Deerfield Management’s Disc Medicine IRON Stock Holding History

Deerfield Management’s Portfolio IRON Stock Details IRON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42M	Buy	657,000 +145,837	+29%	+$10.1M	0.5%	51
2025 Q4	$40.6M	Sell	511,163 -408,240	-44%	-$34.5M	0.52%	42
2025 Q3	$60.8M	Hold	919,403	–	–	0.93%	32
2025 Q2	$48.7M	Buy	919,403 +137,070	+18%	+$6.44M	0.88%	27
2025 Q1	$38.8M	Buy	782,333 +181,818	+30%	+$10.1M	0.77%	31
2024 Q4	$38.1M	Sell	600,515 -422,750	-41%	-$24.5M	0.72%	36
2024 Q3	$50.3M	Hold	1,023,265	–	–	0.75%	29
2024 Q2	$46.1M	Buy	1,023,265 +357,730	+54%	+$12.2M	0.77%	32
2024 Q1	$41.4M	Buy	665,535 +201,243	+43%	+$13M	0.72%	33
2023 Q4	$26.8M	Buy	464,292 +34,292	+8%	+$1.76M	0.5%	39
2023 Q3	$20.2M	Hold	430,000	–	–	0.45%	43
2023 Q2	$19.1M	Buy	+430,000	New	+$15.3M	0.41%	50

Other funds holding IRON

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Deerfield Management's IRON Position: Q1 2026 in Review

Deerfield Management increased its Disc Medicine (IRON) stake by 29% in Q1 2026, buying an estimated $10.1M and bringing the position to 657,000 shares worth $42M. The position accounts for 0.5% of the portfolio, ranked #51.

Deerfield Management first reported a position in IRON in Q2 2023 and has held it in 12 quarters since. The position peaked at $60.8M in Q3 2025. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

Deerfield Management held 657,000 shares of Disc Medicine worth $42M as of Q1 2026.
Deerfield Management bought 145,837 Disc Medicine shares in Q1 2026, an estimated $10.1M.
Disc Medicine made up 0.5% of Deerfield Management's portfolio in Q1 2026, its #51 holding.
Deerfield Management first reported a position in Disc Medicine in Q2 2023 and has held it in 12 quarters since.
Deerfield Management's Disc Medicine position peaked at $60.8M in Q3 2025.
203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

Based on Deerfield Management's 13F filing for Q1 2026, filed 15 May 2026.