Pfm Health Sciences, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.10B
Q ending 2026-03-31
Prior quarter
$1.00B
Q ending 2025-12-31
Change
+9.3% QoQ · -20.4% YoY
Positions
83
reported holdings
Largest positions
All 83 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Tenet Healthcare Corp | THC | Shares | $75.2M | 399K |
| Eli Lilly & Co | LLY | Shares | $60.5M | 66K |
| Spdr Series Trust | XBI | Put | $58.2M | 455K |
| Penumbra Inc | PEN | Shares | $45.9M | 140K |
| Axsome Therapeutics Inc. | AXSM | Shares | $44.7M | 264K |
| Select Sector Spdr Tr | XLV | Call | $35.0M | 239K |
| Ascendis Pharma A/S | Shares | $34.8M | 152K | |
| Jazz Pharmaceuticals Plc | Shares | $33.7M | 178K | |
| Neurocrine Biosciences Inc | NBIX | Shares | $28.4M | 216K |
| United Therapeutics Corp Del | UTHR | Put | $27.2M | 46K |
| United Therapeutics Corp Del | UTHR | Shares | $23.6M | 40K |
| Glaukos Corp | GKOS | Shares | $23.2M | 216K |
| Centessa Pharmaceuticals Plc | 260 | Shares | $21.0M | 528K |
| Inhibrx Biosciences Inc | INBX | Shares | $20.5M | 305K |
| Edwards Lifesciences Corp | EW | Shares | $20.4M | 255K |
| Bridgebio Pharma Inc | BBIO | Shares | $19.1M | 258K |
| United Therapeutics Corp Del | UTHR | Call | $18.8M | 32K |
| Madrigal Pharmaceuticals Inc | MDGL | Shares | $17.9M | 34K |
| Indivior Pharmaceuticals Inc | INDV | Shares | $17.5M | 575K |
| Ascendis Pharma A/S | ASND 2.25 04/01/28 | Principal | $16.9M | 11.5M |
| Unitedhealth Group Inc | UNH | Shares | $15.7M | 58K |
| Dianthus Therapeutics Inc | DNTH | Shares | $14.4M | 172K |
| Abbott Laboratories | ABT | Shares | $14.4M | 140K |
| Revolution Medicines Inc | RVMD | Shares | $13.7M | 141K |
| Acadia Healthcare Company In | ACHC | Shares | $13.6M | 583K |
| Neogenomics Inc | NEO | Shares | $13.2M | 1.8M |
| Cooper Cos Inc | COO | Shares | $12.1M | 170K |
| Natera Inc | NTRA | Shares | $12.0M | 60K |
| Integer Hldgs Corp | ITGR | Shares | $11.9M | 135K |
| Rhythm Pharmaceuticals Inc | RYTM | Shares | $11.9M | 137K |
| Waters Corp | WAT | Shares | $11.8M | 40K |
| Amneal Pharmaceuticals Inc | AMRX | Shares | $11.6M | 930K |
| Praxis Precision Medicines I | PRAX | Shares | $11.4M | 35K |
| Schein Henry Inc | HSIC | Shares | $11.3M | 153K |
| Cg Oncology Inc | CGON | Shares | $11.2M | 166K |
| Merit Med Sys Inc | MMSI | Shares | $11.2M | 162K |
| Celldex Therapeutics Inc New | CLDX | Shares | $10.3M | 325K |
| Belite Bio Inc | BLTE | Shares | $9.5M | 59K |
| Dexcom Inc | DXCM | Shares | $9.4M | 150K |
| Terns Pharmaceuticals Inc | 430 | Shares | $9.1M | 173K |
| Centene Corp Del | CNC | Shares | $8.6M | 263K |
| Viking Therapeutics Inc | VKTX | Shares | $8.6M | 263K |
| Oruka Therapeutics Inc | ORKA | Shares | $8.5M | 174K |
| Tango Therapeutics Inc | TNGX | Shares | $8.5M | 406K |
| Soleno Therapeutics Inc | SLNOEUR | Shares | $8.3M | 248K |
| Brightspring Health Svcs Inc | BTSG | Shares | $8.0M | 187K |
| Compass Pathways Plc | CMPS | Shares | $7.6M | 1.4M |
| Thermo Fisher Scientific Inc | TMO | Shares | $7.3M | 15K |
| Novo-Nordisk A S | NVO | Shares | $7.2M | 197K |
| Stryker Corporation | SYK | Shares | $7.2M | 22K |
| Vera Therapeutics Inc | VERA | Shares | $7.0M | 175K |
| Billiontoone Inc | BLLN | Shares | $7.0M | 88K |
| Cardinal Health Inc | CAH | Shares | $6.7M | 32K |
| Icon Plc | Shares | $6.4M | 58K | |
| Alignment Healthcare Inc | ALHC | Shares | $6.3M | 360K |
| Hca Healthcare Inc | HCA | Shares | $6.3M | 13K |
| Structure Therapeutics Inc | GPCR | Shares | $6.1M | 126K |
| Roivant Sciences Ltd | Shares | $5.7M | 207K | |
| Oscar Health Inc | OSCR | Shares | $5.7M | 500K |
| Syndax Pharmaceuticals Inc | SNDX | Shares | $5.7M | 245K |
| Tarsus Pharmaceuticals Inc | TARS | Shares | $5.6M | 80K |
| Personalis Inc | PSNL | Shares | $5.5M | 870K |
| Ascendis Pharma A/S | Call | $5.1M | 22K | |
| Kodiak Sciences Inc | KOD | Shares | $4.4M | 115K |
| Arrowhead Pharmaceuticals In | ARWR | Shares | $4.0M | 64K |
| Eupraxia Pharmaceuticals Inc | EPRX | Shares | $3.9M | 541K |
| Definium Therapeutics Inc | DFTX | Shares | $3.9M | 205K |
| Mineralys Therapeutics Inc | MLYS | Shares | $3.9M | 143K |
| Medline Inc | MDLN | Shares | $3.9M | 87K |
| Capricor Therapeutics Inc | CAPR | Shares | $3.8M | 124K |
| Illumina Inc | ILMN | Shares | $3.6M | 29K |
| Argenx Se | ARGX | Shares | $3.3M | 5K |
| Cullinan Therapeutics Inc | CGEM | Shares | $3.2M | 227K |
| Abivax Sa | ABVX | Shares | $3.0M | 27K |
| Outset Med Inc | OM | Shares | $2.3M | 595K |
| Hca Healthcare Inc | HCA | Put | $2.2M | 5K |
| Mbx Biosciences Inc | MBX | Shares | $2.1M | 72K |
| Amylyx Pharmaceuticals Inc | AMLX | Shares | $2.0M | 145K |
| Caribou Biosciences Inc | CRBU | Shares | $1.8M | 958K |
| Globus Med Inc | GMED | Shares | $1.5M | 17K |
| Tectonic Therapeutic Inc | TECX | Shares | $1.4M | 46K |
| Uniqure Nv | Shares | $697K | 43K | |
| Rezolute Inc | RZLT | Shares | $393K | 129K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.