY INC
+$368.2K
1,945
建仓
ATRC
ATRICURE INC
+$365.0K
11,138
建仓
LMAT
LEMAITRE VASCULAR INC
+$346.2K
4,169
建仓
KIDS
ORTHOPEDIATRICS CORP
+$332.6K
15,486
建仓
ENOV
ENOVIS CORPORATION
+$322.0K
10,267
建仓
NHC
NATIONAL HEALTHCARE CORP
+$313.1K
2,926
建仓
DVA
DAVITA INC
+$299.3K
2,101
建仓
BLFS
BIOLIFE SOLUTIONS INC
+$294.5K
13,670
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$289.3K
1,597
建仓
—
AMEDISYS INC
+$270.0K
2,744
建仓
HAE
HAEMONETICS CORP MASS
+$263.3K
3,529
建仓
IQV
IQVIA HLDGS INC
+$255.8K
1,623
建仓
MDXG
MIMEDX GROUP INC
+$240.4K
39,351
建仓
MEDP
MEDPACE HLDGS INC
+$231.0K
736
建仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$219.9K
9,579
建仓
TFX
TELEFLEX INCORPORATED
+$213.6K
1,805
清仓
JOE
ST JOE CO
-$210.0K
0
-100%
建仓
CRVL
CORVEL CORP
+$204.8K
1,993
建仓
ZTS
ZOETIS INC
+$204.3K
1,310
清仓
DXC
DXC TECHNOLOGY CO
-$202.6K
0
-100%
建仓
RGEN
REPLIGEN CORP
+$202.5K
1,628
减持
CGEM
CULLINAN THERAPEUTICS INC
-$194.2K
3,855,552
-0%
清仓
XPOF
XPONENTIAL FITNESS INC
-$192.4K
0
-100%
建仓
ATEC
ALPHATEC HLDGS INC
+$189.6K
17,083
清仓
FPI
FARMLAND PARTNERS INC
-$188.0K
0
-100%
清仓
HNRG
HALLADOR ENERGY COMPANY
-$168.4K
0
-100%
建仓
OGN
ORGANON & CO
+$158.6K
16,388
增持
CYH
COMMUNITY HEALTH SYS INC NEW
+$157.8K
55,703
+375%
建仓
PACS
PACS GROUP INC
+$147.6K
11,421
清仓
REI
RING ENERGY INC
-$146.5K
0
-100%
清仓
MFA
MFA FINL INC
-$112.2K
0
-100%
清仓
WOOF
PETCO HEALTH & WELLNESS CO I
-$108.1K
0
-100%
建仓
XERS
XERIS BIOPHARMA HOLDINGS INC
+$105.4K
22,574
清仓
BLZE
BACKBLAZE INC
-$103.7K
0
-100%
清仓
VIR
VIR BIOTECHNOLOGY INC
-$101.9K
0
-100%
清仓
MAX
MEDIAALPHA INC
-$99.7K
0
-100%
清仓
MNKD
MANNKIND CORP
-$87.4K
0
-100%
建仓
RDNT
RADNET INC
+$85.7K
1,506
清仓
DHC
DIVERSIFIED HEALTHCARE TR
-$81.3K
0
-100%
清仓
ZVRA
ZEVRA THERAPEUTICS INC
-$81.3K
0
-100%
清仓
NUVB
NUVATION BIO INC
-$80.0K
0
-100%
清仓
RPAY
REPAY HLDGS CORP
-$73.4K
0
-100%
清仓
QTRX
QUANTERIX CORP
-$71.8K
0
-100%
清仓
ABSI
ABSCI CORPORATION
-$70.5K
0
-100%
清仓
CERS
CERUS CORP
-$62.1K
0
-100%
清仓
ALDX
ALDEYRA THERAPEUTICS INC
-$59.4K
0
-100%
清仓
RUN
SUNRUN INC
-$59.3K
0
-100%
清仓
RZLT
REZOLUTE INC
-$55.7K
0
-100%
清仓
MXCT
MAXCYTE INC
-$52.2K
0
-100%
清仓
ACCO
ACCO BRANDS CORP
-$47.1K
0
-100%
清仓
APPS
DIGITAL TURBINE INC
-$46.0K
0
-100%
清仓
OLPX
OLAPLEX HLDGS INC
-$36.6K
0
-100%
清仓
TALK
TALKSPACE INC
-$34.4K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$33.2K
168
清仓
BFLY
BUTTERFLY NETWORK INC
-$26.5K
0
-100%
清仓
CCCC
C4 THERAPEUTICS INC
-$20.0K
0
-100%
建仓
EBS
EMERGENT BIOSOLUTIONS INC
+$11.9K
1,872
建仓
PMVP
PMV PHARMACEUTICALS INC
+$9.3K
8,790
建仓
CRL
CHARLES RIV LABS INTL INC
+$6.5K
43
建仓
MYGN
MYRIAD GENETICS INC
+$2.7K
505