PFM Health Sciences, LP

CIK

1442756

City

SAN FRANCISCO

State / Country

Stock

PEN — Penumbra Inc

Top Portfolio Positions

76 positions · $986,638,985 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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

25 quarters · across all stocks

Holdings in PEN

Compact Export CSV

Shares Held

Position Value (USD)

27 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$45,899,230	139,779	-3.7%	Shares	Defined	2026-05-15
2025-12-31	$45,135,115	145,171	-25.6%	Shares	Defined	2026-02-17
2025-09-30	$49,418,932	195,085	+17.3%	Shares	Defined	2025-11-14
2025-06-30	$42,667,560	166,261	0.0%	Shares	Defined	2025-08-14
2025-03-31	$44,459,854	166,261	0.0%	Shares	Defined	2025-05-15
2024-12-31	$39,483,662	166,261	0.0%	Shares	Defined	2025-02-14
2024-09-30	$32,306,174	166,261	-10.2%	Shares	Defined	2024-11-14
2024-06-30	$33,314,426	185,111	+18.8%	Shares	Defined	2024-08-14
2024-03-31	$34,768,319	155,786	0.0%	Shares	Defined	2024-05-14
2023-12-31	$39,186,410	155,786	-19.0%	Shares	Defined	2024-02-14
2023-09-30	$46,544,935	192,406	-46.6%	Shares	Defined	2023-11-14
2023-06-30	$123,871,921	360,030	0.0%	Shares	Defined	2023-08-14
2023-03-31	$100,336,760	360,030	0.0%	Shares	Defined	2023-05-15
2022-12-31	$80,092,273	360,030	+51.6%	Shares	Defined	2023-02-14
2022-12-31	$52,834,250	237,500	+14.5%	Call	Defined	2023-02-14
2022-09-30	$39,342,000	207,500	-42.4%	Call	Defined	2022-11-14
2022-09-30	$68,261,688	360,030	+97.0%	Shares	Defined	2022-11-14
2022-06-30	$22,760,512	182,786	+9.6%	Shares	Defined	2022-08-15
2022-03-31	$37,033,291	166,719	-5.9%	Shares	Defined	2022-05-16
2021-12-31	$50,880,924	177,088	0.0%	Shares	Defined	2022-02-14
2021-09-30	$47,193,952	177,088	+32.4%	Shares	Defined	2021-11-15
2021-06-30	$36,657,991	133,759	+79.9%	Shares	Defined	2021-08-16
2021-03-31	$20,117,893	74,351	-62.8%	Shares	Defined	2021-05-17
2020-12-31	$34,946,450	199,694	-16.6%	Shares	Defined	2021-02-19
2020-09-30	$46,533,988	239,397	+115.1%	Shares	Defined	2020-11-16
2020-06-30	$19,903,023	111,302	-5.8%	Shares	Defined	2020-08-14
2020-03-31	$19,067,592	118,190	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.