account_balance
Investment manager · 13F filer · SEC CIK 1009258
Deerfield Management Company, L.P.
Reported value$9.59Bas of Jun 30, 2026
Positions82 13 new, 13 sold out
Top 10 weight53.2%NUVL alone is 22%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NUVLNuvalent Inc
22.2%
Brookdale Sr Living Inc
6.1%
RVMDRevolution Medicines Inc
4.7%Added +4%
PRAXPraxis Precision Medicines I
3.4%
VTRSViatris Inc
3.3%
CNCCentene Corp
3.3%Trimmed −17%
Revolution Medicines Inc
2.6%New
UTHRUnited Therapeutics Corp
2.6%
Arrowhead Pharmaceuticals In
2.5%
LEGNLegend Biotech Corp
2.5%Added +6%
COGTCogent Biosciences Inc
2.0%Trimmed −45%
GMAB2.0%NUVLNuvalent Inc
22.2%
Brookdale Sr Living Inc6.1%
RVMD4.7%PRAX3.4%VTRS3.3%CNC3.3%Revolution Medicines Inc2.6%
UTHR2.6%Arrowhead Pharmaceuticals In2.5%
LEGN2.5%COGT2.0%GMAB2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NUVL Nuvalent Inc 22.2% Held
Brookdale Sr Living Inc 6.1% Held
RVMD Revolution Medicines Inc 4.7% Added +4%PRAX Praxis Precision Medicines I 3.4% HeldVTRS Viatris Inc 3.3% HeldCNC Centene Corp 3.3% Trimmed −17%Revolution Medicines Inc 2.6% New
UTHR United Therapeutics Corp 2.6% HeldArrowhead Pharmaceuticals In 2.5% Held
LEGN Legend Biotech Corp 2.5% Added +6%COGT Cogent Biosciences Inc 2.0% Trimmed −45%GMAB Genmab A/s 2.0% Added +179%What changed
Biggest moves since Mar 31, 2026
remove_circleSold out
- Mirum Pharmaceuticals Inc $209M
- CPRX $97.6M
- NBIX $80.4M
- Day One Biopharmaceuticals I $79.8M