13F 机构持仓

DEERFIELD MANAGEMENT COMPANY, L.P.

New York NY · SEC CIK 0001009258

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$95.86亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NUVALENT INC 20.8%
BROOKDALE SR L 6.0%
COGT 4.1%
PRAX 3.7%
VTRS 3.2%
UTHR 3.2%
RVMD 2.6%
MIRM 2.5%
ARROWHEAD PHAR 2.4%
CELC 2.3%

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
TMDX TRANSMEDICS GROUP INC $00.00%0 -25,492-100.0% -$310.11万 清仓
PODD INSULET CORP $00.00%0 -10,616-100.0% -$301.75万 清仓
— BIOLIFE SOLUTIONS INC $00.00%0 -120,211-100.0% -$290.67万 清仓
CHE CHEMED CORP NEW $00.00%0 —— — 申报中断
WOOF PETCO HEALTH & WELLNESS CO I $00.00%0 -936,309-100.0% -$263.10万 清仓
KIDS ORTHOPEDIATRICS CORP $00.00%0 -144,220-100.0% -$256.13万 清仓
CI THE CIGNA GROUP $00.00%0 -9,203-100.0% -$253.29万 清仓
TRUP TRUPANION INC $00.00%0 -66,438-100.0% -$248.28万 清仓
RMD RESMED INC $00.00%0 -10,104-100.0% -$243.38万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 —— — 申报中断
DVA DAVITA INC $00.00%0 -20,909-100.0% -$237.55万 清仓
DOCS DOXIMITY INC $00.00%0 -51,942-100.0% -$230.00万 清仓
DXCM DEXCOM INC $00.00%0 -32,943-100.0% -$218.64万 清仓
IRTC IRHYTHM TECHNOLOGIES INC $00.00%0 -12,099-100.0% -$214.68万 清仓
CNMD CONMED CORP $00.00%0 -52,555-100.0% -$213.37万 清仓
— MASIMO CORP $00.00%0 -16,147-100.0% -$210.01万 清仓
LMAT LEMAITRE VASCULAR INC $00.00%0 -25,815-100.0% -$209.36万 清仓
TXG 10X GENOMICS INC $00.00%0 -126,574-100.0% -$206.44万 清仓
ATRC ATRICURE INC $00.00%0 -52,076-100.0% -$206.01万 清仓
— AVANOS MED INC $00.00%0 -167,061-100.0% -$187.61万 清仓
CRVL CORVEL CORP $00.00%0 -27,629-100.0% -$186.97万 清仓
CAH CARDINAL HEALTH INC $00.00%0 -8,985-100.0% -$184.64万 清仓
GDRX GOODRX HLDGS INC $00.00%0 -660,133-100.0% -$178.90万 清仓
SGRY SURGERY PARTNERS INC $00.00%0 -112,623-100.0% -$174.00万 清仓
ALGN ALIGN TECHNOLOGY INC $00.00%0 -11,000-100.0% -$171.76万 清仓
ADUS ADDUS HOMECARE CORP $00.00%0 -15,871-100.0% -$170.44万 清仓
MMSI MERIT MED SYS INC $00.00%0 -18,798-100.0% -$165.69万 清仓
NHC NATIONAL HEALTHCARE CORP $00.00%0 -12,085-100.0% -$165.67万 清仓
EHC ENCOMPASS HEALTH CORP $00.00%0 -15,259-100.0% -$161.96万 清仓
VREX VAREX IMAGING CORP $00.00%0 -131,745-100.0% -$153.48万 清仓
HQY HEALTHEQUITY INC $00.00%0 -16,231-100.0% -$148.69万 清仓
ABT ABBOTT LABS $00.00%0 -11,449-100.0% -$143.44万 清仓
MMS MAXIMUS INC $00.00%0 -16,606-100.0% -$143.34万 清仓
SYK STRYKER CORPORATION $00.00%0 -3,551-100.0% -$124.81万 清仓
ATEC ALPHATEC HLDGS INC $00.00%0 -57,277-100.0% -$120.51万 清仓
STAA STAAR SURGICAL CO $00.00%0 -51,894-100.0% -$119.82万 清仓
UFPT UFP TECHNOLOGIES INC $00.00%0 -5,098-100.0% -$113.19万 清仓
KVUE KENVUE INC $00.00%0 -65,344-100.0% -$112.72万 清仓
MDXG MIMEDX GROUP INC $00.00%0 -160,419-100.0% -$108.60万 清仓
ITGR INTEGER HLDGS CORP $00.00%0 -13,326-100.0% -$104.52万 清仓
RVTY REVVITY INC $00.00%0 -10,323-100.0% -$99.88万 清仓
AZTA AZENTA INC $00.00%0 -25,835-100.0% -$85.93万 清仓
ARVN ARVINAS INC $00.00%0 -68,057-100.0% -$80.72万 清仓
ZTS ZOETIS INC $00.00%0 -5,698-100.0% -$71.69万 清仓
COO COOPER COS INC $00.00%0 -7,786-100.0% -$63.81万 清仓
SDGR SCHRODINGER INC $00.00%0 -33,987-100.0% -$60.77万 清仓
TNDM TANDEM DIABETES CARE INC $00.00%0 -26,090-100.0% -$57.35万 清仓
RXST RXSIGHT INC $00.00%0 -52,257-100.0% -$54.45万 清仓
IART INTEGRA LIFESCIENCES HLDGS C $00.00%0 -39,209-100.0% -$48.70万 清仓
ABBV ABBVIE INC $00.00%0 -2,014-100.0% -$46.02万 清仓
HROW HARROW INC $00.00%0 -8,693-100.0% -$42.60万 清仓
XERS XERIS BIOPHARMA HOLDINGS INC $00.00%0 -52,230-100.0% -$41.00万 清仓
HCSG HEALTHCARE SVCS GROUP INC $00.00%0 -21,259-100.0% -$40.65万 清仓
AMPH AMPHASTAR PHARMACEUTICALS IN $00.00%0 -14,852-100.0% -$39.77万 清仓
RGEN REPLIGEN CORP $00.00%0 -2,199-100.0% -$36.03万 清仓
STE STERIS PLC $00.00%0 -1,352-100.0% -$34.28万 清仓
BRBR BELLRING BRANDS INC $00.00%0 -11,996-100.0% -$32.07万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -483-100.0% -$27.36万 清仓
EYE NATIONAL VISION HLDGS INC $00.00%0 -10,284-100.0% -$26.55万 清仓
ABEO ABEONA THERAPEUTICS INC $00.00%0 -40,000-100.0% -$21.08万 清仓
— NUVATION BIO INC $00.00%0 -166,666-100.0% -$5.50万 清仓
— BUTTERFLY NETWORK INC $00.00%0 -733,333-100.0% -$1.29万 清仓