Holders — by stockHoldings — by fund
PFM Health Sciences, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001442756
$1.17B
disclosed book value
96
positions
5.3%
largest position share
Positions, as of 2026-06-30
top 98 of 96 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ASCENDIS PHARMA A/S | 233,171 | $62.2M | 5.3% |
| 2 | AXSMAXSOME THERAPEUTICS INC. | 219,596 | $53.8M | 4.6% |
| 3 | LLYELI LILLY & CO | 39,258 | $47.1M | 4% |
| 4 | JAZZ PHARMACEUTICALS PLC | 160,768 | $38.7M | 3.3% |
| 5 | HUMHUMANA INC | 94,375 | $37.5M | 3.2% |
| 6 | UNHUNITEDHEALTH GROUP INC | 88,276 | $36.7M | 3.1% |
| 7 | NBIXNEUROCRINE BIOSCIENCES INC | 213,407 | $36.0M | 3.1% |
| 8 | INBXINHIBRX BIOSCIENCES INC | 308,385 | $29.2M | 2.5% |
| 9 | UTHRUNITED THERAPEUTICS CORP DEL | 49,991 | $27.1M | 2.3% |
| 10 | RVMDREVOLUTION MEDICINES INC | 143,222 | $26.8M | 2.3% |
| 11 | ICON PUB LTD CO | 136,482 | $23.7M | 2% |
| 12 | THCTENET HEALTHCARE CORP | 126,572 | $23.7M | 2% |
| 13 | EWEDWARDS LIFESCIENCES CORP | 250,453 | $22.7M | 1.9% |
| 14 | WATWATERS CORP | 59,825 | $22.4M | 1.9% |
| 15 | PENPENUMBRA INC | 60,221 | $19.0M | 1.6% |
| 16 | BBIOBRIDGEBIO PHARMA INC | 253,358 | $18.9M | 1.6% |
| 17 | SYKSTRYKER CORPORATION | 56,637 | $17.8M | 1.5% |
| 18 | MTDMETTLER TOLEDO INTERNATIONAL | 13,344 | $17.0M | 1.5% |
| 19 | INDVINDIVIOR PHARMACEUTICALS INC | 401,208 | $16.5M | 1.4% |
| 20 | MRKMERCK & CO INC | 127,118 | $16.3M | 1.4% |
| 21 | CYTKCYTOKINETICS INC | 191,686 | $16.3M | 1.4% |
| 22 | LNTHLANTHEUS HLDGS INC | 146,403 | $16.2M | 1.4% |
| 23 | CNCCENTENE CORP DEL | 248,867 | $16.0M | 1.4% |
| 24 | COOCOOPER COS INC | 220,890 | $15.8M | 1.4% |
| 25 | MDGLMADRIGAL PHARMACEUTICALS INC | 29,313 | $15.7M | 1.4% |
| 26 | ACHCACADIA HEALTHCARE COMPANY IN | 524,934 | $15.5M | 1.3% |
| 27 | ORKAORUKA THERAPEUTICS INC | 158,825 | $15.1M | 1.3% |
| 28 | OSCROSCAR HEALTH INC | 519,016 | $14.8M | 1.3% |
| 29 | TMOTHERMO FISHER SCIENTIFIC INC | 28,496 | $14.3M | 1.2% |
| 30 | CVSCVS HEALTH CORP | 137,457 | $14.2M | 1.2% |
| 31 | MMSIMERIT MED SYS INC | 197,038 | $13.7M | 1.2% |
| 32 | PRAXPRAXIS PRECISION MEDICINES I | 38,575 | $12.9M | 1.1% |
| 33 | CLDXCELLDEX THERAPEUTICS INC NEW | 342,751 | $12.8M | 1.1% |
| 34 | NVONOVO-NORDISK A S | 265,016 | $12.7M | 1.1% |
| 35 | ITGRINTEGER HLDGS CORP | 126,669 | $11.8M | 1% |
| 36 | DNTHDIANTHUS THERAPEUTICS INC | 121,222 | $11.8M | 1% |
| 37 | DFTXDEFINIUM THERAPEUTICS INC | 249,020 | $11.7M | 1% |
| 38 | GILDGILEAD SCIENCES INC | 90,858 | $11.5M | 1% |
| 39 | RYTMRHYTHM PHARMACEUTICALS INC | 101,550 | $11.3M | 1% |
| 40 | HSICSCHEIN HENRY INC | 134,423 | $11.2M | 1% |
| 41 | ARWRARROWHEAD PHARMACEUTICALS IN | 131,667 | $10.7M | 0.9% |
| 42 | TNGXTANGO THERAPEUTICS INC | 326,047 | $10.2M | 0.9% |
| 43 | TFXTELEFLEX INCORPORATED | 79,708 | $10.1M | 0.9% |
| 44 | VKTXVIKING THERAPEUTICS INC | 255,330 | $10.0M | 0.9% |
| 45 | BTSGBRIGHTSPRING HEALTH SVCS INC | 141,914 | $9.9M | 0.8% |
| 46 | VERAVERA THERAPEUTICS INC | 224,289 | $9.6M | 0.8% |
