13F HOLDINGS REPORT
PFM Health Sciences, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001442756-26-000001
Total Value
$1.00B
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TENET HEALTHCARE CORP | THC | 397,767 | $79.0M | 7.88% |
| 2 | ELI LILLY & CO | LLY | 68,289 | $73.4M | 7.32% |
| 3 | AXSOME THERAPEUTICS INC | AXSM | 251,562 | $45.9M | 4.58% |
| 4 | PENUMBRA INC | PEN | 145,171 | $45.1M | 4.50% |
| 5 | ASCENDIS PHARMA A/S | ASND | 177,685 | $37.9M | 3.78% |
| 6 | UNITED THERAPEUTICS CORP DEL | UTHR | 67,743 | $33.0M | 3.29% |
| 7 | CENTENE CORP DEL | CNC | 725,424 | $29.9M | 2.98% |
| 8 | BRIDGEBIO PHARMA INC | BBIO | 306,506 | $23.4M | 2.34% |
| 9 | ADMA BIOLOGICS INC | ADMA | 1,270,894 | $23.2M | 2.31% |
| 10 | NEUROCRINE BIOSCIENCES INC | NBIX | 163,197 | $23.1M | 2.31% |
| 11 | GLAUKOS CORP | GKOS | 201,676 | $22.8M | 2.27% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 37,915 | $22.0M | 2.19% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 246,835 | $21.0M | 2.10% |
| 14 | ICON PLC | ICLR | 115,336 | $21.0M | 2.10% |
| 15 | INHIBRX BIOSCIENCES INC | INBX | 265,517 | $21.0M | 2.09% |
| 16 | MEDTRONIC PLC | MDT | 213,796 | $20.5M | 2.05% |
| 17 | NEOGENOMICS INC | NEO | 1,694,051 | $19.9M | 1.99% |
| 18 | MERCK & CO INC | MRK | 187,834 | $19.8M | 1.97% |
| 19 | AMNEAL PHARMACEUTICALS INC | AMRX | 1,465,480 | $18.5M | 1.84% |
| 20 | STRYKER CORPORATION | SYK | 50,852 | $17.9M | 1.78% |
| 21 | UNITEDHEALTH GROUP INC | UNH | 50,539 | $16.7M | 1.66% |
| 22 | WATERS CORP | 941848103 | 43,208 | $16.4M | 1.64% |
| 23 | CENTENE CORP DEL | CNC | 372,300 | $15.3M | 1.53% |
| 24 | ASCENDIS PHARMA A/S | ASND | 10,655,000 | $15.1M | 1.51% |
| 25 | DEXCOM INC | DXCM | 227,357 | $15.1M | 1.50% |
| 26 | CENTESSA PHARMACEUTICALS PLC | CNTA | 591,601 | $14.8M | 1.48% |
| 27 | INDIVIOR PLC | INDV | 360,695 | $12.9M | 1.29% |
| 28 | CARDINAL HEALTH INC | CAH | 62,341 | $12.8M | 1.28% |
| 29 | UNIVERSAL HLTH SVCS INC | 913903100 | 57,409 | $12.5M | 1.25% |
| 30 | TELEFLEX INCORPORATED | TFX | 102,395 | $12.5M | 1.25% |
| 31 | REVOLUTION MEDICINES INC | RVMDW | 151,453 | $12.1M | 1.20% |
| 32 | SOLENO THERAPEUTICS INC | SLNO | 247,893 | $11.5M | 1.14% |
| 33 | PRAXIS PRECISION MEDICINES I | PRAX | 31,163 | $9.2M | 0.92% |
| 34 | INTUITIVE SURGICAL INC | ISRG | 15,410 | $8.7M | 0.87% |
| 35 | GILEAD SCIENCES INC | GILD | 71,018 | $8.7M | 0.87% |
| 36 | JAZZ PHARMACEUTICALS PLC | JAZZ | 50,511 | $8.6M | 0.86% |
| 37 | CVS HEALTH CORP | CVS | 107,767 | $8.6M | 0.85% |
