PFM Health Sciences, LP 13F holdings
PFM Health Sciences, LP reported 96 positions with a total reported value of $1.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: ASND ASCENDIS PHARMA A/S (5.4%), AXSM AXSOME THERAPEUTICS INC. (4.7%), LLY ELI LILLY & CO (4.1%), JAZZ JAZZ PHARMACEUTICALS PLC (3.4%), HUM HUMANA INC (3.3%). Against 2026-03-31 it opened 32 new positions and exited 12. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 96 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ASND ASCENDIS PHARMA A/S | 233,171 | $62.2M | 5.4% |
| AXSM AXSOME THERAPEUTICS INC. | 219,596 | $53.8M | 4.7% |
| LLY ELI LILLY & CO | 39,258 | $47.1M | 4.1% |
| JAZZ JAZZ PHARMACEUTICALS PLC | 160,768 | $38.7M | 3.4% |
| HUM HUMANA INC | 94,375 | $37.5M | 3.3% |
| UNH UNITEDHEALTH GROUP INC | 88,276 | $36.7M | 3.2% |
| NBIX NEUROCRINE BIOSCIENCES INC | 213,407 | $36.0M | 3.1% |
| INBX INHIBRX BIOSCIENCES INC | 308,385 | $29.2M | 2.5% |
| UTHR UNITED THERAPEUTICS CORP DEL | 49,991 | $27.1M | 2.4% |
| RVMD REVOLUTION MEDICINES INC | 143,222 | $26.8M | 2.3% |
| ICLR ICON PUB LTD CO | 136,482 | $23.7M | 2.1% |
| THC TENET HEALTHCARE CORP | 126,572 | $23.7M | 2.1% |
| EW EDWARDS LIFESCIENCES CORP | 250,453 | $22.7M | 2.0% |
| WAT WATERS CORP | 59,825 | $22.4M | 1.9% |
| PEN PENUMBRA INC | 60,221 | $19.0M | 1.7% |
| BBIO BRIDGEBIO PHARMA INC | 253,358 | $18.9M | 1.6% |
| SYK STRYKER CORPORATION | 56,637 | $17.8M | 1.5% |
| MTD METTLER TOLEDO INTERNATIONAL | 13,344 | $17.0M | 1.5% |
| INDV INDIVIOR PHARMACEUTICALS INC | 401,208 | $16.5M | 1.4% |
| MRK MERCK & CO INC | 127,118 | $16.3M | 1.4% |
| CYTK CYTOKINETICS INC | 191,686 | $16.3M | 1.4% |
| LNTH LANTHEUS HLDGS INC | 146,403 | $16.2M | 1.4% |
| CNC CENTENE CORP DEL | 248,867 | $16.0M | 1.4% |
| COOPER COS INC | 220,890 | $15.8M | 1.4% |
| MDGL MADRIGAL PHARMACEUTICALS INC | 29,313 | $15.7M | 1.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 32 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| HUM HUMANA INC | 94,375 | $37.5M | 3.3% |
| MTD METTLER TOLEDO INTERNATIONAL | 13,344 | $17.0M | 1.5% |
| MRK MERCK & CO INC | 127,118 | $16.3M | 1.4% |
| CYTK CYTOKINETICS INC | 191,686 | $16.3M | 1.4% |
| LNTH LANTHEUS HLDGS INC | 146,403 | $16.2M | 1.4% |
| CVS CVS HEALTH CORP | 137,457 | $14.2M | 1.2% |
| GILD GILEAD SCIENCES INC | 90,858 | $11.5M | 1.0% |
| TFX TELEFLEX INCORPORATED | 79,708 | $10.1M | 0.9% |
| IRTC IRHYTHM HOLDINGS INC | 65,196 | $7.8M | 0.7% |
| WST WEST PHARMACEUTICAL SVSC INC | 20,733 | $7.4M | 0.6% |
| TAK TAKEDA PHARMACEUTICAL CO LTD | 444,173 | $7.1M | 0.6% |
| HNGE HINGE HEALTH INC | 82,860 | $6.9M | 0.6% |
| ARQT ARCUTIS BIOTHERAPEUTICS INC | 242,069 | $6.3M | 0.6% |
| IART INTEGRA LIFESCIENCES HLDGS C | 348,746 | $6.3M | 0.5% |
| MGTX MEIRAGTX HLDGS PLC | 455,286 | $6.2M | 0.5% |
| OCS OCULIS HOLDING AG | 436,042 | $6.0M | 0.5% |
| GH GUARDANT HEALTH INC | 36,701 | $5.5M | 0.5% |
