DEERFIELD MANAGEMENT COMPANY, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$5.5T
Holdings
124
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (124 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NUVLNUVALENT INC | 17,991,024 | $1.4T | 24.91% | |
| 2 | OSCROSCAR HEALTH INC | 11,649,591 | $249.8B | 4.53% | |
| 3 | VTRSVIATRIS INC | 24,023,907 | $214.5B | 3.89% | |
| 4 | MRUSMERUS N V | 3,384,628 | $178.0B | 3.23% | |
| 5 | CNCCENTENE CORP DEL | 3,185,370 | $172.9B | 3.14% | |
| 6 | IART 0.5 08/15/25INTEGRA LIFESCIENCES HLDGS C | 174,364,000 | $172.9B | 3.14% | |
| 7 | SPRYARS PHARMACEUTICALS INC | 9,724,508 | $169.7B | 3.08% | |
| 8 | —INDIVIOR PLC | 10,567,160 | $155.8B | 2.83% | |
| 9 | UTHUNITED THERAPEUTICS CORP DEL | 540,626 | $155.3B | 2.82% | |
| 10 | NBIXNEUROCRINE BIOSCIENCES INC | 1,167,802 | $146.8B | 2.66% | |
| 11 | ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC | 110,000,000 | $143.2B | 2.60% | |
| 12 | RVMDREVOLUTION MEDICINES INC | 3,384,072 | $124.5B | 2.26% | |
| 13 | MIRM 4 05/01/29MIRUM PHARMACEUTICALS INC | 70,000,000 | $124.2B | 2.25% | |
| 14 | B7SBROOKDALE SR LIVING INC | 15,362,264 | $106.9B | 1.94% | |
| 15 | LEGNLEGEND BIOTECH CORP | 2,962,338 | $105.1B | 1.91% | |
| 16 | PFEPFIZER INC | 4,306,264 | $104.4B | 1.89% | |
| 17 | AHCOADAPTHEALTH CORP | 9,904,895 | $93.4B | 1.70% | |
| 18 | NAMSNEWAMSTERDAM PHARMA COMPANY | 5,115,953 | $92.6B | 1.68% | |
| 19 | IDYAIDEAYA BIOSCIENCES INC | 3,915,311 | $82.3B | 1.49% | |
| 20 | VERAVERA THERAPEUTICS INC | 3,348,117 | $78.9B | 1.43% | |
| 21 | IM8NINSMED INC | 700,700 | $70.5B | 1.28% | |
| 22 | MRKMERCK & CO INC | 857,724 | $67.9B | 1.23% | |
| 23 | CPRXCATALYST PHARMACEUTICALS INC | 2,879,476 | $62.5B | 1.13% | |
| 24 | LRMRLARIMAR THERAPEUTICS INC | 21,231,974 | $61.4B | 1.11% | |
| 25 | BAXBAXTER INTL INC | 1,923,100 | $58.2B | 1.06% | |
| 26 | BUWABIO RAD LABS INC | 226,070 | $54.6B | 0.99% | |
| 27 | IRONDISC MEDICINE INC | 919,403 | $48.7B | 0.88% | |
| 28 | ALNYALNYLAM PHARMACEUTICALS INC | 145,000 | $47.3B | 0.86% | |
| 29 | EHABENHABIT INC | 4,779,864 | $46.1B | 0.84% | |
| 30 | CERTCERTARA INC | 3,926,099 | $45.9B | 0.83% | |
| 31 | NVSTENVISTA HOLDINGS CORPORATION | 2,215,845 | $43.3B | 0.79% | |
| 32 | BCRXBIOCRYST PHARMACEUTICALS INC | 4,692,000 | $42.0B | 0.76% | |
| 33 | TNDM 1.5 03/15/29 2024TANDEM DIABETES CARE INC | 40,000,000 | $38.5B | 0.70% | |
| 34 | CNMDCONMED CORP | 700,271 | $36.5B | 0.66% | |
| 35 | PHVSPHARVARIS N V | 2,017,464 | $35.5B | 0.64% | |
| 36 | LNTH 2.625 12/15/27LANTHEUS HLDGS INC | 25,255,000 | $32.1B | 0.58% | |
| 37 | CGEMCULLINAN THERAPEUTICS INC | 3,855,552 | $29.0B | 0.53% | |
| 38 | PRAXPRAXIS PRECISION MEDICINES I | 686,931 | $28.9B | 0.52% | |
| 39 | PHRPHREESIA INC | 1,014,577 | $28.9B | 0.52% | |
| 40 | KYMRKYMERA THERAPEUTICS INC | 653,000 | $28.5B | 0.52% | |
| 41 | MRNAMODERNA INC | 1,000,000 | $27.6B | 0.50% | |
| 42 | EWTXEDGEWISE THERAPEUTICS INC | 2,067,320 | $27.1B | 0.49% | |
| 43 | EMBCEMBECTA CORP | 2,749,712 | $26.6B | 0.48% | |
| 44 | IMCR 2.5 02/01/30IMMUNOCORE HLDGS PLC | 30,000,000 | $25.8B | 0.47% | |
| 45 | LIVN 2.5 03/15/29LIVANOVA PLC | 25,000,000 | $25.4B | 0.46% | |
| 46 | DAWNDAY ONE BIOPHARMACEUTICALS I | 3,723,131 | $24.2B | 0.44% | |
| 47 | VENVENTAS INC | 354,000 | $22.4B | 0.41% | |