| 38 | SANOFI SA | SNYNF | 176,413 | $8.5M | 0.85% |
| 39 | IQVIA HLDGS INC | IQV | 37,852 | $8.5M | 0.85% |
| 40 | INTEGER HLDGS CORP | ITGR | 106,585 | $8.4M | 0.83% |
| 41 | COOPER COS INC | 216648501 | 100,802 | $8.3M | 0.82% |
| 42 | VEEVA SYS INC | VEEV | 32,489 | $7.3M | 0.72% |
| 43 | OSCAR HEALTH INC | OSCR | 499,837 | $7.2M | 0.72% |
| 44 | BILLIONTOONE INC | BLLN | 87,547 | $7.2M | 0.71% |
| 45 | CG ONCOLOGY INC | CGON | 163,967 | $6.8M | 0.68% |
| 46 | VIKING THERAPEUTICS INC | VKTX | 188,956 | $6.6M | 0.66% |
| 47 | ALIGN TECHNOLOGY INC | ALGN | 42,304 | $6.6M | 0.66% |
| 48 | HCA HEALTHCARE INC | HCA | 13,865 | $6.5M | 0.65% |
| 49 | PERSONALIS INC | PSNL | 805,817 | $6.4M | 0.64% |
| 50 | VERA THERAPEUTICS INC | VERA | 107,690 | $5.5M | 0.54% |
| 51 | COMPASS PATHWAYS PLC | CMPS | 779,618 | $5.4M | 0.54% |
| 52 | SYNDAX PHARMACEUTICALS INC | SNDX | 242,967 | $5.1M | 0.51% |
| 53 | STRUCTURE THERAPEUTICS INC | GPCR | 68,248 | $4.7M | 0.47% |
| 54 | ELANCO ANIMAL HEALTH INC | ELAN | 207,311 | $4.7M | 0.47% |
| 55 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 118,525 | $4.4M | 0.44% |
| 56 | RHYTHM PHARMACEUTICALS INC | RYTM | 40,210 | $4.3M | 0.43% |
| 57 | ABIVAX SA | AAVXF | 31,878 | $4.3M | 0.43% |
| 58 | MADRIGAL PHARMACEUTICALS INC | MDGL | 7,258 | $4.2M | 0.42% |
| 59 | DIANTHUS THERAPEUTICS INC | DNTH | 99,576 | $4.1M | 0.41% |
| 60 | MOLINA HEALTHCARE INC | MOH | 22,802 | $4.0M | 0.39% |
| 61 | CELLDEX THERAPEUTICS INC NEW | CLDX | 133,161 | $3.6M | 0.36% |
| 62 | MEDLINE INC | MDLN | 85,000 | $3.6M | 0.36% |
| 63 | ARGENX SE | ARGX | 4,202 | $3.5M | 0.35% |
| 64 | BELITE BIO INC | BLTE | 19,823 | $3.2M | 0.32% |
| 65 | FORTREA HLDGS INC | FTRE | 165,439 | $2.9M | 0.28% |
| 66 | MBX BIOSCIENCES INC | MBX | 79,310 | $2.5M | 0.25% |
| 67 | CULLINAN THERAPEUTICS INC | CGEM | 227,003 | $2.3M | 0.23% |
| 68 | TARSUS PHARMACEUTICALS INC | TARS | 27,338 | $2.2M | 0.22% |
| 69 | OUTSET MED INC | OM | 530,796 | $2.0M | 0.20% |
| 70 | MINERALYS THERAPEUTICS INC | MLYS | 47,637 | $1.7M | 0.17% |
| 71 | AMYLYX PHARMACEUTICALS INC | AMLX | 134,549 | $1.6M | 0.16% |
| 72 | CARIBOU BIOSCIENCES INC | CRBU | 957,787 | $1.5M | 0.15% |
| 73 | UNIQURE NV | QURE | 39,499 | $945,211 | 0.09% |
| 74 | TECTONIC THERAPEUTIC INC | TECX | 42,724 | $891,223 | 0.09% |
| 75 | DISC MEDICINE INC | IRON | 11,002 | $873,669 | 0.09% |
| 76 | REZOLUTE INC | RZLT | 206,265 | $486,785 | 0.05% |
| 77 | NEUROPACE INC | NPCE | 11,329 | $174,920 | 0.02% |
| 78 | TREACE MED CONCEPTS INC | 89455T109 | 50,000 | $122,500 | 0.01% |