DEERFIELD MANAGEMENT COMPANY, L.P.

Est. AUM

$8.48B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NUVALENT INC	COM	$1.77B	17248450	20.85%	DFND
2	BROOKDALE SR LIVING INC	NOTE 3.500%10/1	$505.4M	306885000	5.96%	DFND
3	COGENT BIOSCIENCES INC	COM	$348.1M	9043903	4.11%	DFND
4	PRAXIS PRECISION MEDICINES I	COM NEW	$310.4M	963351	3.66%	DFND
5	VIATRIS INC	COM	$273.0M	20206170	3.22%	DFND
6	UNITED THERAPEUTICS CORP DEL	COM	$271.0M	457000	3.20%	DFND
7	REVOLUTION MEDICINES INC	COM	$223.4M	2297000	2.64%	DFND
8	MIRUM PHARMACEUTICALS INC	NOTE 4.000% 5/0	$209.4M	70000000	2.47%	DFND
9	ARROWHEAD PHARMACEUTICALS IN	NOTE 1/1	$207.2M	200000000	2.44%	DFND
10	CELCUITY INC	COM	$195.6M	1714000	2.31%	DFND
11	CENTENE CORP DEL	COM	$193.7M	5917091	2.29%	DFND
12	LARIMAR THERAPEUTICS INC	COM	$160.2M	35606974	1.89%	DFND
13	BROOKDALE SR LIVING INC	COM	$159.2M	11637032	1.88%	DFND
14	VERA THERAPEUTICS INC	CL A	$149.7M	3722100	1.77%	DFND
15	IONIS PHARMACEUTICALS INC	COM	$148.7M	1979669	1.75%	DFND
16	BIOCRYST PHARMACEUTICALS INC	COM	$143.2M	15038000	1.69%	DFND
17	INSPIRE MED SYS INC	COM	$139.4M	2703238	1.64%	DFND
18	LEGEND BIOTECH CORP	SPONSORED ADS	$139.1M	7687638	1.64%	DFND
19	ADAPTHEALTH CORP	COMMON STOCK	$136.6M	11477730	1.61%	DFND
20	NEWAMSTERDAM PHARMA COMPANY	ORDINARY SHARES	$136.5M	4264789	1.61%	DFND
21	ACADIA HEALTHCARE COMPANY IN	COM	$105.7M	4520000	1.25%	DFND
22	ARROWHEAD PHARMACEUTICALS IN	COM	$98.6M	1573297	1.16%	DFND
23	CATALYST PHARMACEUTICALS INC	COM	$97.6M	3943600	1.15%	DFND
24	INDIVIOR PHARMACEUTICALS INC	COM	$94.4M	3097790	1.11%	DFND
25	XENON PHARMACEUTICALS INC	COM	$94.0M	1615696	1.11%	DFND
26	IONIS PHARMACEUTICALS INC	NOTE 1.750% 6/1	$90.6M	60000000	1.07%	DFND
27	PHARVARIS N V	COM	$88.3M	3126042	1.04%	DFND
28	SYNDAX PHARMACEUTICALS INC	COM	$88.3M	3779900	1.04%	DFND
29	TANGO THERAPEUTICS INC	COM	$86.8M	4146813	1.02%	DFND
30	ALIGNMENT HEALTHCARE INC	NOTE 4.250%11/1	$85.9M	61000000	1.01%	DFND
31	DIANTHUS THERAPEUTICS INC	COM	$85.6M	1019813	1.01%	DFND
32	PFIZER INC	COM	$85.4M	3040000	1.01%	DFND
33	NEUROCRINE BIOSCIENCES INC	COM	$80.4M	610000	0.95%	DFND
34	DAY ONE BIOPHARMACEUTICALS I	COM	$79.8M	3723131	0.94%	DFND
35	SAVARA INC	COM	$74.1M	13569000	0.87%	DFND
36	ZENAS BIOPHARMA INC	NOTE 2.500% 4/0	$67.3M	65000000	0.79%	DFND
37	ENHABIT INC	COM	$66.9M	4747746	0.79%	DFND
38	NEOGENOMICS INC	NOTE 0.250% 1/1	$66.7M	72689000	0.79%	DFND
39	GENMAB A/S	SPONSORED ADS	$66.1M	2462000	0.78%	DFND
40	BIO RAD LABS INC	CL A	$63.0M	226070	0.74%	DFND
41	LANTHEUS HLDGS INC	COM	$62.8M	827999	0.74%	DFND
42	ARS PHARMACEUTICALS INC	COM	$60.3M	7503812	0.71%	DFND
43	STOKE THERAPEUTICS INC	COM	$59.4M	1823500	0.70%	DFND
44	ENVISTA HOLDINGS CORPORATION	COM	$56.1M	2210100	0.66%	DFND
45	IDEAYA BIOSCIENCES INC	COM	$51.0M	1530008	0.60%	DFND
46	BELITE BIO INC	SPONSORED ADS	$48.5M	304013	0.57%	DFND
47	BIOMARIN PHARMACEUTICAL INC	COM	$48.1M	851556	0.57%	DFND
48	KYMERA THERAPEUTICS INC	COM	$46.7M	561170	0.55%	DFND
49	CERTARA INC	COM	$44.5M	7808605	0.53%	DFND
50	BRIDGEBIO ONCOLOGY THERAPEUT	COM NEW	$43.7M	4885446	0.52%	DFND

1–50 of 82

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.