13F HOLDINGS REPORT
PFM Health Sciences, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001442756-25-000007
Total Value
$1.30B
Positions
72
Other Managers
0
Confidential Omitted
No
Holdings (72)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELI LILLY & CO | LLY | 225,139 | $171.8M | 13.21% |
| 2 | TENET HEALTHCARE CORP | THC | 461,654 | $93.7M | 7.21% |
| 3 | SPDR SERIES TRUST | 78464A870 | 717,400 | $71.9M | 5.53% |
| 4 | AXSOME THERAPEUTICS INC | AXSM | 530,332 | $64.4M | 4.95% |
| 5 | MCKESSON CORP | MCK | 72,313 | $55.9M | 4.30% |
| 6 | PENUMBRA INC | PEN | 195,085 | $49.4M | 3.80% |
| 7 | UNITED THERAPEUTICS CORP DEL | UTHR | 95,650 | $40.1M | 3.08% |
| 8 | INTUITIVE SURGICAL INC | ISRG | 77,403 | $34.6M | 2.66% |
| 9 | EDWARDS LIFESCIENCES CORP | EW | 381,324 | $29.7M | 2.28% |
| 10 | ASCENDIS PHARMA A/S | ASND | 145,311 | $28.9M | 2.22% |
| 11 | HUMANA INC | HUM | 110,000 | $28.6M | 2.20% |
| 12 | HCA HEALTHCARE INC | HCA | 65,773 | $28.0M | 2.16% |
| 13 | CVS HEALTH CORP | CVS | 346,679 | $26.1M | 2.01% |
| 14 | CENCORA INC | COR | 80,493 | $25.2M | 1.93% |
| 15 | OUTSET MED INC | OM | 1,729,921 | $24.4M | 1.88% |
| 16 | UNIVERSAL HLTH SVCS INC | 913903100 | 116,260 | $23.8M | 1.83% |
| 17 | ICON PLC | ICLR | 133,683 | $23.4M | 1.80% |
| 18 | CENTENE CORP DEL | CNC | 574,360 | $20.5M | 1.58% |
| 19 | MERCK & CO INC | MRK | 236,468 | $19.8M | 1.53% |
| 20 | ELEVANCE HEALTH INC FORMERLY | ELV | 60,776 | $19.6M | 1.51% |
| 21 | NATERA INC | NTRA | 115,596 | $18.6M | 1.43% |
| 22 | ADMA BIOLOGICS INC | ADMA | 1,181,011 | $17.3M | 1.33% |
| 23 | NEOGENOMICS INC | NEO | 2,208,530 | $17.0M | 1.31% |
| 24 | BRIDGEBIO PHARMA INC | BBIO | 327,174 | $17.0M | 1.31% |
| 25 | SOLENO THERAPEUTICS INC | SLNO | 243,401 | $16.5M | 1.27% |
| 26 | CENTESSA PHARMACEUTICALS PLC | CNTA | 666,196 | $16.2M | 1.24% |
| 27 | ASCENDIS PHARMA A/S | ASND | 11,515,000 | $15.7M | 1.21% |
| 28 | OSCAR HEALTH INC | OSCR | 820,642 | $15.5M | 1.19% |
| 29 | REVOLUTION MEDICINES INC | RVMDW | 331,069 | $15.5M | 1.19% |
| 30 | VERA THERAPEUTICS INC | VERA | 513,685 | $14.9M | 1.15% |
| 31 | SPDR S&P 500 ETF TR | SPY | 21,210 | $14.1M | 1.09% |
| 32 | ISHARES TR | 464287655 | 56,700 | $13.7M | 1.05% |
| 33 | INDIVIOR PLC | INDV | 561,526 | $13.5M | 1.04% |
| 34 | VEEVA SYS INC | VEEV | 41,503 | $12.4M | 0.95% |
| 35 | MERUS N V | N5749R100 | 130,742 | $12.3M | 0.95% |
