Funds › PFM Health Sciences, LP
PFM Health Sciences, LP
13F for Q2 2026, filed Aug 14, 2026. 96 positions worth $1.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$1.2B
+$68.7M (6.3%) vs Q1 2026
Positions
96
76 in Q1 2026
Top 10 share
33.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ASND Ascendis Pharma A/S | 233,171 | $62.2M | 5.3% | New | 13F ↗ |
| 2 | AXSM Axsome Therapeutics, Inc. | 219,596 | $53.8M | 4.6% | -16.9% | 13F ↗ |
| 3 | LLY Eli Lilly and Company | 39,258 | $47.1M | 4.0% | -40.3% | 13F ↗ |
| 4 | JAZZ Jazz Pharmaceuticals plc | 160,768 | $38.7M | 3.3% | -9.8% | 13F ↗ |
| 5 | HUM Humana Inc. | 94,375 | $37.5M | 3.2% | New | 13F ↗ |
| 6 | UNH UnitedHealth Group Incorporated | 88,276 | $36.7M | 3.1% | +52.1% | 13F ↗ |
| 7 | NBIX Neurocrine Biosciences, Inc. | 213,407 | $36.0M | 3.1% | -1.1% | 13F ↗ |
| 8 | INBX Inhibrx Biosciences, Inc. | 308,385 | $29.2M | 2.5% | +1.0% | 13F ↗ |
| 9 | UTHR United Therapeutics Corporation | 49,991 | $27.1M | 2.3% | +25.6% | 13F ↗ |
| 10 | RVMD Revolution Medicines, Inc. | 143,222 | $26.8M | 2.3% | +1.7% | 13F ↗ |
| 11 | ICLR ICON plc | 136,482 | $23.7M | 2.0% | +137% | 13F ↗ |
| 12 | THC Tenet Healthcare Corporation | 126,572 | $23.7M | 2.0% | -68.2% | 13F ↗ |
| 13 | EW Edwards Lifesciences Corporation | 250,453 | $22.7M | 1.9% | -1.6% | 13F ↗ |
| 14 | WAT Waters Corporation | 59,825 | $22.4M | 1.9% | +50.5% | 13F ↗ |
| 15 | PEN Penumbra, Inc. | 60,221 | $19.0M | 1.6% | -56.9% | 13F ↗ |
| 16 | BBIO BridgeBio Pharma, Inc. | 253,358 | $18.9M | 1.6% | -1.7% | 13F ↗ |
| 17 | SYK Stryker Corporation | 56,637 | $17.8M | 1.5% | +158% | 13F ↗ |
| 18 | MTD Mettler-Toledo International, Inc. | 13,344 | $17.0M | 1.5% | New | 13F ↗ |
| 19 | INDV Supernus, Inc. | 401,208 | $16.5M | 1.4% | -30.2% | 13F ↗ |
| 20 | MRK Merck & Company, Inc. | 127,118 | $16.3M | 1.4% | New | 13F ↗ |
| 21 | CYTK Cytokinetics, Incorporated | 191,686 | $16.3M | 1.4% | New | 13F ↗ |
| 22 | LNTH Lantheus Holdings, Inc. · Commonstock | 146,403 | $16.2M | 1.4% | New | 13F ↗ |
| 23 | CNC Centene Corporation | 248,867 | $16.0M | 1.4% | -5.5% | 13F ↗ |
| 24 | COO The Cooper Companies, Inc. | 220,890 | $15.8M | 1.4% | +30.1% | 13F ↗ |
| 25 | MDGL Madrigal Pharmaceuticals, Inc. | 29,313 | $15.7M | 1.4% | -14.2% | 13F ↗ |
| 26 | ACHC Acadia Healthcare Company, Inc. | 524,934 | $15.5M | 1.3% | -9.9% | 13F ↗ |
| 27 | ORKA Oruka Therapeutics, Inc. | 158,825 | $15.1M | 1.3% | -8.7% | 13F ↗ |
| 28 | OSCR Oscar Health, Inc. | 519,016 | $14.8M | 1.3% | +3.8% | 13F ↗ |
| 29 | TMO Thermo Fisher Scientific Inc | 28,496 | $14.3M | 1.2% | +92.1% | 13F ↗ |
| 30 | CVS CVS Health Corporation | 137,457 | $14.2M | 1.2% | New | 13F ↗ |
| 31 | MMSI Merit Medical Systems, Inc. | 197,038 | $13.7M | 1.2% | +21.3% | 13F ↗ |
| 32 | PRAX Praxis Precision Medicines, Inc. | 38,575 | $12.9M | 1.1% | +8.9% | 13F ↗ |
| 33 | CLDX Celldex Therapeutics, Inc. | 342,751 | $12.8M | 1.1% | +5.5% | 13F ↗ |
| 34 | NVO Novo Nordisk A/S · ADR | 265,016 | $12.7M | 1.1% | +34.4% | 13F ↗ |
| 35 | ITGR Integer Holdings Corporation | 126,669 | $11.8M | 1.0% | -6.2% | 13F ↗ |
| 36 | DNTH Dianthus Therapeutics, Inc. | 121,222 | $11.8M | 1.0% | -29.6% | 13F ↗ |
| 37 | DFTX Definium Therapeutics, Inc. | 249,020 | $11.7M | 1.0% | +21.3% | 13F ↗ |
| 38 | GILD Gilead Sciences, Inc. | 90,858 | $11.5M | 1.0% | New | 13F ↗ |
| 39 | RYTM Rhythm Pharmaceuticals, Inc. | 101,550 | $11.3M | 1.0% | -25.7% | 13F ↗ |
| 40 | HSIC Henry Schein, Inc. | 134,423 | $11.2M | 1.0% | -12.2% | 13F ↗ |
| 41 | ARWR Arrowhead Pharmaceuticals, Inc. | 131,667 | $10.7M | 0.9% | +105% | 13F ↗ |
