Deerfield Management Company, L.P. 13F Holdings · Q2 2026
Deerfield Management Company, L.P. reported 78 securities worth $9.59B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NUVL (22.22%), BKDT (6.11%), RVMD (4.67%). Among its top 25 positions this quarter: 2 new, 8 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NUVL | NUVALENT INC | $2.13B | 22.22% | 17.2M | Hold |
| 2 | BKDT | BROOKDALE SR LIVING INC | $585.7M | 6.11% | 0 | Hold |
| 3 | RVMD | REVOLUTION MEDICINES INC | $448.0M | 4.67% | 2.4M | Added |
| 4 | PRAX | PRAXIS PRECISION MEDICINES I | $322.5M | 3.36% | 963,351 | Hold |
| 5 | VTRS | VIATRIS INC | $320.9M | 3.35% | 20.2M | Hold |
| 6 | CNC | CENTENE CORP DEL | $314.6M | 3.28% | 4.9M | Trimmed |
| 7 | RVMDW | REVOLUTION MEDICINES INC | $251.7M | 2.63% | 0 | New |
| 8 | UTHR | UNITED THERAPEUTICS CORP DEL | $247.6M | 2.58% | 457,000 | Hold |
| 9 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $240.5M | 2.51% | 0 | Hold |
| 10 | LEGN | LEGEND BIOTECH CORP | $235.0M | 2.45% | 8.1M | Added |
| 11 | COGT | COGENT BIOSCIENCES INC | $193.7M | 2.02% | 5.0M | Trimmed |
| 12 | GMAB | GENMAB A/S | $188.6M | 1.97% | 6.9M | Added |
| 13 | BKD | BROOKDALE SR LIVING INC | $187.2M | 1.95% | 11.6M | Hold |
| 14 | VERA | VERA THERAPEUTICS INC | $168.1M | 1.75% | 3.9M | Added |
| 15 | IONS | IONIS PHARMACEUTICALS INC | $157.0M | 1.64% | 2.0M | Hold |
| 16 | CELC | CELCUITY INC | $151.8M | 1.58% | 1.5M | Trimmed |
| 17 | BCRX | BIOCRYST PHARMACEUTICALS INC | $151.0M | 1.57% | 15.1M | Added |
| 18 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $144.5M | 1.51% | 4.3M | Hold |
| 19 | ACHC | ACADIA HEALTHCARE COMPANY IN | $133.5M | 1.39% | 4.5M | Hold |
| 20 | TNGX | TANGO THERAPEUTICS INC | $131.0M | 1.37% | 4.2M | Added |
| 21 | AHCO | ADAPTHEALTH CORP | $119.6M | 1.25% | 11.5M | Hold |
| 22 | PHVS | PHARVARIS N V | $116.7M | 1.22% | 3.4M | Added |
| 23 | CELC | CELCUITY INC | $113.8M | 1.19% | 0 | New |
| 24 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $113.2M | 1.18% | 1.4M | Trimmed |
| 25 | DNTH | DIANTHUS THERAPEUTICS INC | $109.7M | 1.14% | 1.1M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR