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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
James E. Flynn
✓ VerifiedInstitutional Investor • Deerfield Management
Value
$6.9B
Stocks
43 Stocks
Turnover
3.0%
Top Holdings
NUVL(28.55%) PRAX(4.32%) VTRS(4.30%) CNC(4.22%) RVMD(3.37%)
About Investor
Established investor leading Deerfield Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Investment philosophy details pending verification.
James E. Flynn Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| NUVL | None | Nuvalent | General | $2130.2M | 0 | 28.6% | 0 | No Change |
| PRAX | None | Praxis Precision Medicines, Inc. | General | $322.5M | 0 | 4.3% | 0 | No Change |
| VTRS | None | Viatris Inc | Health Care | $320.9M | 0 | 4.3% | 0 | No Change |
| CNC | None | Centene Corp | Health Care | $314.6M | 0 | 4.2% | 0 | No Change |
| RVMD | None | Revolution Medicines, Inc. | Healthcare | $251.7M | 0 | 3.4% | 0 | No Change |
| UTHR | None | United Therapeutics Corp. | Health Care | $247.6M | 0 | 3.3% | 0 | No Change |
| LEGN | None | Legend Biotech | Health Care | $235.0M | 0 | 3.1% | 0 | No Change |
| COGT | None | COGENT BIOSCIENCES INC | General | $193.7M | 0 | 2.6% | 0 | No Change |
| GMAB | None | Genmab A/S | Health Care | $188.6M | 0 | 2.5% | 0 | No Change |
| BKDT | None | BROOKDALE SR LIVING INC | General | $187.2M | 0 | 2.5% | 0 | -68.0% |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
Recent Sells (13F)
13F Sector Breakdown
General64.7%
Health Care29.3%
Healthcare6.1%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 24 | $4825.2M | 64.7% |
| Health Care | 16 | $2182.7M | 29.3% |
| Healthcare | 3 | $452.8M | 6.1% |