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 FHTX
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,005,074 | 4,394,367 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,705,739 | 3,649,211 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,919,463 | 3,255,514 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,300,915 | 3,255,514 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,882,626 | 3,255,514 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $15,366,026 | 3,255,514 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $28,189,618 | 3,027,886 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,481,375 | 2,518,500 | Shares | Defined | 2024-08-14 | |
| 2023-09-30 | $3,887,625 | 777,525 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,473,776 | 777,525 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,820,655 | 777,525 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,960,609 | 777,525 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,671,164 | 777,525 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,574,340 | 777,525 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,637,913 | 238,865 | Shares | Defined | 2022-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||