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 Q2	$48.1M	Hold	657,000	–	–	0.5%	50
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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Deerfield Management's IRON Position: Q2 2026 in Review

Deerfield Management held its Disc Medicine (IRON) position steady in Q2 2026 at 657,000 shares worth $48.1M. The position accounts for 0.5% of the portfolio, ranked #50.

Deerfield Management first reported a position in IRON in Q2 2023 and has held it in 13 quarters since. The position peaked at $60.8M in Q3 2025. 217 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

Deerfield Management held 657,000 shares of Disc Medicine worth $48.1M as of Q2 2026.
Deerfield Management left its Disc Medicine share count unchanged in Q2 2026.
Disc Medicine made up 0.5% of Deerfield Management's portfolio in Q2 2026, its #50 holding.
Deerfield Management first reported a position in Disc Medicine in Q2 2023 and has held it in 13 quarters since.
Deerfield Management's Disc Medicine position peaked at $60.8M in Q3 2025.
217 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

Based on Deerfield Management's 13F filing for Q2 2026, filed 14 Aug 2026.