13F HOLDINGS REPORT
PFM Health Sciences, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005245
Total Value
$1.17B
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELI LILLY & CO | LLY | 268,023 | $208.9M | 17.79% |
| 2 | TENET HEALTHCARE CORP | THC | 499,243 | $87.9M | 7.48% |
| 3 | MCKESSON CORP | MCK | 72,313 | $53.0M | 4.51% |
| 4 | AXSOME THERAPEUTICS INC | AXSM | 483,105 | $50.4M | 4.29% |
| 5 | INTUITIVE SURGICAL INC | ISRG | 88,967 | $48.3M | 4.12% |
| 6 | PENUMBRA INC | PEN | 166,261 | $42.7M | 3.63% |
| 7 | ASCENDIS PHARMA A/S | ASND | 221,754 | $38.3M | 3.26% |
| 8 | SOLENO THERAPEUTICS INC | SLNO | 407,202 | $34.1M | 2.90% |
| 9 | CVS HEALTH CORP | CVS | 479,005 | $33.0M | 2.81% |
| 10 | OUTSET MED INC | OM | 1,664,727 | $32.0M | 2.72% |
| 11 | DANAHER CORPORATION | 235851102 | 161,413 | $31.9M | 2.71% |
| 12 | EDWARDS LIFESCIENCES CORP | EW | 392,503 | $30.7M | 2.61% |
| 13 | ASCENDIS PHARMA A/S | ASND | 23,000,000 | $28.8M | 2.46% |
| 14 | HCA HEALTHCARE INC | HCA | 72,290 | $27.7M | 2.36% |
| 15 | HUMANA INC | HUM | 109,511 | $26.8M | 2.28% |
| 16 | MOLINA HEALTHCARE INC | MOH | 85,739 | $25.5M | 2.17% |
| 17 | ALNYLAM PHARMACEUTICALS INC | ALNY | 72,220 | $23.6M | 2.00% |
| 18 | BRIDGEBIO PHARMA INC | BBIO | 521,793 | $22.5M | 1.92% |
| 19 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 1,238,846 | $20.8M | 1.77% |
| 20 | UNITEDHEALTH GROUP INC | UNH | 65,000 | $20.3M | 1.73% |
| 21 | INDIVIOR PLC | INDV | 1,355,931 | $20.0M | 1.70% |
| 22 | NATERA INC | NTRA | 101,250 | $17.1M | 1.46% |
| 23 | CENCORA INC | COR | 53,287 | $16.0M | 1.36% |
| 24 | MASIMO CORP | MASI | 94,451 | $15.9M | 1.35% |
| 25 | OSCAR HEALTH INC | OSCR | 735,033 | $15.8M | 1.34% |
| 26 | WATERS CORP | 941848103 | 43,089 | $15.0M | 1.28% |
| 27 | AKERO THERAPEUTICS INC | 00973Y108 | 266,167 | $14.2M | 1.21% |
| 28 | HOLOGIC INC | HOLX | 211,986 | $13.8M | 1.18% |
| 29 | IRHYTHM TECHNOLOGIES INC | IRTC | 88,157 | $13.6M | 1.16% |
| 30 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 923,375 | $12.9M | 1.10% |
| 31 | ICON PLC | ICLR | 88,181 | $12.8M | 1.09% |
| 32 | UNITEDHEALTH GROUP INC | UNH | 34,623 | $10.8M | 0.92% |
| 33 | SPDR S&P 500 ETF TR | SPY | 17,129 | $10.6M | 0.90% |
| 34 | UNITED THERAPEUTICS CORP DEL | UTHR | 36,391 | $10.5M | 0.89% |
| 35 | BIOMARIN PHARMACEUTICAL INC | BMRN | 178,319 | $9.8M | 0.83% |
| 36 | MERUS N V | N5749R100 | 183,882 | $9.7M | 0.82% |
| 37 | VERONA PHARMA PLC | 925050106 | 80,416 | $7.6M | 0.65% |
| 38 | ABBVIE INC | ABBV | 40,782 | $7.6M | 0.64% |
| 39 | BLUEPRINT MEDICINES CORP | 09627Y109 | 48,444 | $6.2M | 0.53% |
| 40 | NEOGENOMICS INC | NEO | 770,038 | $5.6M | 0.48% |
| 41 | COMPASS PATHWAYS PLC | CMPS | 1,779,259 | $5.0M | 0.42% |
| 42 | AMYLYX PHARMACEUTICALS INC | AMLX | 732,256 | $4.7M | 0.40% |
| 43 | CENTESSA PHARMACEUTICALS PLC | CNTA | 344,972 | $4.5M | 0.39% |
| 44 | ARGENX SE | ARGX | 7,237 | $4.0M | 0.34% |
| 45 | PRAXIS PRECISION MEDICINES I | PRAX | 84,713 | $3.6M | 0.30% |
| 46 | INHIBRX BIOSCIENCES INC | INBX | 244,261 | $3.5M | 0.30% |
| 47 | IO BIOTECH INC | IOBT | 1,972,073 | $2.7M | 0.23% |
| 48 | UNIQURE NV | QURE | 174,331 | $2.4M | 0.21% |
| 49 | REZOLUTE INC | RZLT | 434,134 | $1.9M | 0.16% |
| 50 | CARIBOU BIOSCIENCES INC | CRBU | 1,358,831 | $1.7M | 0.15% |
| 51 | DISC MEDICINE INC | IRON | 30,799 | $1.6M | 0.14% |
| 52 | NEUROCRINE BIOSCIENCES INC | NBIX | 12,821 | $1.6M | 0.14% |
| 53 | ERASCA INC | ERAS | 1,072,224 | $1.4M | 0.12% |
| 54 | STRUCTURE THERAPEUTICS INC | GPCR | 56,594 | $1.2M | 0.10% |
| 55 | VIKING THERAPEUTICS INC | VKTX | 37,729 | $999,819 | 0.09% |
| 56 | SAGIMET BIOSCIENCES INC | SGMT | 90,000 | $685,800 | 0.06% |
| 57 | WEREWOLF THERAPEUTICS INC | HOWL | 401,110 | $437,210 | 0.04% |