What does Defilade Capital Management, L.P. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Defilade Capital Management, L.P. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ZIMMER BIOMET HOLDINGS INC

$52M579K7.4%

SCHEIN HENRY INC

$46M624K6.5%

BECTON DICKINSON & CO

$44M279K6.2%

PTC THERAPEUTICS INC

$41M376K5.8%

DEXCOM INC

$34M539K4.8%

ICU MED INC

$33M254K4.6%

INSMED INC

$32M195K4.5%

INTUITIVE SURGICAL INC

$31M68K4.4%

REVOLUTION MEDICINES INC

$31M316K4.3%

GLOBUS MED INC

$31M354K4.3%

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