Defilade Capital Management, L.P. — 13F holdings

Defilade Capital Management, L.P. reported 39 holdings worth $747M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. LLY ELI LILLY & CO — $46.9M (6.3%)
2. PFE PFIZER INC — $42.7M (5.7%)
3. VEEV VEEVA SYS INC — $42.0M (5.6%)
4. BMRN BIOMARIN PHARMACEUTICAL INC — $39.0M (5.2%)
5. PTCT PTC THERAPEUTICS INC — $35.4M (4.7%)
6. BAX BAXTER INTL INC — $31.1M (4.2%)
7. INSM INSMED INC — $30.0M (4.0%)
8. ZBH ZIMMER BIOMET HOLDINGS INC — $27.3M (3.7%)
9. PODD INSULET CORP — $26.9M (3.6%)
10. TMO THERMO FISHER SCIENTIFIC INC — $26.0M (3.5%)