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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 147 项
建仓 33
增持 36
减持 43
清仓 35
方向
标的
Δ市值
现股数(环比)
建仓
—
BROOKDALE SR LIVING INC
+$427.5M
306,885,000
清仓
—
MERUS N V
-$286.9M
0
-100%
增持
PRAX
PRAXIS PRECISION MEDICINES I
+$221.7M
903,351
+7%
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。
减持
COGT
COGENT BIOSCIENCES INC
+$191.2M
9,043,903
-0%
减持
NUVL
NUVALENT INC
+$179.2M
17,248,450
-4%
增持
CELC
CELCUITY INC
+$134.7M
1,714,000
+134%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$105.4M
0
-100%
增持
VERA
VERA THERAPEUTICS INC
+$99.8M
4,059,695
+11%
建仓
—
ALIGNMENT HEALTHCARE INC
+$92.6M
61,000,000
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$87.4M
1,832,946
+85%
清仓
—
TANDEM DIABETES CARE INC
-$87.1M
0
-100%
清仓
MRK
MERCK & CO INC
-$86.4M
0
-100%
清仓
PFE
PFIZER INC
-$84.2M
0
-100%
清仓
INSM
INSMED INC
-$67.8M
0
-100%
增持
INSP
INSPIRE MED SYS INC
+$61.1M
1,505,872
+44%
减持
RVMD
REVOLUTION MEDICINES INC
+$60.1M
2,894,613
-21%
建仓
STOK
STOKE THERAPEUTICS INC
+$57.9M
1,823,500
减持
CNC
CENTENE CORP DEL
-$57.4M
6,447,998
-29%
建仓
LNTH
LANTHEUS HLDGS INC
+$55.1M
827,999
增持
SVRA
SAVARA INC
+$53.4M
13,569,000
+70%
减持
—
INDIVIOR PLC
-$46.7M
3,393,063
-51%
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$43.0M
767,993
+106%
建仓
BLTE
BELITE BIO INC
+$37.4M
233,813
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$34.7M
4,520,000
+280%
清仓
ZBIO
ZENAS BIOPHARMA INC
-$34.7M
0
-100%
清仓
NEO
NEOGENOMICS INC
-$34.3M
0
-100%
减持
CNMD
CONMED CORP
-$33.6M
52,555
-93%
增持
LEGN
LEGEND BIOTECH CORP
+$32.4M
5,932,000
+100%
减持
BKD
BROOKDALE SR LIVING INC
+$27.0M
11,637,032
-0%
增持
—
PHARVARIS N V
+$25.8M
3,126,042
+28%
减持
CRMD
CORMEDIX INC
-$25.8M
1,107,944
-67%
建仓
TNGX
TANGO THERAPEUTICS INC
+$25.8M
2,906,946
减持
—
NEWAMSTERDAM PHARMA COMPANY
+$24.8M
4,164,789
-2%
减持
IRON
DISC MEDICINE INC
-$20.2M
511,163
-44%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$19.5M
14,341,000
+18%
建仓
CMPX
COMPASS THERAPEUTICS INC
+$19.4M
3,606,000
建仓
KYTX
KYVERNA THERAPEUTICS INC
+$18.8M
2,000,000
减持
CPRX
CATALYST PHARMACEUTICALS INC
+$16.6M
4,911,161
-1%
增持
CERT
CERTARA INC
-$13.6M
7,808,605
+16%
减持
CGEM
CULLINAN THERAPEUTICS INC
-$13.4M
386,169
-87%
增持
SYRE
SPYRE THERAPEUTICS INC
+$13.0M
710,626
+16%
减持
VTRS
VIATRIS INC
+$13.0M
20,206,170
-16%
减持
KYMR
KYMERA THERAPEUTICS INC
+$11.3M
561,170
