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Defilade Capital Management, L.P.

Q1 2026 13F Holdings

  • Location
    emeryville, CA
  • Num holdings

    31

  • Value ($000)

    $712,176

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0002088557
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
Z
ZBH

ZIMMER BIOMET HOLDINGS INC

COM
98956P102
$52.37M
7 %

579,161

H
HSIC

SCHEIN HENRY INC

COM
806407102
$45.99M
7 %

624,037

B
BDX

BECTON DICKINSON & CO

COM
075887109
$43.9M
6 %

279,210

P
PTCT

PTC THERAPEUTICS INC

COM
69366J200
$41.11M
6 %

376,165

D
DC4

DEXCOM INC

COM
252131107
$33.83M
5 %

538,762

I
ICUI

ICU MED INC

COM
44930G107
$32.84M
5 %

254,291

I
INSM

INSMED INC

COM PAR $.01
457669307
$31.87M
5 %

194,909

I
ISRG

INTUITIVE SURGICAL INC

COM NEW
46120E602
$31.2M
4 %

67,681

R
RVMD

REVOLUTION MEDICINES INC

COM
76155X100
$30.73M
4 %

315,972

G
GMED

GLOBUS MED INC

CL A
379577208
$30.53M
4 %

354,350

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