Defilade Capital Management, L.P.

Fundamental concentrated ★Signal healthcare specialist (91%) CIK 2088557
League rank
#673
in Fundamental concentrated · #4419 overall
Long book
$712.2M
Q1 2026
Positions
31
Top-10 weight
53%
concentration
Last quarter
+10.8%
SPY +14.8%
Turnover
48%
of book per quarter

Strategy in plain words

auto-generated from filings

Defilade Capital Management, L.P. is a concentrated fundamental stock-picker, specialised in healthcare (91% of the long book), running a $712.2M US long book across 31 positions.

The portfolio is concentrated: the top 10 names carry 53% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ZIMMER BIOMET HOLDINGS INC, HENRY SCHEIN INC, BECTON DICKINSON AND CO, PFIZER INC, DEXCOM INC.

We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-4.0%
Q1 2026
+10.8%

Sector allocation

Healthcare
91%
Consumer discretionary
7%
Materials
3%

Long book by quarter

$737.7M
Q4 2025
$712.2M
Q1 2026

What does Defilade Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
ZBH ZIMMER BIOMET HOLDINGS INCHealthcare579.2K$52.4M7.4%New
HSIC HENRY SCHEIN INCConsumer discretionary624.0K$46.0M6.5%+94.8%
BDX BECTON DICKINSON AND COHealthcare279.2K$43.9M6.2%+243.8%
PFE PFIZER INCHealthcare1.5M$41.1M5.8%-33.6%
DXCM DEXCOM INCHealthcare538.8K$33.8M4.8%+120.0%
ICUI ICU MEDICAL INCHealthcare254.3K$32.8M4.6%-25.4%
INSM INSMED INCHealthcare194.9K$31.9M4.5%+289.8%
ISRG INTUITIVE SURGICAL INCHealthcare67.7K$31.2M4.4%+48.2%
RVMD REVOLUTION MEDICINES INCHealthcare316.0K$30.7M4.3%-13.1%
GMED GLOBUS MEDICAL INC - AHealthcare354.4K$30.5M4.3%+32.6%
NBIX NEUROCRINE BIOSCIENCES INCHealthcare209.9K$27.7M3.9%New
DNLI DENALI THERAPEUTICS INCHealthcare1.4M$26.1M3.7%+107.1%
PTCT PTC THERAPEUTICS INCHealthcare376.2K$25.6M3.6%New
OLMA OLEMA PHARMACEUTICALS INCHealthcare1.5M$22.4M3.1%+21.9%
ELAN ELANCO ANIMAL HEALTH INCHealthcare931.1K$22.3M3.1%+132.0%
PACS PACS GROUP INCHealthcare604.2K$19.4M2.7%-47.3%
LLY ELI LILLY & COHealthcare20.7K$19.0M2.7%-35.2%
LNTH LANTHEUS HOLDINGS INCMaterials249.4K$18.9M2.7%New
ITGR INTEGER HOLDINGS CORPHealthcare213.0K$18.7M2.6%New
BIIB BIOGEN INCHealthcare96.3K$17.7M2.5%-40.6%
EVMN EVOMMUNE INCHealthcare678.6K$15.6M2.2%+215.0%
TNDM TANDEM DIABETES CARE INCHealthcare761.9K$14.6M2.1%New
COGT COGENT BIOSCIENCES INCHealthcare352.6K$13.6M1.9%-38.0%
NUVL NUVALENT INC-AHealthcare129.9K$13.3M1.9%-51.7%
OCUL OCULAR THERAPEUTIX INCHealthcare1.5M$12.6M1.8%+118.2%
ALGN ALIGN TECHNOLOGY INCHealthcare67.3K$11.5M1.6%-47.4%
ELDN ELEDON PHARMACEUTICALS INCHealthcare3.6M$11.0M1.5%+8.3%
ORIC ORIC PHARMACEUTICALS INCHealthcare842.9K$10.7M1.5%New
BHVN BIOHAVEN LTDHealthcare315.9K$2.7M0.4%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HR/ARESTATEMENTJun 12, 202631$712.2M canonicalSEC ↗
Q1 202613F-HRMay 14, 202631$712.2M SEC ↗
Q4 202513F-HRFeb 13, 202633$737.7M canonicalSEC ↗