-2%
建仓
MDLN
MEDLINE INC
+$10.9M
260,000
减持
IART
INTEGRA LIFESCIENCES HLDGS C
-$10.9M
39,209
-95%
增持
PHR
PHREESIA INC
+$7.6M
1,999,045
+79%
清仓
DCGO
DOCGO INC
-$6.3M
0
-100%
清仓
SI
SHOULDER INNOVATIONS INC
-$6.1M
0
-100%
减持
BBNX
BETA BIONICS INC
+$5.4M
938,308
-20%
清仓
JBIO
JADE BIOSCIENCES INC
-$4.6M
0
-100%
增持
EMBC
EMBECTA CORP
-$4.3M
2,752,031
+5%
建仓
VEEV
VEEVA SYS INC
+$4.0M
17,711
增持
FHTX
FOGHORN THERAPEUTICS INC
+$3.8M
3,649,211
+12%
清仓
HAE
HAEMONETICS CORP MASS
-$3.4M
0
-100%
清仓
HTFL
HEARTFLOW INC
-$3.4M
0
-100%
建仓
DGX
QUEST DIAGNOSTICS INC
+$3.2M
18,392
增持
LH
LABCORP HOLDINGS INC
+$3.2M
13,825
+1208%
减持
NVST
ENVISTA HOLDINGS CORPORATION
+$2.8M
2,280,498
-1%
减持
TSHA
TAYSHA GENE THERAPIES INC
-$2.6M
2,722,165
-49%
建仓
WOOF
PETCO HEALTH & WELLNESS CO I
+$2.6M
936,309
减持
UFPT
UFP TECHNOLOGIES INC
-$2.6M
5,098
-73%
建仓
CI
THE CIGNA GROUP
+$2.5M
9,203
建仓
RMD
RESMED INC
+$2.4M
10,104
减持
ALGN
ALIGN TECHNOLOGY INC
-$2.4M
11,000
-66%
清仓
WAT
WATERS CORP
-$2.4M
0
-100%
减持
COO
COOPER COS INC
-$2.3M
7,786
-82%
建仓
DOCS
DOXIMITY INC
+$2.3M
51,942
减持
ISRG
INTUITIVE SURGICAL INC
-$2.2M
483
-91%
建仓
—
MASIMO CORP
+$2.1M
16,147
减持
KVUE
KENVUE INC
-$2.0M
65,344
-66%
减持
VREX
VAREX IMAGING CORP
-$2.0M
131,745
-54%
减持
RVTY
REVVITY INC
-$1.9M
10,323
-69%
增持
MNPR
MONOPAR THERAPEUTICS INC
-$1.9M
170,558
+7%
建仓
CAH
CARDINAL HEALTH INC
+$1.8M
8,985
减持
MMSI
MERIT MED SYS INC
-$1.8M
18,798
-55%
建仓
GDRX
GOODRX HLDGS INC
+$1.8M
660,133
建仓
SGRY
SURGERY PARTNERS INC
+$1.7M
112,623
建仓
ADUS
ADDUS HOMECARE CORP
+$1.7M
15,871
增持
TMDX
TRANSMEDICS GROUP INC
+$1.7M
25,492
+100%
清仓
TFX
TELEFLEX INCORPORATED
-$1.7M
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$1.6M
0
-100%
增持
PODD
INSULET CORP
+$1.6M
10,616
+137%
清仓
PEN
PENUMBRA INC
-$1.6M
0
-100%
建仓
EHC
ENCOMPASS HEALTH CORP
+$1.6M
15,259
减持
—
DAY ONE BIOPHARMACEUTICALS I
+$1.5M
3,723,131
-21%
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$1.4M
164,345
+60%
建仓
ABT
ABBOTT LABS
+$1.4M
11,449
建仓
MMS
MAXIMUS INC
+$1.4M
16,606
减持
STAA
STAAR SURGICAL CO
-$1.4M
51,894
-46%
减持
RGEN
REPLIGEN CORP
-$1.4M
2,199
-83%
清仓
—
BIOMX INC
-$1.3M
0
-100%
增持
ENOV
ENOVIS CORPORATION
+$1.3M
127,270
+84%
清仓
DHR
DANAHER CORPORATION
-$1.3M
0
-100%
清仓
ELUT
ELUTIA INC
-$1.2M
0
-100%
清仓
TECH
BIO-TECHNE CORP
-$1.2M
0
-100%
减持
KIDS
ORTHOPEDIATRICS CORP
-$1.0M
144,220
-26%
减持
ATRC
ATRICURE INC
-$1.0M
52,076
-41%
减持
TXG
