DEERFIELD MANAGEMENT COMPANY, L.P.
New York NY · SEC CIK 0001009258
$95.86亿2026Q2 申报市值
82持仓数
53.2%前十大占比 · 第一大 22.2%
11 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
REVOLUTION MEDIC 新建仓+$2.52亿
GMAB 加仓+$1.21亿
CELC 新建仓+$1.14亿
MLYS 新建仓+$1.07亿
BSX 重新持有+$5,505.97万
2026Q2 卖出最多 按季末市值估算
MIRM 清仓-$2.09亿
COGT 减仓-$1.56亿
CATALYST PHARMAC 清仓-$9,764.35万
NBIX 清仓-$8,036.14万
DAY ONE BIOPHARM 清仓-$7,982.39万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | NUVALENT INC | $21.30亿 | 22.22% | 17,248,450 | 0 | 0.0% | — | 不变 |
| — | BROOKDALE SR LIVING INC | $5.86亿 | 6.11% | 306,885,000 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $4.48亿 | 4.67% | 2,392,000 | 95,000 | 4.1% | $1,779.16万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $3.23亿 | 3.36% | 963,351 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3.21亿 | 3.35% | 20,206,170 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $3.15亿 | 3.28% | 4,901,000 | -1,016,091 | -17.2% | -$6,522.29万 | 减仓 |
| — | REVOLUTION MEDICINES INC | $2.52亿 | 2.63% | 200,000,000 | 200,000,000 | — | $2.52亿 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.48亿 | 2.58% | 457,000 | 0 | 0.0% | — | 不变 |
| — | ARROWHEAD PHARMACEUTICALS IN | $2.41亿 | 2.51% | 200,000,000 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP | $2.35亿 | 2.45% | 8,137,638 | 450,000 | 5.9% | $1,299.60万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $1.94亿 | 2.02% | 5,006,104 | -4,037,799 | -44.6% | -$1.56亿 | 减仓 |
| GMAB | GENMAB A/S | $1.89亿 | 1.97% | 6,865,000 | 4,403,000 | 178.8% | $1.21亿 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $1.87亿 | 1.95% | 11,637,032 | 0 | 0.0% | — | 不变 |
| VERA | VERA THERAPEUTICS INC | $1.68亿 | 1.75% | 3,916,400 | 194,300 | 5.2% | $833.74万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1.57亿 | 1.64% | 1,979,669 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC | $1.52亿 | 1.58% | 1,451,014 | -262,986 | -15.3% | -$2,751.36万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1.51亿 | 1.57% | 15,096,403 | 58,403 | 0.4% | $58.40万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1.45亿 | 1.51% | 4,264,789 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1.33亿 | 1.39% | 4,520,000 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC | $1.31亿 | 1.37% | 4,190,611 | 43,798 | 1.1% | $136.91万 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $1.20亿 | 1.25% | 11,477,730 | 0 | 0.0% | — | 不变 |
| PHVS | PHARVARIS N V | $1.17亿 | 1.22% | 3,376,042 | 250,000 | 8.0% | $864.50万 | 加仓 |
| CELC | CELCUITY INC | $1.14亿 | 1.19% | 100,000,000 | 100,000,000 | — | $1.14亿 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1.13亿 | 1.18% | 1,389,055 | -184,242 | -11.7% | -$1,501.76万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1.10亿 | 1.14% | 1,125,313 | 105,500 | 10.3% | $1,028.41万 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $1.09亿 | 1.13% | 35,606,974 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $1.07亿 | 1.11% | 3,958,000 | 3,958,000 | — | $1.07亿 | 新建仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $1.04亿 | 1.08% | 61,000,000 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $1.01亿 | 1.06% | 2,714,503 | 1,184,495 | 77.4% | $4,414.61万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $9,752.34万 | 1.02% | 1,615,696 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $9,310.44万 | 0.97% | 60,000,000 | 0 | 0.0% | — | 不变 |