| CELC CELCUITY INC | 52,155 | $5.5M | 0.5% |
| RCUS ARCUS BIOSCIENCES INC | 152,129 | $4.7M | 0.4% |
| CHARLES RIV LABS INTL INC | 18,747 | $4.3M | 0.4% |
| ELAN ELANCO ANIMAL HEALTH INC | 172,489 | $4.2M | 0.4% |
| BIO BIO RAD LABS INC | 13,995 | $4.1M | 0.4% |
| SYRE SPYRE THERAPEUTICS INC | 46,217 | $4.1M | 0.4% |
| MIRM MIRUM PHARMACEUTICALS INC | 31,536 | $3.7M | 0.3% |
| DNLI DENALI THERAPEUTICS INC | 100,966 | $2.6M | 0.2% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 12 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| GKOS GLAUKOS CORP | 215,685 | $23.2M | 2.5% |
| CENTESSA PHARMACEUTICALS PLC | 528,224 | $21.0M | 2.2% |
| NEO NEOGENOMICS INC | 1,784,552 | $13.2M | 1.4% |
| DXCM DEXCOM INC | 149,734 | $9.4M | 1.0% |
| TERNS PHARMACEUTICALS INC | 172,962 | $9.1M | 1.0% |
| SOLENO THERAPEUTICS INC | 248,180 | $8.3M | 0.9% |
| BLLN BILLIONTOONE INC | 88,069 | $7.0M | 0.7% |
| CAH CARDINAL HEALTH INC | 31,941 | $6.7M | 0.7% |
| ALHC ALIGNMENT HEALTHCARE INC | 359,826 | $6.3M | 0.7% |
| PSNL PERSONALIS INC | 870,097 | $5.5M | 0.6% |
| MDLN MEDLINE INC | 86,777 | $3.9M | 0.4% |
| GMED GLOBUS MED INC | 16,923 | $1.5M | 0.2% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ASND ASCENDIS PHARMA A/S | 152,034 | 233,171 | +53.4% | $62.2M |
| ICLR ICON PUB LTD CO | 57,500 | 136,482 | +137.4% | $23.7M |
| UNH UNITEDHEALTH GROUP INC | 58,038 | 88,276 | +52.1% | $36.7M |
| SYK STRYKER CORPORATION | 21,957 | 56,637 | +157.9% | $17.8M |
| WAT WATERS CORP | 39,763 | 59,825 | +50.5% | $22.4M |
| TMO THERMO FISHER SCIENTIFIC INC | 14,832 | 28,496 | +92.1% | $14.3M |
| UTHR UNITED THERAPEUTICS CORP DEL | 39,805 | 49,991 | +25.6% | $27.1M |
| ARWR ARROWHEAD PHARMACEUTICALS IN | 64,279 | 131,667 | +104.8% | $10.7M |
| EPRX EUPRAXIA PHARMACEUTICALS INC | 540,871 | 1,210,661 | +123.8% | $8.0M |
| COOPER COS INC | 169,829 | 220,890 | +30.1% | $15.8M |
| NVO NOVO-NORDISK A S | 197,181 | 265,016 | +34.4% | $12.7M |
| KOD KODIAK SCIENCES INC | 114,719 | 193,315 | +68.5% | $7.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| THC TENET HEALTHCARE CORP | 398,567 | 126,572 | -68.2% | $23.7M |
| LLY ELI LILLY & CO | 65,762 | 39,258 | -40.3% | $47.1M |
| PEN PENUMBRA INC | 139,779 | 60,221 | -56.9% | $19.0M |
| CMPS COMPASS PATHWAYS PLC | 1,367,099 | 247,589 | -81.9% | $3.5M |
| AXSM AXSOME THERAPEUTICS INC. | 264,304 | 219,596 | -16.9% | $53.8M |
| NTRA NATERA INC | 60,004 | 22,077 | -63.2% | $6.0M |
| AMRX AMNEAL PHARMACEUTICALS INC | 930,096 | 480,715 | -48.3% | $8.3M |
| INDV INDIVIOR PHARMACEUTICALS INC | 574,666 | 401,208 | -30.2% | $16.5M |
| ABT ABBOTT LABORATORIES | 140,432 | 82,230 | -41.4% | $7.5M |
| DNTH DIANTHUS THERAPEUTICS INC | 172,137 | 121,222 | -29.6% | $11.8M |
| JAZZ JAZZ PHARMACEUTICALS PLC | 178,144 | 160,768 | -9.8% | $38.7M |
| RYTM RHYTHM PHARMACEUTICALS INC | 136,621 | 101,550 | -25.7% | $11.3M |
CIK 1442756 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
