SEC Form 13F

Defilade Capital Management, L.P. 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$746,947,371
Positions39

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ELI LILLY & COLLYCOM$46,880,92139,086
PFIZER INCPFECOM$42,663,5711,771,743
VEEVA SYS INCVEEVCL A COM$42,008,746236,709
BIOMARIN PHARMACEUTICAL INCBMRNCOM$39,024,326682,005
PTC THERAPEUTICS INCPTCTCOM$35,376,827433,699
BAXTER INTL INCBAXCOM$31,113,9821,459,380
INSMED INCINSMCOM PAR $.01$30,049,568281,838
ZIMMER BIOMET HOLDINGS INCZBHCOM$27,327,204317,426
INSULET CORPPODDCOM$26,937,897176,932
THERMO FISHER SCIENTIFIC INCTMOCOM$26,037,63051,934

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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