13F HOLDINGS REPORT
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001213900-25-076586
Total Value
$5.51B
Positions
124
Other Managers
1
Confidential Omitted
No
Holdings (124)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NUVALENT INC | NUVL | 17,991,024 | $1.37B | 24.91% |
| 2 | OSCAR HEALTH INC | OSCR | 11,649,591 | $249.8M | 4.53% |
| 3 | VIATRIS INC | VTRS | 24,023,907 | $214.5M | 3.89% |
| 4 | MERUS N V | N5749R100 | 3,384,628 | $178.0M | 3.23% |
| 5 | CENTENE CORP DEL | CNC | 3,185,370 | $172.9M | 3.14% |
| 6 | INTEGRA LIFESCIENCES HLDGS C | IART | 174,364,000 | $172.9M | 3.14% |
| 7 | ARS PHARMACEUTICALS INC | SPRY | 9,724,508 | $169.7M | 3.08% |
| 8 | INDIVIOR PLC | INDV | 10,567,160 | $155.8M | 2.83% |
| 9 | UNITED THERAPEUTICS CORP DEL | UTHR | 540,626 | $155.3M | 2.82% |
| 10 | NEUROCRINE BIOSCIENCES INC | NBIX | 1,167,802 | $146.8M | 2.66% |
| 11 | ALNYLAM PHARMACEUTICALS INC | ALNY | 110,000,000 | $143.2M | 2.60% |
| 12 | REVOLUTION MEDICINES INC | RVMDW | 3,384,072 | $124.5M | 2.26% |
| 13 | MIRUM PHARMACEUTICALS INC | MIRM | 70,000,000 | $124.2M | 2.25% |
| 14 | BROOKDALE SR LIVING INC | 112463104 | 15,362,264 | $106.9M | 1.94% |
| 15 | LEGEND BIOTECH CORP | LEGN | 2,962,338 | $105.1M | 1.91% |
| 16 | PFIZER INC | PFE | 4,306,264 | $104.4M | 1.89% |
| 17 | ADAPTHEALTH CORP | AHCO | 9,904,895 | $93.4M | 1.70% |
| 18 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 5,115,953 | $92.6M | 1.68% |
| 19 | IDEAYA BIOSCIENCES INC | IDYA | 3,915,311 | $82.3M | 1.49% |
| 20 | VERA THERAPEUTICS INC | VERA | 3,348,117 | $78.9M | 1.43% |
| 21 | INSMED INC | INSM | 700,700 | $70.5M | 1.28% |
| 22 | MERCK & CO INC | MRK | 857,724 | $67.9M | 1.23% |
| 23 | CATALYST PHARMACEUTICALS INC | CPRX | 2,879,476 | $62.5M | 1.13% |
| 24 | LARIMAR THERAPEUTICS INC | LRMR | 21,231,974 | $61.4M | 1.11% |
| 25 | BAXTER INTL INC | 071813109 | 1,923,100 | $58.2M | 1.06% |
| 26 | BIO RAD LABS INC | 090572207 | 226,070 | $54.6M | 0.99% |
| 27 | DISC MEDICINE INC | IRON | 919,403 | $48.7M | 0.88% |
| 28 | ALNYLAM PHARMACEUTICALS INC | ALNY | 145,000 | $47.3M | 0.86% |
| 29 | ENHABIT INC | EHAB | 4,779,864 | $46.1M | 0.84% |
| 30 | CERTARA INC | CERT | 3,926,099 | $45.9M | 0.83% |
| 31 | ENVISTA HOLDINGS CORPORATION | NVST | 2,215,845 | $43.3M | 0.79% |
| 32 | BIOCRYST PHARMACEUTICALS INC | BCRX | 4,692,000 | $42.0M | 0.76% |
| 33 | TANDEM DIABETES CARE INC | TNDM | 40,000,000 | $38.5M | 0.70% |
| 34 | CONMED CORP | CNMD | 700,271 | $36.5M | 0.66% |
| 35 | PHARVARIS N V | PHVS | 2,017,464 | $35.5M | 0.64% |
| 36 | LANTHEUS HLDGS INC | LNTH | 25,255,000 | $32.1M | 0.58% |
| 37 | CULLINAN THERAPEUTICS INC | CGEM | 3,855,552 | $29.0M | 0.53% |
| 38 | PRAXIS PRECISION MEDICINES I | PRAX | 686,931 | $28.9M | 0.52% |
