DEERFIELD MANAGEMENT COMPANY, L.P. — 13F holdings

DEERFIELD MANAGEMENT COMPANY, L.P. reported 82 holdings worth $9.59B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NUVL NUVALENT INC — $2.13B (22.2%)
2. BROOKDALE SR LIVING INC — $586M (6.1%)
3. RVMD REVOLUTION Medicines Inc — $448M (4.7%)
4. PRAX PRAXIS PRECISION MEDICINES I — $323M (3.4%)
5. VTRS VIATRIS INC — $321M (3.3%)
6. CNC CENTENE CORP DEL — $315M (3.3%)
7. REVOLUTION MEDICINES INC — $252M (2.6%)
8. UTHR UNITED THERAPEUTICS CORP DEL — $248M (2.6%)
9. ARROWHEAD PHARMACEUTICALS IN — $241M (2.5%)
10. LEGN LEGEND BIOTECH CORP — $235M (2.5%)