Pfm Health Sciences, Lp Top Holdings and 13F Report (2025) About Pfm Health Sciences, LpInvestment ActivityPfm Health Sciences, Lp has $1.17 billion in total holdings as of December 31, 2024.Pfm Health Sciences, Lp owns shares of 56 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 22.08% of the portfolio was purchased this quarter.About 43.69% of the portfolio was sold this quarter.This quarter, Pfm Health Sciences, Lp has purchased 65 new stocks and bought additional shares in 14 stocks.Pfm Health Sciences, Lp sold shares of 23 stocks and completely divested from 26 stocks this quarter.Largest Holdings Eli Lilly and Company $208,931,969Tenet Healthcare $87,866,768McKesson $52,989,520Axsome Therapeutics $50,431,331Intuitive Surgical $48,345,557 Largest New Holdings this Quarter 881624209 - Teva Pharmaceutical Industries $20,763,059 Holding632307104 - Natera $17,105,175 Holding03073E105 - Cencora $15,978,107 Holding574795100 - Masimo $15,888,547 Holding00973Y108 - Akero Therapeutics $14,202,671 Holding Largest Purchases this Quarter Teva Pharmaceutical Industries 1,238,846 shares (about $20.76M)UnitedHealth Group 63,719 shares (about $19.88M)Natera 101,250 shares (about $17.11M)Cencora 53,287 shares (about $15.98M)Masimo 94,451 shares (about $15.89M) Largest Sales this Quarter AbbVie 290,959 shares (about $54.01M)argenex 61,762 shares (about $34.04M)McKesson 25,185 shares (about $18.46M)BridgeBio Pharma 386,342 shares (about $16.68M)Soleno Therapeutics 188,004 shares (about $15.75M) 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$208,931,969$4,486,195 ▼-2.1%268,02317.8%MedicalTHCTenet Healthcare$87,866,768$1,391,984 ▲1.6%499,2437.5%MedicalMCKMcKesson$52,989,520$18,455,064 ▼-25.8%72,3134.5%MedicalAXSMAxsome Therapeutics$50,431,331$7,666,402 ▼-13.2%483,1054.3%MedicalISRGIntuitive Surgical$48,345,557$2,231,241 ▼-4.4%88,9674.1%MedicalPENPenumbra$42,667,5600.0%166,2613.6%MedicalASNDAscendis Pharma A/S$38,274,740$6,013,039 ▲18.6%221,7543.3%MedicalSLNOSoleno Therapeutics$34,115,384$15,750,975 ▼-31.6%407,2022.9%MedicalCVSCVS Health$33,041,765$11,498,966 ▲53.4%479,0052.8%MedicalOUTSET MED INC$31,979,406$403,410 ▼-1.2%1,664,7272.7%COM NEWDHRDanaher$31,885,524$9,667,213 ▲43.5%161,4132.7%MedicalUNHUnitedHealth Group$31,079,387$19,878,416 ▲177.5%99,6232.6%MedicalEWEdwards Lifesciences$30,697,660$981,457 ▲3.3%392,5032.6%MedicalASCENDIS PHARMA A/S$28,841,4470.0%23,000,0002.5%NOTE 2.250% 4/0HCAHCA Healthcare$27,694,299$1,982,159 ▼-6.7%72,2902.4%MedicalHUMHumana$26,773,249$11,312,823 ▲73.2%109,5112.3%MedicalMOHMolina Healthcare$25,541,648$4,662,433 ▲22.3%85,7392.2%MedicalALNYAlnylam Pharmaceuticals$23,550,220$4,866,893 ▼-17.1%72,2202.0%MedicalBBIOBridgeBio Pharma$22,531,022$16,682,248 ▼-42.5%521,7931.9%MedicalTEVATeva Pharmaceutical Industries$20,763,059$20,763,059 ▲New Holding1,238,8461.8%MedicalINDVIndivior$19,986,423$2,890,485 ▲16.9%1,355,9311.7%MedicalNTRANatera$17,105,175$17,105,175 ▲New Holding101,2501.5%MedicalCORCencora$15,978,107$15,978,107 ▲New Holding53,2871.4%MedicalMASIMasimo$15,888,547$15,888,547 ▲New Holding94,4511.4%MedicalOSCROscar Health$15,759,108$2,696,895 ▼-14.6%735,0331.3%FinanceWATWaters$15,039,785$3,060,732 ▼-16.9%43,0891.3%MedicalAKROAkero Therapeutics$14,202,671$14,202,671 ▲New Holding266,1671.2%MedicalHOLXHologic$13,813,008$13,813,008 ▲New Holding211,9861.2%MedicalIRTCiRhythm