PFM Health Sciences, LP
Net seller this quarter
$1.17B
96
-$2.1M
33.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ASND | $62.2M | 5.34% | 0.38% | +53.4% | Q4 2018 |
 AXSM | $53.8M | 4.61% | 0.42% | -16.9% | Q2 2022 |
 LLY | $47.1M | 4.04% | 0.00% | -40.3% | Q3 2015 |
 JAZZ | $38.7M | 3.32% | 0.26% | -9.8% | Q1 2015 |
 HUM | $37.5M | 3.22% | 0.08% | Not reported | Q3 2013 |
 UNH | $36.7M | 3.15% | 0.01% | +52.1% | Q4 2014 |
 NBIX | $36M | 3.09% | 0.21% | -1.1% | Q1 2021 |
 INBX | $29.2M | 2.51% | 2.10% | +1.0% | Q1 2023 |
 UTHR | $27.1M | 2.32% | 0.12% | +25.6% | Q4 2024 |
 RVMD | $26.8M | 2.30% | 0.07% | +1.7% | Q3 2020 |
 ICLR | $23.7M | 2.03% | 0.18% | +137.4% | Q3 2016 |
 THC | $23.7M | 2.03% | 0.15% | -68.2% | Q3 2013 |
 EW | $22.7M | 1.94% | 0.04% | -1.6% | Q4 2014 |
 WAT | $22.4M | 1.93% | 0.06% | +50.5% | Q2 2013 |
 PEN | $19M | 1.63% | 0.15% | -56.9% | Q3 2015 |
 BBIO | $18.9M | 1.62% | 0.13% | -1.7% | Q4 2024 |
 SYK | $17.8M | 1.53% | 0.01% | +158.0% | Q4 2014 |
 MTD | $17M | 1.46% | 0.07% | Not reported | Q4 2016 |
 INDV | $16.5M | 1.41% | 0.33% | -30.2% | Q1 2025 |
 MRK | $16.3M | 1.40% | 0.01% | Not reported | Q2 2013 |
 CYTK | $16.3M | 1.40% | 0.15% | Not reported | Q4 2020 |
 LNTH | $16.2M | 1.39% | 0.22% | Not reported | Q3 2023 |
 CNC | $16M | 1.37% | 0.05% | -5.6% | Q3 2014 |
 COO | $15.8M | 1.36% | 0.11% | +30.1% | Q2 2013 |
 MDGL | $15.7M | 1.35% | 0.13% | -14.2% | Q1 2021 |
 ACHC | $15.5M | 1.33% | 0.58% | -9.9% | Q2 2015 |
 ORKA | $15.1M | 1.30% | 0.26% | -8.8% | Q1 2026 |
 OSCR | $14.8M | 1.27% | Not reported | +3.8% | Q2 2023 |
 TMO | $14.3M | 1.23% | 0.01% | +92.1% | Q2 2013 |
 CVS | $14.2M | 1.22% | 0.01% | Not reported | Q1 2025 |
 MMSI | $13.7M | 1.17% | 0.33% | +21.3% | Q2 2017 |
 PRAX | $12.9M | 1.11% | 0.14% | +8.9% | Q2 2021 |
 CLDX | $12.8M | 1.09% | 0.44% | +5.5% | Q4 2023 |
 NVO | $12.7M | 1.09% | Not reported | +34.4% | Q1 2026 |
 ITGR | $11.8M | 1.02% | 0.37% | -6.2% | Q4 2025 |
 DNTH | $11.8M | 1.01% | 0.22% | -29.6% | Q3 2025 |
 DFTX | $11.7M | 1.01% | 0.19% | +21.3% | Q1 2026 |
 GILD | $11.5M | 0.98% | 0.01% | Not reported | Q1 2013 |
 RYTM | $11.3M | 0.97% | 0.15% | -25.7% | Q3 2025 |
 HSIC | $11.2M | 0.96% | 0.12% | -12.2% | Q3 2020 |
 ARWR | $10.7M | 0.92% | 0.09% | +104.8% | Q1 2026 |
 TNGX | $10.2M | 0.87% | 0.19% | -19.7% | Q1 2026 |
 TFX | $10.1M | 0.87% | 0.18% | Not reported | Q1 2018 |
 VKTX | $9.96M | 0.85% | 0.22% | -3.0% | Q1 2024 |
 BTSG | $9.9M | 0.85% | 0.07% | -24.3% | Q4 2025 |
 VERA | $9.62M | 0.83% | 0.31% | +28.3% | Q3 2025 |
 ROIV | $9.48M | 0.81% | 0.04% | +29.2% | Q2 2023 |
 CGON | $9.11M | 0.78% | 0.15% | -22.7% | Q3 2025 |
 AMRX | $8.32M | 0.71% | 0.15% | -48.3% | Q3 2025 |
