PFM Health Sciences, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
PFM Health Sciences, LP disclosed 56 US equity positions worth $1.2bn in its Q2 2025 13F filing. The largest position was LLY at 18.1% of the reported book, followed by THC and MCK. Against the Q1 2025 filing, it opened 15 new positions, added to 12 and reduced 21 among the top 50 holdings.
What did PFM Health Sciences, LP own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | LLY ELI LILLY & CO | Healthcare | 18.1% | $208.9m | 268,023 | -2% | reduced |
| 2 | THC TENET HEALTHCARE CORP | Healthcare | 7.6% | $87.9m | 499,243 | 2% | added |
| 3 | MCK MCKESSON CORP | Healthcare | 4.6% | $53.0m | 72,313 | -26% | reduced |
| 4 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 4.4% | $50.4m | 483,105 | -13% | reduced |
| 5 | ISRG INTUITIVE SURGICAL INC | Healthcare | 4.2% | $48.3m | 88,967 | -4% | reduced |
| 6 | PEN PENUMBRA INC | Healthcare | 3.7% | $42.7m | 166,261 | 0% | held |
| 7 | ASND ASCENDIS PHARMA A/S | Healthcare | 3.3% | $38.3m | 221,754 | 19% | added |
| 8 | SLNOEUR SOLENO THERAPEUTICS INC | 3.0% | $34.1m | 407,202 | -32% | reduced | |
| 9 | CVS CVS HEALTH CORP | Healthcare | 2.9% | $33.0m | 479,005 | 53% | added |
| 10 | OM OUTSET MED INC | 2.8% | $32.0m | 1,664,727 | -1% | reduced | |
| 11 | DHR DANAHER CORPORATION | Healthcare | 2.8% | $31.9m | 161,413 | 44% | added |
| 12 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 2.7% | $30.7m | 392,503 | 3% | added |
| 13 | ASND ASCENDIS PHARMA A/S | 2.5% | $28.8m | 23,000,000 | 0% | held | |
| 14 | HCA HCA HEALTHCARE INC | Healthcare | 2.4% | $27.7m | 72,290 | -7% | reduced |
| 15 | HUM HUMANA INC | Healthcare | 2.3% | $26.8m | 109,511 | 73% | added |
| 16 | MOH MOLINA HEALTHCARE INC | Healthcare | 2.2% | $25.5m | 85,739 | 22% | added |
| 17 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.0% | $23.6m | 72,220 | -17% | reduced |
| 18 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 2.0% | $22.5m | 521,793 | -43% | reduced |
| 19 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 1.8% | $20.8m | 1,238,846 | – | new |
| 20 | INDIVIOR PLC | 1.7% | $20.0m | 1,355,931 | 17% | added | |
| 21 | NTRA NATERA INC | Healthcare | 1.5% | $17.1m | 101,250 | – | new |
| 22 | COR CENCORA INC | Healthcare | 1.4% | $16.0m | 53,287 | – | new |
| 23 | MASI* MASIMO CORP | 1.4% | $15.9m | 94,451 | – | new | |
| 24 | OSCR OSCAR HEALTH INC | Healthcare | 1.4% | $15.8m | 735,033 | -15% | reduced |
| 25 | WAT WATERS CORP | Healthcare | 1.3% | $15.0m | 43,089 | -17% | reduced |
| 26 | AKERO THERAPEUTICS INC | 1.2% | $14.2m | 266,167 | – | new | |
| 27 | HO1 HOLOGIC INC | 1.2% | $13.8m | 211,986 | – | new | |
| 28 | IRTC IRHYTHM TECHNOLOGIES INC | Healthcare | 1.2% | $13.6m | 88,157 | – | new |
| 29 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 1.1% | $12.9m | 923,375 | – | new |
| 30 | ICLR ICON PLC | Healthcare | 1.1% | $12.8m | 88,181 | 115% | added |
| 31 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.9% | $10.8m | 34,623 | -4% | reduced |
| 32 | SPY SPDR S&P 500 ETF TR | 0.9% | $10.6m | 17,129 | – | new | |
| 33 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 0.9% | $10.5m | 36,391 | – | new |
| 34 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 0.8% | $9.8m | 178,319 | – | new |
| 35 | MERUS N V | 0.8% | $9.7m | 183,882 | – | new | |
| 36 | VRNA VERONA PHARMA PLC | 0.7% | $7.6m | 80,416 | – | new | |
| 37 | ABBV ABBVIE INC | Healthcare | 0.7% | $7.6m | 40,782 | -88% | reduced |
| 38 | 2655787D BLUEPRINT MEDICINES CORP | 0.5% | $6.2m | 48,444 | 4% | added | |
| 39 | NEO NEOGENOMICS INC | Healthcare | 0.5% | $5.6m | 770,038 | 32% | added |
| 40 | CMPS COMPASS PATHWAYS PLC | Healthcare | 0.4% | $5.0m | 1,779,259 | 294% | added |
| 41 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.4% | $4.7m | 732,256 | -12% | reduced |
| 42 | CNTA CENTESSA PHARMACEUTICALS PLC | 0.4% | $4.5m | 344,972 | -40% | reduced | |
| 43 | ARGX ARGENX SE | Healthcare | 0.3% | $4.0m | 7,237 | -90% | reduced |
| 44 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 0.3% | $3.6m | 84,713 | -47% | reduced |
| 45 | INBX INHIBRX BIOSCIENCES INC | 0.3% | $3.5m | 244,261 | -44% | reduced | |
| 46 | IOBTQ IO BIOTECH INC | 0.2% | $2.7m | 1,972,073 | -16% | reduced | |
| 47 | QURE UNIQURE NV | 0.2% | $2.4m | 174,331 | -71% | reduced | |
| 48 | RZLT REZOLUTE INC | 0.2% | $1.9m | 434,134 | – | new | |
| 49 | CRBU CARIBOU BIOSCIENCES INC | Healthcare | 0.1% | $1.7m | 1,358,831 | -46% | reduced |
| 50 | IRON DISC MEDICINE INC | Healthcare | 0.1% | $1.6m | 30,799 | – | new |
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.