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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 116 项
建仓 12
增持 15
减持 9
清仓 80
方向
标的
Δ市值
现股数(环比)
建仓
—
ARROWHEAD PHARMACEUTICALS IN
+$207.2M
200,000,000
清仓
—
INDIVIOR PLC
-$121.7M
0
-100%
建仓
INDV
INDIVIOR PHARMACEUTICALS INC
+$94.4M
3,097,790
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
SNDX
SYNDAX PHARMACEUTICALS INC
+$88.3M
3,779,900
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$87.6M
610,000
-48%
建仓
DNTH
DIANTHUS THERAPEUTICS INC
+$85.6M
1,019,813
建仓
PFE
PFIZER INC
+$85.4M
3,040,000
减持
CNC
CENTENE CORP DEL
-$71.6M
5,917,091
-8%
增持
XENE
XENON PHARMACEUTICALS INC
+$69.7M
1,615,696
+198%
建仓
—
ZENAS BIOPHARMA INC
+$67.3M
65,000,000
建仓
GMAB
GENMAB A/S
+$66.1M
2,462,000
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$63.4M
457,000
+7%
增持
TNGX
TANGO THERAPEUTICS INC
+$61.0M
4,146,813
+43%
减持
VERA
VERA THERAPEUTICS INC
-$55.8M
3,722,100
-8%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$48.1M
851,556
增持
PRAX
PRAXIS PRECISION MEDICINES I
+$44.1M
963,351
+7%
增持
LRMR
LARIMAR THERAPEUTICS INC
+$43.6M
35,606,974
+16%
清仓
PHR
PHREESIA INC
-$33.8M
0
-100%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$31.3M
15,038,000
+5%
清仓
MRNA
MODERNA INC
-$29.5M
0
-100%
清仓
—
LANTHEUS HLDGS INC
-$28.9M
0
-100%
清仓
VTR
VENTAS INC
-$27.4M
0
-100%
减持
IDYA
IDEAYA BIOSCIENCES INC
-$23.5M
1,530,008
-29%
清仓
SYRE
SPYRE THERAPEUTICS INC
-$23.3M
0
-100%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$23.0M
1,573,297
-14%
建仓
TYRA
TYRA BIOSCIENCES INC
+$21.0M
549,000
建仓
DRUG
BRIGHT MINDS BIOSCIENCES INC
+$20.7M
283,000
清仓
EWTX
EDGEWISE THERAPEUTICS INC
-$19.0M
0
-100%
减持
CPRX
CATALYST PHARMACEUTICALS INC
-$17.0M
3,943,600
-20%
增持
BBNX
BETA BIONICS INC
-$15.3M
1,324,000
+41%
建仓
SGP
SPYGLASS PHARMA INC
+$14.3M
550,000
清仓
CRMD
CORMEDIX INC
-$12.9M
0
-100%
增持
BLTE
BELITE BIO INC
+$11.1M
304,013
+30%
清仓
MDLN
MEDLINE INC
-$10.9M
0
-100%
减持
EMBC
EMBECTA CORP
-$10.3M
2,534,961
-8%
增持
LEGN
LEGEND BIOTECH CORP
+$10.1M
7,687,638
+30%
增持
—
NEWAMSTERDAM PHARMA COMPANY
-$9.6M
4,264,789
+2%
清仓
OMDA
OMADA HEALTH INC
-$8.7M
0
-100%
清仓
CALC
CALCIMEDICA INC
-$8.6M
0
-100%
减持
RVMD
REVOLUTION MEDICINES INC
-$7.2M
2,297,000
-21%
增持
MNPR
MONOPAR THERAPEUTICS INC
+$6.6M
323,745
+90%
减持
NVST
ENVISTA HOLDINGS CORPORATION
+$6.6M
2,210,100
-3%
清仓
PBH
PRESTIGE CONSMR HEALTHCARE I
-$4.3M
0
-100%
清仓
VEEV
VEEVA SYS INC
-$4.0M
0
-100%
清仓
RDNT
RADNET INC
-$3.6M
0
-100%
清仓
LH
LABCORP HOLDINGS INC
-$3.5M
0
-100%
清仓
ENOV
ENOVIS CORPORATION
-$3.4M
0
-100%
清仓
ALHC
ALIGNMENT HEALTHCARE INC
-$3.2M
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC
-$3.2M
0
-100%
清仓
TMDX
TRANSMEDICS GROUP INC
-$3.1M
0
-100%
清仓
PODD
INSULET CORP
-$3.0M
0
-100%
清仓
BLFS
BIOLIFE SOLUTIONS INC