| 42 | TNGX Tango Therapeutics, Inc. | 326,047 | $10.2M | 0.9% | -19.7% | 13F ↗ |
| 43 | TFX Teleflex Incorporated | 79,708 | $10.1M | 0.9% | New | 13F ↗ |
| 44 | VKTX Viking Therapeutics, Inc. | 255,330 | $10.0M | 0.9% | -3.0% | 13F ↗ |
| 45 | BTSG BrightSpring Health Services, Inc. | 141,914 | $9.9M | 0.8% | -24.2% | 13F ↗ |
| 46 | VERA Vera Therapeutics, Inc. | 224,289 | $9.6M | 0.8% | +28.3% | 13F ↗ |
| 47 | ROIV Roivant Sciences Ltd. | 268,008 | $9.5M | 0.8% | +29.2% | 13F ↗ |
| 48 | CGON CG Oncology, Inc. | 128,286 | $9.1M | 0.8% | -22.7% | 13F ↗ |
| 49 | AMRX Amneal Pharmaceuticals, Inc. | 480,715 | $8.3M | 0.7% | -48.3% | 13F ↗ |
| 50 | EPRX Eupraxia Pharmaceuticals Inc. · Com 298736 Al 3 Euronet Worldwide Inc Note 0.750% 3/1 | 1.21M | $8.0M | 0.7% | +124% | 13F ↗ |
Showing the top 50 of 96 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
33 new, 22 added to, 41 trimmed, 13 exited, 0 unchanged. By estimated dollars.
New positions (33)
| ASND Ascendis Pharma A/S | 233,171 | New | $62.2M |
| HUM Humana Inc. | 94,375 | New | $37.5M |
| MTD Mettler-Toledo International, Inc. | 13,344 | New | $17.0M |
| MRK Merck & Company, Inc. | 127,118 | New | $16.3M |
| CYTK Cytokinetics, Incorporated | 191,686 | New | $16.3M |
| LNTH Lantheus Holdings, Inc. · Commonstock | 146,403 | New | $16.2M |
| CVS CVS Health Corporation | 137,457 | New | $14.2M |
| GILD Gilead Sciences, Inc. | 90,858 | New | $11.5M |
| TFX Teleflex Incorporated | 79,708 | New | $10.1M |
| IRTC iRhythm Holdings, Inc. | 65,196 | New | $7.8M |
Added to (22)
| ICLR ICON plc | 136,482 | +137% | $13.7M |
| UNH UnitedHealth Group Incorporated | 88,276 | +52.1% | $12.6M |
| SYK Stryker Corporation | 56,637 | +158% | $10.9M |
| WAT Waters Corporation | 59,825 | +50.5% | $7.5M |
| TMO Thermo Fisher Scientific Inc | 28,496 | +92.1% | $6.9M |
| UTHR United Therapeutics Corporation | 49,991 | +25.6% | $5.5M |
| ARWR Arrowhead Pharmaceuticals, Inc. | 131,667 | +105% | $5.5M |
| EPRX Eupraxia Pharmaceuticals Inc. · Com 298736 Al 3 Euronet Worldwide Inc Note 0.750% 3/1 | 1.21M | +124% | $4.4M |
| COO The Cooper Companies, Inc. | 220,890 | +30.1% | $3.7M |
| NVO Novo Nordisk A/S · ADR | 265,016 | +34.4% | $3.3M |
Trimmed (41)
| THC Tenet Healthcare Corporation | 126,572 | -68.2% | -$50.9M |
| LLY Eli Lilly and Company | 39,258 | -40.3% | -$31.8M |
| PEN Penumbra, Inc. | 60,221 | -56.9% | -$25.1M |
| CMPS COMPASS Pathways Plc · ADR | 247,589 | -81.9% | -$15.8M |
| AXSM Axsome Therapeutics, Inc. | 219,596 | -16.9% | -$10.9M |
| NTRA Natera, Inc. | 22,077 | -63.2% | -$10.3M |
| AMRX Amneal Pharmaceuticals, Inc. | 480,715 | -48.3% | -$7.8M |
| INDV Supernus, Inc. | 401,208 | -30.2% | -$7.1M |
| ABT Abbott Laboratories | 82,230 | -41.4% | -$5.3M |
| DNTH Dianthus Therapeutics, Inc. | 121,222 | -29.6% | -$5.0M |
Exited (13)
| Ascendis Pharma A/S ADR | 152,034 | Exited | -$34.8M |
| GKOS Glaukos Corporation | 215,685 | Exited | -$23.2M |
| Centessa Pharmaceuticals plc ADR | 528,224 | Exited | -$21.0M |
| NEO NeoGenomics, Inc. | 1.78M | Exited | -$13.2M |
| DXCM DexCom, Inc. | 149,734 | Exited | -$9.4M |
| Terns Pharmaceuticals Inc | 172,962 | Exited | -$9.1M |
| Soleno Therapeutics Inc | 248,180 | Exited | -$8.3M |
| BLLN BillionToOne, Inc. | 88,069 | Exited | -$7.0M |
| CAH Cardinal Health, Inc. | 31,941 | Exited | -$6.7M |
| ALHC Alignment Healthcare, Inc. | 359,826 | Exited | -$6.3M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
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Ten largest positions
By value, Q2 2026.
Filings
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Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer