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 NAMS
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,515,895 | 4,264,789 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $146,100,798 | 4,164,789 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $121,344,748 | 4,266,693 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $92,649,908 | 5,115,953 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $84,007,999 | 4,103,957 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $110,878,538 | 4,314,340 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,969,050 | 901,750 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,698,292 | 869,250 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,774,550 | 667,000 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $30,149,746 | 2,535,723 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $33,623,686 | 2,535,723 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $27,034,169 | 2,480,199 | Shares | Defined | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||