← Back to Discover
PFM Health Sciences, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,165,441,614
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ASCENDIS PHARMA A/S · ORD SHS · K08588103 · shares: $62,191,369
- AXSOME THERAPEUTICS INC. · COM · 05464T104 · shares: $53,750,513
- ELI LILLY & CO · COM · 532457108 · shares: $47,087,223
- JAZZ PHARMACEUTICALS PLC · SHS USD · G50871105 · shares: $38,740,265
- HUMANA INC · COM · 444859102 · shares: $37,487,638
- UNITEDHEALTH GROUP INC · COM · 91324P102 · shares: $36,690,154
- NEUROCRINE BIOSCIENCES INC · COM · 64125C109 · shares: $35,966,549
- INHIBRX BIOSCIENCES INC · COM · 45720N103 · shares: $29,219,479
- UNITED THERAPEUTICS CORP DEL · COM · 91307C102 · shares: $27,086,624
- REVOLUTION MEDICINES INC · COM · 76155X100 · shares: $26,822,616
Reported holdings
98 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ASCENDIS PHARMA A/S | ORD SHS | K08588103 | — | 233,171 shares | $62,191,369 |
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | — | 219,596 shares | $53,750,513 |
| ELI LILLY & CO | COM | 532457108 | — | 39,258 shares | $47,087,223 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | — | 160,768 shares | $38,740,265 |
| HUMANA INC | COM | 444859102 | — | 94,375 shares | $37,487,638 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 88,276 shares | $36,690,154 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | — | 213,407 shares | $35,966,549 |
| INHIBRX BIOSCIENCES INC | COM | 45720N103 | — | 308,385 shares | $29,219,479 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | — | 49,991 shares | $27,086,624 |
| REVOLUTION MEDICINES INC | COM | 76155X100 | — | 143,222 shares | $26,822,616 |
| ICON PUB LTD CO | SHS | G4705A100 | — | 136,482 shares | $23,708,288 |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | — | 126,572 shares | $23,679,090 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 250,453 shares | $22,655,978 |
| WATERS CORP | COM | 941848103 | — | 59,825 shares | $22,436,768 |
| PENUMBRA INC | COM | 70975L107 | — | 60,221 shares | $19,014,781 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 | — | 253,358 shares | $18,870,104 |
| STRYKER CORPORATION | COM | 863667101 | — | 56,637 shares | $17,831,593 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | — | 13,344 shares | $17,047,093 |
| INDIVIOR PHARMACEUTICALS INC | COM | 45579U109 | — | 401,208 shares | $16,461,564 |
| MERCK & CO INC | COM | 58933Y105 | — | 127,118 shares | $16,334,663 |
| CYTOKINETICS INC | COM NEW | 23282W605 | — | 191,686 shares | $16,329,730 |
| LANTHEUS HLDGS INC | COM | 516544103 | — | 146,403 shares | $16,241,949 |
| CENTENE CORP DEL | COM | 15135B101 | — | 248,867 shares | $15,974,773 |
| COOPER COS INC | COM | 216648501 | — | 220,890 shares | $15,840,022 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | — | 29,313 shares | $15,739,615 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | — | 524,934 shares | $15,501,301 |
| ORUKA THERAPEUTICS INC | COM | 687604108 | — | 158,825 shares | $15,115,375 |
| OSCAR HEALTH INC | CL A | 687793109 | — | 519,016 shares | $14,802,336 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 28,496 shares | $14,286,755 |
| CVS HEALTH CORP | COM | 126650100 | — | 137,457 shares | $14,219,927 |
| MERIT MED SYS INC | COM | 589889104 | — | 197,038 shares | $13,662,615 |
| PRAXIS PRECISION MEDICINES I | COM NEW | 74006W207 | — | 38,575 shares | $12,914,524 |
| CELLDEX THERAPEUTICS INC NEW | COM NEW | 15117B202 | — | 342,751 shares | $12,753,765 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 265,016 shares | $12,704,867 |
| INTEGER HLDGS CORP | COM | 45826H109 | — | 126,669 shares | $11,837,218 |
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | — | 121,222 shares | $11,816,721 |
| DEFINIUM THERAPEUTICS INC | COM SHS | 24477V105 | — | 249,020 shares | $11,713,901 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 90,858 shares | $11,479,000 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | — | 101,550 shares | $11,275,097 |
| SCHEIN HENRY INC | COM | 806407102 | — | 134,423 shares | $11,227,009 |
| ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 | — | 131,667 shares | $10,732,177 |
| TANGO THERAPEUTICS INC | COM | 87583X109 | — | 326,047 shares | $10,192,229 |
| TELEFLEX INCORPORATED | COM | 879369106 | — | 79,708 shares | $10,103,786 |
