Institutional Manager · CIK 0001009258
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)
New York, NY · File #028-05366
Latest AUM
$7.83B
Positions
150
Top-10 Concentration
55.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025150 pos · $7.83B
- 13F HOLDINGS REPORTQ/E Sep 2025152 pos · $6.55B
- 13F HOLDINGS REPORTQ/E Jun 2025124 pos · $5.51B
- 13F HOLDINGS REPORTQ/E Mar 2025123 pos · $5.06B
- 13F HOLDINGS REPORTQ/E Dec 2024106 pos · $5.28B
- 13F HOLDINGS REPORTQ/E Sep 2024443 pos · $6.69B
- 13F HOLDINGS REPORTQ/E Jun 2024433 pos · $6.01B
- 13F HOLDINGS REPORTQ/E Mar 2024367 pos · $5.75B
- 13F HOLDINGS REPORTQ/E Dec 202388 pos · $4.54B
- 13F HOLDINGS REPORTQ/E Sep 2023101 pos · $4.68B
- 13F HOLDINGS REPORTQ/E Jun 2023106 pos · $4.49B
- 13F HOLDINGS REPORTQ/E Mar 2023104 pos · $4.83B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NUVALENT INC | NUVL | 17,248,450 | $1.74B | 23.65% |
| 2 | BROOKDALE SR LIVING INC | 112463AF1 | 306,885,000 | $427.5M | 5.83% |
| 3 | COGENT BIOSCIENCES INC | COGT | 9,043,903 | $321.2M | 4.38% |
| 4 | PRAXIS PRECISION MEDICINES I | PRAX | 903,351 | $266.3M | 3.63% |
| 5 | CENTENE CORP DEL | CNC | 6,447,998 | $265.3M | 3.62% |
| 6 | VIATRIS INC | VTRS | 20,206,170 | $251.6M | 3.43% |
| 7 | REVOLUTION MEDICINES INC | RVMDW | 2,894,613 | $230.6M | 3.14% |
| 8 | UNITED THERAPEUTICS CORP DEL | UTHR | 425,993 | $207.6M | 2.83% |
| 9 | VERA THERAPEUTICS INC | VERA | 4,059,695 | $205.6M | 2.80% |
| 10 | MIRUM PHARMACEUTICALS INC | MIRM | 70,000,000 | $180.7M | 2.46% |
| 11 | CELCUITY INC | CELC | 1,714,000 | $171.0M | 2.33% |
| 12 | NEUROCRINE BIOSCIENCES INC | NBIX | 1,184,345 | $168.0M | 2.29% |
| 13 | IONIS PHARMACEUTICALS INC | IONS | 1,979,669 | $156.6M | 2.13% |
| 14 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 4,164,789 | $146.1M | 1.99% |
| 15 | INSPIRE MED SYS INC | 457730109 | 1,505,872 | $138.9M | 1.89% |
| 16 | LEGEND BIOTECH CORP | LEGN | 5,932,000 | $129.0M | 1.76% |
| 17 | BROOKDALE SR LIVING INC | 112463104 | 11,637,032 | $125.6M | 1.71% |
| 18 | INDIVIOR PLC | INDV | 3,393,063 | $121.7M | 1.66% |
| 19 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 1,832,946 | $121.7M | 1.66% |
| 20 | LARIMAR THERAPEUTICS INC | LRMR | 30,606,974 | $116.6M | 1.59% |