PFM Health Sciences, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
PFM Health Sciences, LP disclosed 64 US equity positions worth $1.3bn in its Q1 2025 13F filing. The largest position was LLY at 17.3% of the reported book, followed by ABBV and THC. Against the Q4 2024 filing, it opened 10 new positions, added to 15 and reduced 14 among the top 50 holdings.
What did PFM Health Sciences, LP own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LLY ELI LILLY & CO | Healthcare | 17.3% | $226.1m | 273,778 | -8% | reduced |
| 2 | ABBV ABBVIE INC | Healthcare | 5.3% | $69.5m | 331,741 | 0% | held |
| 3 | THC TENET HEALTHCARE CORP | Healthcare | 5.1% | $66.1m | 491,334 | 0% | held |
| 4 | MCK MCKESSON CORP | Healthcare | 5.0% | $65.6m | 97,498 | 0% | held |
| 5 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 5.0% | $64.9m | 556,545 | 19% | added |
| 6 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 4.7% | $61.6m | 126,989 | 0% | held |
| 7 | ISRG INTUITIVE SURGICAL INC | Healthcare | 3.5% | $46.1m | 93,073 | 0% | held |
| 8 | PEN PENUMBRA INC | Healthcare | 3.4% | $44.5m | 166,261 | 0% | held |
| 9 | SLNOEUR SOLENO THERAPEUTICS INC | 3.3% | $42.5m | 595,206 | 94% | added | |
| 10 | ARGX ARGENX SE | Healthcare | 3.1% | $40.8m | 68,999 | 8% | added |
| 11 | ELV ELEVANCE HEALTH INC | Healthcare | 2.9% | $38.4m | 88,222 | – | new |
| 12 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 2.4% | $31.4m | 908,135 | 213% | added |
| 13 | UHS UNIVERSAL HLTH SVCS INC | Healthcare | 2.2% | $29.2m | 155,520 | -27% | reduced |
| 14 | ASND ASCENDIS PHARMA A/S | Healthcare | 2.2% | $29.1m | 186,916 | 257% | added |
| 15 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 2.1% | $27.5m | 379,954 | -36% | reduced |
| 16 | ASND ASCENDIS PHARMA A/S | 2.1% | $27.3m | 23,000,000 | 0% | held | |
| 17 | HCA HCA HEALTHCARE INC | Healthcare | 2.1% | $26.8m | 77,464 | 12% | added |
| 18 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.8% | $23.5m | 87,145 | – | new |
| 19 | MOH MOLINA HEALTHCARE INC | Healthcare | 1.8% | $23.1m | 70,088 | 0% | held |
| 20 | DHR DANAHER CORPORATION | Healthcare | 1.8% | $23.1m | 112,475 | -10% | reduced |
| 21 | CVS CVS HEALTH CORP | Healthcare | 1.6% | $21.2m | 312,305 | – | new |
| 22 | BDX BECTON DICKINSON & CO | Healthcare | 1.6% | $21.0m | 91,571 | – | new |
| 23 | IQV IQVIA HLDGS INC | Healthcare | 1.5% | $19.7m | 111,854 | 0% | held |
| 24 | WAT WATERS CORP | Healthcare | 1.5% | $19.1m | 51,858 | -12% | reduced |
| 25 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.4% | $18.8m | 35,904 | -53% | reduced |
| 26 | OM OUTSET MED INC | 1.4% | $18.6m | 1,685,727 | – | new | |
| 27 | HUM HUMANA INC | Healthcare | 1.3% | $16.7m | 63,238 | -24% | reduced |
| 28 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 0.9% | $11.4m | 926,424 | 348% | added |
| 29 | OSCR OSCAR HEALTH INC | Healthcare | 0.9% | $11.3m | 860,821 | 0% | held |
| 30 | INDIVIOR PLC | 0.8% | $11.1m | 1,159,833 | – | new | |
| 31 | AZN ASTRAZENECA PLC | Healthcare | 0.8% | $11.0m | 150,200 | – | new |
| 32 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.8% | $10.9m | 21,897 | 4% | added |
| 33 | SRPT SAREPTA THERAPEUTICS INC | 0.7% | $9.3m | 10,000,000 | 29% | added | |
| 34 | CNC CENTENE CORP DEL | Healthcare | 0.6% | $8.2m | 135,398 | -6% | reduced |
| 35 | CNTA CENTESSA PHARMACEUTICALS PLC | 0.6% | $8.2m | 570,546 | 53% | added | |
| 36 | ICLR ICON PLC | Healthcare | 0.6% | $7.2m | 41,038 | -68% | reduced |
| 37 | QURE UNIQURE NV | 0.5% | $6.4m | 599,967 | 112% | added | |
| 38 | INBX INHIBRX BIOSCIENCES INC | 0.5% | $6.1m | 439,283 | 224% | added | |
| 39 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 0.5% | $6.1m | 160,866 | 35% | added |
| 40 | NEO NEOGENOMICS INC | Healthcare | 0.4% | $5.6m | 585,381 | – | new |
| 41 | ERAS ERASCA INC | Healthcare | 0.4% | $4.8m | 3,489,559 | -21% | reduced |
| 42 | BHVN BIOHAVEN LTD | Healthcare | 0.4% | $4.7m | 197,307 | -54% | reduced |
| 43 | 2655787D BLUEPRINT MEDICINES CORP | 0.3% | $4.1m | 46,453 | 8% | added | |
| 44 | PMVP PMV PHARMACEUTICALS INC | 0.3% | $3.6m | 3,301,942 | 59% | added | |
| 45 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 0.2% | $3.2m | 50,809 | -49% | reduced |
| 46 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.2% | $3.1m | 92,236 | -21% | reduced |
| 47 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.2% | $3.0m | 834,135 | – | new |
| 48 | IOBTQ IO BIOTECH INC | 0.2% | $2.6m | 2,341,107 | 0% | held | |
| 49 | XRT SPDR SER TR | 0.2% | $2.5m | 36,471 | – | new | |
| 50 | HOWL WEREWOLF THERAPEUTICS INC | 0.2% | $2.4m | 2,506,520 | -14% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.