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 |
|---|---|---|---|---|
| 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
Holdings in LNTH
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,803,724 | 827,999 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $55,103,333 | 827,999 | Shares | Defined | 2026-02-17 | |
| 2025-03-31 | $23,445,276 | 240,218 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $21,489,902 | 240,218 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,363,925 | 240,218 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $19,287,103 | 240,218 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,949,238 | 240,187 | Shares | Defined | 2024-05-15 | |
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