DEERFIELD MANAGEMENT COMPANY, L.P. Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$6.6T

Holdings

152

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (152 positions)

#StockSharesValue% PortfolioType
101
CHECHEMED CORP NEW
4,664$2.1B0.03%
102
ALHCALIGNMENT HEALTHCARE INC
102,942$1.8B0.03%
103
ANNXANNEXON INC
583,913$1.8B0.03%
104
NHCNATIONAL HEALTHCARE CORP
14,584$1.8B0.03%
105
RGENREPLIGEN CORP
12,909$1.7B0.03%
106
TFXTELEFLEX INCORPORATED
13,572$1.7B0.03%
107
GEHCGE HEALTHCARE TECHNOLOGIES I
21,924$1.6B0.03%
108
PENPENUMBRA INC
6,411$1.6B0.02%
109
NAMSNEWAMSTERDAM PHARMA COMPANY
92,787$1.6B0.02%
110
DC4DEXCOM INC
22,287$1.5B0.02%
111
TMDXTRANSMEDICS GROUP INC
12,752$1.4B0.02%
112
AVNSAVANOS MED INC
122,899$1.4B0.02%
113
PODDINSULET CORP
4,480$1.4B0.02%
114
PHGEBIOMX INC
2,494,108$1.3B0.02%
115
ITGRINTEGER HLDGS CORP
12,528$1.3B0.02%
116
DHRDANAHER CORPORATION
6,421$1.3B0.02%
117
ZTSZOETIS INC
8,554$1.3B0.02%
118
BRBRBELLRING BRANDS INC
34,232$1.2B0.02%
119
ELUTELUTIA INC
1,371,603$1.2B0.02%
120
AZTAAZENTA INC
41,004$1.2B0.02%
121
TECHBIO-TECHNE CORP
20,979$1.2B0.02%
122
XERSXERIS BIOPHARMA HOLDINGS INC
120,900$984.1M0.02%
123
BAXBAXTER INTL INC
42,744$973.3M0.01%
124
MOHMOLINA HEALTHCARE INC
5,047$965.8M0.01%
125
ATECALPHATEC HLDGS INC
65,262$948.9M0.01%
126
ADPTADAPTIVE BIOTECHNOLOGIES COR
60,328$902.5M0.01%
127
SYKSTRYKER CORPORATION
1,988$734.9M0.01%
128
MDXGMIMEDX GROUP INC
104,870$732.0M0.01%
129
TWSTTWIST BIOSCIENCE CORP
23,827$670.5M0.01%
130
HQYHEALTHEQUITY INC
7,060$669.1M0.01%
131
STESTERIS PLC
2,578$637.9M0.01%
132
GMEDGLOBUS MED INC
11,106$636.0M0.01%
133
EWEDWARDS LIFESCIENCES CORP
6,349$493.8M0.01%
134
TMOTHERMO FISHER SCIENTIFIC INC
944$457.9M0.01%
135
SHCSOTERA HEALTH CO
25,384$399.3M0.01%
136
XRAYDENTSPLY SIRONA INC
30,183$383.0M0.01%
137
LHLABCORP HOLDINGS INC
1,057$303.4M0.00%
138
SCISERVICE CORP INTL
3,635$302.5M0.00%
139
HSICHENRY SCHEIN INC
4,191$278.2M0.00%
140
SUPNSUPERNUS PHARMACEUTICALS INC
5,331$254.8M0.00%
141
HUMHUMANA INC
917$238.6M0.00%
142
OGNORGANON & CO
16,388$175.0M0.00%
143
TOIIWTHE ONCOLOGY INSTITUTE INC
1,250,000$150.0M0.00%
144
TNDMTANDEM DIABETES CARE INC
12,195$148.0M0.00%
145
CYHCOMMUNITY HEALTH SYS INC NEW
32,720$105.0M0.00%
146
QSIAWQUANTUM SI INC
333,333$90.0M0.00%
147
NUVB/WSNUVATION BIO INC
166,666$33.7M0.00%
148
BFLYWBUTTERFLY NETWORK INC
733,333$33.4M0.00%
149
EBSEMERGENT BIOSOLUTIONS INC
1,872$16.5M0.00%
150
PMVPPMV PHARMACEUTICALS INC
8,790$12.3M0.00%
151
MYGNMYRIAD GENETICS INC
505$3.7M0.00%
152
SRZNWSURROZEN INC
166,666$3.0M0.00%
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