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DEERFIELD MANAGEMENT COMPANY, L.P.

Q4 2023 · 13F-HR

DEERFIELD MANAGEMENT COMPANY, L.P.holdings as filed

Filed 2024-02-14 · accession 0000950159-24-000096

$5.42B
Reported value
222
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
670703107NUVLNUVALENT INC$1.47B27.2%19,991,024CommonSOLE
377322AB8GKOS 2.75 06/15/27GLAUKOS CORP$414.9M7.66%271,452,000CommonSOLE
92556V106VTRSVIATRIS INC$215.1M3.97%19,863,484CommonSOLE
46185LAH6INVITAE CORP$187.0M3.45%217,766,000CommonSOLE
632307AB0NTRA 2.25 05/01/27NATERA INC$172.4M3.18%101,042,000CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$149.4M2.76%8,888,901CommonSOLE
15135B101CNCCENTENE CORP DEL$147.8M2.73%1,991,799CommonSOLE
112463AC8BKD 2 10/15/26BROOKDALE SR LIVING INC$133.2M2.46%145,955,000CommonSOLE
457669AA7INSMED INC$123.5M2.28%116,954,000CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$118.2M2.18%896,719CommonSOLE
00437EAB8ACCOLADE INC$114.0M2.11%132,598,000CommonSOLE
687793109OSCROSCAR HEALTH INC$102.9M1.90%11,246,820CommonSOLE
690732102ACHOWENS & MINOR INC NEW$100.8M1.86%5,229,779CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$99.2M1.83%13,607,940CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$94.3M1.74%2,584,376CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$93.6M1.73%2,630,292CommonSOLE
24344T101DCPHEURDECIPHERA PHARMACEUTICALS IN$93.4M1.72%5,788,024CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$88.6M1.64%3,090,073CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$86.1M1.59%14,793,264CommonSOLE
N5749R1002GHMERUS N V$83.0M1.53%3,019,901CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$77.1M1.42%16,941,357CommonSOLE
50127T109KURAKURA ONCOLOGY INC$76.4M1.41%5,312,733CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$67.4M1.24%2,105,509CommonSOLE
43157M102HILLEVAX INC$64.3M1.19%4,004,231CommonSOLE
75525N107RAYZEBIO INC$62.6M1.16%1,006,126CommonSOLE
36118A100FUSION PHARMACEUTICALS INC$61.5M1.14%6,401,000CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$60.7M1.12%11,077,927CommonSOLE
071813109BAXBAXTER INTL INC$52.5M0.97%1,358,686CommonSOLE
29332G102EHABUSDENHABIT INC$51.7M0.96%4,997,746CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$49.2M0.91%1,128,999CommonSOLE
090572207BIOBIO RAD LABS INC$48.9M0.90%151,575CommonSOLE
12674W109CABACABALETTA BIO INC$45.6M0.84%2,007,729CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$43.0M0.79%3,933,137CommonSOLE
45784P101PODDINSULET CORP$38.8M0.72%178,920CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$33.5M0.62%822,813CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$30.0M0.55%3,488,808CommonSOLE
256086109DCGODOCGO INC$29.7M0.55%5,320,139CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$27.2M0.50%4,539,525CommonSOLE
254604101IRONDISC MEDICINE INC$26.8M0.50%464,292CommonSOLE
29082K105EMBCEMBECTA CORP$26.2M0.48%1,384,839CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$25.7M0.47%1,761,178CommonSOLE
219798105QDELQUIDELORTHO CORP$25.6M0.47%348,000CommonSOLE
36315X101LKFTGALAPAGOS NV$25.3M0.47%622,112CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$23.8M0.44%1,279,000CommonSOLE
N69605108PHVSPHARVARIS N V$22.8M0.42%812,236CommonSOLE
65487U108NKTXNKARTA INC$22.4M0.41%3,400,000CommonSOLE
40131M109GHGUARDANT HEALTH INC$21.4M0.40%791,735CommonSOLE
14843C105CSTLCASTLE BIOSCIENCES INC$20.8M0.38%965,428CommonSOLE
74065P101PRLDPRELUDE THERAPEUTICS INC$17.6M0.33%4,133,000CommonSOLE
76029N106REPLREPLIMUNE GROUP INC$15.3M0.28%1,811,710CommonSOLE