 EPRX | $8M | 0.69% | 2.33% | +123.8% | Q1 2026 |
| Q1 2026 | |||||
| THC | $75.2M | 6.86% | 0.46% | +0.2% | Q3 2013 |
| LLY | $60.5M | 5.52% | 0.01% | -3.7% | Q3 2015 |
| PEN | $45.9M | 4.19% | 0.36% | -3.7% | Q3 2015 |
| AXSM | $44.7M | 4.07% | 0.51% | +5.1% | Q2 2022 |
| ASND | $34.8M | 3.17% | 0.25% | -14.4% | Q4 2018 |
| JAZZ | $33.7M | 3.07% | 0.29% | +252.7% | Q1 2015 |
| NBIX | $28.4M | 2.59% | 0.21% | +32.2% | Q1 2021 |
| UTHR | $23.6M | 2.15% | 0.09% | -41.2% | Q4 2024 |
 GKOS | $23.2M | 2.12% | 0.37% | +7.0% | Q4 2025 |
| CNTA | $21M | 1.91% | 0.34% | -10.7% | Q1 2024 |
| INBX | $20.5M | 1.87% | 2.09% | +15.0% | Q1 2023 |
| EW | $20.4M | 1.86% | 0.04% | +3.1% | Q4 2014 |
| BBIO | $19.1M | 1.75% | 0.13% | -15.9% | Q4 2024 |
| MDGL | $17.9M | 1.63% | 0.15% | +370.5% | Q1 2021 |
| INDV | $17.5M | 1.60% | 0.46% | +59.3% | Q1 2025 |
| UNH | $15.7M | 1.43% | 0.01% | +14.8% | Q4 2014 |
| DNTH | $14.4M | 1.32% | 0.32% | +72.9% | Q3 2025 |
 ABT | $14.4M | 1.31% | 0.01% | Not reported | Q2 2017 |
| RVMD | $13.7M | 1.25% | 0.07% | -7.1% | Q3 2020 |
| ACHC | $13.6M | 1.24% | 0.64% | Not reported | Q2 2015 |
 NEO | $13.2M | 1.21% | 1.38% | +5.3% | Q1 2025 |
| COO | $12.1M | 1.11% | 0.09% | +68.5% | Q2 2013 |
 NTRA | $12M | 1.09% | 0.04% | Not reported | Q2 2025 |
| ITGR | $11.9M | 1.08% | 0.39% | +26.7% | Q4 2025 |
| RYTM | $11.9M | 1.08% | 0.20% | +239.8% | Q3 2025 |
| WAT | $11.8M | 1.08% | 0.04% | -8.0% | Q2 2013 |
| AMRX | $11.6M | 1.05% | 0.30% | -36.5% | Q3 2025 |
| PRAX | $11.4M | 1.04% | 0.13% | +13.7% | Q2 2021 |
| HSIC | $11.3M | 1.03% | 0.13% | Not reported | Q3 2020 |
| CGON | $11.2M | 1.02% | 0.19% | +1.2% | Q3 2025 |
| MMSI | $11.2M | 1.02% | 0.27% | Not reported | Q2 2017 |
| CLDX | $10.3M | 0.94% | 0.49% | +144.0% | Q4 2023 |
 BLTE | $9.48M | 0.86% | 0.15% | +199.8% | Q4 2025 |
 DXCM | $9.4M | 0.86% | 0.04% | -34.1% | Q4 2015 |
| TERN | $9.12M | 0.83% | 0.15% | Not reported | Q1 2021 |
| CNC | $8.63M | 0.79% | 0.05% | -63.7% | Q3 2014 |
| VKTX | $8.56M | 0.78% | 0.23% | +39.2% | Q1 2024 |
| ORKA | $8.54M | 0.78% | 0.35% | New | Q1 2026 |
| TNGX | $8.5M | 0.77% | 0.28% | New | Q1 2026 |
| SLNO | $8.31M | 0.76% | 0.48% | +0.1% | Q4 2024 |
| BTSG | $7.98M | 0.73% | 0.10% | +58.1% | Q4 2025 |
 CMPS | $7.56M | 0.69% | 1.01% | +75.4% | Q2 2022 |
| TMO | $7.29M | 0.66% | 0.00% | -60.9% | Q2 2013 |
| NVO | $7.25M | 0.66% | Not reported | New | Q1 2026 |
| SYK | $7.21M | 0.66% | 0.01% | -56.8% | Q4 2014 |
| VERA | $7.03M | 0.64% | 0.27% | +62.4% | Q3 2025 |
 BLLN | $6.95M | 0.63% | 0.79% | +0.6% | Q4 2025 |
 CAH | $6.75M | 0.62% | 0.01% | -48.8% | Q3 2014 |
| ICLR | $6.36M | 0.58% | 0.08% | -50.2% | Q3 2016 |
 ALHC | $6.34M | 0.58% | 0.17% | New | Q1 2026 |
