DM

DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)

13F
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)
Last update 2025-05-15 116 Stocks (45 new)
Value $4.44 Bil Turnover 14 %
Countries:
Top Holdings: NUVL(28.73%)VTRS(4.71%)NBIX(3.71%)CNC(3.65%)OSCR(3.50%)
Summary Stock Picks Current Portfolio
DEERFIELD MANAGEMENT COMPANY, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NUVL
Nuvalent Inc
17,991,024
1,275,923.4
0%
28.730
0%
25.050
+10.69%
+2.81%
5,779.2
Biotechnology
VTRS
Viatris Inc
23,991,594
208,966.8
-0.02%
4.710
0%
2.040
+21.69%
-22.70%
10,997.4
Drug Manufacturers
NBIX
Neurocrine Biosciences Inc
1,489,000
164,683.4
+72.74%
3.710
+1.56%
1.500
+29.49%
-2.08%
13,227.8
Drug Manufacturers
CNC
Centene Corp
2,671,921
162,212.3
0%
3.650
0%
0.540
-52.64%
-51.44%
14,639.5
Healthcare Plans
OSCR
Oscar Health Inc
11,840,818
155,233.1
+0.05%
3.500
0%
4.650
+32.14%
+18.08%
4,041.7
Healthcare Plans
MRUS
Merus NV
3,173,928
133,590.6
+6.77%
3.010
+0.19%
4.590
+53.36%
+52.56%
4,777.7
Biotechnology
SPRY
ARS Pharmaceuticals Inc
10,514,657
132,274.4
0%
2.980
0%
10.710
+25.17%
+70.62%
1,767.8
Biotechnology
RVMD
Revolution Medicines Inc
3,317,332
117,300.9
+1.81%
2.640
+0.05%
1.780
+0.24%
-14.20%
6,990.6
Biotechnology
AHCO
AdaptHealth Corp
9,711,410
105,271.7
0%
2.370
0%
7.200
+24.71%
+1.26%
1,300.9
Medical Devices & Instruments
INDV
Indivior PLC
10,567,160
100,705.0
+18.96%
2.270
+0.36%
8.470
+79.37%
+36.36%
2,056.4
Drug Manufacturers

DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)'s Historical Top Holdings Breakdowns

DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WAY
Waystar Holding Corp
2025-03-31
Sold Out
Sold Out
-2.58%
●
35.27 ($39.58) 45.35
$36.96
-6.62%
Sold Out
0
-3,295,260
PFE
Pfizer Inc
2025-03-31
New Buy
New Buy
+1.91%
●
25.01 ($26.17) 27.13
$25.36
-3.10%
New holding
3,347,296
3,347,296
UTHR
United Therapeutics Corp
2025-03-31
New Buy
New Buy
+1.91%
●
304.42 ($342.7) 380.78
$305.61
-10.82%
New holding
275,226
275,226
NBIX
Neurocrine Biosciences Inc
2025-03-31
Add
Add
+1.56%
●
107.22 ($126.68) 153.29
$133.66
5.51%
Add 72.74%
1,489,000
627,000
OMI
Owens & Minor Inc
2025-03-31
Sold Out
Sold Out
-1.37%
●
6.22 ($10.56) 15.07
$8.24
-21.97%
Sold Out
0
-4,911,979
GLPG
Galapagos NV
2025-03-31
Sold Out
Sold Out
-0.83%
●
22.69 ($25.27) 28.79
$33.29
31.74%
Sold Out
0
-1,411,000
INSM
Insmed Inc
2025-03-31
New Buy
New Buy
+0.79%
●
65.25 ($76.49) 83.83
$103.44
35.23%
New holding
458,000
458,000
BCAX
Bicara Therapeutics Inc
2025-03-31
Sold Out
Sold Out
-0.67%
●
11.61 ($13.28) 16.93
$11.79
-11.22%
Sold Out
0
-1,795,174
ALHC
Alignment Healthcare Inc
2025-03-31
Reduce
Reduce
-0.66%
●
11.32 ($14.91) 18.62
$12.40
-16.83%
Reduce -37.47%
4,567,473
-2,736,829
VERA
Vera Therapeutics Inc
2025-03-31
New Buy
New Buy
+0.57%
●
24.02 ($32.13) 43.22
$22.63
-29.57%
New holding
1,050,000
1,050,000

DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) Total Holding History ($B)

To

DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)'s Asset Allocation

To

DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)'s Hypothetical Growth since 2025-03-31

DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)'s Yearly Returns

Year Portfolio % % Excess Gain %

DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)'s Holdings Heat Map

Size field:

DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)'s Holdings Bubble Chart

DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) News

  • 1

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