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)

StockValue
CRMSALESFORCE INC
$408.5M
AREALEXANDRIA REAL ESTATE EQ IN
$397.6M
PLLPIEDMONT LITHIUM INC
$393.4M
STRASTRATEGIC ED INC
$392.7M
FTNTFORTINET INC
$390.8M
ATRCATRICURE INC
$388.6M
PHPARKER-HANNIFIN CORP
$383.9M
AQSTAQUESTIVE THERAPEUTICS INC
$380.0M
MLB1MERCADOLIBRE INC
$378.0M
INSPINSPIRE MED SYS INC
$376.5M
BLKBBLACKBAUD INC
$372.0M
SLRCSLR INVESTMENT CORP
$372.0M
COINCOINBASE GLOBAL INC
$370.5M
TRVTRAVELERS COMPANIES INC
$364.8M
SPGIS&P GLOBAL INC
$364.4M
MAXMEDIAALPHA INC
$363.9M
FUODOLBY LABORATORIES INC
$363.4M
S9QSPIRIT AEROSYSTEMS HLDGS INC
$347.9M
AVXLANAVEX LIFE SCIENCES CORP
$345.6M
FIZZNATIONAL BEVERAGE CORP
$344.0M
OLMAOLEMA PHARMACEUTICALS INC
$339.8M
ITGARTNER INC
$338.6M
DISDISNEY WALT CO
$336.2M
BRCCBRC INC
$334.8M
JBIJANUS INTERNATIONAL GROUP IN
$330.6M
ONON SEMICONDUCTOR CORP
$327.5M
BSFAANI PHARMACEUTICALS INC
$327.2M
GNWGENWORTH FINL INC
$326.7M
MATVMATIV HOLDINGS INC
$320.2M
HNRGHALLADOR ENERGY COMPANY
$317.7M
SDGRSCHRODINGER INC
$317.7M
OLLIOLLIES BARGAIN OUTLET HLDGS
$316.4M
OTISOTIS WORLDWIDE CORP
$312.7M
MLABMESA LABS INC
$310.7M
BRZEBRAZE INC
$310.5M
TRNTRINITY INDS INC
$310.4M
EXTREXTREME NETWORKS
$309.7M
AEOAMERICAN EAGLE OUTFITTERS IN
$305.7M
RLAYRELAY THERAPEUTICS INC
$304.5M
MOHMOLINA HEALTHCARE INC
$303.2M
LUNGPULMONX CORP
$301.4M
LENZLENZ THERAPEUTICS INC
$300.0M
LMTLOCKHEED MARTIN CORP
$299.9M
OPCHOPTION CARE HEALTH INC
$299.6M
FFIVF5 INC
$296.2M
AM6AMICUS THERAPEUTICS INC
$295.1M
KRYSKRYSTAL BIOTECH INC
$294.7M
FRFIRST INDL RLTY TR INC
$292.3M
WWDWOODWARD INC
$287.4M
MRCYMERCURY SYS INC
$285.3M
KMXCARMAX INC
$284.6M
QTRXQUANTERIX CORP
$283.5M
PTONPELOTON INTERACTIVE INC
$281.4M
WCNWASTE CONNECTIONS INC
$281.1M
ADUSADDUS HOMECARE CORP
$279.5M
AKROAKERO THERAPEUTICS INC
$278.4M
CPAYCORPAY INC
$276.8M
LFMDLIFEMD INC
$276.4M
TARSTARSUS PHARMACEUTICALS INC
$272.7M
BHFBRIGHTHOUSE FINL INC
$269.5M
DHCDIVERSIFIED HEALTHCARE TR
$269.1M
FNBF N B CORP
$265.7M
AMPHAMPHASTAR PHARMACEUTICALS IN
$264.9M
REPLREPLIMUNE GROUP INC
$263.7M
VSTOEURVISTA OUTDOOR INC
$262.3M
DXCDXC TECHNOLOGY CO
$259.9M
CPRTCOPART INC
$257.9M
FISFIDELITY NATL INFORMATION SV
$257.5M
07WAMR COOPER GROUP INC
$257.0M
FRTFEDERAL RLTY INVT TR NEW
$254.5M
UI2KEMPER CORP
$250.4M
CIVICIVITAS RESOURCES INC
$250.1M
PYPLPAYPAL HLDGS INC
$249.9M
UNHUNITEDHEALTH GROUP INC
$249.5M
MTRNMATERION CORP
$247.3M
HOODROBINHOOD MKTS INC
$245.8M
GOOGLALPHABET INC
$244.1M
CVXCHEVRON CORP NEW
$243.9M
CITHE CIGNA GROUP
$243.6M
FWRDUSDFORWARD AIR CORP
$241.9M
BACBANK AMERICA CORP
$239.8M
CYTKCYTOKINETICS INC
$236.6M
MRVLMARVELL TECHNOLOGY INC
$234.5M
OPLNOPENLANE INC
$233.3M
3M4MASIMO CORP
$232.7M
VECOVEECO INSTRS INC DEL
$229.7M
OWLBLUE OWL CAPITAL INC
$227.4M
VERAVERA THERAPEUTICS INC
$224.0M
NMFCNEW MTN FIN CORP
$222.6M
TDCTERADATA CORP DEL
$222.3M
MBCMASTERBRAND INC
$217.8M
BIIBBIOGEN INC
$215.8M
RIOTRIOT PLATFORMS INC
$213.3M
VCVISTEON CORP
$213.0M
CTRNCITI TRENDS INC
$208.5M
POSTPOST HLDGS INC
$208.0M
ALTREURALTAIR ENGR INC
$207.2M
CYRXCRYOPORT INC
$207.2M
UHSUNIVERSAL HLTH SVCS INC
$206.9M
MTSIMACOM TECH SOLUTIONS HLDGS I
$206.9M
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