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PFM Health Sciences, LP

All holdings · as of Dec 31, 2025

77 positions

CompanyClassValue ↓Shares% of portfolio
TENET HEALTHCARE CORP—$79.04M397,7678.0%
ELI LILLY & Co—$73.39M68,2897.4%
Axsome Therapeutics, Inc.—$45.95M251,5624.7%
Penumbra Inc—$45.14M145,1714.6%
ASCENDIS PHARMA A/S—$37.89M177,6853.8%
United Therapeutics Corp—$33.01M67,7433.3%
Centene Corp—$29.85M725,4243.0%
BridgeBio Pharma, Inc.—$23.44M306,5062.4%
ADMA Biologics Inc—$23.18M1,270,8942.3%
NEUROCRINE BIOSCIENCES INC—$23.15M163,1972.3%
Glaukos Corp—$22.77M201,6762.3%
THERMO FISHER SCIENTIFIC INC.—$21.97M37,9152.2%
Edwards Lifesciences Corp—$21.04M246,8352.1%
ICON plc—$21.02M115,3362.1%
Inhibrx Biosciences, Inc.—$20.98M265,5172.1%
Medtronic plc—$20.54M213,7962.1%
NeoGenomics Inc—$19.92M1,694,0512.0%
Merck & Co., Inc.—$19.77M187,8342.0%
Amneal Pharmaceuticals, Inc.—$18.47M1,465,4801.9%
STRYKER CORP—$17.87M50,8521.8%
UNITEDHEALTH GROUP INC—$16.68M50,5391.7%
Waters Corp—$16.41M43,2081.7%
ASCENDIS PHARMA A/S—$15.13M10,655,0001.5%
Dexcom Inc—$15.09M227,3571.5%
CENTESSA PHARMACEUTICALS PLC—$14.80M591,6011.5%
INDIVIOR PLC—$12.94M360,6951.3%
CARDINAL HEALTH INC—$12.81M62,3411.3%
UNIVERSAL HEALTH SERVICES INC—$12.52M57,4091.3%
TELEFLEX INC—$12.50M102,3951.3%
Revolution Medicines, Inc.—$12.06M151,4531.2%
SOLENO THERAPEUTICS, INC.—$11.48M247,8931.2%
Praxis Precision Medicines, Inc.—$9.18M31,1630.9%
Intuitive Surgical Inc—$8.73M15,4100.9%
GILEAD SCIENCES, INC.—$8.72M71,0180.9%
Jazz Pharmaceuticals PLC—$8.59M50,5110.9%
CVS HEALTH Corp—$8.55M107,7670.9%
SANOFI—$8.55M176,4130.9%
IQVIA HOLDINGS INC.—$8.53M37,8520.9%
Integer Holdings Corp—$8.36M106,5850.8%
COOPER COMPANIES, INC.—$8.26M100,8020.8%
VEEVA SYSTEMS INC—$7.25M32,4890.7%
Oscar Health, Inc.—$7.18M499,8370.7%
BillionToOne, Inc.BLLNCommon Stock$7.16M87,5470.7%
CG Oncology, Inc.—$6.81M163,9670.7%
Viking Therapeutics Inc—$6.65M188,9560.7%
Align Technology, Inc.—$6.61M42,3040.7%
HCA Healthcare, Inc.—$6.47M13,8650.7%
Personalis, Inc.PSNLCommon Stock$6.41M805,8170.6%
Vera Therapeutics, Inc.—$5.45M107,6900.6%
COMPASS Pathways plcCMPSADR$5.38M779,6180.5%
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