87583X109TNGXTANGO THERAPEUTICS INC$15.2M0.28%1,540,000CommonSOLE
92337C203VSTMVERASTEM INC$12.5M0.23%1,538,461CommonSOLE
014442107ALECALECTOR INC$8.5M0.16%1,067,810CommonSOLE
46565G1045E7ITEOS THERAPEUTICS INC$7.9M0.15%723,000CommonSOLE
14171W103CAREMAX INC$7.9M0.15%15,873,213CommonSOLE
74168J101PRMEPRIME MEDICINE INC$7.8M0.14%885,314CommonSOLE
68236X100TOITHE ONCOLOGY INSTITUTE INC$6.9M0.13%3,360,052CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$6.4M0.12%1,089,345CommonSOLE
64049MAA8NEOGENOMICS INC$6.2M0.11%6,500,000CommonSOLE
92673K108VIGLVIGIL NEUROSCIENCE INC$4.0M0.07%1,173,523CommonSOLE
03589W102ANNXANNEXON INC$2.7M0.05%583,913CommonSOLE
82933R100SINGULAR GENOMICS SYSTEMS IN$2.3M0.04%4,984,871CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$1.8M0.03%643,110CommonSOLE
B6S7WD106NYXHNYXOAH S A$811,2670.01%174,842CommonSOLE
75134P600METCRAMACO RES INC$721,9210.01%42,021CommonSOLE
553498106MSAMSA SAFETY INC$673,1250.01%3,987CommonSOLE
02209S103MOALTRIA GROUP INC$576,7010.01%14,296CommonSOLE
67066G104NVDANVIDIA CORPORATION$567,5220.01%1,146CommonSOLE
896215209TRSTRIMAS CORP$554,6260.01%21,896CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$552,0940.01%19,960CommonSOLE
005111109AFIBACUTUS MED INC$537,2170.01%2,660,808CommonSOLE
478160104JNJJOHNSON & JOHNSON$510,0320.01%3,254CommonSOLE
626717102MURMURPHY OIL CORP$495,9230.01%11,625CommonSOLE
980745103WWDWOODWARD INC$491,4290.01%3,610CommonSOLE
034164103ANDEANDERSONS INC$490,0680.01%8,517CommonSOLE
92839U206VCVISTEON CORP$474,9950.01%3,803CommonSOLE
48251W104KKRKKR & CO INC$464,7890.01%5,610CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$452,6600.01%4,182CommonSOLE
59064R109MLABMESA LABS INC$451,8730.01%4,313CommonSOLE
252131107DXCMDEXCOM INC$451,6880.01%3,640CommonSOLE
577933104MMSMAXIMUS INC$442,5290.01%5,277CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$428,6390.01%14,540CommonSOLE
42222N103HSTMHEALTHSTREAM INC$426,6690.01%15,785CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$423,9230.01%8,262CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$422,9760.01%3,481CommonSOLE
452521107IMMRIMMERSION CORP$417,0700.01%59,075CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$414,2180.01%1,323CommonSOLE
45073V108ITTITT INC$403,6600.01%3,383CommonSOLE
45867G101IDCCINTERDIGITAL INC$402,5750.01%3,709CommonSOLE
89680M119TLSIWTRISALUS LIFE SCIENCES INC$396,6660.01%333,333CommonSOLE
751212101RLRALPH LAUREN CORP$392,0800.01%2,719CommonSOLE
853666105SMPSTANDARD MTR PRODS INC$388,3070.01%9,754CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$387,3870.01%3,817CommonSOLE
566330106MCSMARCUS CORP DEL$386,8070.01%26,530CommonSOLE
053611109AVYAVERY DENNISON CORP$364,8990.01%1,805CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$364,3990.01%9,202CommonSOLE
292218104EIGEMPLOYERS HLDGS INC$359,1700.01%9,116CommonSOLE
808541106MATVMATIV HOLDINGS INC$358,9740.01%23,447CommonSOLE
023135106AMZNAMAZON COM INC$358,7300.01%2,361CommonSOLE
40416E103HCIHCI GROUP INC$355,7180.01%4,070CommonSOLE
48123V102ZDZIFF DAVIS INC$355,3010.01%5,288CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$349,9740.01%6,347CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$347,4540.01%12,006CommonSOLE
302491303FMCFMC CORP$346,7750.01%5,500CommonSOLE
57638P104MBCMASTERBRAND INC$335,6400.01%22,602CommonSOLE
23918K108DVADAVITA INC$335,3370.01%3,201CommonSOLE
03957W106AROCARCHROCK INC$331,4700.01%21,524CommonSOLE
91359V107UVEUNIVERSAL INS HLDGS INC$327,6700.01%20,505CommonSOLE
14174T107CTRECARETRUST REIT INC$325,7190.01%14,554CommonSOLE
