PFM Health Sciences, LP

PFM Health Sciences, LP reported 98 holdings worth US$1.17B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

PFM Health Sciences, LP reported 98 holdings worth US$1.17B as of Jun 30, 2026. Largest: Axsome Therapeutics, Inc., Eli Lilly And Company and Humana Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
98
Value as reported
US$1.17B

The filing in full

CompanySharesValue as reported% of portfolio
Axsome Therapeutics, Inc.220KUS$53.8M4.6%
Eli Lilly And Company39,258US$47.1M4.0%
Humana Inc.94,375US$37.5M3.2%
Unitedhealth Group Incorporated88,276US$36.7M3.1%
Neurocrine Biosciences, Inc.213KUS$36M3.1%
Inhibrx Biosciences, Inc.308KUS$29.2M2.5%
United Therapeutics Corporation49,991US$27.1M2.3%
Revolution Medicines, Inc.143KUS$26.8M2.3%
Tenet Healthcare Corporation127KUS$23.7M2.0%
Edwards Lifesciences Corporation250KUS$22.7M1.9%
Waters Corporation59,825US$22.4M1.9%
Penumbra, Inc.60,221US$19M1.6%
Bridgebio Pharma, Inc.253KUS$18.9M1.6%
Stryker Corporation56,637US$17.8M1.5%
Mettler-toledo International, Inc.13,344US$17M1.5%
Indivior Pharmaceuticals, Inc.401KUS$16.5M1.4%
Merck & Company, Inc.127KUS$16.3M1.4%
Cytokinetics, Incorporated192KUS$16.3M1.4%
Lantheus Holdings, Inc.146KUS$16.2M1.4%
Centene Corporation249KUS$16M1.4%
The Cooper Companies, Inc.221KUS$15.8M1.4%
Madrigal Pharmaceuticals, Inc.29,313US$15.7M1.4%
Acadia Healthcare Company, Inc.525KUS$15.5M1.3%
Oruka Therapeutics, Inc.159KUS$15.1M1.3%
Oscar Health, Inc.519KUS$14.8M1.3%
Thermo Fisher Scientific Inc28,496US$14.3M1.2%
Cvs Health Corporation137KUS$14.2M1.2%
Merit Medical Systems, Inc.197KUS$13.7M1.2%
Praxis Precision Medicines, Inc.38,575US$12.9M1.1%
Celldex Therapeutics, Inc.343KUS$12.8M1.1%
Novo Nordisk A/s Class B265KUS$12.7M1.1%
Integer Holdings Corporation127KUS$11.8M1.0%
Dianthus Therapeutics, Inc.121KUS$11.8M1.0%
Definium Therapeutics, Inc.249KUS$11.7M1.0%
Gilead Sciences, Inc.90,858US$11.5M0.98%
Rhythm Pharmaceuticals, Inc.102KUS$11.3M0.97%
Henry Schein, Inc.134KUS$11.2M0.96%
Arrowhead Pharmaceuticals, Inc.132KUS$10.7M0.92%
Tango Therapeutics, Inc.326KUS$10.2M0.87%
Teleflex Incorporated79,708US$10.1M0.87%
Viking Therapeutics, Inc.255KUS$9.96M0.85%
Brightspring Health Services, Inc.142KUS$9.9M0.85%
Vera Therapeutics, Inc.224KUS$9.62M0.83%
Roivant Sciences Ltd.268KUS$9.48M0.81%
Cg Oncology, Inc.128KUS$9.11M0.78%
Amneal Pharmaceuticals, Inc.481KUS$8.32M0.71%
Eupraxia Pharmaceuticals, Inc.1.21MUS$8M0.69%
Irhythm Holdings, Inc.65,196US$7.76M0.67%
Kodiak Sciences Inc193KUS$7.53M0.65%
Abbott Laboratories82,230US$7.46M0.64%
West Pharmaceutical Services, Inc.20,733US$7.44M0.64%
Takeda Pharmaceutical Co. Ltd.444KUS$7.12M0.61%
Hinge Health, Inc.82,860US$6.88M0.59%
Arcutis Biotherapeutics, Inc.242KUS$6.35M0.54%
Integra Lifesciences Holdings Corporation349KUS$6.26M0.54%
Illumina, Inc.35,040US$6.16M0.53%
Meiragtx Holdings Plc455KUS$6.15M0.53%
Natera, Inc.22,077US$5.99M0.51%
Abivax Sa43,264US$5.77M0.49%
Guardant Health, Inc.36,701US$5.51M0.47%
Celcuity Inc.52,155US$5.46M0.47%
Arcus Biosciences, Inc.152KUS$4.69M0.40%
Charles River Laboratories International, Inc.18,747US$4.25M0.36%
Elanco Animal Health Incorporated172KUS$4.24M0.36%
Argenx Se4,482US$4.16M0.36%
Bio-rad Laboratories, Inc.13,995US$4.11M0.35%
Spyre Therapeutics, Inc.46,217US$4.1M0.35%
Mbx Biosciences, Inc.70,971US$3.92M0.34%
Mirum Pharmaceuticals, Inc.31,536US$3.69M0.32%
Cullinan Therapeutics, Inc.192KUS$3.5M0.30%
Hca Healthcare, Inc.8,295US$3.23M0.28%
Capricor Therapeutics, Inc.122KUS$2.94M0.25%
Denali Therapeutics Inc.101KUS$2.6M0.22%
Syndax Pharmaceuticals, Inc.118KUS$2.59M0.22%
Amylyx Pharmaceuticals, Inc.144KUS$2.58M0.22%
Tarsus Pharmaceuticals, Inc.40,579US$2.55M0.22%
Outset Medical, Inc.582KUS$2.51M0.22%
Omada Health, Inc.114KUS$2.51M0.22%
Erasca, Inc.134KUS$2.46M0.21%
Cencora, Inc.7,385US$2.09M0.18%
Biocryst Pharmaceuticals, Inc.207KUS$2.07M0.18%
Omnicell, Inc.49,040US$2.04M0.17%
Cvrx, Inc.370KUS$1.9M0.16%
Hims & Hers Health, Inc.49,454US$1.71M0.15%
Mineralys Therapeutics, Inc.62,418US$1.68M0.14%
Tectonic Therapeutic, Inc.45,631US$1.57M0.13%
Rezolute, Inc.127KUS$662K0.06%
Caribou Biosciences, Inc.355KUS$624K0.05%
Billiontoone, Inc.0US$00.00%
Cardinal Health, Inc.0US$00.00%
Dexcom, Inc.0US$00.00%
Glaukos Corporation0US$00.00%
Globus Medical, Inc.0US$00.00%
Medline Inc.0US$00.00%
Neogenomics, Inc.0US$00.00%
Personalis, Inc.0US$00.00%
Soleno Therapeutics, Inc.0US$00.00%
Terns Pharmaceuticals, Inc.0US$00.00%
Alignment Healthcare, Inc.0US$00.00%
Ascendis Pharma A/s0US$00.00%

Source

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