| VIKING THERAPEUTICS INC | COM | 92686J106 | — | 255,330 shares | $9,960,423 |
| BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 | — | 141,914 shares | $9,897,082 |
| VERA THERAPEUTICS INC | CL A | 92337R101 | — | 224,289 shares | $9,624,241 |
| ROIVANT SCIENCES LTD | SHS | G76279101 | — | 268,008 shares | $9,484,803 |
| CG ONCOLOGY INC | COM | 156944100 | — | 128,286 shares | $9,114,720 |
| AMNEAL PHARMACEUTICALS INC | COM STK CL A | 03168L105 | — | 480,715 shares | $8,321,177 |
| EUPRAXIA PHARMACEUTICALS INC | COM | 29842P105 | — | 1,210,661 shares | $8,002,469 |
| CENCORA INC | COM | 03073E105 | CALL | 28,100 shares | $7,951,738 |
| IRHYTHM HOLDINGS INC | COM | 450056106 | — | 65,196 shares | $7,755,064 |
| KODIAK SCIENCES INC | COM | 50015M109 | — | 193,315 shares | $7,531,552 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 82,230 shares | $7,461,550 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | — | 20,733 shares | $7,443,147 |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | — | 444,173 shares | $7,120,093 |
| HINGE HEALTH INC | CL A | 433313103 | — | 82,860 shares | $6,877,380 |
| ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 | — | 242,069 shares | $6,347,049 |
| INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | — | 348,746 shares | $6,263,478 |
| ILLUMINA INC | COM | 452327109 | — | 35,040 shares | $6,161,083 |
| MEIRAGTX HLDGS PLC | COM | G59665102 | — | 455,286 shares | $6,150,914 |
| OCULIS HOLDING AG | ORDINARY SHARES | H5870P102 | — | 436,042 shares | $6,047,903 |
| NATERA INC | COM | 632307104 | — | 22,077 shares | $5,992,802 |
| ABIVAX SA | SPONSORED ADS | 00370M103 | — | 43,264 shares | $5,765,361 |
| CENTENE CORP DEL | COM | 15135B101 | PUT | 88,200 shares | $5,661,558 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 36,701 shares | $5,506,251 |
| CELCUITY INC | COM | 15102K100 | — | 52,155 shares | $5,456,456 |
| BELITE BIO INC | SPONSORED ADS | 07782B104 | — | 34,803 shares | $5,359,140 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | — | 91,550 shares | $4,913,489 |
| ARCUS BIOSCIENCES INC | COM | 03969F109 | — | 152,129 shares | $4,690,137 |
| CHARLES RIV LABS INTL INC | COM | 159864107 | — | 18,747 shares | $4,251,632 |
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | — | 172,489 shares | $4,244,954 |
| ARGENX SE | SPONSORED ADR | 04016X101 | — | 4,482 shares | $4,158,265 |
| BIO RAD LABS INC | CL A | 090572207 | — | 13,995 shares | $4,109,072 |
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | — | 46,217 shares | $4,103,145 |
| MBX BIOSCIENCES INC | COM | 55287L101 | — | 70,971 shares | $3,917,599 |
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | — | 31,536 shares | $3,691,920 |
| CULLINAN THERAPEUTICS INC | COM | 230031106 | — | 192,442 shares | $3,504,369 |
| COMPASS PATHWAYS PLC | SPONSORED ADS | 20451W101 | — | 247,589 shares | $3,503,384 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 8,295 shares | $3,234,138 |
| CAPRICOR THERAPEUTICS INC | COM NEW | 14070B309 | — | 122,221 shares | $2,943,082 |
| DENALI THERAPEUTICS INC | COM | 24823R105 | — | 100,966 shares | $2,596,846 |
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | — | 118,422 shares | $2,588,705 |
| AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | — | 143,700 shares | $2,580,852 |
| TARSUS PHARMACEUTICALS INC | COM | 87650L103 | — | 40,579 shares | $2,554,042 |
| OUTSET MED INC | COM NEW | 690145206 | — | 582,122 shares | $2,514,767 |
| OMADA HEALTH INC | COM | 68170A108 | — | 114,442 shares | $2,512,002 |
| ERASCA INC | COM | 29479A108 | — | 134,088 shares | $2,456,492 |
| CENCORA INC | COM | 03073E105 | — | 7,385 shares | $2,089,807 |
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 | — | 207,357 shares | $2,073,570 |
| OMNICELL COM | COM | 68213N109 | — | 49,040 shares | $2,036,141 |
| CVRX INC | COM | 126638105 | — | 369,572 shares | $1,899,600 |
| HIMS & HERS HEALTH INC | COM CL A | 433000106 | — | 49,454 shares | $1,714,570 |
| MINERALYS THERAPEUTICS INC | COM | 603170101 | — | 62,418 shares | $1,684,038 |
| TECTONIC THERAPEUTIC INC | COM | 878972108 | — | 45,631 shares | $1,568,566 |
| UNIQURE NV | SHS | N90064101 | — | 26,396 shares | $1,215,800 |
| REZOLUTE INC | COM NEW | 76200L309 | — | 127,289 shares | $661,903 |
| CARIBOU BIOSCIENCES INC | COM | 142038108 | — | 354,687 shares | $624,249 |