DEERFIELD MANAGEMENT COMPANY, L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$6.6B
Holdings
152
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (152 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CHECHEMED CORP NEW | 4,664 | $2.1B | 31.88% | |
| 102 | ALHCALIGNMENT HEALTHCARE INC | 102,942 | $1.8B | 27.42% | |
| 103 | ANNXANNEXON INC | 583,913 | $1.8B | 27.19% | |
| 104 | NHCNATIONAL HEALTHCARE CORP | 14,584 | $1.8B | 27.05% | |
| 105 | RGENREPLIGEN CORP | 12,909 | $1.7B | 26.34% | |
| 106 | TFXTELEFLEX INCORPORATED | 13,572 | $1.7B | 25.35% | |
| 107 | GEHCGE HEALTHCARE TECHNOLOGIES I | 21,924 | $1.6B | 25.13% | |
| 108 | PENPENUMBRA INC | 6,411 | $1.6B | 24.79% | |
| 109 | NAMSNEWAMSTERDAM PHARMA COMPANY | 92,787 | $1.6B | 24.24% | |
| 110 | DC4DEXCOM INC | 22,287 | $1.5B | 22.89% | |
| 111 | TMDXTRANSMEDICS GROUP INC | 12,752 | $1.4B | 21.84% | |
| 112 | AVNSAVANOS MED INC | 122,899 | $1.4B | 21.69% | |
| 113 | PODDINSULET CORP | 4,480 | $1.4B | 21.11% | |
| 114 | PHGEBIOMX INC | 2,494,108 | $1.3B | 19.99% | |
| 115 | ITGRINTEGER HLDGS CORP | 12,528 | $1.3B | 19.76% | |
| 116 | DHRDANAHER CORPORATION | 6,421 | $1.3B | 19.43% | |
| 117 | ZTSZOETIS INC | 8,554 | $1.3B | 19.11% | |
| 118 | BRBRBELLRING BRANDS INC | 34,232 | $1.2B | 19.00% | |
| 119 | ELUTELUTIA INC | 1,371,603 | $1.2B | 18.64% | |
| 120 | AZTAAZENTA INC | 41,004 | $1.2B | 17.98% | |
| 121 | TECHBIO-TECHNE CORP | 20,979 | $1.2B | 17.82% | |
| 122 | XERSXERIS BIOPHARMA HOLDINGS INC | 120,900 | $984.1M | 15.02% | |
| 123 | BAXBAXTER INTL INC | 42,744 | $973.3M | 14.86% | |
| 124 | MOHMOLINA HEALTHCARE INC | 5,047 | $965.8M | 14.74% | |
| 125 | ATECALPHATEC HLDGS INC | 65,262 | $948.9M | 14.49% | |
| 126 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 60,328 | $902.5M | 13.78% | |
| 127 | SYKSTRYKER CORPORATION | 1,988 | $734.9M | 11.22% | |
| 128 | MDXGMIMEDX GROUP INC | 104,870 | $732.0M | 11.17% | |
| 129 | TWSTTWIST BIOSCIENCE CORP | 23,827 | $670.5M | 10.24% | |
| 130 | HQYHEALTHEQUITY INC | 7,060 | $669.1M | 10.21% | |
| 131 | STESTERIS PLC | 2,578 | $637.9M | 9.74% | |
| 132 | GMEDGLOBUS MED INC | 11,106 | $636.0M | 9.71% | |
| 133 | EWEDWARDS LIFESCIENCES CORP | 6,349 | $493.8M | 7.54% | |
| 134 | TMOTHERMO FISHER SCIENTIFIC INC | 944 | $457.9M | 6.99% | |
| 135 | SHCSOTERA HEALTH CO | 25,384 | $399.3M | 6.10% | |
| 136 | XRAYDENTSPLY SIRONA INC | 30,183 | $383.0M | 5.85% | |
| 137 | LHLABCORP HOLDINGS INC | 1,057 | $303.4M | 4.63% | |
| 138 | SCISERVICE CORP INTL | 3,635 | $302.5M | 4.62% | |
| 139 | HSICHENRY SCHEIN INC | 4,191 | $278.2M | 4.25% | |
| 140 | SUPNSUPERNUS PHARMACEUTICALS INC | 5,331 | $254.8M | 3.89% | |
| 141 | HUMHUMANA INC | 917 | $238.6M | 3.64% | |
| 142 | OGNORGANON & CO | 16,388 | $175.0M | 2.67% | |
| 143 | TOIIWTHE ONCOLOGY INSTITUTE INC | 1,250,000 | $150.0M | 2.29% | |
| 144 | TNDMTANDEM DIABETES CARE INC | 12,195 | $148.0M | 2.26% | |
| 145 | CYHCOMMUNITY HEALTH SYS INC NEW | 32,720 | $105.0M | 1.60% | |
| 146 | QSIAWQUANTUM SI INC | 333,333 | $90.0M | 1.37% | |
| 147 | NUVB/WSNUVATION BIO INC | 166,666 | $33.7M | 0.51% | |
| 148 | BFLYWBUTTERFLY NETWORK INC | 733,333 | $33.4M | 0.51% | |
| 149 | EBSEMERGENT BIOSOLUTIONS INC | 1,872 | $16.5M | 0.25% | |
| 150 | PMVPPMV PHARMACEUTICALS INC | 8,790 | $12.3M | 0.19% | |
| 151 | MYGNMYRIAD GENETICS INC | 505 | $3.7M | 0.06% | |
| 152 | SRZNWSURROZEN INC | 166,666 | $3.0M | 0.05% |
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