Pfm Health Sciences, Lp Top Holdings and 13F Report (2025)

About Pfm Health Sciences, Lp

Investment Activity

Pfm Health Sciences, Lp has $1.38 billion in total holdings as of December 31, 2024.
Pfm Health Sciences, Lp owns shares of 65 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 19.66% of the portfolio was purchased this quarter.
About 40.29% of the portfolio was sold this quarter.
This quarter, Pfm Health Sciences, Lp has purchased 78 new stocks and bought additional shares in 17 stocks.
Pfm Health Sciences, Lp sold shares of 19 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

Eli Lilly and Company: $226,115,988
AbbVie: $69,506,374
Tenet Healthcare: $66,084,423
McKesson: $65,615,179
Axsome Therapeutics: $64,909,843

Largest New Holdings this Quarter

036752103 - Elevance Health: $38,373,041 Holding
02043Q107 - Alnylam Pharmaceuticals: $23,530,893 Holding
126650100 - CVS Health: $21,158,664 Holding
075887109 - Becton, Dickinson and Company: $20,975,253 Holding
690145206 - OUTSET MED INC: $18,644,141 Holding

Largest Purchases this Quarter

Elevance Health: 88,222 shares (about $38.37M)
Alnylam Pharmaceuticals: 87,145 shares (about $23.53M)
CVS Health: 312,305 shares (about $21.16M)
Becton, Dickinson and Company: 91,571 shares (about $20.98M)
Ascendis Pharma A/S: 134,524 shares (about $20.97M)

