PFM Health Sciences, LP

CIK

1442756

Location

SAN FRANCISCO, CA

Portfolio Value

Mid $1,165,442,869

Diversification

Diversified

Filing Date

Global Rank

#2,257 / 8,795 ▼ 182 · as of Jun 2026

Top Industry

Biotechnology 42.5%

Period ended 3 months ago

Filed Aug 14, 2026 · 53d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

96 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.3%

−1.9 pts

Top 5

20.5%

−9.2 pts

Top 10

33.9%

−13.3 pts

HHI

198

Diversified−105

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$1,165,442,869	96

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
EPRX	Eupraxia Pharmaceuticals Inc.	+669,790	1,210,661	$8,002,469
ICLR	Icon PLC	+78,982	136,482	$23,708,288
KOD	Kodiak Sciences Inc.	+78,596	193,315	$7,531,552
CNC	Centene Corp	+73,581	337,067	$21,636,330
NVO	Novo Nordisk A S	+67,835	265,016	$12,704,867
ARWR	Arrowhead Pharmaceuticals, Inc.	+67,388	131,667	$10,732,177
ROIV	Roivant Sciences Ltd.	+60,562	268,008	$9,484,803
ASND	Ascendis Pharma A/S	+58,737	233,171	$62,191,369
COO	Cooper Companies, Inc.	+51,061	220,890	$15,840,021
VERA	Vera Therapeutics, Inc.	+49,422	224,289	$9,624,240
DFTX	Definium Therapeutics, Inc.	+43,703	249,020	$11,713,900
SYK	Stryker Corp	+34,680	56,637	$17,831,593
MMSI	Merit Medical Systems Inc	+34,569	197,038	$13,662,614
UNH	Unitedhealth Group Inc	+30,238	88,276	$36,690,153
WAT	Waters Corp /De/	+20,062	59,825	$22,436,768
OSCR	Oscar Health, Inc.	+19,179	519,016	$14,802,336
CLDX	Celldex Therapeutics, Inc.	+17,794	342,751	$12,753,764
ABVX	Abivax S.A.	+16,600	43,264	$5,765,360
TMO	Thermo Fisher Scientific Inc.	+13,664	28,496	$14,286,754
ILMN	Illumina, Inc.	+6,171	35,040	$6,161,083
PRAX	Praxis Precision Medicines, Inc.	+3,137	38,575	$12,914,524
INBX	Inhibrx Biosciences, Inc.	+2,954	308,385	$29,219,478
RVMD	Revolution Medicines, Inc.	+2,452	143,222	$26,822,616
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMPS	COMPASS Pathways plc	−1,119,510	247,589	$3,503,384
CRBU	Caribou Biosciences, Inc.	−603,100	354,687	$624,249
AMRX	Amneal Pharmaceuticals, Inc.	−449,381	480,715	$8,321,176
THC	Tenet Healthcare Corp	−271,995	126,572	$23,679,089
INDV	Indivior Pharmaceuticals, Inc.	−173,458	401,208	$16,461,564
SNDX	Syndax Pharmaceuticals Inc	−126,599	118,422	$2,588,704
MLYS	Mineralys Therapeutics, Inc.	−80,259	62,418	$1,684,037
TNGX	Tango Therapeutics, Inc.	−80,198	326,047	$10,192,229
PEN	Penumbra Inc	−79,558	60,221	$19,014,780
UTHR	UNITED THERAPEUTICS Corp	−67,414	49,991	$27,086,623
ABT	Abbott Laboratories	−58,202	82,230	$7,461,550
ACHC	Acadia Healthcare Company, Inc.	−57,811	524,934	$15,501,301
