DEERFIELD MANAGEMENT COMPANY, L.P.
CIK: 1009258SEC EDGAR →
Portfolio Value
$5.7T
Holdings
82
As of
Q1 2026
New Positions
77
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROOKDALE SR LIVING INC | 306,885,000 | $505.4B | 8.84% |
| 2 | COGENT BIOSCIENCES INC | 9,043,903 | $348.1B | 6.09% |
| 3 | VIATRIS INC | 20,206,170 | $273.0B | 4.77% |
| 4 | REVOLUTION MEDICINES INC | 2,297,000 | $223.4B | 3.90% |
| 5 | MIRUM PHARMACEUTICALS INC | 70,000,000 | $209.4B | 3.66% |
| 6 | — ARROWHEAD PHARMACEUTICALS IN | 200,000,000 | $207.2B | 3.62% |
| 7 | CENTENE CORP DEL | 5,917,091 | $193.7B | 3.39% |
| 8 | LARIMAR THERAPEUTICS INC | 35,606,974 | $160.2B | 2.80% |
| 9 | BROOKDALE SR LIVING INC | 11,637,032 | $159.2B | 2.78% |
| 10 | VERA THERAPEUTICS INC | 3,722,100 | $149.7B | 2.62% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 65 | $4.0T | 70.3% |
| Unknown | 16 | $1.7T | 29.7% |
| Technology | 1 | $54.8M | 0.0% |