PFM Health Sciences, LP 13F Holdings

CIK 0001442756 · SAN FRANCISCO, CA

As of Sep 30, 2025, PFM Health Sciences, LP reported 70 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ELI LILLY & COLLYHealthcare225,139 71.8M13.21%
TENET HEALTHCARE CORPTHCHealthcare461,654$93.7M7.21%
STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETFXBI—717,400$71.9M5.53%
AXSOME THERAPEUTICS INCAXSMHealthcare530,332$64.4M4.95%
MCKESSON CORPMCKHealthcare72,313$55.9M4.30%
PENUMBRA INCPENHealthcare195,085$49.4M3.80%
UNITED THERAPEUTICS CORPUTHRHealthcare95,650$40.1M3.08%
INTUITIVE SURGICAL INCISRGHealthcare77,403$34.6M2.66%
EDWARDS LIFESCIENCES CORPEWHealthcare381,324$29.7M2.28%
HUMANA INCHUMHealthcare113,648$29.6M2.27%
ASCENDIS PHARMA AASNDHealthcare145,311$28.9M2.22%
HCA HEALTHCARE INCHCAHealthcare65,773$28.0M2.16%
CVS HEALTH CORPCVSHealthcare346,679$26.1M2.01%
CENCORA INCCORHealthcare80,493$25.2M1.93%
OUTSET MEDICAL INCOMHealthcare1,729,921$24.4M1.88%
UNIVERSAL HEALTH SERVICES INCUHSHealthcare116,260$23.8M1.83%
ICON PLCICLRHealthcare133,683$23.4M1.80%
CENTENE CORPCNCHealthcare574,360$20.5M1.58%
MERCK & CO INCMRKHealthcare236,468 9.8M1.53%
ELEVANCE HEALTH INCELVHealthcare60,776 9.6M1.51%
NATERA INCNTRAHealthcare115,596 8.6M1.43%
ADMA BIOLOGICS INCADMAHealthcare1,181,011 7.3M1.33%
NEOGENOMICS INCNEOHealthcare2,208,530 7.0M1.31%
BRIDGEBIO PHARMA INCBBIOHealthcare327,174 7.0M1.31%
SOLENO THERAPEUTICS INCSLNOHealthcare243,401 6.5M1.27%