13F filings
Deerfield Management
$8.5B to $9.6B. Includes price moves and buying or selling; not the fund's return.
Free on iOS and Android.
Sector mix of the disclosed holdings
by disclosed valueThe grey slice is holdings without a sector on record.
Largest holdings
50 largest of 82 positions| Holding | Type | Value | Shares | % of 13F value |
|---|---|---|---|---|
| NUVLNuvalent | Shares | $2.1B | 17,248,450 | 22.2% |
| Brookdale Sr Living | Note | $585.7M | n/a | 6.1% |
| RVMDRevolution Medicines | Shares | $448.0M | 2,392,000 | 4.7% |
| PRAXPraxis Precision Medicines | Shares | $322.5M | 963,351 | 3.4% |
| VTRSViatris | Shares | $320.9M | 20,206,170 | 3.3% |
| CNCCentene | Shares | $314.6M | 4,901,000 | 3.3% |
| Revolution Medicines | Note | $251.7M | n/a | 2.6% |
| UTHRUnited Therapeutics | Shares | $247.6M | 457,000 | 2.6% |
| Arrowhead Pharmaceuticals | Note | $240.5M | n/a | 2.5% |
| LEGNLegend Biotech | Shares | $235.0M | 8,137,638 | 2.5% |
| COGTCogent Biosciences | Shares | $193.7M | 5,006,104 | 2.0% |
| GMABGenmab A/S | Shares | $188.6M | 6,865,000 | 2.0% |
| BKDBrookdale Senior Living | Shares | $187.2M | 11,637,032 | 2.0% |
| VERAVera Therapeutics | Shares | $168.1M | 3,916,400 | 1.8% |
| IONSIonis Pharmaceuticals | Shares | $157.0M | 1,979,669 | 1.6% |
| CELCCelcuity | Shares | $151.8M | 1,451,014 | 1.6% |
| BCRXBioCryst Pharmaceuticals | Shares | $151.0M | 15,096,403 | 1.6% |
| NAMSNewAmsterdam Pharma | Shares | $144.5M | 4,264,789 | 1.5% |
| ACHCAcadia Healthcare | Shares | $133.5M | 4,520,000 | 1.4% |
| TNGXTango Therapeutics | Shares | $131.0M | 4,190,611 | 1.4% |
| AHCOAdaptHealth | Shares | $119.6M | 11,477,730 | 1.2% |
| PHVSPharvaris | Shares | $116.7M | 3,376,042 | 1.2% |
| Celcuity | Note | $113.8M | n/a | 1.2% |
| ARWRArrowhead Pharmaceuticals | Shares | $113.2M | 1,389,055 | 1.2% |
| DNTHDianthus Therapeutics | Shares | $109.7M | 1,125,313 | 1.1% |
| LRMRLarimar Therapeutics | Shares | $108.6M | 35,606,974 | 1.1% |
| MLYSMineralys Therapeutics | Shares | $106.8M | 3,958,000 | 1.1% |
| Alignment Healthcare | Note | $103.8M | n/a | 1.1% |
| IDYAIDEAYA Biosciences | Shares | $101.2M | 2,714,503 | 1.1% |
| XENEXenon Pharmaceuticals | Shares | $97.5M | 1,615,696 | 1.0% |
| Ionis Pharmaceuticals | Note | $93.1M | n/a | 1.0% |
| SVRASavara | Shares | $83.6M | 13,569,000 | 0.9% |
| LNTHLantheus Holdings | Shares | $83.5M | 752,999 | 0.9% |
| SNDXSyndax Pharmaceuticals | Shares | $82.6M | 3,779,900 | 0.9% |
| Zenas Biopharma | Note | $80.3M | n/a | 0.8% |
| BMRNBioMarin Pharmaceutical | Shares | $76.3M | 1,332,836 | 0.8% |
| PFEPfizer | Shares | $73.2M | 3,040,000 | 0.8% |
| INDVIndivior Pharmaceuticals | Shares | $67.7M | 1,648,895 | 0.7% |
| BIOBio-Rad Laboratories | Shares | $66.4M | 226,070 | 0.7% |
| SPRYARS Pharmaceuticals | Shares | $60.1M | 7,503,812 | 0.6% |
| STOKStoke Therapeutics | Shares | $59.7M | 1,823,500 | 0.6% |
| GPCRStructure Therapeutics | Shares | $58.3M | 1,086,000 | 0.6% |
| NVSTEnvista Holdings | Shares | $58.2M | 2,210,100 | 0.6% |
| INSPInspire Medical Systems | Shares | $57.9M | 1,296,862 | 0.6% |
| CDNACareDx | Shares | $56.9M | 1,997,618 | 0.6% |
| BSXBoston Scientific | Shares | $56.1M | 1,315,000 | 0.6% |
| BLTEBelite Bio | Shares | $55.0M | 357,199 | 0.6% |
| PBLSParabilis Medicines | Shares | $51.5M | 1,880,704 | 0.5% |
| CERTCertara | Shares | $49.2M | 7,512,928 | 0.5% |
| IRONDisc Medicine | Shares | $48.1M | 657,000 | 0.5% |
% of 13F value is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed. A Note is a convertible bond, which the filing sizes by its face amount rather than a share count.
GetSignal pushes each new 13F to your phone as it is filed, with the positions that changed and the companies behind them. Free on iOS and Android.
What Deerfield Management bought and sold in Q2 2026
15 largest moves| Holding | Move | Share change | Est. amount moved | Value after |
|---|---|---|---|---|
| COGTCogent Biosciences | Trimmed | -44.6% | -$156.3M | $193.7M |
| GMABGenmab A/S | Added | +178.8% | +$121.0M | $188.6M |
| MLYSMineralys Therapeutics | New | new | +$106.8M | $106.8M |
| CPRXCatalyst Pharmaceuticals | Exited | -100% | -$97.6M | $0 |
| NBIXNeurocrine Biosciences | Exited | -100% | -$80.4M | $0 |
| DAWNDay One Biopharmaceuticals | Exited | -100% | -$79.8M | $0 |
| EHABEnhabit | Exited | -100% | -$66.9M | $0 |
| CNCCentene | Trimmed | -17.2% | -$65.2M | $314.6M |
| INSPInspire Medical Systems | Trimmed | -52.0% | -$62.7M | $57.9M |
| INDVIndivior Pharmaceuticals | Trimmed | -46.8% | -$59.4M | $67.7M |
| BSXBoston Scientific | New | new | +$56.1M | $56.1M |
| PBLSParabilis Medicines | New | new | +$51.5M | $51.5M |
| KYMRKymera Therapeutics | Exited | -100% | -$46.7M | $0 |
| IDYAIDEAYA Biosciences | Added | +77.4% | +$44.1M | $101.2M |
| VCYTVeracyte | Trimmed | -86.1% | -$36.7M | $5.9M |
A change is this filing measured against the one before it. Est. amount moved is the shares added or sold, priced at the Jun 30, 2026 close. An estimate: a 13F gives no trade prices or dates. For a sold-out position, its value at the previous quarter end.
Questions
What does Deerfield Management hold?
Deerfield Management disclosed 82 positions worth $9.6B in the Q2 2026 13F filing. The largest is NUVL at 22.2% of the disclosed value. A 13F lists US-listed stock and options on it; short sales and cash are not in it.
What did Deerfield Management buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were trimming COGT, adding to GMAB, opening a position in MLYS and selling out of CPRX. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026 and filed with the SEC on Aug 14, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page. How the filing itself works is explained in our guide to Form 13F.
Checked for newer filings on Oct 26, 2026.