58933Y105MRKMERCK & CO INC$322,6990.01%2,960CommonSOLE
918090101UTZUTZ BRANDS INC$320,4480.01%19,732CommonSOLE
77634L105RCM1USDR1 RCM INC$315,4090.01%29,840CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$315,0820.01%3,065CommonSOLE
896522109TRNTRINITY INDS INC$314,3200.01%11,821CommonSOLE
428291108HXLHEXCEL CORP NEW$312,1100.01%4,232CommonSOLE
747316107KWRQUAKER HOUGHTON$306,0440.01%1,434CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$304,5840.01%9,728CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$304,4450.01%5,048CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$304,3350.01%9,324CommonSOLE
45174J509IHRTIHEARTMEDIA INC$302,3800.01%113,251CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$301,2790.01%1,574CommonSOLE
45337C102INCYINCYTE CORP$292,9150.01%4,665CommonSOLE
N62509117NAMSWNEWAMSTERDAM PHARMA COMPANY$290,4230.01%92,787CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$288,6840.01%238CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$288,5310.01%1,247CommonSOLE
87612E106TGTTARGET CORP$288,2580.01%2,024CommonSOLE
47103N106JBIJANUS INTERNATIONAL GROUP IN$286,5910.01%21,961CommonSOLE
143905107CSVCARRIAGE SVCS INC$286,2140.01%11,444CommonSOLE
359664109FLGTFULGENT GENETICS INC$284,1560.01%9,829CommonSOLE
207410101CNMDCONMED CORP$279,9080.01%2,556CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$276,0850.01%18,308CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$275,2040.01%4,896CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$271,4180.01%18,216CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$270,2470.00%3,742CommonSOLE
670346105NUENUCOR CORP$268,8920.00%1,545CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$266,7700.00%8,667CommonSOLE
04335A105ARVNARVINAS INC$264,2060.00%6,419CommonSOLE
23282W605CYTKCYTOKINETICS INC$264,1620.00%3,164CommonSOLE
665859104NTRSNORTHERN TR CORP$261,5780.00%3,100CommonSOLE
05368M106PPHMEURAVID BIOSERVICES INC$257,2440.00%39,576CommonSOLE
92240M108VGREURVECTOR GROUP LTD$255,8300.00%22,680CommonSOLE
37045V100GMGENERAL MTRS CO$254,1700.00%7,076CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$252,9080.00%558CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$252,3020.00%3,512CommonSOLE
40609P105HNRGHALLADOR ENERGY COMPANY$251,9930.00%28,506CommonSOLE
105368203BDNBRANDYWINE RLTY TR$250,0040.00%46,297CommonSOLE
68236X118TOIIWTHE ONCOLOGY INSTITUTE INC$250,0000.00%1,250,000CommonSOLE
81761L102SVCSERVICE PPTYS TR$249,9660.00%29,270CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$249,9630.00%11,813CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$248,4000.00%4,311CommonSOLE
761152107RMDRESMED INC$247,5370.00%1,439CommonSOLE
985817105YELPYELP INC$247,4460.00%5,227CommonSOLE
10316T104BOXBOX INC$247,1620.00%9,651CommonSOLE
88579Y101MMM3M CO$242,9090.00%2,222CommonSOLE
56585A102MPCMARATHON PETE CORP$242,1240.00%1,632CommonSOLE
91529Y106UNMUNUM GROUP$241,1580.00%5,333CommonSOLE
278865100ECLECOLAB INC$238,4170.00%1,202CommonSOLE
68339B104ONTFON24 INC$236,4710.00%30,009CommonSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$235,9200.00%31,083CommonSOLE
57777K106MXCTMAXCYTE INC$235,1460.00%50,031CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$233,4210.00%1,918CommonSOLE
075887109BDXBECTON DICKINSON & CO$231,3950.00%949CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$219,5060.00%838CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$218,5070.00%19,201CommonSOLE
88146M101TRNOTERRENO RLTY CORP$216,3370.00%3,452CommonSOLE
25746U109DDOMINION ENERGY INC$211,2650.00%4,495CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$210,7210.00%13,955CommonSOLE
