Defilade Capital Management, L.P.

**Defilade Capital Management, L.P.** manages $738M across a concentrated portfolio of 33 positions. The fund exhibits a significant allocation to the pharmaceutical and biotech sectors, with top holdings including PFE at $54.9M and ABBV at $52.0M. Further notable concentrations include NVSN ($50.0M) and ICUI ($48.6M), indicating a deep conviction in large-cap healthcare names. This structure suggests a focused, research-intensive approach within the life sciences value spectrum.

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