| SVRA | SAVARA INC | $8,358.50万 | 0.87% | 13,569,000 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $8,353.77万 | 0.87% | 752,999 | -75,000 | -9.1% | -$832.05万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $8,262.86万 | 0.86% | 3,779,900 | 0 | 0.0% | — | 不变 |
| ZBIO | ZENAS BIOPHARMA INC | $8,031.61万 | 0.84% | 67,200,000 | 2,200,000 | 3.4% | $262.94万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $7,626.49万 | 0.80% | 1,332,836 | 481,280 | 56.5% | $2,753.88万 | 加仓 |
| PFE | PFIZER INC | $7,320.32万 | 0.76% | 3,040,000 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $6,765.42万 | 0.71% | 1,648,895 | -1,448,895 | -46.8% | -$5,944.82万 | 减仓 |
| BIO | BIO RAD LABS INC | $6,637.64万 | 0.69% | 226,070 | 0 | 0.0% | — | 不变 |
| SPRY | ARS PHARMACEUTICALS INC | $6,010.55万 | 0.63% | 7,503,812 | 0 | 0.0% | — | 不变 |
| STOK | STOKE THERAPEUTICS INC | $5,966.49万 | 0.62% | 1,823,500 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $5,828.56万 | 0.61% | 1,086,000 | 318,007 | 41.4% | $1,706.74万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $5,823.61万 | 0.61% | 2,210,100 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MED SYS INC | $5,785.30万 | 0.60% | 1,296,862 | -1,406,376 | -52.0% | -$6,273.84万 | 减仓 |
| CDNA | CAREDX INC | $5,693.21万 | 0.59% | 1,997,618 | -193,382 | -8.8% | -$551.14万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,612.42万 | 0.59% | 1,315,000 | 1,290,059 | 5,172.4% | $5,505.97万 | 重新持有 |
| BLTE | BELITE BIO INC | $5,500.33万 | 0.57% | 357,199 | 53,186 | 17.5% | $818.98万 | 加仓 |
| PBLS | PARABILIS MEDICINES INC | $5,147.49万 | 0.54% | 1,880,704 | 1,880,704 | — | $5,147.49万 | 新建仓 |
| CERT | CERTARA INC | $4,920.97万 | 0.51% | 7,512,928 | -295,677 | -3.8% | -$193.67万 | 减仓 |
| IRON | DISC MEDICINE INC | $4,805.30万 | 0.50% | 657,000 | 0 | 0.0% | — | 不变 |
| LIVN | LIVANOVA PLC | $4,648.51万 | 0.48% | 34,280,000 | 0 | 0.0% | — | 不变 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $3,722.71万 | 0.39% | 4,885,446 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $3,248.30万 | 0.34% | 1,017,000 | 468,000 | 85.2% | $1,494.79万 | 加仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $2,997.55万 | 0.31% | 323,745 | 0 | 0.0% | — | 不变 |
| SION | SIONNA THERAPEUTICS INC | $2,995.35万 | 0.31% | 680,916 | -289,674 | -29.8% | -$1,274.28万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $2,710.43万 | 0.28% | 30,000,000 | 0 | 0.0% | — | 不变 |
| AVLN | AVALYN PHARMACEUTICALS INC | $2,406.45万 | 0.25% | 731,000 | 731,000 | — | $2,406.45万 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $2,144.45万 | 0.22% | 4,394,367 | 0 | 0.0% | — | 不变 |
| BBNX | BETA BIONICS INC | $2,074.71万 | 0.22% | 1,324,000 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2,045.05万 | 0.21% | 67,935 | 0 | 0.0% | — | 不变 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $1,986.66万 | 0.21% | 283,000 | 0 | 0.0% | — | 不变 |