| 47 | ROIVANT SCIENCES LTD | 268,008 | $9.5M | 0.8% |
| 48 | CGONCG ONCOLOGY INC | 128,286 | $9.1M | 0.8% |
| 49 | AMRXAMNEAL PHARMACEUTICALS INC | 480,715 | $8.3M | 0.7% |
| 50 | EPRXEUPRAXIA PHARMACEUTICALS INC | 1.2M | $8.0M | 0.7% |
| 51 | CORCENCORA INCCALL | 28,100 | $8.0M | 0.7% |
| 52 | IRTCIRHYTHM HOLDINGS INC | 65,196 | $7.8M | 0.7% |
| 53 | KODKODIAK SCIENCES INC | 193,315 | $7.5M | 0.6% |
| 54 | ABTABBOTT LABORATORIES | 82,230 | $7.5M | 0.6% |
| 55 | WSTWEST PHARMACEUTICAL SVSC INC | 20,733 | $7.4M | 0.6% |
| 56 | TAKTAKEDA PHARMACEUTICAL CO LTD | 444,173 | $7.1M | 0.6% |
| 57 | HNGEHINGE HEALTH INC | 82,860 | $6.9M | 0.6% |
| 58 | ARQTARCUTIS BIOTHERAPEUTICS INC | 242,069 | $6.3M | 0.5% |
| 59 | IARTINTEGRA LIFESCIENCES HLDGS C | 348,746 | $6.3M | 0.5% |
| 60 | ILMNILLUMINA INC | 35,040 | $6.2M | 0.5% |
| 61 | MEIRAGTX HLDGS PLC | 455,286 | $6.2M | 0.5% |
| 62 | OCULIS HOLDING AG | 436,042 | $6.0M | 0.5% |
| 63 | NTRANATERA INC | 22,077 | $6.0M | 0.5% |
| 64 | ABVXABIVAX SA | 43,264 | $5.8M | 0.5% |
| 65 | CNCCENTENE CORP DELPUT | 88,200 | $5.7M | 0.5% |
| 66 | GHGUARDANT HEALTH INC | 36,701 | $5.5M | 0.5% |
| 67 | CELCCELCUITY INC | 52,155 | $5.5M | 0.5% |
| 68 | BLTEBELITE BIO INC | 34,803 | $5.4M | 0.5% |
| 69 | GPCRSTRUCTURE THERAPEUTICS INC | 91,550 | $4.9M | 0.4% |
| 70 | RCUSARCUS BIOSCIENCES INC | 152,129 | $4.7M | 0.4% |
| 71 | CRLCHARLES RIV LABS INTL INC | 18,747 | $4.3M | 0.4% |
| 72 | ELANELANCO ANIMAL HEALTH INC | 172,489 | $4.2M | 0.4% |
| 73 | ARGXARGENX SE | 4,482 | $4.2M | 0.4% |
| 74 | BIOBIO RAD LABS INC | 13,995 | $4.1M | 0.4% |
| 75 | SYRESPYRE THERAPEUTICS INC | 46,217 | $4.1M | 0.4% |
| 76 | MBXMBX BIOSCIENCES INC | 70,971 | $3.9M | 0.3% |
| 77 | MIRMMIRUM PHARMACEUTICALS INC | 31,536 | $3.7M | 0.3% |
| 78 | CGEMCULLINAN THERAPEUTICS INC | 192,442 | $3.5M | 0.3% |
| 79 | CMPSCOMPASS PATHWAYS PLC | 247,589 | $3.5M | 0.3% |
| 80 | HCAHCA HEALTHCARE INC | 8,295 | $3.2M | 0.3% |
| 81 | CAPRCAPRICOR THERAPEUTICS INC | 122,221 | $2.9M | 0.3% |
| 82 | DNLIDENALI THERAPEUTICS INC | 100,966 | $2.6M | 0.2% |
| 83 | SNDXSYNDAX PHARMACEUTICALS INC | 118,422 | $2.6M | 0.2% |
| 84 | AMLXAMYLYX PHARMACEUTICALS INC | 143,700 | $2.6M | 0.2% |
| 85 | TARSTARSUS PHARMACEUTICALS INC | 40,579 | $2.6M | 0.2% |
| 86 | OMOUTSET MED INC | 582,122 | $2.5M | 0.2% |
| 87 | OMDAOMADA HEALTH INC | 114,442 | $2.5M | 0.2% |
| 88 | ERASERASCA INC | 134,088 | $2.5M | 0.2% |
| 89 | CORCENCORA INC | 7,385 | $2.1M | 0.2% |
| 90 | BCRXBIOCRYST PHARMACEUTICALS INC | 207,357 | $2.1M | 0.2% |
| 91 | OMCLOMNICELL COM | 49,040 | $2.0M | 0.2% |
| 92 | CVRXCVRX INC | 369,572 | $1.9M | 0.2% |
| 93 | HIMSHIMS & HERS HEALTH INC | 49,454 | $1.7M | 0.1% |
| 94 | MLYSMINERALYS THERAPEUTICS INC | 62,418 | $1.7M | 0.1% |
| 95 | TECXTECTONIC THERAPEUTIC INC | 45,631 | $1.6M | 0.1% |
| 96 | UNIQURE NV | 26,396 | $1.2M | 0.1% |
| 97 | RZLTREZOLUTE INC | 127,289 | $661,903 | 0.1% |
| 98 | CRBUCARIBOU BIOSCIENCES INC | 354,687 | $624,249 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.