DEERFIELD MANAGEMENT COMPANY, L.P. Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$6.0B

Holdings

433

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (433 positions)

#StockSharesValue% PortfolioType
101
MANMANPOWERGROUP INC WIS
19,104$1.3T22185.46%
102
VYXNCR VOYIX CORPORATION
107,398$1.3T22067.43%
103
BCSFBAIN CAP SPECIALTY FIN INC
79,569$1.3T21591.68%
104
NVDANVIDIA CORPORATION
10,400$1.3T21376.16%
105
ZBRAZEBRA TECHNOLOGIES CORPORATI
4,147$1.3T21314.88%
106
PKNREVVITY INC
12,058$1.3T21036.52%
107
PPHMEURAVID BIOSERVICES INC
176,586$1.3T20976.99%
108
EPCEDGEWELL PERS CARE CO
30,788$1.2T20586.77%
109
YELPYELP INC
33,062$1.2T20325.08%
110
XRAYDENTSPLY SIRONA INC
48,972$1.2T20296.00%
111
AMALAMALGAMATED FINANCIAL CORP
44,497$1.2T20284.77%
112
AROCARCHROCK INC
60,016$1.2T20190.03%
113
KMTKENNAMETAL INC
51,081$1.2T20005.74%
114
TTCTORO CO
12,853$1.2T19996.37%
115
BDXBECTON DICKINSON & CO
4,997$1.2T19430.11%
116
MMSMAXIMUS INC
13,563$1.2T19338.61%
117
TFXTELEFLEX INCORPORATED
5,482$1.2T19183.55%
118
OSGAMBAC FINL GROUP INC
89,619$1.1T19115.12%
119
SNOWSNOWFLAKE INC
8,383$1.1T18841.31%
120
PRDOPERDOCEO ED CORP
52,288$1.1T18634.18%
121
VRSKVERISK ANALYTICS INC
4,151$1.1T18615.76%
122
OTTROTTER TAIL CORP
12,607$1.1T18371.94%
123
BOKFBOK FINL CORP
12,026$1.1T18335.60%
124
ADBEADOBE INC
1,960$1.1T18115.90%
125
AINALBANY INTL CORP
12,651$1.1T17775.15%
126
GBDCGOLUB CAP BDC INC
67,056$1.1T17526.80%
127
CAGCONAGRA BRANDS INC
37,047$1.1T17517.25%
128
FLSFLOWSERVE CORP
21,812$1.0T17455.37%
129
SAICSCIENCE APPLICATIONS INTL CO
8,911$1.0T17427.61%
130
ANDEANDERSONS INC
20,961$1.0T17297.47%
131
NOCNORTHROP GRUMMAN CORP
2,360$1.0T17117.38%
132
ITWILLINOIS TOOL WKS INC
4,341$1.0T17114.07%
133
MNKDMANNKIND CORP
196,577$1.0T17072.30%
134
CCAPCRESCENT CAP BDC INC
54,357$1.0T16983.98%
135
HOLXHOLOGIC INC
13,734$1.0T16966.11%
136
KMBKIMBERLY-CLARK CORP
7,258$1.0T16688.37%
137
OXMOXFORD INDS INC
9,931$994.6B16547.51%
138
PRAPROASSURANCE CORP
80,425$982.8B16351.26%
139
KTOSKRATOS DEFENSE & SEC SOLUTIO
48,909$978.7B16282.63%
140
VREXVAREX IMAGING CORP
65,893$970.6B16148.45%
141
TECHBIO-TECHNE CORP
13,526$969.1B16124.06%
142
TWSTTWIST BIOSCIENCE CORP
19,456$958.8B15951.92%
143
ARCTARCTURUS THERAPEUTICS HLDGS
39,328$957.6B15932.71%
144
DGDOLLAR GEN CORP NEW
7,201$952.2B15842.05%
145
PDCOEURPATTERSON COS INC
39,244$946.6B15748.50%
146
OBDCBLUE OWL CAPITAL CORPORATION
60,975$936.6B15582.30%
147
PSMTPRICESMART INC
11,504$934.1B15541.53%
148
IDXXIDEXX LABS INC
1,914$932.5B15514.51%
149
MURMURPHY OIL CORP
22,455$926.0B15407.08%
150
HSYHERSHEY CO
5,032$925.0B15390.26%
151
UBERUBER TECHNOLOGIES INC
12,709$923.7B15367.91%
152
MOALTRIA GROUP INC
20,214$920.7B15318.97%
153
AGYSAGILYSYS INC
8,752$911.4B15163.99%
154
JWNUSDNORDSTROM INC
42,747$907.1B15091.75%
155
NMIHNMI HLDGS INC
26,625$906.3B15078.84%
156
BXBLACKSTONE INC
7,312$905.2B15060.72%
157
HCIHCI GROUP INC
9,779$901.3B14995.90%
158
CFGCITIZENS FINL GROUP INC
24,879$896.4B14913.71%
159
HCCWARRIOR MET COAL INC
14,264$895.4B14896.42%
160
MUMICRON TECHNOLOGY INC
6,793$893.5B14865.34%
161
COSCNO FINL GROUP INC
32,062$888.8B14786.75%
162
PRGSPROGRESS SOFTWARE CORP
16,238$881.1B14658.89%
163
FFICFLUSHING FINL CORP
66,357$872.6B14517.82%
164
ARISUSDARIS WATER SOLUTIONS INC
55,490$869.5B14466.79%
165
CTKBCYTEK BIOSCIENCES INC
155,759$869.1B14460.25%
166
HSICHENRY SCHEIN INC
13,479$864.0B14374.89%
167
HAINHAIN CELESTIAL GROUP INC
124,589$860.9B14323.41%
168
LRCXEURLAM RESEARCH CORP
803$855.1B14226.33%
169
CMSCMS ENERGY CORP
14,354$854.5B14216.66%
170
OMCLOMNICELL COM
31,474$852.0B14175.19%
171
ULTAULTA BEAUTY INC
2,191$845.4B14066.04%
172
PNCPNC FINL SVCS GROUP INC
5,290$822.5B13684.18%
173
EXPOEXPONENT INC
8,641$821.9B13674.91%
174
SITMSITIME CORP
6,587$819.3B13630.97%
175
CBTCABOT CORP
8,914$819.1B13627.91%
176
WBDWARNER BROS DISCOVERY INC
109,825$817.1B13594.49%
177
SLPSIMULATIONS PLUS INC
16,674$810.7B13487.87%
178
BMRNBIOMARIN PHARMACEUTICAL INC
9,832$809.5B13467.56%
179
NAMSNEWAMSTERDAM PHARMA COMPANY
92,787$809.1B13461.47%
180
NTNXNUTANIX INC
14,207$807.7B13437.60%
181
FERGFERGUSON PLC NEW
4,118$797.5B13267.61%
182
VEEVVEEVA SYS INC
4,292$785.5B13068.43%
183
UVEUNIVERSAL INS HLDGS INC
41,733$782.9B13025.70%
184
GTLSCHART INDS INC
5,407$780.4B12984.69%
185
JT5MUELLER WTR PRODS INC
42,903$768.8B12791.29%
186
NUVBNUVATION BIO INC
262,205$765.6B12738.34%
187
TMUST-MOBILE US INC
4,337$764.1B12712.62%
188
IM8NINSMED INC
11,359$761.1B12662.04%
189
ZBHZIMMER BIOMET HOLDINGS INC
6,997$759.4B12634.27%
190
OSBCOLD SECOND BANCORP INC ILL
51,219$758.6B12620.44%
191
SONSONOCO PRODS CO
14,314$726.0B12078.94%
192
CMCCOMMERCIAL METALS CO
13,115$721.2B11998.88%
193
MG1MGE ENERGY INC
9,585$716.2B11915.64%
194
NWBINORTHWEST BANCSHARES INC MD
61,780$713.6B11871.85%
195
SMPLSIMPLY GOOD FOODS CO
19,666$710.5B11821.51%
196
WMTWALMART INC
10,384$703.1B11697.86%
197
TXRHTEXAS ROADHOUSE INC
4,054$696.1B11581.58%
198
TRGPTARGA RES CORP
5,394$694.6B11557.07%
199
PMTPENNYMAC MTG INVT TR
50,505$694.4B11553.83%
200
KSSKOHLS CORP
30,166$693.5B11538.39%
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