56035L104MAINMAIN STR CAP CORP$209,9250.00%4,856CommonSOLE
023139884OSGAMBAC FINL GROUP INC$208,8510.00%12,673CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$208,4140.00%2,910CommonSOLE
349853101FWRDUSDFORWARD AIR CORP$207,0940.00%3,294CommonSOLE
500255104KSSKOHLS CORP$206,6970.00%7,207CommonSOLE
55277P104MGEEMGE ENERGY INC$206,5170.00%2,856CommonSOLE
04041L106ARISUSDARIS WATER SOLUTIONS INC$206,0080.00%24,554CommonSOLE
5168062058LP1VITAL ENERGY INC$205,2510.00%4,512CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$204,2860.00%12,031CommonSOLE
68752L100KIDSORTHOPEDIATRICS CORP$201,5620.00%6,200CommonSOLE
30161Q104EXELEXELIXIS INC$201,5160.00%8,400CommonSOLE
11135F101AVGOBROADCOM INC$200,9250.00%180CommonSOLE
000899104ADMAADMA BIOLOGICS INC$192,8100.00%42,657CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$186,9970.00%14,701CommonSOLE
62878D100NABLN-ABLE INC$184,6650.00%13,937CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$179,1860.00%12,140CommonSOLE
68554V108OSURORASURE TECHNOLOGIES INC$177,4400.00%21,639CommonSOLE
86745K104NOVAQSUNNOVA ENERGY INTL INC.$171,8830.00%11,271CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$169,3070.00%18,708CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$168,1410.00%16,404CommonSOLE
83444K105SLGCUSDSOMALOGIC INC$167,7950.00%66,322CommonSOLE
09077A106BMEABIOMEA FUSION INC$162,7110.00%11,206CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$162,2100.00%15,718CommonSOLE
528872302LXRXLEXICON PHARMACEUTICALS INC$157,8100.00%103,144CommonSOLE
48238T109OPLNOPENLANE INC$153,1350.00%10,340CommonSOLE
35952H601FCELCHFFUELCELL ENERGY INC$140,9070.00%88,067CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$137,3360.00%15,431CommonSOLE
032797300AVXLANAVEX LIFE SCIENCES CORP$136,4290.00%14,654CommonSOLE
92915B106VYGRVOYAGER THERAPEUTICS INC$130,7100.00%15,487CommonSOLE
29336T1000E41ENLINK MIDSTREAM LLC$129,8080.00%10,675CommonSOLE
72919P202PLUGPLUG POWER INC$125,3160.00%27,848CommonSOLE
94724R108WEAVWEAVE COMMUNICATIONS INC$123,1880.00%10,740CommonSOLE
01988P108MDRXVERADIGM INC$122,3970.00%11,668CommonSOLE
68375N103OPKOPKO HEALTH INC$121,3250.00%80,348CommonSOLE
03475V101ANGOANGIODYNAMICS INC$120,3600.00%15,352CommonSOLE
38268T103GPROGOPRO INC$118,3720.00%34,113CommonSOLE
67623C109OPITQOFFICE PPTYS INCOME TR$115,0560.00%15,718CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$113,0900.00%16,779CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$112,2120.00%17,290CommonSOLE
74765K113QSIAWQUANTUM SI INC$105,3000.00%333,333CommonSOLE
16934Q208CHIMERA INVT CORP$95,8330.00%19,205CommonSOLE
019770106ALLOALLOGENE THERAPEUTICS INC$90,4220.00%28,169CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$84,6820.00%18,987CommonSOLE
03212B103AMPYAMPLIFY ENERGY CORP NEW$83,5000.00%14,081CommonSOLE
374163103GERNGERON CORP$75,2740.00%35,675CommonSOLE
58406B202MDVLQMEDAVAIL HOLDINGS INC$75,1270.00%16,732CommonSOLE
867652406SPWRQSUNPOWER CORP$58,2590.00%12,062CommonSOLE
799566104SANASANA BIOTECHNOLOGY INC$51,1220.00%12,530CommonSOLE
88331L108SKINTHE BEAUTY HEALTH COMPANY$47,1380.00%15,157CommonSOLE
124155110BFLYWBUTTERFLY NETWORK INC$25,6670.00%733,333CommonSOLE
83444K113SOMALOGIC INC$14,4000.00%120,000CommonSOLE
67080N119NUVB/WSNUVATION BIO INC$10,0000.00%166,666CommonSOLE
14171W111CAREMAX INC$5,0400.00%672,000CommonSOLE
86889P117SRZNWSURROZEN INC$3,2330.00%166,666CommonSOLE
89680M101TLSITRISALUS LIFE SCIENCES INC$80.00%1CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.