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
25 quarters · across all stocks
Holdings in THC
Shares Held
Position Value (USD)
26 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,213,578 | 398,567 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $79,044,258 | 397,767 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $93,734,228 | 461,654 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $87,866,768 | 499,243 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $66,084,423 | 491,334 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $62,021,090 | 491,334 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $97,959,775 | 589,409 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $78,409,079 | 589,409 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $61,952,779 | 589,409 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $44,541,638 | 589,409 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $38,130,806 | 578,704 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $41,617,243 | 511,394 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,209,434 | 356,941 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $6,571,852 | 110,600 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $12,418,274 | 254,525 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $11,021,661 | 225,900 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $28,089,591 | 544,583 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $28,623,282 | 544,583 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $46,812,354 | 544,583 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $42,962,976 | 525,927 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $44,320,330 | 667,073 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $44,687,220 | 667,073 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $29,299,088 | 563,444 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $39,371,738 | 986,019 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $20,617,664 | 841,194 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,478,898 | 578,625 | Shares | Defined | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||