DEERFIELD MANAGEMENT COMPANY, L.P.
CIK 1009258
13F filing for Q2 2026・No. 584
- Holdings
- US$9.59B
- Quarter change
- +US$1.11B
- Entries
- 82
- Net bought (estimate)
- −US$248.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 12
- Cut 11
- Added 13
- Corporate actions 0
- Unchanged 37
Largest holdings
72 stocks worth US$8.03B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NUVLNUVALENT INCCOM | Unchanged | 17,248,450 | US$2.13B | 26.52% |
| RVMDREVOLUTION MEDICINES INCCOM | Added | 2,392,000 | US$447.97M | 5.58% |
| PRAXIS PRECISION MEDICINES ICOM NEW | Unchanged | 963,351 | US$322.52M | 4.02% |
| VTRSVIATRIS INCCOM | Unchanged | 20,206,170 | US$320.87M | 4.00% |
| CNCCENTENE CORP DELCOM | Cut | 4,901,000 | US$314.6M | 3.92% |
| UTHRUNITED THERAPEUTICS CORP DELCOM | Unchanged | 457,000 | US$247.62M | 3.08% |
| LEGNLEGEND BIOTECH CORPSPONSORED ADS | Added | 8,137,638 | US$235.01M | 2.93% |
| COGTCOGENT BIOSCIENCES INCCOM | Cut | 5,006,104 | US$193.74M | 2.41% |
| GENMAB A/SSPONSORED ADS | Added | 6,865,000 | US$188.58M | 2.35% |
| BROOKDALE SR LIVING INCCOM | Unchanged | 11,637,032 | US$187.24M | 2.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.