DEERFIELD MANAGEMENT COMPANY, L.P. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$7.8B
Holdings
150
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (150 positions)
| Stock | Value |
|---|---|
NUVLNUVALENT INC | $1.7B |
BKD 3.5 10/15/29BROOKDALE SR LIVING INC | $427.5M |
COGTCOGENT BIOSCIENCES INC | $321.2M |
PRAXPRAXIS PRECISION MEDICINES I | $266.3M |
CNCCENTENE CORP DEL | $265.3M |
VTRSVIATRIS INC | $251.6M |
RVMDREVOLUTION MEDICINES INC | $230.6M |
UTHUNITED THERAPEUTICS CORP DEL | $207.6M |
VERAVERA THERAPEUTICS INC | $205.6M |
MIRM 4 05/01/29MIRUM PHARMACEUTICALS INC | $180.7M |
CELCCELCUITY INC | $171.0M |
NBIXNEUROCRINE BIOSCIENCES INC | $168.0M |
ISIIONIS PHARMACEUTICALS INC | $156.6M |
NAMSNEWAMSTERDAM PHARMA COMPANY | $146.1M |
INSPINSPIRE MED SYS INC | $138.9M |
LEGNLEGEND BIOTECH CORP | $129.0M |
B7SBROOKDALE SR LIVING INC | $125.6M |
—INDIVIOR PLC | $121.7M |
ARWRARROWHEAD PHARMACEUTICALS IN | $121.7M |
LRMRLARIMAR THERAPEUTICS INC | $116.6M |
CPRXCATALYST PHARMACEUTICALS INC | $114.6M |
AHCOADAPTHEALTH CORP | $114.3M |
BCRXBIOCRYST PHARMACEUTICALS INC | $111.9M |
IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC | $95.3M |
ALHC 4.25 11/15/29ALIGNMENT HEALTHCARE INC | $92.6M |
SPRYARS PHARMACEUTICALS INC | $87.4M |
PHVSPHARVARIS N V | $86.7M |
YB4PSAVARA INC | $81.8M |
IDYAIDEAYA BIOSCIENCES INC | $74.4M |
CERTCERTARA INC | $68.8M |
BUWABIO RAD LABS INC | $68.5M |
NEO 0.25 01/15/28NEOGENOMICS INC | $64.7M |
ACHCACADIA HEALTHCARE COMPANY IN | $64.1M |
BBOTBRIDGEBIO ONCOLOGY THERAPEUT | $61.2M |
STOKSTOKE THERAPEUTICS INC | $57.9M |
LNTHLANTHEUS HLDGS INC | $55.1M |
GPCRSTRUCTURE THERAPEUTICS INC | $53.4M |
NVSTENVISTA HOLDINGS CORPORATION | $49.5M |
EHABENHABIT INC | $43.8M |
KYMRKYMERA THERAPEUTICS INC | $43.7M |
CDNACAREDX INC | $41.3M |
IRONDISC MEDICINE INC | $40.6M |
SIONSIONNA THERAPEUTICS INC | $39.9M |
LIVN 2.5 03/15/29LIVANOVA PLC | $39.7M |
BLTEBELITE BIO INC | $37.4M |
DAWNDAY ONE BIOPHARMACEUTICALS I | $34.7M |
PHRPHREESIA INC | $33.8M |
EMBCEMBECTA CORP | $32.7M |
VCYTVERACYTE INC | $30.6M |
MRNAMODERNA INC | $29.5M |
LNTH 2.625 12/15/27LANTHEUS HLDGS INC | $28.9M |
BBNXBETA BIONICS INC | $28.6M |
VENVENTAS INC | $27.4M |
IMCR 2.5 02/01/30IMMUNOCORE HLDGS PLC | $27.1M |
ALNYALNYLAM PHARMACEUTICALS INC | $27.0M |
TNGXTANGO THERAPEUTICS INC | $25.8M |
XENEXENON PHARMACEUTICALS INC | $24.3M |
SYRESPYRE THERAPEUTICS INC | $23.3M |
FHTXFOGHORN THERAPEUTICS INC | $19.7M |
CMPXCOMPASS THERAPEUTICS INC | $19.4M |
EWTXEDGEWISE THERAPEUTICS INC | $19.0M |
KYTXKYVERNA THERAPEUTICS INC | $18.8M |
TSHATAYSHA GENE THERAPIES INC | $15.0M |
CRMDCORMEDIX INC | $12.9M |
TOITHE ONCOLOGY INSTITUTE INC | $12.0M |
MNPRMONOPAR THERAPEUTICS INC | $11.1M |
MDLNMEDLINE INC | $10.9M |
OMDAOMADA HEALTH INC | $8.7M |
CALCCALCIMEDICA INC | $8.6M |
PBVPRESTIGE CONSMR HEALTHCARE I | $4.3M |
CGEMCULLINAN THERAPEUTICS INC | $4.0M |
VEEVVEEVA SYS INC | $4.0M |
RDNTRADNET INC | $3.6M |
LHLABCORP HOLDINGS INC | $3.5M |
ENOVENOVIS CORPORATION | $3.4M |
ALHCALIGNMENT HEALTHCARE INC | $3.2M |
DGXQUEST DIAGNOSTICS INC | $3.2M |
TMDXTRANSMEDICS GROUP INC | $3.1M |
PODDINSULET CORP | $3.0M |
ANNXANNEXON INC | $2.9M |
BLFSBIOLIFE SOLUTIONS INC | $2.9M |
CHECHEMED CORP NEW | $2.7M |
WOOFPETCO HEALTH & WELLNESS CO I | $2.6M |
KIDSORTHOPEDIATRICS CORP | $2.6M |
CITHE CIGNA GROUP | $2.5M |
TRUPTRUPANION INC | $2.5M |
RMERESMED INC | $2.4M |
BSXBOSTON SCIENTIFIC CORP | $2.4M |
DVADAVITA INC | $2.4M |
DOCSDOXIMITY INC | $2.3M |
DC4DEXCOM INC | $2.2M |
IRTCIRHYTHM TECHNOLOGIES INC | $2.1M |
NAMSNEWAMSTERDAM PHARMA COMPANY | $2.1M |
CNMDCONMED CORP | $2.1M |
3M4MASIMO CORP | $2.1M |
LMATLEMAITRE VASCULAR INC | $2.1M |
TXG10X GENOMICS INC | $2.1M |
ATRCATRICURE INC | $2.1M |
AVNSAVANOS MED INC | $1.9M |
CRVLCORVEL CORP | $1.9M |
Page 1 of 2Next