| ODTX | ODYSSEY THERAPEUTICS INC | $1,957.33万 | 0.20% | 1,046,139 | 1,046,139 | — | $1,957.33万 | 新建仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $1,824.51万 | 0.19% | 3,360,052 | 0 | 0.0% | — | 不变 |
| KYTX | KYVERNA THERAPEUTICS INC | $1,782.00万 | 0.19% | 2,000,000 | 0 | 0.0% | — | 不变 |
| ALMR | ALAMAR BIOSCIENCES INC | $1,625.40万 | 0.17% | 600,000 | 600,000 | — | $1,625.40万 | 新建仓 |
| CHE | CHEMED CORP NEW | $1,397.22万 | 0.15% | 30,000 | 23,785 | 382.7% | $1,107.76万 | 重新持有 |
| SGP | SPYGLASS PHARMA INC | $1,224.30万 | 0.13% | 550,000 | 0 | 0.0% | — | 不变 |
| — | NEOGENOMICS INC | $1,220.21万 | 0.13% | 13,040,000 | -59,649,000 | -82.1% | -$5,581.61万 | 减仓 |
| — | ADAGENE INC | $1,120.00万 | 0.12% | 2,666,666 | 2,666,666 | — | $1,120.00万 | 新建仓 |
| COAG | HEMAB THERAPEUTICS HLDGS INC | $1,010.08万 | 0.11% | 275,000 | 275,000 | — | $1,010.08万 | 新建仓 |
| — | MOBIA MED INC | $898.81万 | 0.09% | 670,752 | 670,752 | — | $898.81万 | 新建仓 |
| EMBC | EMBECTA CORP | $826.40万 | 0.09% | 2,534,961 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $593.17万 | 0.06% | 101,000 | -625,000 | -86.1% | -$3,670.62万 | 减仓 |
| ANNX | ANNEXON INC | $333.41万 | 0.03% | 583,913 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $212.09万 | 0.02% | 1,055,192 | 0 | 0.0% | — | 不变 |
| — | NEWAMSTERDAM PHARMA COMPANY | $198.29万 | 0.02% | 92,787 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $123.95万 | 0.01% | 13,702 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $70.56万 | 0.01% | 6,027 | 6,027 | — | $70.56万 | 新建仓 |
| HUM | HUMANA INC | $36.43万 | 0.00% | 917 | 0 | 0.0% | — | 不变 |
| — | THE ONCOLOGY INSTITUTE INC | $5.10万 | 0.00% | 1,250,000 | 0 | 0.0% | — | 不变 |
| — | PMV PHARMACEUTICALS INC | $1.18万 | 0.00% | 8,790 | 0 | 0.0% | — | 不变 |
| — | SURROZEN INC | $2,750 | 0.00% | 166,666 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -70,000,000 | -100.0% | -$2.09亿 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -3,943,600 | -100.0% | -$9,764.35万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -610,000 | -100.0% | -$8,036.14万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -3,723,131 | -100.0% | -$7,982.39万 | 清仓 |
| — | ENHABIT INC | $0 | 0.00% | 0 | -4,747,746 | -100.0% | -$6,689.57万 | 清仓 |
| KYMR | KYMERA THERAPEUTICS INC | $0 | 0.00% | 0 | -561,170 | -100.0% | -$4,673.98万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -3,606,000 | -100.0% | -$1,907.57万 | 清仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $0 | 0.00% | 0 | -2,722,165 | -100.0% | -$1,216.81万 | 清仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $0 | 0.00% | 0 | -386,169 | -100.0% | -$548.75万 | 清仓 |
| — | BIOMX INC | $0 | 0.00% | 0 | -131,272 | -100.0% | -$49.28万 | 清仓 |
| MANE | VERADERMICS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$31.57万 | 清仓 |
| — | QUANTUM SI INC | $0 | 0.00% | 0 | -333,333 | -100.0% | -$3.62万 | 清仓 |
| MYGN | MYRIAD GENETICS INC | $0 | 0.00% | 0 | -505 | -100.0% | -$2,273 | 清仓 |