Holdings
Defilade Capital Management, L.P.
As of Jun 30, 2026, Defilade Capital Management, L.P. reported 35 positions worth US$687M. Largest: Eli Lilly And Company, Pfizer, Inc. and Veeva Systems Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eli Lilly And Company | 39,086 | US$46.9M | +18,390 | Jun 30, 2026 |
| Pfizer, Inc. | 1.77M | US$42.7M | +308K | Jun 30, 2026 |
| Veeva Systems Inc. | 237K | US$42M | new | Jun 30, 2026 |
| Biomarin Pharmaceutical Inc. | 682K | US$39M | new | Jun 30, 2026 |
| Ptc Therapeutics, Inc. | 434K | US$35.4M | +57,534 | Jun 30, 2026 |
| Baxter International Inc. | 1.46M | US$31.1M | new | Jun 30, 2026 |
| Insmed Incorporated | 282K | US$30M | +86,929 | Jun 30, 2026 |
| Zimmer Biomet Holdings, Inc. | 317K | US$27.3M | −262K | Jun 30, 2026 |
| Insulet Corporation | 177K | US$26.9M | new | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 51,934 | US$26M | new | Jun 30, 2026 |