PFM Health Sciences, LP
Top Portfolio Positions
76 positions ·
$986,638,985 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| THC |
Tenet Healthcare Corp
Healthcare
|
398,567 | $75,213,578 | 7.62% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
117,405 | $69,618,816 | 7.06% | |
| LLY |
ELI LILLY & Co
Healthcare
|
65,762 | $60,485,914 | 6.13% | |
| PEN |
Penumbra Inc
Healthcare
|
139,779 | $45,899,230 | 4.65% | |
| AXSM |
Axsome Therapeutics, Inc.
Healthcare
|
264,304 | $44,672,662 | 4.53% | |
| ASND |
Ascendis Pharma A/S
Healthcare
|
174,434 | $39,898,288 | 4.04% | |
| JAZZ |
Jazz Pharmaceuticals plc
Healthcare
|
178,144 | $33,678,123 | 3.41% | |
| NBIX |
Neurocrine Biosciences Inc
Healthcare
|
215,678 | $28,413,419 | 2.88% | |
| GKOS |
GLAUKOS Corp
Healthcare
|
215,685 | $23,220,647 | 2.35% | |
| CNTA |
Centessa Pharmaceuticals plc
Healthcare
|
528,224 | $20,981,057 | 2.13% |
Portfolio Trend
Holdings in CMPS
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-06-30 | $4,249,706 | 392,764 | Shares | Defined | 2022-08-15 | |
| 2022-09-30 | $4,267,439 | 397,711 | Shares | Defined | 2022-11-14 | |
| 2022-12-31 | $4,092,288 | 509,625 | Shares | Defined | 2023-02-14 | |
| 2023-03-31 | $2,443,415 | 246,064 | Shares | Defined | 2023-05-15 | |
| 2023-06-30 | $1,451,326 | 175,281 | Shares | Defined | 2023-08-14 | |
| 2023-09-30 | $391,245 | 52,871 | Shares | Defined | 2023-11-14 | |
| 2023-12-31 | $2,964,158 | 338,761 | Shares | Defined | 2024-02-14 | |
| 2024-03-31 | $9,065,405 | 1,089,592 | Shares | Defined | 2024-05-14 | |
| 2024-06-30 | $6,581,135 | 1,089,592 | Shares | Defined | 2024-08-14 | |
| 2024-09-30 | $2,842,982 | 451,267 | Shares | Defined | 2024-11-14 | |
| 2024-12-31 | $1,705,789 | 451,267 | Shares | Defined | 2025-02-14 | |
| 2025-03-31 | $1,290,623 | 451,267 | Shares | Defined | 2025-05-15 | |
| 2025-06-30 | $4,981,925 | 1,779,259 | Shares | Defined | 2025-08-14 | |
| 2025-09-30 | $9,528,050 | 1,662,836 | Shares | Defined | 2025-11-14 | |
| 2025-12-31 | $5,379,364 | 779,618 | Shares | Defined | 2026-02-17 | |
| 2026-03-31 | $7,560,057 | 1,367,099 | Shares | Defined | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||