DNTH	Dianthus Therapeutics, Inc. /DE/	−50,915	121,222	$11,816,720
BTSG	BrightSpring Health Services, Inc.	−45,421	141,914	$9,897,082
AXSM	Axsome Therapeutics, Inc.	−44,708	219,596	$53,750,512
TARS	Tarsus Pharmaceuticals, Inc.	−39,647	40,579	$2,554,042
NTRA	Natera, Inc.	−37,927	22,077	$5,992,801
CGON	CG Oncology, Inc.	−37,639	128,286	$9,114,720
RYTM	Rhythm Pharmaceuticals, Inc.	−35,071	101,550	$11,275,096
CGEM	Cullinan Therapeutics, Inc.	−34,964	192,442	$3,504,368
GPCR	Structure Therapeutics Inc.	−34,833	91,550	$4,913,488
LLY	ELI LILLY & Co	−26,504	39,258	$47,087,226
BLTE	Belite Bio, Inc	−24,629	34,803	$5,359,139
HSIC	Henry Schein Inc	−18,691	134,423	$11,227,008
JAZZ	Jazz Pharmaceuticals plc	−17,376	160,768	$38,740,264
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HUM	Humana Inc	94,375	$37,487,637
MTD	Mettler Toledo International Inc/	13,344	$17,047,093
MRK	Merck & Co., Inc.	127,118	$16,334,663
CYTK	Cytokinetics Inc	191,686	$16,329,730
LNTH	Lantheus Holdings, Inc.	146,403	$16,241,948
CVS	CVS HEALTH Corp	137,457	$14,219,926
GILD	Gilead Sciences, Inc.	90,858	$11,478,999
TFX	Teleflex Inc	79,708	$10,103,786
COR	Cencora, Inc.	35,485	$10,041,545
IRTC	iRhythm Holdings, Inc.	65,196	$7,755,064
WST	West Pharmaceutical Services Inc	20,733	$7,443,147
TAK	Takeda Pharmaceutical Co Ltd	444,173	$7,120,093
HNGE	Hinge Health, Inc.	82,860	$6,877,380
ARQT	Arcutis Biotherapeutics, Inc.	242,069	$6,347,049
IART	Integra Lifesciences Holdings Corp	348,746	$6,263,478
MGTX	MeiraGTx Holdings plc	455,286	$6,150,913
OCS	Oculis Holding AG	436,042	$6,047,902
GH	Guardant Health, Inc.	36,701	$5,506,251
CELC	Celcuity Inc.	52,155	$5,456,456
RCUS	Arcus Biosciences, Inc.	152,129	$4,690,137
CRL	Charles River Laboratories International, Inc.	18,747	$4,251,632
ELAN	Elanco Animal Health Inc	172,489	$4,244,954
BIO	Bio-Rad Laboratories, Inc.	13,995	$4,109,071
SYRE	Spyre Therapeutics, Inc.	46,217	$4,103,145
MIRM	Mirum Pharmaceuticals, Inc.	31,536	$3,691,919
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	455,300	$58,155,469
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	238,900	$35,025,129
GKOS	GLAUKOS Corp	215,685	$23,220,647
NEO	Neogenomics Inc	1,784,552	$13,241,375
DXCM	Dexcom Inc	149,734	$9,403,295
BLLN	BillionToOne, Inc.	88,069	$6,952,166
CAH	Cardinal Health Inc	31,941	$6,749,452
ALHC	Alignment Healthcare, Inc.	359,826	$6,340,134
PSNL	Personalis, Inc.	870,097	$5,542,517
MDLN	Medline Inc.	86,777	$3,861,576
GMED	Globus Medical Inc	16,923	$1,458,085
—		248,180	$0
—		172,962	$0
CNTA	Centessa Pharmaceuticals plc	528,224	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

