CIK 2088557
Defilade Capital Management, L.P.
Institutional 13F holdings & portfolio
Holdings
33
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–33 of 33
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PFE | PFIZER INC | 2.2M | $1M+ | SH |
| ABBV | ABBVIE INC | 228K | $1M+ | SH |
| NVS | NOVARTIS AG | 363K | $1M+ | SH |
| ICUI | ICU MED INC | 341K | $1M+ | SH |
| PACS | PACS GROUP INC | 1.1M | $1M+ | SH |
| LLY | ELI LILLY & CO | 32K | $1M+ | SH |
| STE | STERIS PLC | 135K | $1M+ | SH |
| OLMA | OLEMA PHARMACEUTICALS INC | 1.2M | $1M+ | SH |
| RVMD | REVOLUTION MEDICINES INC | 363K | $1M+ | SH |
| BIIB | BIOGEN INC | 162K | $1M+ | SH |
| NUVL | NUVALENT INC | 269K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 46K | $1M+ | SH |
| HSIC | HENRY SCHEIN INC | 320K | $1M+ | SH |
| GMED | GLOBUS MED INC | 267K | $1M+ | SH |
| XNCR | XENCOR INC | 1.4M | $1M+ | SH |
| COGT | COGENT BIOSCIENCES INC | 569K | $1M+ | SH |
| ALGN | ALIGN TECHNOLOGY INC | 128K | $1M+ | SH |
| ASND | ASCENDIS PHARMA A/S | 86K | $1M+ | SH |
| DXCM | DEXCOM INC | 245K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 81K | $1M+ | SH |
| ATRC | ATRICURE INC | 398K | $1M+ | SH |
| LIVN | LIVANOVA PLC | 241K | $1M+ | SH |
| ATEC | ALPHATEC HLDGS INC | 627K | $1M+ | SH |
| DNLI | DENALI THERAPEUTICS INC | 657K | $1M+ | SH |
| GKOS | GLAUKOS CORP | 92K | $1M+ | SH |
| RXST | RXSIGHT INC | 913K | $1M+ | SH |
| ELAN | ELANCO ANIMAL HEALTH INC | 401K | $1M+ | SH |
| INSM | INSMED INC | 50K | $1M+ | SH |
| OCUL | OCULAR THERAPEUTIX INC | 682K | $1M+ | SH |
| TFX | TELEFLEX INCORPORATED | 43K | $1M+ | SH |
| ELDN | ELEDON PHARMACEUTICALS INC | 3.3M | $1M+ | SH |
| CNMD | CONMED CORP | 104K | $1M+ | SH |
| EVMN | EVOMMUNE INC | 215K | $1M+ | SH |