Pfm Health Sciences, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Pfm Health Sciences, LP disclosed 96 US equity positions worth $1.2bn in its Q2 2026 13F filing. The largest position was ASND at 5.4% of the reported book, followed by AXSM and LLY. Against the Q1 2026 filing, it opened 9 new positions, added to 19 and reduced 22 among the top 50 holdings.
What did Pfm Health Sciences, LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ASND ASCENDIS PHARMA A/S | Healthcare | 5.4% | $62.2m | 233,171 | – | new |
| 2 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 4.7% | $53.8m | 219,596 | -17% | reduced |
| 3 | LLY ELI LILLY & CO | Healthcare | 4.1% | $47.1m | 39,258 | -40% | reduced |
| 4 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 3.4% | $38.7m | 160,768 | -10% | reduced |
| 5 | HUM HUMANA INC | Healthcare | 3.3% | $37.5m | 94,375 | – | new |
| 6 | UNH UNITEDHEALTH GROUP INC | Healthcare | 3.2% | $36.7m | 88,276 | 52% | added |
| 7 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 3.1% | $36.0m | 213,407 | -1% | reduced |
| 8 | INBX INHIBRX BIOSCIENCES INC | Healthcare | 2.5% | $29.2m | 308,385 | 1% | added |
| 9 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.4% | $27.1m | 49,991 | 26% | added |
| 10 | RVMD REVOLUTION MEDICINES INC | Healthcare | 2.3% | $26.8m | 143,222 | 2% | added |
| 11 | ICLR ICON PUB LTD CO | Healthcare | 2.1% | $23.7m | 136,482 | 137% | added |
| 12 | THC TENET HEALTHCARE CORP | Healthcare | 2.1% | $23.7m | 126,572 | -68% | reduced |
| 13 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 2.0% | $22.7m | 250,453 | -2% | reduced |
| 14 | WAT WATERS CORP | Healthcare | 1.9% | $22.4m | 59,825 | 50% | added |
| 15 | PEN PENUMBRA INC | Healthcare | 1.7% | $19.0m | 60,221 | -57% | reduced |
| 16 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 1.6% | $18.9m | 253,358 | -2% | reduced |
| 17 | SYK STRYKER CORPORATION | Healthcare | 1.5% | $17.8m | 56,637 | 158% | added |
| 18 | MTD METTLER TOLEDO INTERNATIONAL | Healthcare | 1.5% | $17.0m | 13,344 | – | new |
| 19 | INDV INDIVIOR PHARMACEUTICALS INC | Healthcare | 1.4% | $16.5m | 401,208 | -30% | reduced |
| 20 | MRK MERCK & CO INC | Healthcare | 1.4% | $16.3m | 127,118 | – | new |
| 21 | CYTK CYTOKINETICS INC | Healthcare | 1.4% | $16.3m | 191,686 | – | new |
| 22 | LNTH LANTHEUS HLDGS INC | Healthcare | 1.4% | $16.2m | 146,403 | – | new |
| 23 | CNC CENTENE CORP DEL | Healthcare | 1.4% | $16.0m | 248,867 | -6% | reduced |
| 24 | COO COOPER COS INC | Healthcare | 1.4% | $15.8m | 220,890 | 30% | added |
| 25 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 1.4% | $15.7m | 29,313 | -14% | reduced |
| 26 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 1.3% | $15.5m | 524,934 | -10% | reduced |
| 27 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 1.3% | $15.1m | 158,825 | -9% | reduced |
| 28 | OSCR OSCAR HEALTH INC | Healthcare | 1.3% | $14.8m | 519,016 | 4% | added |
| 29 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.2% | $14.3m | 28,496 | 92% | added |
| 30 | CVS CVS HEALTH CORP | Healthcare | 1.2% | $14.2m | 137,457 | – | new |
| 31 | MMSI MERIT MED SYS INC | Healthcare | 1.2% | $13.7m | 197,038 | 21% | added |
| 32 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 1.1% | $12.9m | 38,575 | 9% | added |
| 33 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.1% | $12.8m | 342,751 | 5% | added |
| 34 | NVO NOVO-NORDISK A S | Healthcare | 1.1% | $12.7m | 265,016 | 34% | added |
| 35 | ITGR INTEGER HLDGS CORP | Healthcare | 1.0% | $11.8m | 126,669 | -6% | reduced |
| 36 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 1.0% | $11.8m | 121,222 | -30% | reduced |
| 37 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 1.0% | $11.7m | 249,020 | 21% | added |
| 38 | GILD GILEAD SCIENCES INC | Healthcare | 1.0% | $11.5m | 90,858 | – | new |
| 39 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 1.0% | $11.3m | 101,550 | -26% | reduced |
| 40 | HSIC SCHEIN HENRY INC | Healthcare | 1.0% | $11.2m | 134,423 | -12% | reduced |
| 41 | ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 0.9% | $10.7m | 131,667 | 105% | added |
| 42 | TNGX TANGO THERAPEUTICS INC | Healthcare | 0.9% | $10.2m | 326,047 | -20% | reduced |
| 43 | TFX TELEFLEX INCORPORATED | Healthcare | 0.9% | $10.1m | 79,708 | – | new |
| 44 | VKTX VIKING THERAPEUTICS INC | Healthcare | 0.9% | $10.0m | 255,330 | -3% | reduced |
| 45 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 0.9% | $9.9m | 141,914 | -24% | reduced |
| 46 | VERA VERA THERAPEUTICS INC | Healthcare | 0.8% | $9.6m | 224,289 | 28% | added |
| 47 | ROIV ROIVANT SCIENCES LTD | Healthcare | 0.8% | $9.5m | 268,008 | 29% | added |
| 48 | CGON CG ONCOLOGY INC | Healthcare | 0.8% | $9.1m | 128,286 | -23% | reduced |
| 49 | AMRX AMNEAL PHARMACEUTICALS INC | Healthcare | 0.7% | $8.3m | 480,715 | -48% | reduced |
| 50 | EPRX EUPRAXIA PHARMACEUTICALS INC | 0.7% | $8.0m | 1,210,661 | 124% | added |
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.