| 48 | LQDALIQUIDIA CORPORATION | 1,616,778 | $20.1B | 0.37% | |
| 49 | COGTCOGENT BIOSCIENCES INC | 2,640,215 | $19.0B | 0.34% | |
| 50 | MREOMEREO BIOPHARMA GROUP PLC | 6,710,429 | $18.2B | 0.33% | |
| 51 | INSPINSPIRE MED SYS INC | 140,000 | $18.2B | 0.33% | |
| 52 | YB4PSAVARA INC | 7,964,000 | $18.2B | 0.33% | |
| 53 | XERSXERIS BIOPHARMA HOLDINGS INC | 10,500,000 | $17.7B | 0.32% | |
| 54 | BBNXBETA BIONICS INC | 1,168,415 | $17.0B | 0.31% | |
| 55 | XENEXENON PHARMACEUTICALS INC | 542,020 | $17.0B | 0.31% | |
| 56 | VCYTVERACYTE INC | 625,000 | $16.9B | 0.31% | |
| 57 | SIONSIONNA THERAPEUTICS INC | 970,590 | $16.8B | 0.31% | |
| 58 | NEONEOGENOMICS INC | 2,148,000 | $15.7B | 0.28% | |
| 59 | FHTXFOGHORN THERAPEUTICS INC | 3,255,514 | $15.3B | 0.28% | |
| 60 | ZBIOZENAS BIOPHARMA INC | 1,562,942 | $15.1B | 0.27% | |
| 61 | NVCRNOVOCURE LTD | 825,119 | $14.7B | 0.27% | |
| 62 | TSHATAYSHA GENE THERAPIES INC | 5,386,000 | $12.4B | 0.23% | |
| 63 | RXSTRXSIGHT INC | 888,950 | $11.6B | 0.21% | |
| 64 | DCTHDELCATH SYS INC | 812,561 | $11.1B | 0.20% | |
| 65 | OMDAOMADA HEALTH INC | 553,107 | $10.1B | 0.18% | |
| 66 | IARTINTEGRA LIFESCIENCES HLDGS C | 794,865 | $9.8B | 0.18% | |
| 67 | SYRESPYRE THERAPEUTICS INC | 613,665 | $9.2B | 0.17% | |
| 68 | DCGODOCGO INC | 4,941,565 | $7.8B | 0.14% | |
| 69 | GPCRSTRUCTURE THERAPEUTICS INC | 373,407 | $7.7B | 0.14% | |
| 70 | PCVXVAXCYTE INC | 225,000 | $7.3B | 0.13% | |
| 71 | TOITHE ONCOLOGY INSTITUTE INC | 3,360,052 | $6.9B | 0.13% | |
| 72 | SLPSIMULATIONS PLUS INC | 354,089 | $6.2B | 0.11% | |
| 73 | NPCENEUROPACE INC | 500,000 | $5.6B | 0.10% | |
| 74 | JBIOJADE BIOSCIENCES INC | 531,163 | $5.3B | 0.10% | |
| 75 | LUNGPULMONX CORP | 1,890,000 | $4.9B | 0.09% | |
| 76 | ALHCALIGNMENT HEALTHCARE INC | 342,558 | $4.8B | 0.09% | |
| 77 | HLVXHILLEVAX INC | 1,882,654 | $3.7B | 0.07% | |
| 78 | CALCCALCIMEDICA INC | 1,300,000 | $2.1B | 0.04% | |
| 79 | ALECALECTOR INC | 1,055,192 | $1.5B | 0.03% | |
| 80 | ANNXANNEXON INC | 583,913 | $1.4B | 0.03% | |
| 81 | PHGEBIOMX INC | 2,494,108 | $1.1B | 0.02% | |
| 82 | TWSTTWIST BIOSCIENCE CORP | 23,827 | $876.6M | 0.02% | |
| 83 | NAMSNEWAMSTERDAM PHARMA COMPANY | 92,787 | $742.3M | 0.01% | |
| 84 | SHCSOTERA HEALTH CO | 45,242 | $503.1M | 0.01% | |
| 85 | COOCOOPER COS INC | 6,328 | $450.3M | 0.01% | |
| 86 | TMOTHERMO FISHER SCIENTIFIC INC | 916 | $371.4M | 0.01% | |
| 87 | UFPTUFP TECHNOLOGIES INC | 1,517 | $370.4M | 0.01% | |
| 88 | AFWALIGN TECHNOLOGY INC | 1,945 | $368.2M | 0.01% | |
| 89 | ATRCATRICURE INC | 11,138 | $365.0M | 0.01% | |
| 90 | LMATLEMAITRE VASCULAR INC | 4,169 | $346.2M | 0.01% | |
| 91 | KIDSORTHOPEDIATRICS CORP | 15,486 | $332.6M | 0.01% | |
| 92 | ENOVENOVIS CORPORATION | 10,267 | $322.0M | 0.01% | |
| 93 | NHCNATIONAL HEALTHCARE CORP | 2,926 | $313.1M | 0.01% | |
| 94 | DVADAVITA INC | 2,101 | $299.3M | 0.01% | |
| 95 | BLFSBIOLIFE SOLUTIONS INC | 13,670 | $294.5M | 0.01% | |
| 96 | UHSUNIVERSAL HLTH SVCS INC | 1,597 | $289.3M | 0.01% | |
| 97 | AMEDAMEDISYS INC | 2,744 | $270.0M | 0.00% | |
| 98 | HAEHAEMONETICS CORP MASS | 3,529 | $263.3M | 0.00% | |
| 99 | IQVIQVIA HLDGS INC | 1,623 | $255.8M | 0.00% | |
| 100 | MDXGMIMEDX GROUP INC | 39,351 | $240.4M | 0.00% |
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