Largest Sales this Quarter

Edwards Lifesciences: 739,618 shares (about $53.61M)
UnitedHealth Group: 96,984 shares (about $50.80M)
Eli Lilly and Company: 24,865 shares (about $20.54M)
Health Care Select Sector SPDR Fund: 118,806 shares (about $17.35M)
ICON Public: 87,599 shares (about $15.33M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LLY Eli Lilly and Company	$226,115,988	$20,536,252 ▼	-8.3%	273,778	16.4%	Medical
ABBV AbbVie	$69,506,374		0.0%	331,741	5.0%	Medical
THC Tenet Healthcare	$66,084,423		0.0%	491,334	4.8%	Medical
MCK McKesson	$65,615,179		0.0%	97,498	4.8%	Medical
AXSM Axsome Therapeutics	$64,909,843	$10,393,832 ▲	19.1%	556,545	4.7%	Medical
XLV Health Care Select Sector SPDR Fund	$62,740,497	$17,346,864 ▼	-21.7%	429,700	4.6%	ETF
VRTX Vertex Pharmaceuticals	$61,566,807		0.0%	126,989	4.5%	Medical
ISRG Intuitive Surgical	$46,096,265		0.0%	93,073	3.3%	Medical
PEN Penumbra	$44,459,854		0.0%	166,261	3.2%	Medical
SLNO Soleno Therapeutics	$42,527,469	$20,556,379 ▲	93.6%	595,206	3.1%	Medical
ARGX argenx	$40,838,093	$3,136,884 ▲	8.3%	68,999	3.0%	Medical
ELV Elevance Health	$38,373,041	$38,373,041 ▲	New Holding	88,222	2.8%	Medical
BBIO BridgeBio Pharma	$31,394,227	$19,632,061 ▲	166.9%	908,135	2.3%	Medical
UHS Universal Health Services	$29,222,208	$10,985,198 ▼	-27.3%	155,520	2.1%	Medical
ASND Ascendis Pharma A/S	$29,132,728	$20,966,911 ▲	256.8%	186,916	2.1%	Medical
EW Edwards Lifesciences	$27,539,066	$53,607,513 ▼	-66.1%	379,954	2.0%	Medical
ASCENDIS PHARMA A/S	$27,344,822		0.0%	23,000,000	2.0%	NOTE 2.250% 4/0
HCA HCA Healthcare	$26,767,685	$2,772,348 ▲	11.6%	77,464	1.9%	Medical
ALNY Alnylam Pharmaceuticals	$23,530,893	$23,530,893 ▲	New Holding	87,145	1.7%	Medical
MOH Molina Healthcare	$23,086,286		0.0%	70,088	1.7%	Medical
DHR Danaher	$23,057,375	$2,673,200 ▼	-10.4%	112,475	1.7%	Medical
CVS CVS Health	$21,158,664	$21,158,664 ▲	New Holding	312,305	1.5%	Medical
BDX Becton, Dickinson and Company	$20,975,253	$20,975,253 ▲	New Holding	91,571	1.5%	Medical
IQV IQVIA	$19,719,860		0.0%	111,854	1.4%	Medical
WAT Waters	$19,113,303	$2,651,861 ▼	-12.2%	51,858	1.4%	Medical
UNH UnitedHealth Group	$18,804,720	$50,795,370 ▼	-73.0%	35,904	1.4%	Medical
OUTSET MED INC	$18,644,141	$18,644,141 ▲	New Holding	1,685,727	1.4%	COM NEW
HUM Humana	$16,732,775	$5,238,815 ▼	-23.8%	63,238	1.2%	Medical
XRT SPDR S&P Retail ETF	$13,380,729	$13,380,729 ▲	New Holding	193,671	1.0%	ETF
SNDX Syndax Pharmaceuticals	$11,381,119	$8,839,709 ▲	347.8%	926,424	0.8%	Medical
OSCR Oscar Health	$11,285,363		0.0%	860,821	0.8%	Finance
INDV Indivior	$11,053,208	$11,053,208 ▲	New Holding	1,159,833	0.8%	Medical
AZN AstraZeneca	$11,039,700	$11,039,700 ▲	New Holding	150,200	0.8%	Medical
TMO Thermo Fisher Scientific	$10,895,947	$426,443 ▲	4.1%	21,897	0.8%	Medical
SAREPTA THERAPEUTICS INC	$9,310,000	$2,094,750 ▲	29.0%	10,000,000	0.7%	NOTE 1.250% 9/1
CNC Centene	$8,220,013	$552,643 ▼	-6.3%	135,398	0.6%	Medical
CNTA Centessa Pharmaceuticals	$8,204,451	$2,858,456 ▲	53.5%	570,546	0.6%	Medical
ICLR ICON Public	$7,181,240	$15,328,950 ▼	-68.1%	41,038	0.5%	Medical
QURE uniQure	$6,359,650	$3,358,175 ▲	111.9%	599,967	0.5%	Medical
INHIBRX BIOSCIENCES INC	$6,145,569	$4,249,281 ▲	224.1%	439,283	0.4%	COM
PRAXIS PRECISION MEDICINES I	$6,091,995	$1,566,189 ▲	34.6%	160,866	0.4%	COM NEW
NEO NeoGenomics	$5,555,266	$5,555,266 ▲	New Holding	585,381	0.4%	Medical
ERAS Erasca	$4,780,696	$1,234,189 ▼	-20.5%	3,489,559	0.3%	Medical
BHVN Biohaven	$4,743,260	$5,640,000 ▼	-54.3%	197,307	0.3%	Medical
