DEERFIELD MANAGEMENT COMPANY, L.P.
Top Portfolio Positions
69 positions ·
$7,174,925,677 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NUVL |
Nuvalent, Inc.
Healthcare
|
17,248,450 | $1,767,103,702 | 24.63% | |
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
9,043,903 | $348,099,826 | 4.85% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
963,351 | $310,382,058 | 4.33% | |
| VTRS |
Viatris Inc
Healthcare
|
20,206,170 | $272,985,356 | 3.80% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
457,000 | $270,991,860 | 3.78% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
2,297,000 | $223,383,250 | 3.11% | |
| CELC |
Celcuity Inc.
Healthcare
|
1,714,000 | $195,635,960 | 2.73% | |
| CNC |
Centene Corp
Healthcare
|
5,917,091 | $193,725,559 | 2.70% | |
| LRMR |
Larimar Therapeutics, Inc.
Healthcare
|
35,606,974 | $160,231,383 | 2.23% | |
| BKD |
Brookdale Senior Living Inc.
Healthcare
|
11,637,032 | $159,194,597 | 2.22% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AHCO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,584,987 | 11,477,730 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $114,318,190 | 11,477,730 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $102,725,683 | 11,477,730 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $93,403,159 | 9,904,895 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $105,271,684 | 9,711,410 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $92,452,623 | 9,711,410 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $109,059,134 | 9,711,410 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $132,579,400 | 13,257,940 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $152,598,889 | 13,257,940 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $99,201,882 | 13,607,940 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $123,832,254 | 13,607,940 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $135,025,103 | 11,094,914 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $131,694,781 | 10,594,914 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $146,589,287 | 7,626,914 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $154,438,006 | 8,223,536 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $201,160,377 | 11,150,797 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $186,750,654 | 11,650,072 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $250,114,384 | 10,225,445 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $188,737,315 | 8,103,792 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $201,567,438 | 7,353,792 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $83,734,537 | 2,277,871 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $67,845,829 | 1,806,332 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $37,309,799 | 1,710,674 | Shares | Defined | 2020-12-30 | |
| 2020-06-30 | $22,368,390 | 1,389,341 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $275,198,208 | 17,199,888 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||