| 36 | BOSTON SCIENTIFIC CORP | BSX | 122,000 | $11.9M | 0.92% |
| 37 | AKERO THERAPEUTICS INC | 00973Y108 | 248,079 | $11.8M | 0.91% |
| 38 | REGENERON PHARMACEUTICALS | REGN | 19,890 | $11.2M | 0.86% |
| 39 | IRHYTHM TECHNOLOGIES INC | IRTC | 64,998 | $11.2M | 0.86% |
| 40 | COMPASS PATHWAYS PLC | CMPS | 1,662,836 | $9.5M | 0.73% |
| 41 | WATERS CORP | 941848103 | 30,751 | $9.2M | 0.71% |
| 42 | VERONA PHARMA PLC | 925050106 | 80,416 | $8.6M | 0.66% |
| 43 | INHIBRX BIOSCIENCES INC | INBX | 239,644 | $8.1M | 0.62% |
| 44 | NEUROCRINE BIOSCIENCES INC | NBIX | 57,246 | $8.0M | 0.62% |
| 45 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 356,818 | $7.2M | 0.55% |
| 46 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 360,460 | $6.8M | 0.52% |
| 47 | CG ONCOLOGY INC | CGON | 157,874 | $6.4M | 0.49% |
| 48 | AMYLYX PHARMACEUTICALS INC | AMLX | 436,156 | $5.9M | 0.46% |
| 49 | COOPER COS INC | 216648501 | 74,363 | $5.1M | 0.39% |
| 50 | RHYTHM PHARMACEUTICALS INC | RYTM | 48,162 | $4.9M | 0.37% |
| 51 | VIKING THERAPEUTICS INC | VKTX | 183,538 | $4.8M | 0.37% |
| 52 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 18,365 | $4.8M | 0.37% |
| 53 | ASTRAZENECA PLC | AZN | 61,795 | $4.7M | 0.36% |
| 54 | ARGENX SE | ARGX | 6,403 | $4.7M | 0.36% |
| 55 | REZOLUTE INC | RZLT | 452,733 | $4.3M | 0.33% |
| 56 | SYNDAX PHARMACEUTICALS INC | SNDX | 256,488 | $3.9M | 0.30% |
| 57 | MBX BIOSCIENCES INC | MBX | 221,505 | $3.9M | 0.30% |
| 58 | AMNEAL PHARMACEUTICALS INC | AMRX | 355,818 | $3.6M | 0.27% |
| 59 | STRUCTURE THERAPEUTICS INC | GPCR | 115,073 | $3.2M | 0.25% |
| 60 | PRAXIS PRECISION MEDICINES I | PRAX | 60,578 | $3.2M | 0.25% |
| 61 | ENLIVEN THERAPEUTICS INC | ELVN | 156,463 | $3.2M | 0.25% |
| 62 | CARIBOU BIOSCIENCES INC | CRBU | 1,358,831 | $3.2M | 0.24% |
| 63 | BOSTON SCIENTIFIC CORP | BSX | 28,648 | $2.8M | 0.22% |
| 64 | UNIQURE NV | QURE | 46,353 | $2.7M | 0.21% |
| 65 | DIANTHUS THERAPEUTICS INC | DNTH | 67,840 | $2.7M | 0.21% |
| 66 | DISC MEDICINE INC | IRON | 32,539 | $2.2M | 0.17% |
| 67 | LIQUIDIA CORPORATION | LQDA | 76,300 | $1.7M | 0.13% |
| 68 | HIMS & HERS HEALTH INC | HIMS | 22,915 | $1.3M | 0.10% |
| 69 | THERMO FISHER SCIENTIFIC INC | TMO | 2,314 | $1.1M | 0.09% |
| 70 | HUMANA INC | HUM | 3,648 | $949,100 | 0.07% |
| 71 | MIND MEDICINE MINDMED INC | 60255C885 | 75,138 | $885,877 | 0.07% |
| 72 | WEREWOLF THERAPEUTICS INC | HOWL | 401,110 | $790,187 | 0.06% |