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
+13.01%
+3.07%
5,793.5
Biotechnology
VTRS
Viatris Inc
23,991,594
208,966.8
-0.02%
4.710
0%
2.040
+21.88%
-23.77%
10,844.8
Drug Manufacturers
NBIX
Neurocrine Biosciences Inc
1,489,000
164,683.4
+72.74%
3.710
+1.56%
1.500
+30.48%
-2.75%
13,137.7
Drug Manufacturers
CNC
Centene Corp
2,671,921
162,212.3
0%
3.650
0%
0.540
-53.69%
-53.96%
13,878.1
Healthcare Plans
OSCR
Oscar Health Inc
11,840,818
155,233.1
+0.05%
3.500
0%
4.650
+26.72%
+9.38%
3,743.8
Healthcare Plans
MRUS
Merus NV
3,173,928
133,590.6
+6.77%
3.010
+0.19%
4.590
+46.40%
+50.44%
4,711.4
Biotechnology
SPRY
ARS Pharmaceuticals Inc
10,514,657
132,274.4
0%
2.980
0%
10.710
+17.27%
+66.73%
1,727.6
Biotechnology
RVMD
Revolution Medicines Inc
3,317,332
117,300.9
+1.81%
2.640
+0.05%
1.780
+3.83%
-12.51%
7,128.5
Biotechnology
AHCO
AdaptHealth Corp
9,711,410
105,271.7
0%
2.370
0%
7.200
+27.33%
-0.42%
1,279.3
Medical Devices & Instruments
INDV
Indivior PLC
10,567,160
100,705.0
+18.96%
2.270
+0.36%
8.470
+83.65%
+30.17%
1,963.3
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
$36.57
-7.60%
Sold Out
0
-3,295,260
PFE
Pfizer Inc
2025-03-31
New Buy
New Buy
+1.91%
●
25.01 ($26.17) 27.13
$25.14
-3.94%
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
$297.89
-13.08%
New holding
275,226
275,226
NBIX
Neurocrine Biosciences Inc
2025-03-31
Add
Add
+1.56%
●
107.22 ($126.68) 153.29
$132.75
4.79%
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
$8.10
-23.30%
Sold Out
0
-4,911,979
GLPG
Galapagos NV
2025-03-31
Sold Out
Sold Out
-0.83%
●
22.69 ($25.27) 28.79
$32.78
29.72%
Sold Out
0
-1,411,000
INSM
Insmed Inc
2025-03-31
New Buy
New Buy
+0.79%
●
65.25 ($76.49) 83.83
$102.92
34.55%
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
$11.45
-13.78%
Sold Out
0
-1,795,174
ALHC
Alignment Healthcare Inc
2025-03-31
Reduce
Reduce
-0.66%
●
11.32 ($14.91) 18.62
$12.34
-17.24%
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
$22.29
-30.63%
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

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

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.