| Q4 2025 | |||||
| THC | $79M | 7.88% | 0.45% | -13.8% | Q3 2013 |
| LLY | $73.4M | 7.32% | 0.01% | -69.7% | Q3 2015 |
| AXSM | $45.9M | 4.58% | 0.49% | -52.6% | Q2 2022 |
| PEN | $45.1M | 4.50% | 0.37% | -25.6% | Q3 2015 |
| ASND | $37.9M | 3.78% | 0.29% | +22.3% | Q4 2018 |
| UTHR | $33M | 3.29% | 0.16% | -29.2% | Q4 2024 |
| CNC | $29.9M | 2.98% | 0.15% | +26.3% | Q3 2014 |
| BBIO | $23.4M | 2.34% | 0.16% | -6.3% | Q4 2024 |
 ADMA | $23.2M | 2.31% | 0.53% | +7.6% | Q3 2025 |
| NBIX | $23.1M | 2.31% | 0.16% | +185.1% | Q1 2021 |
| GKOS | $22.8M | 2.27% | 0.35% | New | Q4 2025 |
| TMO | $22M | 2.19% | 0.01% | +1538.5% | Q2 2013 |
| EW | $21M | 2.10% | 0.04% | -35.3% | Q4 2014 |
| ICLR | $21M | 2.10% | 0.15% | -13.7% | Q3 2016 |
| INBX | $21M | 2.09% | 1.82% | +10.8% | Q1 2023 |
 MDT | $20.5M | 2.05% | 0.02% | New | Q4 2025 |
| NEO | $19.9M | 1.99% | 1.31% | -23.3% | Q1 2025 |
| MRK | $19.8M | 1.97% | 0.01% | -20.6% | Q2 2013 |
| AMRX | $18.5M | 1.84% | 0.47% | +311.9% | Q3 2025 |
| SYK | $17.9M | 1.78% | 0.01% | Not reported | Q4 2014 |
| UNH | $16.7M | 1.66% | 0.01% | Not reported | Q4 2014 |
| WAT | $16.4M | 1.64% | 0.07% | +40.5% | Q2 2013 |
| DXCM | $15.1M | 1.50% | 0.06% | Not reported | Q4 2015 |
| CNTA | $14.8M | 1.48% | 0.40% | -11.2% | Q1 2024 |
| INDV | $12.9M | 1.29% | 0.29% | -35.8% | Q1 2025 |
| CAH | $12.8M | 1.28% | 0.03% | Not reported | Q3 2014 |
 UHS | $12.5M | 1.25% | Not reported | -50.6% | Q1 2013 |
| TFX | $12.5M | 1.25% | 0.23% | Not reported | Q1 2018 |
| RVMD | $12.1M | 1.20% | 0.08% | -54.3% | Q3 2020 |
| SLNO | $11.5M | 1.14% | 0.47% | +1.9% | Q4 2024 |
| PRAX | $9.18M | 0.92% | 0.12% | -48.6% | Q2 2021 |
 ISRG | $8.73M | 0.87% | 0.00% | -80.1% | Q2 2018 |
| GILD | $8.72M | 0.87% | 0.01% | Not reported | Q1 2013 |
| JAZZ | $8.59M | 0.86% | 0.08% | Not reported | Q1 2015 |
| CVS | $8.55M | 0.85% | 0.01% | -68.9% | Q1 2025 |
 SNY | $8.55M | 0.85% | 0.01% | New | Q4 2025 |
 IQV | $8.53M | 0.85% | 0.02% | Not reported | Q1 2019 |
| ITGR | $8.36M | 0.83% | 0.31% | New | Q4 2025 |
| COO | $8.26M | 0.82% | 0.05% | +35.6% | Q2 2013 |
 VEEV | $7.25M | 0.72% | 0.02% | -21.7% | Q2 2022 |
| OSCR | $7.18M | 0.72% | Not reported | -39.1% | Q2 2023 |
| BLLN | $7.16M | 0.71% | 0.78% | New | Q4 2025 |
| CGON | $6.81M | 0.68% | 0.20% | +3.9% | Q3 2025 |
| VKTX | $6.65M | 0.66% | 0.16% | +3.0% | Q1 2024 |
 ALGN | $6.61M | 0.66% | 0.06% | Not reported | Q1 2013 |
 HCA | $6.47M | 0.65% | 0.01% | -78.9% | Q1 2013 |
 PSNL | $6.41M | 0.64% | 0.79% | New | Q4 2025 |
| VERA | $5.45M | 0.54% | 0.17% | -79.0% | Q3 2025 |
| CMPS | $5.38M | 0.54% | 0.81% | -53.1% | Q2 2022 |
 SNDX | $5.1M | 0.51% | 0.28% | -5.3% | Q1 2021 |
| Q3 2025 | |||||
