13F holdings · Q2 2026
What is Deerfield Management buying?
Deerfield Management's 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: its largest reported positions and every significant change since Q1 2026.
Reported holdings$9.59B
QuarterQ2 2026
New positions11
Exits and cuts0
Biggest moves in Q2 2026
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RVMDW · New position: 200.00M sh (~$251.7M, 2.6% of book)
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CELC · New position: 100.00M sh (~$113.8M, 1.2% of book)
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MLYS · New position: 3.96M sh (~$106.8M, 1.1% of book)
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BSX · New position: 1.31M sh (~$56.1M, 0.6% of book)
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PBLS · New position: 1.88M sh (~$51.5M, 0.5% of book)
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AVLN · New position: 731.0K sh (~$24.1M, 0.3% of book)
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ODTX · New position: 1.05M sh (~$19.6M, 0.2% of book)
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ALMR · New position: 600.0K sh (~$16.3M, 0.2% of book)
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CHE · New position: 30.0K sh (~$14.0M, 0.1% of book)
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ADAG · New position: 2.67M sh (~$11.2M, 0.1% of book)
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COAG · New position: 275.0K sh (~$10.1M, 0.1% of book)
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GNMSF · Added +179% to 6.87M sh (~$188.6M, 2.0% of book)
Top holdings
| Holding | Value | % of portfolio | Change in shares |
|---|---|---|---|
| Nuvalent Inc. | $2.13B | 22.2% | +0% |
| Brookdale Sr Living Inc. | $585.7M | 6.1% | +0% |
| RVMDRevolution Medicines, Inc. | $448.0M | 4.7% | +4% |
| PRAXPraxis Precision Medicines, Inc. | $322.5M | 3.4% | +0% |
| VTRSViatris Inc | $320.9M | 3.3% | +0% |
| Centene Corp. Del | $314.6M | 3.3% | -17% |
| RVMDWRevolution Medicines Inc. | $251.7M | 2.6% | New |
| United Therapeutics Corp. Del | $247.6M | 2.6% | +0% |
| Arrowhead Pharmaceuticals In | $240.5M | 2.5% | +0% |
| LEGNLegend Biotech Corp | $235.0M | 2.5% | +6% |
| COGTCogent Biosciences, Inc. | $193.7M | 2.0% | -45% |
| GNMSFGenmab A/s | $188.6M | 2.0% | +179% |
| Brookdale Sr Living Inc. | $187.2M | 2.0% | +0% |
| VERAVera Therapeutics, Inc. | $168.1M | 1.8% | +5% |
| IONSIonis Pharmaceuticals Inc. | $157.0M | 1.6% | +0% |
| CELCCelcuity Inc. | $151.8M | 1.6% | -15% |
| BCRXBiocryst Pharmaceuticals Inc. | $151.0M | 1.6% | +0% |
| Newamsterdam Pharma Company | $144.5M | 1.5% | +0% |
| Acadia Healthcare Company In | $133.5M | 1.4% | +0% |
| TNGXTango Therapeutics, Inc. | $131.0M | 1.4% | +1% |
From DEERFIELD MANAGEMENT COMPANY, L.P.'s Form 13F-HR. 13Fs list long US-listed positions at quarter end and are filed up to 45 days later; they don't show shorts, most hedges or trades made since. View the filing on SEC EDGAR ↗