§ 13F · FUND PROFILE
DEERFIELD MANAGEMENT COMPANY, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6550.7T (13F)Positions · 152Turnover · — · Q3Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | NUVL | NUVALENT INC | 17.99M | $1555.9T | 23.8% | — |
| 2 | CNC | CENTENE CORP DEL | 9.05M | $322.8T | 4.9% | — |
| 3 | 2GH | MERUS N V | 3.05M | $286.9T | 4.4% | — |
| 4 | VTRS | VIATRIS INC | 24.10M | $238.6T | 3.6% | — |
| 5 | UTHR | UNITED THERAPEUTICS CORP DEL | 426K | $178.6T | 2.7% | — |
| 6 | RVMD | REVOLUTION MEDICINES INC | 3.65M | $170.5T | 2.6% | — |
| 7 | INDV | INDIVIOR PLC | 6.99M | $168.5T | 2.6% | — |
| 8 | MIRM 4 05/01/29 | MIRUM PHARMACEUTICALS INC | 70.00M | $168.2T | 2.6% | — |
| 9 | NBIX | NEUROCRINE BIOSCIENCES INC | 1.18M | $166.3T | 2.5% | — |
| 10 | COGT | COGENT BIOSCIENCES INC | 9.05M | $130.0T | 2.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DEERFIELD SIGNAL
AC read
DEERFIELD MANAGEMENT COMPANY, L.P. is a Other fund managing $6550740.2 trillion in assets. The fund runs a portfolio of 152 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed