Deerfield Management Company, L.P. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Deerfield Management Company, L.P. disclosed 65 stock positions valued at approximately $9.59B as of quarter-end June 30, 2026. The largest holdings include NUVALENT INC, REVOLUTION MEDICINES INC, and PRAXIS PRECISION MEDICINES I.
- Report Period
- June 30, 2026
- No. of Stocks
- 65
- Portfolio Value
- $9.59B
Holdings by Sector
Deerfield Management Company, L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NUVALENT INC | NUVL | Healthcare | 22.22% | 17,248,450 | - | - | $2,130,183,575 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 4.67% | 2,392,000 | +95,000 | +4.14% | $447,973,760 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 3.36% | 963,351 | - | - | $322,520,281 |
| VIATRIS INC | VTRS | Healthcare | 3.35% | 20,206,170 | - | - | $320,873,980 |
| CENTENE CORP DEL | CNC | Healthcare | 3.28% | 4,901,000 | -1,016,091 | -17.17% | $314,595,190 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 2.58% | 457,000 | - | - | $247,616,310 |
| LEGEND BIOTECH CORP | LEGN | Healthcare | 2.45% | 8,137,638 | +450,000 | +5.85% | $235,014,985 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 2.02% | 5,006,104 | -4,037,799 | -44.65% | $193,736,225 |
| GENMAB A/S | GMAB | Healthcare | 1.97% | 6,865,000 | +4,403,000 | +178.84% | $188,581,550 |
| BROOKDALE SR LIVING INC | BKD | Healthcare | 1.95% | 11,637,032 | - | - | $187,239,845 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 1.75% | 3,916,400 | +194,300 | +5.22% | $168,052,724 |
| IONIS PHARMACEUTICALS INC | IONS | Healthcare | 1.64% | 1,979,669 | - | - | $156,967,955 |
| CELCUITY INC | CELC | Healthcare | 1.58% | 1,451,014 | -262,986 | -15.34% | $151,805,085 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 1.57% | 15,096,403 | +58,403 | +0.39% | $150,964,030 |
| NEWAMSTERDAM PHARMA COMPANY | NAMSW | Other | 1.51% | 4,264,789 | - | - | $144,533,699 |
| ACADIA HEALTHCARE COMPANY IN | ACHC | Healthcare | 1.39% | 4,520,000 | - | - | $133,475,600 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 1.37% | 4,190,611 | +43,798 | +1.06% | $130,998,500 |
| ADAPTHEALTH CORP | AHCO | Healthcare | 1.25% | 11,477,730 | - | - | $119,597,947 |
| PHARVARIS N V | PHVS | Other | 1.22% | 3,376,042 | +250,000 | +8.00% | $116,743,532 |
| ARROWHEAD PHARMACEUTICALS IN | ARWR | Healthcare | 1.18% | 1,389,055 | -184,242 | -11.71% | $113,221,873 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 1.14% | 1,125,313 | +105,500 | +10.35% | $109,695,511 |
| LARIMAR THERAPEUTICS INC | LRMR | Healthcare | 1.13% | 35,606,974 | - | - | $108,601,271 |
| MINERALYS THERAPEUTICS INC | MLYS | Healthcare | 1.11% | 3,958,000 | +3,958,000 | +100.00% | $106,786,840 |
| IDEAYA BIOSCIENCES INC | IDYA | Healthcare | 1.06% | 2,714,503 | +1,184,495 | +77.42% | $101,169,527 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 1.02% | 1,615,696 | - | - | $97,523,411 |
| SAVARA INC | SVRA | Healthcare | 0.87% | 13,569,000 | - | - | $83,585,040 |
| LANTHEUS HLDGS INC | LNTH | Healthcare | 0.87% | 752,999 | -75,000 | -9.06% | $83,537,709 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 0.86% | 3,779,900 | - | - | $82,628,614 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 0.80% | 1,332,836 | +481,280 | +56.52% | $76,264,876 |
| PFIZER INC | PFE | Healthcare | 0.76% | 3,040,000 | - | - | $73,203,200 |
Showing 30 of 65 holdings in the latest reporting period.