Pfm Health Sciences, Lp Top Holdings and 13F Report (2024) → Unlock Explosive Gains with This Defense Stock (From Behind the Markets) (Ad) About Pfm Health Sciences, LpInvestment ActivityPfm Health Sciences, Lp has $2.13 billion in total holdings as of March 31, 2024.Pfm Health Sciences, Lp owns shares of 86 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 20.14% of the portfolio was purchased this quarter.About 7.33% of the portfolio was sold this quarter.This quarter, Pfm Health Sciences, Lp has purchased 63 new stocks and bought additional shares in 18 stocks.Pfm Health Sciences, Lp sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings Eli Lilly and Company $232,332,308Cytokinetics $123,196,731Merck & Co., Inc. $78,676,639AbbVie $73,543,088Edwards Lifesciences $70,739,246 Largest New Holdings this Quarter iShares 20+ Year Treasury Bond ETF $49,486,260 HoldingiShares China Large-Cap ETF $24,618,796 HoldingDexCom $21,620,279 HoldingiShares Russell 2000 ETF $20,843,885 HoldingWest Pharmaceutical Services $20,259,165 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 523,000 shares (about $49.49M)Intuitive Surgical 86,730 shares (about $34.61M)Zimmer Biomet 187,695 shares (about $24.77M)iShares China Large-Cap ETF 1,022,800 shares (about $24.62M)HCA Healthcare 71,800 shares (about $23.95M) Largest Sales this Quarter Inhibrx 490,046 shares (about $17.13M)Day One Biopharmaceuticals 948,324 shares (about $15.67M)Sana Biotechnology 1,208,337 shares (about $12.08M)PRAXIS PRECISION MEDICINES I 178,943 shares (about $10.92M)Becton, Dickinson and Company 28,489 shares (about $7.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPfm Health Sciences, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLLYEli Lilly and Company$232,332,3080.0%298,64310.9%MedicalCYTKCytokinetics$123,196,7310.0%1,757,1925.8%MedicalMRKMerck & Co., Inc.$78,676,6390.0%596,2613.7%MedicalABBVAbbVie$73,543,088$573,979 ▼-0.8%403,8613.5%MedicalEWEdwards Lifesciences$70,739,2460.0%740,2603.3%MedicalHCAHCA Healthcare$65,585,339$23,947,454 ▲57.5%196,6403.1%MedicalVRTXVertex Pharmaceuticals$62,221,6250.0%148,8522.9%MedicalTHCTenet Healthcare$61,952,7800.0%589,4092.9%MedicalMCKMcKesson$52,341,8010.0%97,4982.5%MedicalTLTiShares 20+ Year Treasury Bond ETF$49,486,260$49,486,260 ▲New Holding523,0002.3%ETFCNCCentene$46,971,300$3,199,002 ▲7.3%598,5132.2%MedicalISRGIntuitive Surgical$44,313,756$34,613,075 ▲356.8%111,0372.1%MedicalHUMHumana$43,457,8850.0%125,3402.0%MedicalBDXBecton, Dickinson and Company$42,450,542$7,049,603 ▼-14.2%171,5522.0%MedicalLEGNLegend Biotech$41,186,494$3,097,122 ▲8.1%734,2931.9%MedicalZBHZimmer Biomet$39,640,325$24,771,986 ▲166.6%300,3511.9%MedicalUHSUniversal Health Services$39,043,338$2,133,140 ▲5.8%213,9831.8%MedicalICLRICON Public$38,878,150$4,674,408 ▲13.7%115,7261.8%MedicalAXSMAxsome Therapeutics$37,300,6750.0%467,4271.8%MedicalPENPenumbra$34,768,3190.0%155,7861.6%MedicalAVTRAvantor$34,348,411$17,044,220 ▲98.5%1,343,3091.6%MedicalARGXargenx$34,187,4950.0%86,8321.6%MedicalTMOThermo Fisher Scientific$33,732,266$3,899,919 ▲13.1%58,0381.6%MedicalCRBUCaribou Biosciences$33,324,008$12,881 ▲0.0%6,483,2701.6%MedicalDHRDanaher$31,343,6060.0%125,5151.5%Multi-Sector ConglomeratesPRAXIS PRECISION MEDICINES I$29,143,457$10,919,102 ▼-27.3%477,6051.4%COM NEWMOHMolina Healthcare$28,794,2530.0%70,0881.4%MedicalELVElevance Health$28,649,335$3,924,829 ▲15.9%55,2501.3%MedicalIQVIQVIA$28,286,7580.0%111,8541.3%MedicalVEEVVeeva Systems$27,549,0990.0%118,9051.3%Computer and TechnologyEPIXESSA Pharma$25,303,766$2,394,859 ▼-8.6%2,980,4201.2%MedicalFXIiShares China Large-Cap ETF$24,618,796$24,618,796 ▲New Holding1,022,8001.2%ETFDXCMDexCom$21,620,279$21,620,279 ▲New Holding155,8781.0%MedicalACHCAcadia Healthcare$21,209,887$3,184,882 ▼-13.1%267,7341.0%MedicalACLXArcellx$21,088,256$2,224,765 ▼-9.5%303,2101.0%MedicalIWMiShares Russell 2000 ETF$20,843,885$20,843,885 ▲New Holding99,1151.0%FinanceWSTWest Pharmaceutical Services$20,259,165$20,259,165 ▲New Holding51,1971.0%MedicalSYKStryker$19,715,774$1,265,786 ▼-6.0%55,0920.9%MedicalHOWLWerewolf Therapeutics$19,483,636$2,990,151 ▼-13.3%3,006,7340.9%MedicalIWMiShares Russell 2000 ETF$18,632,580$18,632,580 ▲New Holding88,6000.9%FinanceNEVRO CORP$16,581,2500.0%17,500,0000.8%NOTE 2.750% 4/0ADAPAdaptimmune Therapeutics$16,468,5530.0%10,423,1350.8%MedicalSNDXSyndax Pharmaceuticals$15,676,917$1,503,470 ▲10.6%658,6940.7%MedicalIMVTImmunovant$15,267,7670.0%472,5400.7%MedicalBIOMARIN PHARMACEUTICAL INC$14,766,0000.0%15,000,0000.7%NOTE 0.599% 8/0METAGENOMI INC$13,366,871$13,366,871 ▲New Holding1,267,0020.6%COMWATWaters$13,240,463$13,240,463 ▲New Holding38,4640.6%MedicalOSCROscar Health$12,800,408$7,801,620 ▲156.1%860,8210.6%FinanceARKKARK Innovation ETF$12,132,381$12,132,381 ▲New Holding242,2600.6%ETFBSXBoston Scientific$11,834,113$4,475,821 ▼-27.4%172,7860.6%MedicalALKSAlkermes$11,628,541$11,628,541 ▲New Holding429,5730.5%MedicalCYTOKINETICS INC$11,448,000$1,272,000 ▼-10.0%7,200,0000.5%NOTE 3.500% 7/0CELCCelcuity$10,735,243$7,344,108 ▲216.6%497,0020.5%MedicalUNHUnitedHealth Group$9,577,8870.0%19,3610.5%MedicalCMPSCOMPASS Pathways$9,065,405$6,246,914 ▲221.6%1,089,5920.4%MedicalMDGLMadrigal Pharmaceuticals$8,003,990$8,003,990 ▲New Holding29,9730.4%MedicalALGNAlign Technology$7,460,508$7,460,508 ▲New Holding22,7510.4%MedicalINSPInspire Medical Systems$7,207,708$7,207,708 ▲New Holding33,5570.3%MedicalASCENDIS PHARMA A/S$6,933,239$6,933,239 ▲New Holding6,000,0000.3%NOTE 2.250% 4/0ITCIIntra-Cellular Therapies$6,842,427$6,842,427 ▲New Holding98,8790.3%MedicalSANASana Biotechnology$6,750,000$12,083,370 ▼-64.2%675,0000.3%MedicalGBIOGeneration Bio$6,603,5220.0%1,622,4870.3%MedicalXENEXenon Pharmaceuticals$6,481,350$1,821,101 ▼-21.9%150,5540.3%MedicalSILKSilk Road Medical$6,065,092$6,065,092 ▲New Holding331,0640.3%MedicalDAWNDay One Biopharmaceuticals$5,868,747$15,666,314 ▼-72.7%355,2510.3%MedicalERASErasca$5,222,310$83,243 ▼-1.6%2,535,1020.2%MedicalAPLSApellis Pharmaceuticals$4,875,919$4,875,919 ▲New Holding82,9520.2%MedicalIOVAIovance Biotherapeutics$4,605,374$4,605,374 ▲New Holding310,7540.2%MedicalATXSAstria Therapeutics$4,603,158$4,603,158 ▲New Holding327,0450.2%MedicalCGEMCullinan Therapeutics$4,361,678$4,361,678 ▲New Holding255,9670.2%MedicalSAGIMET BIOSCIENCES INC$4,350,699$684,324 ▲18.7%802,7120.2%COM SER AIOBTIO Biotech$4,050,1150.0%2,341,1070.2%MedicalCNTACentessa Pharmaceuticals$3,555,816$3,555,816 ▲New Holding314,6740.2%MedicalEYPTEyePoint Pharmaceuticals$3,531,9040.0%170,8710.2%MedicalFXIiShares China Large-Cap ETF$3,396,807$3,396,807 ▲New Holding141,1220.2%ETFVKTXViking Therapeutics$2,691,814$2,691,814 ▲New Holding32,8270.1%MedicalBLUEbluebird bio$2,614,5930.0%2,042,6510.1%MedicalOMOutset Medical$2,593,038$374,683 ▲16.9%1,168,0350.1%MedicalTURNSTONE BIOLOGICS CORP$2,412,957$753,677 ▲45.4%920,9760.1%COMPMVPPMV Pharmaceuticals$2,168,285$335,837 ▼-13.4%1,275,4620.1%MedicalBOUNDLESS BIO INC$2,002,310$2,002,310 ▲New Holding140,5130.1%COMINBXInhibrx$1,675,213$17,132,005 ▼-91.1%47,9180.1%MedicalCLDXCelldex Therapeutics$1,468,9500.0%35,0000.1%MedicalSRPTSarepta Therapeutics$1,461,733$1,461,733 ▲New Holding11,2910.1%MedicalQUREuniQure$1,427,608$1,427,608 ▲New Holding274,5400.1%MedicalTNYATenaya Therapeutics$1,162,221$1,162,221 ▲New Holding222,2220.1%MedicalKRTXKaruna Therapeutics$0$41,239,037 ▼-100.0%00.0%MedicalROIVRoivant Sciences$0$13,644,821 ▼-100.0%00.0%MedicalLANTHEUS HLDGS INC$0$10,693,200 ▼-100.0%00.0%NOTE 2.625%12/1PRTAProthena$0$6,895,297 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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