Institutions / PFM Health Sciences, LP
PFM Health Sciences, LP
CIK 1442756 · Institution · as of Dec 31, 2025
Portfolio value
$987.70M
Positions
77
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 77 →
| Company | Value | % of portfolio |
|---|---|---|
| Tenet Healthcare Corp | $79.04M | 8.0% |
| ELI LILLY & Co | $73.39M | 7.4% |
| Axsome Therapeutics, Inc. | $45.95M | 4.7% |
| Penumbra Inc | $45.14M | 4.6% |
| Ascendis Pharma A/S | $37.89M | 3.8% |
| United Therapeutics Corp | $33.01M | 3.3% |
| Centene Corp | $29.85M | 3.0% |
| BridgeBio Pharma, Inc. | $23.44M | 2.4% |
| ADMA Biologics Inc | $23.18M | 2.3% |
| Neurocrine Biosciences Inc | $23.15M | 2.3% |
| Glaukos Corp | $22.77M | 2.3% |
| Thermo Fisher Scientific Inc. | $21.97M | 2.2% |
| Edwards Lifesciences Corp | $21.04M | 2.1% |
| ICON plc | $21.02M | 2.1% |
| Inhibrx Biosciences, Inc. | $20.98M | 2.1% |
| Medtronic plc | $20.54M | 2.1% |
| NeoGenomics Inc | $19.92M | 2.0% |
| Merck & Co., Inc. | $19.77M | 2.0% |
| Amneal Pharmaceuticals, Inc. | $18.47M | 1.9% |
| Stryker Corp | $17.87M | 1.8% |
| Unitedhealth Group Inc | $16.68M | 1.7% |
| Waters Corp | $16.41M | 1.7% |
| Ascendis Pharma A/S | $15.13M | 1.5% |
| Dexcom Inc | $15.09M | 1.5% |
| Centessa Pharmaceuticals PLC | $14.80M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.