DEERFIELD MANAGEMENT COMPANY, L.P.
New York NY · SEC CIK 0001009258
$84.76亿2026Q1 申报市值
82持仓数
50.9%前十大占比 · 第一大 20.8%
11 / 78新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ARROWHEAD PHARMA 新建仓+$2.07亿
SUPN 新建仓+$9,442.06万
SNDX 新建仓+$8,829.85万
DNTH 新建仓+$8,558.27万
ZBIO 新建仓+$6,725.29万
2026Q1 卖出最多 按季末市值估算
INDIVIOR PLC 清仓-$1.22亿
NBIX 减仓-$7,566.42万
RVMD 减仓-$5,811.79万
PHR 清仓-$3,382.38万
LNTH 清仓-$2,891.14万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -3,393,063 | -100.0% | -$1.22亿 | 清仓 |
| PHR | PHREESIA INC | $0 | 0.00% | 0 | -1,999,045 | -100.0% | -$3,382.38万 | 清仓 |
| MRNA | MODERNA INC 看跌期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$2,949.00万 | 清仓 |
| LNTH | LANTHEUS HLDGS INC | $0 | 0.00% | 0 | -25,255,000 | -100.0% | -$2,891.14万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -354,000 | -100.0% | -$2,739.25万 | 清仓 |
| SYRE | SPYRE THERAPEUTICS INC | $0 | 0.00% | 0 | -710,626 | -100.0% | -$2,328.01万 | 清仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $0 | 0.00% | 0 | -765,694 | -100.0% | -$1,900.07万 | 清仓 |
| CRMD | CORMEDIX INC | $0 | 0.00% | 0 | -1,107,944 | -100.0% | -$1,288.54万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -260,000 | -100.0% | -$1,092.00万 | 清仓 |
| OMDA | OMADA HEALTH INC | $0 | 0.00% | 0 | -553,107 | -100.0% | -$872.80万 | 清仓 |
| — | CALCIMEDICA INC | $0 | 0.00% | 0 | -1,300,000 | -100.0% | -$856.70万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -69,669 | -100.0% | -$429.79万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -17,711 | -100.0% | -$395.36万 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -49,951 | -100.0% | -$356.40万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -13,825 | -100.0% | -$346.84万 | 清仓 |
| ENOV | ENOVIS CORPORATION | $0 | 0.00% | 0 | -127,270 | -100.0% | -$339.05万 | 清仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $0 | 0.00% | 0 | -164,345 | -100.0% | -$324.58万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -18,392 | -100.0% | -$319.16万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -25,492 | -100.0% | -$310.11万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -10,616 | -100.0% | -$301.75万 | 清仓 |
| — | BIOLIFE SOLUTIONS INC | $0 | 0.00% | 0 | -120,211 | -100.0% | -$290.67万 | 清仓 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $0 | 0.00% | 0 | -936,309 | -100.0% | -$263.10万 | 清仓 |
| KIDS | ORTHOPEDIATRICS CORP | $0 | 0.00% | 0 | -144,220 | -100.0% | -$256.13万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -9,203 | -100.0% | -$253.29万 | 清仓 |
| TRUP | TRUPANION INC | $0 | 0.00% | 0 | -66,438 | -100.0% | -$248.28万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -10,104 | -100.0% | -$243.38万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -20,909 | -100.0% | -$237.55万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -51,942 | -100.0% | -$230.00万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -32,943 | -100.0% | -$218.64万 | 清仓 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,099 | -100.0% | -$214.68万 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -52,555 | -100.0% | -$213.37万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -16,147 | -100.0% | -$210.01万 | 清仓 |
| LMAT | LEMAITRE VASCULAR INC | $0 | 0.00% | 0 | -25,815 | -100.0% | -$209.36万 | 清仓 |
| TXG | 10X GENOMICS INC | $0 | 0.00% | 0 | -126,574 | -100.0% | -$206.44万 | 清仓 |
| ATRC | ATRICURE INC | $0 | 0.00% | 0 | -52,076 | -100.0% | -$206.01万 | 清仓 |
| — | AVANOS MED INC | $0 | 0.00% | 0 | -167,061 | -100.0% | -$187.61万 | 清仓 |
| CRVL | CORVEL CORP | $0 | 0.00% | 0 | -27,629 | -100.0% | -$186.97万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -8,985 | -100.0% | -$184.64万 | 清仓 |
| GDRX | GOODRX HLDGS INC | $0 | 0.00% | 0 | -660,133 | -100.0% | -$178.90万 | 清仓 |
| SGRY | SURGERY PARTNERS INC | $0 | 0.00% | 0 | -112,623 | -100.0% | -$174.00万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$171.76万 | 清仓 |
| ADUS | ADDUS HOMECARE CORP | $0 | 0.00% | 0 | -15,871 | -100.0% | -$170.44万 | 清仓 |
| MMSI | MERIT MED SYS INC | $0 | 0.00% | 0 | -18,798 | -100.0% | -$165.69万 | 清仓 |
| NHC | NATIONAL HEALTHCARE CORP | $0 | 0.00% | 0 | -12,085 | -100.0% | -$165.67万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -15,259 | -100.0% | -$161.96万 | 清仓 |