| 39 | PHREESIA INC | PHR | 1,014,577 | $28.9M | 0.52% |
| 40 | KYMERA THERAPEUTICS INC | KYMR | 653,000 | $28.5M | 0.52% |
| 41 | MODERNA INC | MRNA | 1,000,000 | $27.6M | 0.50% |
| 42 | EDGEWISE THERAPEUTICS INC | EWTX | 2,067,320 | $27.1M | 0.49% |
| 43 | EMBECTA CORP | EMBC | 2,749,712 | $26.6M | 0.48% |
| 44 | IMMUNOCORE HLDGS PLC | IMCR | 30,000,000 | $25.8M | 0.47% |
| 45 | LIVANOVA PLC | LIVN | 25,000,000 | $25.4M | 0.46% |
| 46 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 3,723,131 | $24.2M | 0.44% |
| 47 | VENTAS INC | VTR | 354,000 | $22.4M | 0.41% |
| 48 | LIQUIDIA CORPORATION | LQDA | 1,616,778 | $20.1M | 0.37% |
| 49 | COGENT BIOSCIENCES INC | COGT | 2,640,215 | $19.0M | 0.34% |
| 50 | MEREO BIOPHARMA GROUP PLC | MREO | 6,710,429 | $18.2M | 0.33% |
| 51 | INSPIRE MED SYS INC | 457730109 | 140,000 | $18.2M | 0.33% |
| 52 | SAVARA INC | SVRA | 7,964,000 | $18.2M | 0.33% |
| 53 | XERIS BIOPHARMA HOLDINGS INC | XERS | 10,500,000 | $17.7M | 0.32% |
| 54 | BETA BIONICS INC | BBNX | 1,168,415 | $17.0M | 0.31% |
| 55 | XENON PHARMACEUTICALS INC | XENE | 542,020 | $17.0M | 0.31% |
| 56 | VERACYTE INC | VCYT | 625,000 | $16.9M | 0.31% |
| 57 | SIONNA THERAPEUTICS INC | SION | 970,590 | $16.8M | 0.31% |
| 58 | NEOGENOMICS INC | NEO | 2,148,000 | $15.7M | 0.28% |
| 59 | FOGHORN THERAPEUTICS INC | FHTX | 3,255,514 | $15.3M | 0.28% |
| 60 | ZENAS BIOPHARMA INC | ZBIO | 1,562,942 | $15.1M | 0.27% |
| 61 | NOVOCURE LTD | NVCR | 825,119 | $14.7M | 0.27% |
| 62 | TAYSHA GENE THERAPIES INC | TSHA | 5,386,000 | $12.4M | 0.23% |
| 63 | RXSIGHT INC | RXST | 888,950 | $11.6M | 0.21% |
| 64 | DELCATH SYS INC | DCTH | 812,561 | $11.1M | 0.20% |
| 65 | OMADA HEALTH INC | OMDA | 553,107 | $10.1M | 0.18% |
| 66 | INTEGRA LIFESCIENCES HLDGS C | IART | 794,865 | $9.8M | 0.18% |
| 67 | SPYRE THERAPEUTICS INC | SYRE | 613,665 | $9.2M | 0.17% |
| 68 | DOCGO INC | DCGO | 4,941,565 | $7.8M | 0.14% |
| 69 | STRUCTURE THERAPEUTICS INC | GPCR | 373,407 | $7.7M | 0.14% |
| 70 | VAXCYTE INC | PCVX | 225,000 | $7.3M | 0.13% |
| 71 | THE ONCOLOGY INSTITUTE INC | 68236X100 | 3,360,052 | $6.9M | 0.13% |
| 72 | SIMULATIONS PLUS INC | SLP | 354,089 | $6.2M | 0.11% |
| 73 | NEUROPACE INC | NPCE | 500,000 | $5.6M | 0.10% |
| 74 | JADE BIOSCIENCES INC | JBIO | 531,163 | $5.3M | 0.10% |
| 75 | PULMONX CORP | LUNG | 1,890,000 | $4.9M | 0.09% |
| 76 | ALIGNMENT HEALTHCARE INC | ALHC | 342,558 | $4.8M | 0.09% |
| 77 | HILLEVAX INC | 43157M102 | 1,882,654 | $3.7M | 0.07% |
| 78 | CALCIMEDICA INC | CALC | 1,300,000 | $2.1M | 0.04% |
| 79 | ALECTOR INC | ALEC | 1,055,192 | $1.5M | 0.03% |
| 80 | ANNEXON INC | ANNX | 583,913 | $1.4M | 0.03% |
| 81 | BIOMX INC | PHGE | 2,494,108 | $1.1M | 0.02% |
