Pfm Health Sciences, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Pfm Health Sciences, LP disclosed 77 US equity positions worth $950.2m in its Q1 2026 13F filing. The largest position was THC at 7.9% of the reported book, followed by LLY and PEN.
What did Pfm Health Sciences, LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | THC TENET HEALTHCARE CORP | Healthcare | 7.9% | $75.2m | 398,567 | – | |
| 2 | LLY ELI LILLY & CO | Healthcare | 6.4% | $60.5m | 65,762 | – | |
| 3 | PEN PENUMBRA INC | Healthcare | 4.8% | $45.9m | 139,779 | – | |
| 4 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 4.7% | $44.7m | 264,304 | – | |
| 5 | ASND ASCENDIS PHARMA A/S | Healthcare | 3.7% | $34.8m | 152,034 | – | |
| 6 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 3.5% | $33.7m | 178,144 | – | |
| 7 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 3.0% | $28.4m | 215,678 | – | |
| 8 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.5% | $23.6m | 39,805 | – | |
| 9 | GKOS GLAUKOS CORP | Healthcare | 2.4% | $23.2m | 215,685 | – | |
| 10 | CNTA CENTESSA PHARMACEUTICALS PLC | 2.2% | $21.0m | 528,224 | – | ||
| 11 | INBX INHIBRX BIOSCIENCES INC | Healthcare | 2.2% | $20.5m | 305,431 | – | |
| 12 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 2.1% | $20.4m | 254,510 | – | |
| 13 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 2.0% | $19.1m | 257,747 | – | |
| 14 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 1.9% | $17.9m | 34,146 | – | |
| 15 | INDV INDIVIOR PHARMACEUTICALS INC | Healthcare | 1.8% | $17.5m | 574,666 | – | |
| 16 | ASND ASCENDIS PHARMA A/S | 1.8% | $16.9m | 11,505,000 | – | ||
| 17 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.7% | $15.7m | 58,038 | – | |
| 18 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 1.5% | $14.4m | 172,137 | – | |
| 19 | ABT ABBOTT LABORATORIES | Healthcare | 1.5% | $14.4m | 140,432 | – | |
| 20 | RVMD REVOLUTION MEDICINES INC | Healthcare | 1.4% | $13.7m | 140,770 | – | |
| 21 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 1.4% | $13.6m | 582,745 | – | |
| 22 | NEO NEOGENOMICS INC | Healthcare | 1.4% | $13.2m | 1,784,552 | – | |
| 23 | COO COOPER COS INC | Healthcare | 1.3% | $12.1m | 169,829 | – | |
| 24 | NTRA NATERA INC | Healthcare | 1.3% | $12.0m | 60,004 | – | |
| 25 | ITGR INTEGER HLDGS CORP | Healthcare | 1.3% | $11.9m | 135,081 | – | |
| 26 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 1.3% | $11.9m | 136,621 | – | |
| 27 | WAT WATERS CORP | Healthcare | 1.2% | $11.8m | 39,763 | – | |
| 28 | AMRX AMNEAL PHARMACEUTICALS INC | Healthcare | 1.2% | $11.6m | 930,096 | – | |
| 29 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 1.2% | $11.4m | 35,438 | – | |
| 30 | HSIC SCHEIN HENRY INC | Healthcare | 1.2% | $11.3m | 153,114 | – | |
| 31 | CGON CG ONCOLOGY INC | Healthcare | 1.2% | $11.2m | 165,925 | – | |
| 32 | MMSI MERIT MED SYS INC | Healthcare | 1.2% | $11.2m | 162,469 | – | |
| 33 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.1% | $10.3m | 324,957 | – | |
| 34 | BLTE BELITE BIO INC | Healthcare | 1.0% | $9.5m | 59,432 | – | |
| 35 | DXCM DEXCOM INC | Healthcare | 1.0% | $9.4m | 149,734 | – | |
| 36 | 430 TERNS PHARMACEUTICALS INC | 1.0% | $9.1m | 172,962 | – | ||
| 37 | CNC CENTENE CORP DEL | Healthcare | 0.9% | $8.6m | 263,486 | – | |
| 38 | VKTX VIKING THERAPEUTICS INC | Healthcare | 0.9% | $8.6m | 263,106 | – | |
| 39 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.9% | $8.5m | 174,052 | – | |
| 40 | TNGX TANGO THERAPEUTICS INC | Healthcare | 0.9% | $8.5m | 406,245 | – | |
| 41 | SLNOEUR SOLENO THERAPEUTICS INC | 0.9% | $8.3m | 248,180 | – | ||
| 42 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 0.8% | $8.0m | 187,335 | – | |
| 43 | CMPS COMPASS PATHWAYS PLC | Healthcare | 0.8% | $7.6m | 1,367,099 | – | |
| 44 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.8% | $7.3m | 14,832 | – | |
| 45 | NVO NOVO-NORDISK A S | Healthcare | 0.8% | $7.2m | 197,181 | – | |
| 46 | SYK STRYKER CORPORATION | Healthcare | 0.8% | $7.2m | 21,957 | – | |
| 47 | VERA VERA THERAPEUTICS INC | Healthcare | 0.7% | $7.0m | 174,867 | – | |
| 48 | BLLN BILLIONTOONE INC | 0.7% | $7.0m | 88,069 | – | ||
| 49 | CAH CARDINAL HEALTH INC | Healthcare | 0.7% | $6.7m | 31,941 | – | |
| 50 | ICLR ICON PLC | Healthcare | 0.7% | $6.4m | 57,500 | – |
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.