Defilade Capital Management, L.P.
Source: SEC Form 13F · as of Mar 2026Defilade Capital Management, L.P. holds 20 biotech & pharma companies tracked by BioSniper, totaling $461.4M in value as of Mar 2026 (SEC Form 13F).
Companies held
20
Total value held
$461.4M
| Company | Shares | Value |
|---|---|---|
| ZBHZimmer Biomet Holdings Inc. | 579,161 | $52.4M |
| PTCTPTC THERAPEUTICS, INC. | 376,165 | $41.1M |
| ICUIICU Medical Inc. | 254,291 | $32.8M |
| INSMINSMED Inc | 194,909 | $31.9M |
| RVMDREVOLUTION MEDICINES, INC. | 315,972 | $30.7M |
| GMEDGlobus Medical Inc. | 354,350 | $30.5M |
| NBIXNEUROCRINE BIOSCIENCES INC | 209,932 | $27.7M |
| DNLIDenali Therapeutics Inc. | 1,359,969 | $26.1M |
| OLMAOlema Pharmaceuticals, Inc. | 1,504,536 | $22.4M |
| ELANElanco Animal Health Inc | 931,121 | $22.3M |
| PFEPFIZER INC | 1,464,129 | $19.4M |
| LLYELI LILLY & Co | 20,696 | $19.0M |
| LNTHLantheus Holdings, Inc. | 249,401 | $18.9M |
| BIIBBIOGEN INC. | 96,289 | $17.7M |
| EVMNEvommune, Inc. | 678,589 | $15.6M |
| COGTCogent Biosciences, Inc. | 352,590 | $13.6M |
| NUVLNuvalent, Inc. | 129,950 | $13.3M |
| OCULOCULAR THERAPEUTIX, INC | 1,487,645 | $12.6M |
| ORICOric Pharmaceuticals, Inc. | 842,928 | $10.7M |
| BHVNBiohaven Ltd. | 315,944 | $2.7M |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.