96 tracked positions · $1,165,442,869 total · filing declares 98 positions · $1,165,441,614 · as of Jun 30, 2026

All sectors Healthcare

Showing 1–50 of 96 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ASND	Ascendis Pharma A/S Healthcare	Added	233,171	+58,737	$62,191,369	+55.9%	5.34%
AXSM	Axsome Therapeutics, Inc. Healthcare	Reduced	219,596	-44,708	$53,750,512	+20.3%	4.61%
LLY	ELI LILLY & Co Healthcare	Reduced	39,258	-26,504	$47,087,226	−22.2%	4.04%
JAZZ	Jazz Pharmaceuticals plc Healthcare	Reduced	160,768	-17,376	$38,740,264	+15.0%	3.32%
HUM	Humana Inc Healthcare	NEW	94,375	NEW	$37,487,637	NEW	3.22%
UNH	Unitedhealth Group Inc Healthcare	Added	88,276	+30,238	$36,690,153	+133.6%	3.15%
NBIX	Neurocrine Biosciences Inc Healthcare	Reduced	213,407	-2,271	$35,967,615	+26.6%	3.09%
INBX	Inhibrx Biosciences, Inc. Healthcare	Added	308,385	+2,954	$29,219,478	+42.3%	2.51%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Reduced	49,991	-67,414	$27,086,623	−61.1%	2.32%
RVMD	Revolution Medicines, Inc. Healthcare	Added	143,222	+2,452	$26,822,616	+95.9%	2.30%
ICLR	Icon PLC Healthcare	Added	136,482	+78,982	$23,708,288	+272.6%	2.03%
THC	Tenet Healthcare Corp Healthcare	Reduced	126,572	-271,995	$23,679,089	−68.5%	2.03%
EW	Edwards Lifesciences Corp Healthcare	Reduced	250,453	-4,057	$22,655,978	+11.2%	1.94%
WAT	Waters Corp /De/ Healthcare	Added	59,825	+20,062	$22,436,768	+89.5%	1.93%
CNC	Centene Corp PUT + SHARES Healthcare	Added	337,067	+73,581	$21,636,330	+150.8%	1.86%
PEN	Penumbra Inc Healthcare	Reduced	60,221	-79,558	$19,014,780	−58.6%	1.63%
BBIO	BridgeBio Pharma, Inc. Healthcare	Reduced	253,358	-4,389	$18,870,103	−1.4%	1.62%
SYK	Stryker Corp Healthcare	Added	56,637	+34,680	$17,831,593	+147.2%	1.53%
MTD	Mettler Toledo International Inc/ Healthcare	NEW	13,344	NEW	$17,047,093	NEW	1.46%
INDV	Indivior Pharmaceuticals, Inc. Healthcare	Reduced	401,208	-173,458	$16,461,564	−6.0%	1.41%
MRK	Merck & Co., Inc. Healthcare	NEW	127,118	NEW	$16,334,663	NEW	1.40%
CYTK	Cytokinetics Inc Healthcare	NEW	191,686	NEW	$16,329,730	NEW	1.40%
LNTH	Lantheus Holdings, Inc. Healthcare	NEW	146,403	NEW	$16,241,948	NEW	1.39%
COO	Cooper Companies, Inc. Healthcare	Added	220,890	+51,061	$15,840,021	+30.4%	1.36%
MDGL	Madrigal Pharmaceuticals, Inc. Healthcare	Reduced	29,313	-4,833	$15,739,615	−11.9%	1.35%
ACHC	Acadia Healthcare Company, Inc. Healthcare	Reduced	524,934	-57,811	$15,501,301	+13.7%	1.33%
ORKA	Oruka Therapeutics, Inc. Healthcare	Reduced	158,825	-15,227	$15,115,375	+77.1%	1.30%
OSCR	Oscar Health, Inc. Healthcare	Added	519,016	+19,179	$14,802,336	+158.2%	1.27%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	28,496	+13,664	$14,286,754	+96.0%	1.23%
CVS	CVS HEALTH Corp Healthcare	NEW	137,457	NEW	$14,219,926	NEW	1.22%
MMSI	Merit Medical Systems Inc Healthcare	Added	197,038	+34,569	$13,662,614	+22.0%	1.17%
PRAX	Praxis Precision Medicines, Inc. Healthcare	Added	38,575	+3,137	$12,914,524	+13.1%	1.11%
CLDX	Celldex Therapeutics, Inc. Healthcare	Added	342,751	+17,794	$12,753,764	+23.7%	1.09%
NVO	Novo Nordisk A S Healthcare	Added	265,016	+67,835	$12,704,867	+75.3%	1.09%
ITGR	Integer Holdings Corp Healthcare	Reduced	126,669	-8,412	$11,837,218	−0.4%	1.02%
DNTH	Dianthus Therapeutics, Inc. /DE/ Healthcare	Reduced	121,222	-50,915	$11,816,720	−18.2%	1.01%
DFTX	Definium Therapeutics, Inc. Healthcare	Added	249,020	+43,703	$11,713,900	+201.9%	1.01%
GILD	Gilead Sciences, Inc. Healthcare	NEW	90,858	NEW	$11,478,999	NEW	0.98%
RYTM	Rhythm Pharmaceuticals, Inc. Healthcare	Reduced	101,550	-35,071	$11,275,096	−5.1%	0.97%
HSIC	Henry Schein Inc Healthcare	Reduced	134,423	-18,691	$11,227,008	−0.5%	0.96%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Added	131,667	+67,388	$10,732,177	+166.3%	0.92%
TNGX	Tango Therapeutics, Inc. Healthcare	Reduced	326,047	-80,198	$10,192,229	+19.9%	0.87%
TFX	Teleflex Inc Healthcare	NEW	79,708	NEW	$10,103,786	NEW	0.87%
COR	Cencora, Inc. CALL + SHARES Healthcare	NEW	35,485	NEW	$10,041,545	NEW	0.86%
VKTX	Viking Therapeutics, Inc. Healthcare	Reduced	255,330	-7,776	$9,960,423	+16.3%	0.85%
BTSG	BrightSpring Health Services, Inc. Healthcare	Reduced	141,914	-45,421	$9,897,082	+24.0%	0.85%
VERA	Vera Therapeutics, Inc. Healthcare	Added	224,289	+49,422	$9,624,240	+36.8%	0.83%
ROIV	Roivant Sciences Ltd. Healthcare	Added	268,008	+60,562	$9,484,803	+65.1%	0.81%
CGON	CG Oncology, Inc. Healthcare	Reduced	128,286	-37,639	$9,114,720	−18.8%	0.78%
AMRX	Amneal Pharmaceuticals, Inc. Healthcare	Reduced	480,715	-449,381	$8,321,176	−28.0%	0.71%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.