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 |
|---|---|---|---|---|---|---|---|---|
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $2,065.05万 | 0.24% | 283,000 | 283,000 | — | $2,065.05万 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $2,100.51万 | 0.25% | 4,394,367 | 745,156 | 20.4% | $356.18万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $2,102.67万 | 0.25% | 549,000 | 549,000 | — | $2,102.67万 | 新建仓 |
| EMBC | EMBECTA CORP | $2,240.91万 | 0.26% | 2,534,961 | -217,070 | -7.9% | -$191.89万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2,247.77万 | 0.27% | 67,935 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $2,338.45万 | 0.28% | 726,000 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $2,702.52万 | 0.32% | 30,000,000 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $3,701.73万 | 0.44% | 767,993 | 0 | 0.0% | — | 不变 |
| CDNA | CAREDX INC | $3,803.58万 | 0.45% | 2,191,000 | 0 | 0.0% | — | 不变 |
| SION | SIONNA THERAPEUTICS INC | $3,891.10万 | 0.46% | 970,590 | 0 | 0.0% | — | 不变 |
| LIVN | LIVANOVA PLC | $4,003.33万 | 0.47% | 34,280,000 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $4,200.86万 | 0.50% | 657,000 | 145,837 | 28.5% | $932.48万 | 加仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $4,372.47万 | 0.52% | 4,885,446 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $4,450.90万 | 0.53% | 7,808,605 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $4,673.98万 | 0.55% | 561,170 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $4,810.44万 | 0.57% | 851,556 | 851,556 | — | $4,810.44万 | 新建仓 |
| BLTE | BELITE BIO INC | $4,847.18万 | 0.57% | 304,013 | 70,200 | 30.0% | $1,119.27万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $5,097.99万 | 0.60% | 1,530,008 | -623,035 | -28.9% | -$2,075.95万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $5,607.02万 | 0.66% | 2,210,100 | -70,398 | -3.1% | -$178.60万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $5,937.32万 | 0.70% | 1,823,500 | 0 | 0.0% | — | 不变 |
| SPRY | ARS PHARMACEUTICALS INC | $6,025.56万 | 0.71% | 7,503,812 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $6,280.37万 | 0.74% | 827,999 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $6,301.70万 | 0.74% | 226,070 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $6,605.55万 | 0.78% | 2,462,000 | 2,462,000 | — | $6,605.55万 | 新建仓 |
| — | NEOGENOMICS INC | $6,665.38万 | 0.79% | 72,689,000 | 0 | 0.0% | — | 不变 |
| — | ENHABIT INC | $6,689.57万 | 0.79% | 4,747,746 | 0 | 0.0% | — | 不变 |
| ZBIO | ZENAS BIOPHARMA INC | $6,725.29万 | 0.79% | 65,000,000 | 65,000,000 | — | $6,725.29万 | 新建仓 |
| SVRA | SAVARA INC | $7,408.67万 | 0.87% | 13,569,000 | 0 | 0.0% | — | 不变 |
| — | DAY ONE BIOPHARMACEUTICALS I | $7,982.39万 | 0.94% | 3,723,131 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $8,036.14万 | 0.95% | 610,000 | -574,345 | -48.5% | -$7,566.42万 | 减仓 |
| PFE | PFIZER INC | $8,536.32万 | 1.01% | 3,040,000 | -263,790 | -8.0% | -$740.72万 | 重新持有 |
| DNTH | DIANTHUS THERAPEUTICS INC | $8,558.27万 | 1.01% | 1,019,813 | 1,019,813 | — | $8,558.27万 | 新建仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $8,585.87万 | 1.01% | 61,000,000 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC | $8,675.13万 | 1.02% | 4,146,813 | 1,239,867 | 42.7% | $2,593.80万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $8,829.85万 | 1.04% | 3,779,900 | 3,779,900 | — | $8,829.85万 | 新建仓 |
| PHVS | PHARVARIS N V | $8,831.07万 | 1.04% | 3,126,042 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $9,061.39万 | 1.07% | 60,000,000 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $9,395.27万 | 1.11% | 1,615,696 | 1,073,676 | 198.1% | $6,243.43万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $9,442.06万 | 1.11% | 3,097,790 | 3,097,790 | — | $9,442.06万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $9,764.35万 | 1.15% | 3,943,600 | -967,561 | -19.7% | -$2,395.68万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $9,864.57万 | 1.16% | 1,573,297 | -259,649 | -14.2% | -$1,628.00万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1.06亿 | 1.25% | 4,520,000 | 0 | 0.0% | — | 不变 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1.37亿 | 1.61% | 4,264,789 | 100,000 | 2.4% | $320.10万 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $1.37亿 | 1.61% | 11,477,730 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP | $1.39亿 | 1.64% | 7,687,638 | 1,755,638 | 29.6% | $3,175.95万 | 加仓 |
| INSP | INSPIRE MED SYS INC | $1.39亿 | 1.64% | 2,703,238 | 1,197,366 | 79.5% | $6,176.01万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1.43亿 | 1.69% | 15,038,000 | 697,000 | 4.9% | $663.54万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1.49亿 | 1.75% | 1,979,669 | 0 | 0.0% | — | 不变 |
| VERA | VERA THERAPEUTICS INC | $1.50亿 | 1.77% | 3,722,100 | -337,595 | -8.3% | -$1,358.14万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $1.59亿 | 1.88% | 11,637,032 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $1.60亿 | 1.89% | 35,606,974 | 5,000,000 | 16.3% | $2,250.00万 | 加仓 |
| CNC | CENTENE CORP DEL | $1.94亿 | 2.29% | 5,917,091 | -530,907 | -8.2% | -$1,738.19万 | 减仓 |
| CELC | CELCUITY INC | $1.96亿 | 2.31% | 1,714,000 | 0 | 0.0% | — | 不变 |
| — | ARROWHEAD PHARMACEUTICALS IN | $2.07亿 | 2.44% | 200,000,000 | 200,000,000 | — | $2.07亿 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $2.09亿 | 2.47% | 70,000,000 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $2.23亿 | 2.64% | 2,297,000 | -597,613 | -20.6% | -$5,811.79万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.71亿 | 3.20% | 457,000 | 31,007 | 7.3% | $1,838.65万 | 加仓 |
| VTRS | VIATRIS INC | $2.73亿 | 3.22% | 20,206,170 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES I | $3.10亿 | 3.66% | 963,351 | 60,000 | 6.6% | $1,933.14万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $3.48亿 | 4.11% | 9,043,903 | 0 | 0.0% | — | 不变 |
| — | BROOKDALE SR LIVING INC | $5.05亿 | 5.96% | 306,885,000 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $17.67亿 | 20.85% | 17,248,450 | 0 | 0.0% | — | 不变 |