-$2.9M
0
-100%
清仓
CHE
CHEMED CORP NEW
-$2.7M
0
-100%
清仓
WOOF
PETCO HEALTH & WELLNESS CO I
-$2.6M
0
-100%
清仓
KIDS
ORTHOPEDIATRICS CORP
-$2.6M
0
-100%
清仓
CI
THE CIGNA GROUP
-$2.5M
0
-100%
清仓
TRUP
TRUPANION INC
-$2.5M
0
-100%
清仓
RMD
RESMED INC
-$2.4M
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$2.4M
0
-100%
清仓
DVA
DAVITA INC
-$2.4M
0
-100%
清仓
DOCS
DOXIMITY INC
-$2.3M
0
-100%
清仓
DXCM
DEXCOM INC
-$2.2M
0
-100%
清仓
IRTC
IRHYTHM TECHNOLOGIES INC
-$2.1M
0
-100%
清仓
CNMD
CONMED CORP
-$2.1M
0
-100%
清仓
—
MASIMO CORP
-$2.1M
0
-100%
清仓
LMAT
LEMAITRE VASCULAR INC
-$2.1M
0
-100%
清仓
TXG
10X GENOMICS INC
-$2.1M
0
-100%
清仓
ATRC
ATRICURE INC
-$2.1M
0
-100%
清仓
AVNS
AVANOS MED INC
-$1.9M
0
-100%
清仓
CRVL
CORVEL CORP
-$1.9M
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$1.8M
0
-100%
清仓
GDRX
GOODRX HLDGS INC
-$1.8M
0
-100%
清仓
SGRY
SURGERY PARTNERS INC
-$1.7M
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$1.7M
0
-100%
清仓
ADUS
ADDUS HOMECARE CORP
-$1.7M
0
-100%
清仓
MMSI
MERIT MED SYS INC
-$1.7M
0
-100%
清仓
NHC
NATIONAL HEALTHCARE CORP
-$1.7M
0
-100%
清仓
EHC
ENCOMPASS HEALTH CORP
-$1.6M
0
-100%
清仓
VREX
VAREX IMAGING CORP
-$1.5M
0
-100%
清仓
HQY
HEALTHEQUITY INC
-$1.5M
0
-100%
清仓
ABT
ABBOTT LABS
-$1.4M
0
-100%
清仓
MMS
MAXIMUS INC
-$1.4M
0
-100%
增持
IRON
DISC MEDICINE INC
+$1.4M
657,000
+29%
增持
FHTX
FOGHORN THERAPEUTICS INC
+$1.3M
4,394,367
+20%
清仓
SYK
STRYKER CORPORATION
-$1.2M
0
-100%
清仓
ATEC
ALPHATEC HLDGS INC
-$1.2M
0
-100%
清仓
STAA
STAAR SURGICAL CO
-$1.2M
0
-100%
清仓
UFPT
UFP TECHNOLOGIES INC
-$1.1M
0
-100%
清仓
KVUE
KENVUE INC
-$1.1M
0
-100%
清仓
MDXG
MIMEDX GROUP INC
-$1.1M
0
-100%
清仓
ITGR
INTEGER HLDGS CORP
-$1.0M
0
-100%
清仓
RVTY
REVVITY INC
-$998.8K
0
-100%
清仓
AZTA
AZENTA INC
-$859.3K
0
-100%
清仓
ARVN
ARVINAS INC
-$807.2K
0
-100%
清仓
ZTS
ZOETIS INC
-$716.9K
0
-100%
清仓
COO
COOPER COS INC
-$638.1K
0
-100%
清仓
SDGR
SCHRODINGER INC
-$607.7K
0
-100%
清仓
TNDM
TANDEM DIABETES CARE INC
-$573.5K
0
-100%
增持
INSP
INSPIRE MED SYS INC
+$546.4K
2,703,238
+80%
清仓
RXST
RXSIGHT INC
-$544.5K
0
-100%
清仓
IART
INTEGRA LIFESCIENCES HLDGS C
-$487.0K
0
-100%
清仓
ABBV
ABBVIE INC
-$460.2K
0
-100%
清仓
HROW
HARROW INC
-$426.0K
0
-100%
清仓
XERS
XERIS BIOPHARMA HOLDINGS INC
-$410.0K
0
-100%
清仓
HCSG
HEALTHCARE SVCS GROUP INC
-$406.5K
0
-100%
清仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$397.7K
0
-100%
清仓
RGEN
REPLIGEN CORP
-$360.3K
0
-100%
清仓
—
STERIS PLC
-$342.8K
0
-100%
清仓
BRBR
BELLRING BRANDS INC
-$320.7K
0
-100%
建仓
MANE
VERADERMICS INC
+$315.8K
5,000
清仓
ISRG
INTUITIVE SURGICAL INC
-$273.6K
0
-100%
清仓
EYE
NATIONAL VISION HLDGS INC
-$265.5K
0
-100%
增持
PHGE
BIOMX INC
+$247.3K
131,272
+0%
清仓
ABEO
ABEONA THERAPEUTICS INC
-$210.8K
0
-100%
清仓
—
NUVATION BIO INC
-$55.0K
0
-100%
清仓
—
BUTTERFLY NETWORK INC
-$12.9K
0
-100%