10X GENOMICS INC
-$988.9K
126,574
-52%
清仓
BAX
BAXTER INTL INC
-$973.3K
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$965.8K
0
-100%
减持
BRBR
BELLRING BRANDS INC
-$923.7K
11,996
-65%
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$902.5K
0
-100%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$822.0K
12,099
-30%
增持
HQY
HEALTHEQUITY INC
+$817.8K
16,231
+130%
建仓
ARVN
ARVINAS INC
+$807.2K
68,057
增持
DXCM
DEXCOM INC
+$686.7K
32,943
+48%
减持
BSX
BOSTON SCIENTIFIC CORP
-$678.9K
24,941
-20%
增持
EW
EDWARDS LIFESCIENCES CORP
+$674.3K
13,702
+116%
清仓
TWST
TWIST BIOSCIENCE CORP
-$670.5K
0
-100%
清仓
GMED
GLOBUS MED INC
-$636.0K
0
-100%
建仓
SDGR
SCHRODINGER INC
+$607.7K
33,987
减持
XERS
XERIS BIOPHARMA HOLDINGS INC
-$574.1K
52,230
-57%
增持
CHE
CHEMED CORP NEW
+$570.9K
6,215
+33%
建仓
RXST
RXSIGHT INC
+$544.5K
52,257
减持
ZTS
ZOETIS INC
-$534.7K
5,698
-33%
减持
LMAT
LEMAITRE VASCULAR INC
-$528.1K
25,815
-14%
增持
RDNT
RADNET INC
+$522.2K
49,951
+25%
增持
SYK
STRYKER CORPORATION
+$513.2K
3,551
+79%
减持
CRVL
CORVEL CORP
-$469.7K
27,629
-9%
建仓
ABBV
ABBVIE INC
+$460.2K
2,014
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$457.9K
0
-100%
增持
AVNS
AVANOS MED INC
+$455.4K
167,061
+36%
建仓
HROW
HARROW INC
+$426.0K
8,693
增持
TNDM
TANDEM DIABETES CARE INC
+$425.4K
26,090
+114%
建仓
HCSG
HEALTHCARE SVCS GROUP INC
+$406.5K
21,259
清仓
SHC
SOTERA HEALTH CO
-$399.3K
0
-100%
建仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$397.7K
14,852
清仓
XRAY
DENTSPLY SIRONA INC
-$383.0K
0
-100%
增持
MDXG
MIMEDX GROUP INC
+$354.0K
160,419
+53%
减持
AZTA
AZENTA INC
-$318.4K
25,835
-37%
清仓
SCI
SERVICE CORP INTL
-$302.5K
0
-100%
减持
—
STERIS PLC
-$295.1K
1,352
-48%
清仓
HSIC
HENRY SCHEIN INC
-$278.2K
0
-100%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$269.1K
69,669
+8%
建仓
EYE
NATIONAL VISION HLDGS INC
+$265.5K
10,284
减持
ATEC
ALPHATEC HLDGS INC
+$256.2K
57,277
-12%
清仓
SUPN
SUPERNUS PHARMACEUTICALS INC
-$254.8K
0
-100%
增持
ITGR
INTEGER HLDGS CORP
-$249.4K
13,326
+6%
建仓
PHGE
BIOMX INC
+$245.5K
131,270
建仓
ABEO
ABEONA THERAPEUTICS INC
+$210.8K
40,000
清仓
OGN
ORGANON & CO
-$175.0K
0
-100%
减持
NHC
NATIONAL HEALTHCARE CORP
-$115.4K
12,085
-17%
清仓
CYH
COMMUNITY HEALTH SYS INC NEW
-$105.0K
0
-100%
增持
DVA
DAVITA INC
-$91.5K
20,909
+13%
增持
BLFS
BIOLIFE SOLUTIONS INC
+$70.1K
120,211
+8%
清仓
EBS
EMERGENT BIOSOLUTIONS INC
-$16.5K
0
-100%
增持
TRUP
TRUPANION INC
+$13.9K
66,438
+16%