BPMC Blueprint Medicines	$4,111,555	$319,787 ▲	8.4%	46,453	0.3%	Medical
PMVP PMV Pharmaceuticals	$3,599,117	$1,332,740 ▲	58.8%	3,301,942	0.3%	Medical
SRPT Sarepta Therapeutics	$3,242,630	$3,150,346 ▼	-49.3%	50,809	0.2%	Medical
XENE Xenon Pharmaceuticals	$3,094,518	$830,765 ▼	-21.2%	92,236	0.2%	Medical
AMLX Amylyx Pharmaceuticals	$2,952,838	$2,952,838 ▲	New Holding	834,135	0.2%	Medical
IOBT IO Biotech	$2,551,807		0.0%	2,341,107	0.2%	Medical
HOWL Werewolf Therapeutics	$2,436,839	$387,854 ▼	-13.7%	2,506,520	0.2%	Medical
CRBU Caribou Biosciences	$2,288,626	$1,250,972 ▼	-35.3%	2,506,435	0.2%	Medical
SAGIMET BIOSCIENCES INC	$2,115,760		0.0%	649,006	0.2%	COM SER A
CAPR Capricor Therapeutics	$1,335,063	$819,215 ▲	158.8%	140,681	0.1%	Medical
CMPS COMPASS Pathways	$1,290,624		0.0%	451,267	0.1%	Medical
METAGENOMI INC	$1,204,692		0.0%	885,803	0.1%	COM
SWTX SpringWorks Therapeutics	$1,166,665	$5,452,836 ▼	-82.4%	26,437	0.1%	Medical
KROS Keros Therapeutics	$1,063,051		0.0%	104,323	0.1%	Medical
ACLX Arcellx	$1,016,013	$2,697,145 ▼	-72.6%	15,488	0.1%	Medical
VERV Verve Therapeutics	$710,612	$134,797 ▲	23.4%	155,495	0.1%	Medical
GPCR Structure Therapeutics	$699,324	$699,324 ▲	New Holding	40,400	0.1%	Medical
CELC Celcuity	$539,358	$1,065,563 ▼	-66.4%	53,349	0.0%	Medical
IOVA Iovance Biotherapeutics	$440,066		0.0%	132,152	0.0%	Medical
TURNSTONE BIOLOGICS CORP	$382,263		0.0%	932,348	0.0%	COM
BOUNDLESS BIO INC	$363,175		0.0%	240,513	0.0%	COM
IEF iShares 7-10 Year Treasury Bond ETF	$0	$92,450,000 ▼	-100.0%	0	0.0%	ETF
NVO Novo Nordisk A/S	$0	$28,808,098 ▼	-100.0%	0	0.0%	Medical
DXCM DexCom	$0	$25,567,899 ▼	-100.0%	0	0.0%	Medical
NBIX Neurocrine Biosciences	$0	$22,768,610 ▼	-100.0%	0	0.0%	Medical
IJH iShares Core S&P Mid-Cap ETF	$0	$21,661,261 ▼	-100.0%	0	0.0%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$0	$18,932,024 ▼	-100.0%	0	0.0%	ETF
UTHR United Therapeutics	$0	$18,524,100 ▼	-100.0%	0	0.0%	Medical
KWEB KraneShares CSI China Internet ETF	$0	$18,002,308 ▼	-100.0%	0	0.0%	Manufacturing
CAH Cardinal Health	$0	$17,524,421 ▼	-100.0%	0	0.0%	Medical
XBI SPDR S&P Biotech ETF	$0	$16,129,746 ▼	-100.0%	0	0.0%	ETF
IWM iShares Russell 2000 ETF	$0	$12,108,608 ▼	-100.0%	0	0.0%	Finance
SYK Stryker	$0	$11,647,257 ▼	-100.0%	0	0.0%	Medical
VEEV Veeva Systems	$0	$11,644,276 ▼	-100.0%	0	0.0%	Medical
TEVA Teva Pharmaceutical Industries	$0	$8,750,409 ▼	-100.0%	0	0.0%	Medical
SPY SPDR S&P 500 ETF Trust	$0	$7,283,216 ▼	-100.0%	0	0.0%	Finance
BNTX BioNTech	$0	$3,772,771 ▼	-100.0%	0	0.0%	Medical
ITCI Intra-Cellular Therapies	$0	$3,391,747 ▼	-100.0%	0	0.0%	Medical
INSM Insmed	$0	$3,022,157 ▼	-100.0%	0	0.0%	Medical
TGTX TG Therapeutics	$0	$2,970,087 ▼	-100.0%	0	0.0%	Medical
ADAP Adaptimmune Therapeutics	$0	$2,624,530 ▼	-100.0%	0	0.0%	Medical
ALKS Alkermes	$0	$2,321,478 ▼	-100.0%	0	0.0%	Medical
JAZZ Jazz Pharmaceuticals	$0	$2,167,071 ▼	-100.0%	0	0.0%	Medical
GBIO Generation Bio	$0	$835,189 ▼	-100.0%	0	0.0%	Medical
BLUEBIRD BIO INC	$0	$631,822 ▼	-100.0%	0	0.0%	COM NEW

Showing largest 100 holdings. View all holdings.

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Pfm Health Sciences, Lp Top Holdings and 13F Report (2025)

About Pfm Health Sciences, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Pfm Health Sciences, Lp Top Holdings and 13F Report (2025)

About Pfm Health Sciences, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPfm Health Sciences, Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools