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PFM Health Sciences, LP 13F holdings

Filed 2026-08-14 · PFM Health Sciences, LP · 98 positions · $1.2B

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TickerCompanySharesValue% of portfolio
—ASCENDIS PHARMA A/S233.2K$62.2M5.3%
AXSMAXSOME THERAPEUTICS INC.219.6K$53.8M4.6%
LLYELI LILLY & CO39.3K$47.1M4.0%
JAZZJAZZ PHARMACEUTICALS PLC160.8K$38.7M3.3%
HUMHUMANA INC94.4K$37.5M3.2%
UNHUNITEDHEALTH GROUP INC88.3K$36.7M3.1%
NBIXNEUROCRINE BIOSCIENCES INC213.4K$36.0M3.1%
INBXINHIBRX BIOSCIENCES INC308.4K$29.2M2.5%
UTHRUNITED THERAPEUTICS CORP DEL50.0K$27.1M2.3%
RVMDREVOLUTION MEDICINES INC143.2K$26.8M2.3%
—ICON PUB LTD CO136.5K$23.7M2.0%
THCTENET HEALTHCARE CORP126.6K$23.7M2.0%
EWEDWARDS LIFESCIENCES CORP250.5K$22.7M1.9%
WATWATERS CORP59.8K$22.4M1.9%
PENPENUMBRA INC60.2K$19.0M1.6%
BBIOBRIDGEBIO PHARMA INC253.4K$18.9M1.6%
SYKSTRYKER CORPORATION56.6K$17.8M1.5%
MTDMETTLER TOLEDO INTERNATIONAL13.3K$17.0M1.5%
INDVINDIVIOR PHARMACEUTICALS INC401.2K$16.5M1.4%
MRKMERCK & CO INC127.1K$16.3M1.4%
CYTKCYTOKINETICS INC191.7K$16.3M1.4%
LNTHLANTHEUS HLDGS INC146.4K$16.2M1.4%
CNCCENTENE CORP DEL248.9K$16.0M1.4%
COOCOOPER COS INC220.9K$15.8M1.4%
MDGLMADRIGAL PHARMACEUTICALS INC29.3K$15.7M1.4%
ACHCACADIA HEALTHCARE COMPANY IN524.9K$15.5M1.3%
ORKAORUKA THERAPEUTICS INC158.8K$15.1M1.3%
OSCROSCAR HEALTH INC519.0K$14.8M1.3%
TMOTHERMO FISHER SCIENTIFIC INC28.5K$14.3M1.2%
CVSCVS HEALTH CORP137.5K$14.2M1.2%
MMSIMERIT MED SYS INC197.0K$13.7M1.2%
PRAXPRAXIS PRECISION MEDICINES I38.6K$12.9M1.1%
CLDXCELLDEX THERAPEUTICS INC NEW342.8K$12.8M1.1%
NVONOVO-NORDISK A S265.0K$12.7M1.1%
ITGRINTEGER HLDGS CORP126.7K$11.8M1.0%
DNTHDIANTHUS THERAPEUTICS INC121.2K$11.8M1.0%
DFTXDEFINIUM THERAPEUTICS INC249.0K$11.7M1.0%
GILDGILEAD SCIENCES INC90.9K$11.5M1.0%
RYTMRHYTHM PHARMACEUTICALS INC101.5K$11.3M1.0%
HSICSCHEIN HENRY INC134.4K$11.2M1.0%
ARWRARROWHEAD PHARMACEUTICALS IN131.7K$10.7M0.9%
TNGXTANGO THERAPEUTICS INC326.0K$10.2M0.9%
TFXTELEFLEX INCORPORATED79.7K$10.1M0.9%
VKTXVIKING THERAPEUTICS INC255.3K$10.0M0.9%
BTSGBRIGHTSPRING HEALTH SVCS INC141.9K$9.9M0.8%
VERAVERA THERAPEUTICS INC224.3K$9.6M0.8%
ROIVROIVANT SCIENCES LTD268.0K$9.5M0.8%
CGONCG ONCOLOGY INC128.3K$9.1M0.8%
AMRXAMNEAL PHARMACEUTICALS INC480.7K$8.3M0.7%
EPRXEUPRAXIA PHARMACEUTICALS INC1.2M$8.0M0.7%
CORCENCORA INC28.1K$8.0M0.7%
IRTCIRHYTHM HOLDINGS INC65.2K$7.8M0.7%
KODKODIAK SCIENCES INC193.3K$7.5M0.6%
ABTABBOTT LABORATORIES82.2K$7.5M0.6%
WSTWEST PHARMACEUTICAL SVSC INC20.7K$7.4M0.6%
TAKTAKEDA PHARMACEUTICAL CO LTD444.2K$7.1M0.6%
HNGEHINGE HEALTH INC82.9K$6.9M0.6%
ARQTARCUTIS BIOTHERAPEUTICS INC242.1K$6.3M0.5%
IARTINTEGRA LIFESCIENCES HLDGS C348.7K$6.3M0.5%
ILMNILLUMINA INC35.0K$6.2M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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