Care delivery
Care delivery companies operate the channels through which patients receive treatment: hospitals, clinics, home infusion, dialysis, fertility, and managed-service platforms.
This segment groups health-care businesses by the economic engine behind the exposure: discovery tools, drug development, scaled pharma manufacturing, or patient-service delivery. The risk profile changes sharply across those layers.
For 13F readers, the tag helps separate long-duration clinical optionality from cash-flowing service or product businesses. It also makes it easier to see when a fund is taking scientific risk versus reimbursement, utilization, or platform-consolidation risk.
- Hospitals and ambulatory care
- Home and specialty infusion
- Dialysis and chronic care
- Fertility and specialty clinics
- Utilization trends
- Labor cost inflation
- Reimbursement pressure
- Payor mix and site-of-care shifts
Duquesne Family Office LLC
Stanley Druckenmiller · Q4 2025 filed 2026-02-17
Care-delivery, infusion, fertility, and health-service platforms.
| Ticker | Name | Value | Instrument |
|---|---|---|---|
| OPCH | OPTION CARE HEALTH INC | $56M | SH |
| PGNY | PROGYNY INC | $8M | SH |
| Ticker | Action | Value |
|---|---|---|
| OPCH | Added | +$24M |
| PGNY | New | +$8M |