Technologies$13,572,652$13,572,652 ▲New Holding88,1571.2%MedicalARQTArcutis Biotherapeutics$12,945,718$12,945,718 ▲New Holding923,3751.1%MedicalICLRIcon$12,825,926$6,856,949 ▲114.9%88,1811.1%MedicalSPYSPDR S&P 500 ETF Trust$10,583,153$10,583,153 ▲New Holding17,1290.9%FinanceUTHRUnited Therapeutics$10,456,954$10,456,954 ▲New Holding36,3910.9%MedicalBMRNBioMarin Pharmaceutical$9,802,195$9,802,195 ▲New Holding178,3190.8%MedicalMRUSMerus$9,672,193$9,672,193 ▲New Holding183,8820.8%MedicalVRNAVerona Pharma PLC American Depositary Share$7,605,745$7,605,745 ▲New Holding80,4160.6%MedicalABBVAbbVie$7,569,955$54,007,811 ▼-87.7%40,7820.6%MedicalBPMCBlueprint Medicines$6,209,552$255,206 ▲4.3%48,4440.5%MedicalNEONeoGenomics$5,628,978$1,349,843 ▲31.5%770,0380.5%MedicalCMPSCOMPASS Pathways$4,981,925$3,718,377 ▲294.3%1,779,2590.4%MedicalAMLXAmylyx Pharmaceuticals$4,693,761$653,044 ▼-12.2%732,2560.4%MedicalCNTACentessa Pharmaceuticals$4,532,932$2,964,042 ▼-39.5%344,9720.4%MedicalARGXargenex$3,989,179$34,044,448 ▼-89.5%7,2370.3%MedicalPRAXIS PRECISION MEDICINES I$3,562,182$3,202,234 ▼-47.3%84,7130.3%COM NEWINHIBRX BIOSCIENCES INC$3,485,604$2,782,964 ▼-44.4%244,2610.3%COMIOBTIO Biotech$2,741,181$512,957 ▼-15.8%1,972,0730.2%MedicalQUREuniQure$2,430,174$5,933,365 ▼-70.9%174,3310.2%MedicalRZLTRezolute$1,936,238$1,936,238 ▲New Holding434,1340.2%MedicalCRBUCaribou Biosciences$1,712,127$1,445,981 ▼-45.8%1,358,8310.1%MedicalIRONDisc Medicine$1,631,115$1,631,115 ▲New Holding30,7990.1%MedicalNBIXNeurocrine Biosciences$1,611,471$1,611,471 ▲New Holding12,8210.1%MedicalERASErasca$1,361,724$3,070,014 ▼-69.3%1,072,2240.1%MedicalGPCRStructure Therapeutics$1,173,760$335,864 ▲40.1%56,5940.1%MedicalVKTXViking Therapeutics$999,819$999,819 ▲New Holding37,7290.1%MedicalSAGIMET BIOSCIENCES INC$685,800$4,259,626 ▼-86.1%90,0000.1%COM SER AHOWLWerewolf Therapeutics$437,210$2,294,897 ▼-84.0%401,1100.0%MedicalXLVHealth Care Select Sector SPDR Fund$0$62,740,497 ▼-100.0%00.0%ETFVRTXVertex Pharmaceuticals$0$61,566,807 ▼-100.0%00.0%MedicalELVElevance Health$0$38,373,041 ▼-100.0%00.0%MedicalUHSUniversal Health Services$0$29,222,208 ▼-100.0%00.0%MedicalBDXBecton, Dickinson and Company$0$20,975,253 ▼-100.0%00.0%MedicalIQVIQVIA$0$19,719,860 ▼-100.0%00.0%MedicalXRTSPDR S&P Retail ETF$0$13,380,729 ▼-100.0%00.0%ETFSNDXSyndax Pharmaceuticals$0$11,381,119 ▼-100.0%00.0%MedicalAZNAstraZeneca$0$11,039,700 ▼-100.0%00.0%MedicalTMOThermo Fisher Scientific$0$10,895,947 ▼-100.0%00.0%MedicalSAREPTA THERAPEUTICS INC$0$9,310,000 ▼-100.0%00.0%NOTE 1.250% 9/1CNCCentene$0$8,220,013 ▼-100.0%00.0%MedicalBHVNBiohaven$0$4,743,260 ▼-100.0%00.0%MedicalPMVPPMV Pharmaceuticals$0$3,599,117 ▼-100.0%00.0%MedicalSRPTSarepta Therapeutics$0$3,242,630 ▼-100.0%00.0%MedicalXENEXenon Pharmaceuticals$0$3,094,518 ▼-100.0%00.0%MedicalCAPRCapricor Therapeutics$0$1,335,063 ▼-100.0%00.0%MedicalMETAGENOMI INC$0$1,204,692 ▼-100.0%00.0%COMSWTXSpringWorks Therapeutics$0$1,166,665 ▼-100.0%00.0%MedicalKROSKeros Therapeutics$0$1,063,051 ▼-100.0%00.0%MedicalACLXArcellx$0$1,016,013 ▼-100.0%00.0%MedicalVERVVerve Therapeutics$0$710,612 ▼-100.0%00.0%MedicalCELCCelcuity$0$539,358 ▼-100.0%00.0%MedicalIOVAIovance Biotherapeutics$0$440,066 ▼-100.0%00.0%MedicalTURNSTONE BIOLOGICS CORP$0$382,263 ▼-100.0%00.0%COMBOUNDLESS BIO INC$0$363,175 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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