DM
Deerfield Management Portfolio holdings
AUM
$6.52B
1-Year Est. Return
13.67%
1 Year Est. Return
+13.67%
AUM
$5.51B
AUM Growth
+$465M
(+9.2%)
Holding
168
Top Buys
| 1 | +$76.3M | |
| 2 | +$67.9M | |
| 3 | +$54.1M | |
| 4 |
Legend Biotech
LEGN
|
+$43.3M |
| 5 |
Centene
CNC
|
+$27.9M |
Top Sells
| 1 | +$67.3M | |
| 2 | +$59.1M | |
| 3 | +$40.4M | |
| 4 |
CMRX
Chimerix, Inc.
CMRX
|
+$32.1M |
| 5 |
InMode
INMD
|
+$28M |
Sector Composition
| 1 | Healthcare | 89.05% |
| 2 | Real Estate | 0.41% |
| 3 | Financials | 0% |
| 4 | Industrials | 0% |
| 5 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Enhabit
EHAB
$481M
| $46.1M | 0.84% |
4,779,864
-217,882
|
|
||
27
Certara
CERT
$1.48B
| $45.9M | 0.83% |
3,926,099
+1,903,483
|
|
||
28
Envista
NVST
$3.32B
| $43.3M | 0.79% |
2,215,845
+190,902
|
|
||
29
BioCryst Pharmaceuticals
BCRX
$1.51B
| $42M | 0.76% |
4,692,000
-497,665
|
|
||
30
CONMED
CNMD
$1.36B
| $36.5M | 0.66% |
700,271
+89,271
|
|
||
31
Pharvaris
PHVS
$1.57B
| $35.5M | 0.64% |
2,017,464
|
|
||
32
Cullinan Oncology
CGEM
$603M
| $29M | 0.53% |
3,855,552
-5,287
|
|
||
33
Praxis Precision Medicines
PRAX
$4.48B
| $28.9M | 0.52% |
686,931
+67,000
|
|
||
34
Phreesia
PHR
$1.21B
| $28.9M | 0.52% |
1,014,577
+4,733
|
|
||
35
Kymera Therapeutics
KYMR
$4.62B
| $28.5M | 0.52% |
653,000
+60,000
|
|
||
36
Moderna
MRNA
$9.4B
| $27.6M | 0.5% |
+1,000,000
|
|
||
37
Edgewise Therapeutics
EWTX
$2.43B
| $27.1M | 0.49% |
2,067,320
-11,189
|
|
||
38
Embecta
EMBC
$720M
| $26.6M | 0.48% |
2,749,712
+29,177
|
|
||
39
Day One Biopharmaceuticals
DAWN
$866M
| $24.2M | 0.44% |
3,723,131
+762,391
|
|
||
40
Ventas
VTR
$37.6B
| $22.4M | 0.41% |
+354,000
|
|
||
41
Liquidia Corp
LQDA
$2.68B
| $20.1M | 0.37% |
1,616,778
|
|
||
42
Cogent Biosciences
COGT
$5.98B
| $19M | 0.34% |
2,640,215
+6,353
|
|
||
|
MREO
43
Mereo BioPharma
MREO
$278M
| $18.2M | 0.33% |
6,710,429
|
|
||
44
Inspire Medical Systems
INSP
$3.89B
| $18.2M | 0.33% |
+140,000
|
|
||
45
Savara
SVRA
$1.18B
| $18.2M | 0.33% |
7,964,000
|
|
||
|
BBNX
46
Beta Bionics
BBNX
$1.25B
| $17M | 0.31% |
1,168,415
+152,415
|
|
||
47
Xenon Pharmaceuticals
XENE
$3.31B
| $17M | 0.31% |
+542,020
|
|
||
48
Veracyte
VCYT
$3.65B
| $16.9M | 0.31% |
+625,000
|
|
||
|
SION
49
Sionna Therapeutics
SION
$1.74B
| $16.8M | 0.31% |
970,590
+223,590
|
|
||
50
NeoGenomics
NEO
$1.56B
| $15.7M | 0.29% |
+2,148,000
|
|