| 82 | TWIST BIOSCIENCE CORP | TWST | 23,827 | $876,595 | 0.02% |
| 83 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 92,787 | $742,296 | 0.01% |
| 84 | SOTERA HEALTH CO | SHC | 45,242 | $503,091 | 0.01% |
| 85 | COOPER COS INC | 216648501 | 6,328 | $450,300 | 0.01% |
| 86 | THERMO FISHER SCIENTIFIC INC | TMO | 916 | $371,401 | 0.01% |
| 87 | UFP TECHNOLOGIES INC | UFPT | 1,517 | $370,391 | 0.01% |
| 88 | ALIGN TECHNOLOGY INC | ALGN | 1,945 | $368,247 | 0.01% |
| 89 | ATRICURE INC | ATRC | 11,138 | $364,992 | 0.01% |
| 90 | LEMAITRE VASCULAR INC | LMAT | 4,169 | $346,235 | 0.01% |
| 91 | ORTHOPEDIATRICS CORP | KIDS | 15,486 | $332,639 | 0.01% |
| 92 | ENOVIS CORPORATION | ENOV | 10,267 | $321,973 | 0.01% |
| 93 | NATIONAL HEALTHCARE CORP | NHC | 2,926 | $313,111 | 0.01% |
| 94 | DAVITA INC | DVA | 2,101 | $299,287 | 0.01% |
| 95 | BIOLIFE SOLUTIONS INC | BLFS | 13,670 | $294,452 | 0.01% |
| 96 | UNIVERSAL HLTH SVCS INC | 913903100 | 1,597 | $289,297 | 0.01% |
| 97 | AMEDISYS INC | 023436108 | 2,744 | $269,982 | 0.00% |
| 98 | HAEMONETICS CORP MASS | HAE | 3,529 | $263,299 | 0.00% |
| 99 | IQVIA HLDGS INC | IQV | 1,623 | $255,769 | 0.00% |
| 100 | MIMEDX GROUP INC | MDXG | 39,351 | $240,435 | 0.00% |
| 101 | MEDPACE HLDGS INC | MEDP | 736 | $231,001 | 0.00% |
| 102 | HUMANA INC | HUM | 917 | $224,188 | 0.00% |
| 103 | AMPHASTAR PHARMACEUTICALS IN | AMPH | 9,579 | $219,934 | 0.00% |
| 104 | QUANTUM SI INC | QSIAW | 333,333 | $217,000 | 0.00% |
| 105 | TELEFLEX INCORPORATED | TFX | 1,805 | $213,640 | 0.00% |
| 106 | CORVEL CORP | CRVL | 1,993 | $204,841 | 0.00% |
| 107 | ZOETIS INC | ZTS | 1,310 | $204,295 | 0.00% |
| 108 | REPLIGEN CORP | RGEN | 1,628 | $202,491 | 0.00% |
| 109 | ALPHATEC HLDGS INC | ATEC | 17,083 | $189,621 | 0.00% |
| 110 | COMMUNITY HEALTH SYS INC NEW | 203668108 | 55,703 | $189,390 | 0.00% |
| 111 | ORGANON & CO | OGN | 16,388 | $158,636 | 0.00% |
| 112 | PACS GROUP INC | PACS | 11,421 | $147,559 | 0.00% |
| 113 | 10X GENOMICS INC | TXG | 11,301 | $130,866 | 0.00% |
| 114 | XERIS BIOPHARMA HOLDINGS INC | XERS | 22,574 | $105,421 | 0.00% |
| 115 | RADNET INC | RDNT | 1,506 | $85,706 | 0.00% |
| 116 | THE ONCOLOGY INSTITUTE INC | 68236X118 | 1,250,000 | $64,125 | 0.00% |
| 117 | NUVATION BIO INC | NUVB | 166,666 | $44,983 | 0.00% |
| 118 | BUTTERFLY NETWORK INC | BFLY | 733,333 | $44,220 | 0.00% |
| 119 | DANAHER CORPORATION | 235851102 | 168 | $33,187 | 0.00% |
| 120 | EMERGENT BIOSOLUTIONS INC | EBS | 1,872 | $11,943 | 0.00% |
| 121 | PMV PHARMACEUTICALS INC | PMVP | 8,790 | $9,317 | 0.00% |
| 122 | CHARLES RIV LABS INTL INC | 159864107 | 43 | $6,524 | 0.00% |
| 123 | SURROZEN INC | SRZNW | 166,666 | $3,017 | 0.00% |
| 124 | MYRIAD GENETICS INC | MYGN | 505 | $2,682 | 0.00% |