DEERFIELD MANAGEMENT COMPANY, L.P.: GENMAB A/S (GMAB): Quarterly 13F Position History
As of Q2 2026, DEERFIELD MANAGEMENT COMPANY, L.P. reported 6,865,000 shares of GENMAB A/S (GMAB), worth $188.6M and representing 2.0% of its 13F equity book. Quarter-over-quarter share count change: + 4,403,000 (+178.8%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 6,865,000Shares Held (Latest Filing)
- $188.6MReported Market Value (Latest Filing)
- 2.0%Portfolio Weight (% of 13F Equity Book)
- +4,403,000Quarter-over-Quarter Share Change
- +$122.5MQuarter-over-Quarter Value Change
- 6,865,000Peak Reported Shares (Historical)
Recent initiation: DEERFIELD MANAGEMENT COMPANY, L.P. first reported GMAB on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,865,000 | +4,403,000 | +178.8% | $188.6M | 2.0% | $27.5 |
| Q1 2026 | 2,462,000 | – | – | $66.1M | 0.8% | $26.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did DEERFIELD MANAGEMENT COMPANY, L.P. first disclose a GMAB position in 13F-HR filings?
DEERFIELD MANAGEMENT COMPANY, L.P. first reported GENMAB A/S (GMAB) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was DEERFIELD MANAGEMENT COMPANY, L.P.'s most recent quarter-over-quarter share-count change in GMAB?
Between Q1 2026 and Q2 2026, DEERFIELD MANAGEMENT COMPANY, L.P. added 4,403,000 shares of GMAB (+178.8%), bringing the total reported position to 6,865,000 shares at a market value of $188.6M.
Does the implied price-per-share represent DEERFIELD MANAGEMENT COMPANY, L.P.'s cost basis in GMAB?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.