| LLY | $172M | 13.21% | 0.02% | -16.0% | Q3 2015 |
| THC | $93.7M | 7.21% | 0.52% | -7.5% | Q3 2013 |
| AXSM | $64.4M | 4.95% | 1.05% | +9.8% | Q2 2022 |
 MCK | $55.9M | 4.30% | 0.06% | Not reported | Q3 2013 |
| PEN | $49.4M | 3.80% | 0.50% | +17.3% | Q3 2015 |
| UTHR | $40.1M | 3.08% | 0.22% | +162.8% | Q4 2024 |
| ISRG | $34.6M | 2.66% | 0.02% | -13.0% | Q2 2018 |
| EW | $29.7M | 2.28% | 0.07% | -2.9% | Q4 2014 |
| ASND | $28.9M | 2.22% | 0.24% | -34.5% | Q4 2018 |
| HCA | $28M | 2.16% | 0.03% | -9.0% | Q1 2013 |
| CVS | $26.1M | 2.01% | 0.03% | -27.6% | Q1 2025 |
 COR | $25.2M | 1.93% | 0.04% | +51.1% | Q1 2020 |
 OM | $24.4M | 1.88% | 9.71% | +3.9% | Q3 2020 |
| UHS | $23.8M | 1.83% | Not reported | Not reported | Q1 2013 |
| ICLR | $23.4M | 1.80% | 0.18% | +51.6% | Q3 2016 |
| CNC | $20.5M | 1.58% | 0.12% | Not reported | Q3 2014 |
| MRK | $19.8M | 1.53% | 0.01% | Not reported | Q2 2013 |
 ELV | $19.6M | 1.51% | 0.03% | Not reported | Q2 2015 |
| NTRA | $18.6M | 1.43% | 0.08% | +14.2% | Q2 2025 |
| ADMA | $17.3M | 1.33% | 0.50% | New | Q3 2025 |
| NEO | $17M | 1.31% | 1.71% | +186.8% | Q1 2025 |
| BBIO | $17M | 1.31% | 0.17% | -37.3% | Q4 2024 |
| SLNO | $16.5M | 1.27% | 0.45% | -40.2% | Q4 2024 |
| CNTA | $16.2M | 1.24% | 0.50% | +93.1% | Q1 2024 |
| OSCR | $15.5M | 1.19% | Not reported | +11.7% | Q2 2023 |
| RVMD | $15.5M | 1.19% | 0.17% | Not reported | Q3 2020 |
| VERA | $14.9M | 1.15% | 0.80% | New | Q3 2025 |
 SPY | $14.1M | 1.09% | Not reported | +23.8% | Q3 2017 |
| INDV | $13.5M | 1.04% | 0.45% | -58.6% | Q1 2025 |
| VEEV | $12.4M | 0.95% | 0.03% | Not reported | Q2 2022 |
| MRUS | $12.3M | 0.95% | 0.17% | -28.9% | Q2 2025 |
| AKRO | $11.8M | 0.91% | 0.31% | -6.8% | Q3 2023 |
 REGN | $11.2M | 0.86% | 0.02% | Not reported | Q1 2013 |
 IRTC | $11.2M | 0.86% | 0.20% | -26.3% | Q2 2018 |
| CMPS | $9.53M | 0.73% | 1.73% | -6.5% | Q2 2022 |
| WAT | $9.22M | 0.71% | 0.05% | -28.6% | Q2 2013 |
| VRNA | $8.58M | 0.66% | 0.01% | Not reported | Q2 2025 |
| INBX | $8.07M | 0.62% | 1.65% | -1.9% | Q1 2023 |
| NBIX | $8.04M | 0.62% | 0.06% | +346.5% | Q1 2021 |
 TEVA | $7.21M | 0.55% | 0.03% | -71.2% | Q1 2014 |
 ARQT | $6.79M | 0.52% | 0.30% | -61.0% | Q2 2025 |
| CGON | $6.36M | 0.49% | 0.20% | New | Q3 2025 |
 AMLX | $5.93M | 0.46% | 0.40% | -40.4% | Q1 2025 |
| COO | $5.1M | 0.39% | 0.04% | Not reported | Q2 2013 |
| RYTM | $4.86M | 0.37% | 0.07% | New | Q3 2025 |
| VKTX | $4.82M | 0.37% | 0.16% | +386.5% | Q1 2024 |
 WST | $4.82M | 0.37% | 0.03% | Not reported | Q1 2024 |
 AZN | $4.74M | 0.36% | Not reported | Not reported | Q2 2020 |
 ARGX | $4.72M | 0.36% | 0.01% | -11.5% | Q4 2018 |
 RZLT | $4.26M | 0.33% | 0.50% | +4.3% | Q2 2025 |