| VREX | VAREX IMAGING CORP | $0 | 0.00% | 0 | -131,745 | -100.0% | -$153.48万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -16,231 | -100.0% | -$148.69万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -11,449 | -100.0% | -$143.44万 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -16,606 | -100.0% | -$143.34万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -3,551 | -100.0% | -$124.81万 | 清仓 |
| ATEC | ALPHATEC HLDGS INC | $0 | 0.00% | 0 | -57,277 | -100.0% | -$120.51万 | 清仓 |
| STAA | STAAR SURGICAL CO | $0 | 0.00% | 0 | -51,894 | -100.0% | -$119.82万 | 清仓 |
| UFPT | UFP TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,098 | -100.0% | -$113.19万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -65,344 | -100.0% | -$112.72万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $0 | 0.00% | 0 | -160,419 | -100.0% | -$108.60万 | 清仓 |
| ITGR | INTEGER HLDGS CORP | $0 | 0.00% | 0 | -13,326 | -100.0% | -$104.52万 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | -10,323 | -100.0% | -$99.88万 | 清仓 |
| AZTA | AZENTA INC | $0 | 0.00% | 0 | -25,835 | -100.0% | -$85.93万 | 清仓 |
| ARVN | ARVINAS INC | $0 | 0.00% | 0 | -68,057 | -100.0% | -$80.72万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -5,698 | -100.0% | -$71.69万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -7,786 | -100.0% | -$63.81万 | 清仓 |
| SDGR | SCHRODINGER INC | $0 | 0.00% | 0 | -33,987 | -100.0% | -$60.77万 | 清仓 |
| TNDM | TANDEM DIABETES CARE INC | $0 | 0.00% | 0 | -26,090 | -100.0% | -$57.35万 | 清仓 |
| RXST | RXSIGHT INC | $0 | 0.00% | 0 | -52,257 | -100.0% | -$54.45万 | 清仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $0 | 0.00% | 0 | -39,209 | -100.0% | -$48.70万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -2,014 | -100.0% | -$46.02万 | 清仓 |
| HROW | HARROW INC | $0 | 0.00% | 0 | -8,693 | -100.0% | -$42.60万 | 清仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $0 | 0.00% | 0 | -52,230 | -100.0% | -$41.00万 | 清仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $0 | 0.00% | 0 | -21,259 | -100.0% | -$40.65万 | 清仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $0 | 0.00% | 0 | -14,852 | -100.0% | -$39.77万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -2,199 | -100.0% | -$36.03万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,352 | -100.0% | -$34.28万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -11,996 | -100.0% | -$32.07万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -483 | -100.0% | -$27.36万 | 清仓 |
| EYE | NATIONAL VISION HLDGS INC | $0 | 0.00% | 0 | -10,284 | -100.0% | -$26.55万 | 清仓 |
| ABEO | ABEONA THERAPEUTICS INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$21.08万 | 清仓 |
| — | NUVATION BIO INC | $0 | 0.00% | 0 | -166,666 | -100.0% | -$5.50万 | 清仓 |
| — | BUTTERFLY NETWORK INC | $0 | 0.00% | 0 | -733,333 | -100.0% | -$1.29万 | 清仓 |
| MYGN | MYRIAD GENETICS INC | $2,273 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| — | SURROZEN INC | $2,667 | 0.00% | 166,666 | 0 | 0.0% | — | 不变 |
| — | PMV PHARMACEUTICALS INC | $1.09万 | 0.00% | 8,790 | 0 | 0.0% | — | 不变 |
| — | QUANTUM SI INC | $3.62万 | 0.00% | 333,333 | 0 | 0.0% | — | 不变 |
| — | THE ONCOLOGY INSTITUTE INC | $5.47万 | 0.00% | 1,250,000 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $15.90万 | 0.00% | 917 | 0 | 0.0% | — | 不变 |
| MANE | VERADERMICS INC | $31.57万 | 0.00% | 5,000 | 5,000 | — | $31.57万 | 新建仓 |
| — | BIOMX INC | $49.28万 | 0.01% | 131,272 | 2 | 0.0% | $8 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $109.73万 | 0.01% | 13,702 | 0 | 0.0% | — | 不变 |
| — | NEWAMSTERDAM PHARMA COMPANY | $185.95万 | 0.02% | 92,787 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $226.87万 | 0.03% | 1,055,192 | 0 | 0.0% | — | 不变 |
| ANNX | ANNEXON INC | $323.49万 | 0.04% | 583,913 | 0 | 0.0% | — | 不变 |
| CGEM | CULLINAN THERAPEUTICS INC | $548.75万 | 0.06% | 386,169 | 0 | 0.0% | — | 不变 |
| STLN | THE ONCOLOGY INSTITUTE INC | $1,031.54万 | 0.12% | 3,360,052 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $1,216.81万 | 0.14% | 2,722,165 | 0 | 0.0% | — | 不变 |
| BBNX | BETA BIONICS INC | $1,326.65万 | 0.16% | 1,324,000 | 385,692 | 41.1% | $386.46万 | 加仓 |
| SGP | SPYGLASS PHARMA INC | $1,425.05万 | 0.17% | 550,000 | 550,000 | — | $1,425.05万 | 新建仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $1,726.00万 | 0.20% | 2,000,000 | 0 | 0.0% | — | 不变 |
| MNPR | MONOPAR THERAPEUTICS INC | $1,773.80万 | 0.21% | 323,745 | 153,187 | 89.8% | $839.31万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $1,907.57万 | 0.23% | 3,606,000 | 0 | 0.0% | — | 不变 |