PFM Health Sciences, LP 13F Holdings · Q2 2026
PFM Health Sciences, LP reported 96 securities worth $1.17B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ASND (5.34%), AXSM (4.61%), LLY (4.04%). Among its top 25 positions this quarter: 6 new, 8 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ASND | ASCENDIS PHARMA A/S | $62.2M | 5.34% | 233,171 | New |
| 2 | AXSM | AXSOME THERAPEUTICS INC. | $53.8M | 4.61% | 219,596 | Trimmed |
| 3 | LLY | ELI LILLY & CO | $47.1M | 4.04% | 39,258 | Trimmed |
| 4 | JAZZ | JAZZ PHARMACEUTICALS PLC | $38.7M | 3.32% | 160,768 | Trimmed |
| 5 | HUM | HUMANA INC | $37.5M | 3.22% | 94,375 | New |
| 6 | UNH | UNITEDHEALTH GROUP INC | $36.7M | 3.15% | 88,276 | Added |
| 7 | NBIX | NEUROCRINE BIOSCIENCES INC | $36.0M | 3.09% | 213,407 | Trimmed |
| 8 | INBX | INHIBRX BIOSCIENCES INC | $29.2M | 2.51% | 308,385 | Added |
| 9 | UTHR | UNITED THERAPEUTICS CORP DEL | $27.1M | 2.32% | 49,991 | Trimmed |
| 10 | RVMD | REVOLUTION MEDICINES INC | $26.8M | 2.30% | 143,222 | Added |
| 11 | ICLR | ICON PUB LTD CO | $23.7M | 2.03% | 136,482 | Added |
| 12 | THC | TENET HEALTHCARE CORP | $23.7M | 2.03% | 126,572 | Trimmed |
| 13 | EW | EDWARDS LIFESCIENCES CORP | $22.7M | 1.94% | 250,453 | Trimmed |
| 14 | WAT | WATERS CORP | $22.4M | 1.93% | 59,825 | Added |
| 15 | CNC | CENTENE CORP DEL | $21.6M | 1.86% | 337,067 | Added |
| 16 | PEN | PENUMBRA INC | $19.0M | 1.63% | 60,221 | Trimmed |
| 17 | BBIO | BRIDGEBIO PHARMA INC | $18.9M | 1.62% | 253,358 | Trimmed |
| 18 | SYK | STRYKER CORPORATION | $17.8M | 1.53% | 56,637 | Added |
| 19 | MTD | METTLER TOLEDO INTERNATIONAL | $17.0M | 1.46% | 13,344 | New |
| 20 | INDV | INDIVIOR PHARMACEUTICALS INC | $16.5M | 1.41% | 401,208 | Trimmed |
| 21 | CYTK | CYTOKINETICS INC | $16.3M | 1.40% | 191,686 | New |
| 22 | MRK | MERCK & CO INC | $16.3M | 1.40% | 127,118 | New |
| 23 | LNTH | LANTHEUS HLDGS INC | $16.2M | 1.39% | 146,403 | New |
| 24 | COO | COOPER COS INC | $15.8M | 1.36% | 220,890 | Added |
| 25 | MDGL | MADRIGAL PHARMACEUTICALS INC | $15.7M | 1.35% | 29,313 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR