DEERFIELD MANAGEMENT COMPANY, L.P.: LEGEND BIOTECH CORP (LEGN): Quarterly 13F Position History
As of Q2 2026, DEERFIELD MANAGEMENT COMPANY, L.P. reported 8,137,638 shares of LEGEND BIOTECH CORP (LEGN), worth $235.0M and representing 2.5% of its 13F equity book. Quarter-over-quarter share count change: + 450,000 (+5.9%) . The position first appeared in Q4 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 8,137,638Shares Held (Latest Filing)
- $235.0MReported Market Value (Latest Filing)
- 2.5%Portfolio Weight (% of 13F Equity Book)
- +450,000Quarter-over-Quarter Share Change
- +$95.9MQuarter-over-Quarter Value Change
- 8,137,638Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,137,638 | +450,000 | +5.9% | $235.0M | 2.5% | $28.9 |
| Q1 2026 | 7,687,638 | +1,755,638 | +29.6% | $139.1M | 1.6% | $18.1 |
| Q4 2025 | 5,932,000 | +2,969,662 | +100.2% | $129.0M | 1.7% | $21.7 |
| Q3 2025 | 2,962,338 | 0 | – | $96.6M | 1.5% | $32.6 |
| Q2 2025 | 2,962,338 | +1,218,783 | +69.9% | $105.1M | 1.9% | $35.5 |
| Q1 2025 | 1,743,555 | +191,837 | +12.4% | $59.2M | 1.2% | $33.9 |
| Q4 2024 | 1,551,718 | – | – | $50.5M | 1.0% | $32.5 |
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 LEGN position in 13F-HR filings?
DEERFIELD MANAGEMENT COMPANY, L.P. first reported LEGEND BIOTECH CORP (LEGN) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was DEERFIELD MANAGEMENT COMPANY, L.P.'s most recent quarter-over-quarter share-count change in LEGN?
Between Q1 2026 and Q2 2026, DEERFIELD MANAGEMENT COMPANY, L.P. added 450,000 shares of LEGN (+5.9%), bringing the total reported position to 8,137,638 shares at a market value of $235.0M.
Does the implied price-per-share represent DEERFIELD MANAGEMENT COMPANY, L.P.'s cost basis in LEGN?
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.