PFM Health Sciences, LP
96 holdingsFiling period: 2026-06-30Current AUM: $1.15Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Ascendis Pharma A/S | 233.2K | $62.2M | $62.2M | 5.41% | -- | 2026-06-30 |
| 2 | AXSM | Axsome Therapeutics Inc. | 219.6K | $53.8M | $31.6M | 2.75% | -44,708 | 2026-06-30 |
| 3 | LLY | Eli Lilly & Co | 39.3K | $47.1M | $50.2M | 4.37% | -26,504 | 2026-06-30 |
| 4 | — | Jazz Pharmaceuticals PLC | 160.8K | $38.7M | $38.7M | 3.37% | -17,376 | 2026-06-30 |
| 5 | HUM | Humana Inc | 94.4K | $37.5M | $39.4M | 3.43% | -- | 2026-06-30 |
| 6 | UNH | Unitedhealth Group Inc | 88.3K | $36.7M | $36.3M | 3.16% | +30.2K | 2026-06-30 |
| 7 | NBIX | Neurocrine Biosciences Inc | 213.4K | $36.0M | $31.1M | 2.71% | -2,271 | 2026-06-30 |
| 8 | INBX | Inhibrx Biosciences Inc | 308.4K | $29.2M | $27.3M | 2.38% | +3.0K | 2026-06-30 |
| 9 | UTHR | United Therapeutics Corp Del | 50.0K | $27.1M | $29.6M | 2.58% | -67,414 | 2026-06-30 |
| 10 | RVMD | Revolution Medicines Inc | 143.2K | $26.8M | $26.3M | 2.29% | +2.5K | 2026-06-30 |
| 11 | — | Icon Pub Ltd Co | 136.5K | $23.7M | $23.7M | 2.06% | +79.0K | 2026-06-30 |
| 12 | THC | Tenet Healthcare Corp | 126.6K | $23.7M | $34.0M | 2.96% | -271,995 | 2026-06-30 |
| 13 | EW | Edwards Lifesciences Corp | 250.5K | $22.7M | $22.7M | 1.97% | -4,057 | 2026-06-30 |
| 14 | WAT | Waters Corp | 59.8K | $22.4M | $27.3M | 2.37% | +20.1K | 2026-06-30 |
| 15 | CNC | Centene Corp Del | 337.1K | $21.6M | $22.9M | 2.00% | +73.6K | 2026-06-30 |
| 16 | PEN | Penumbra Inc | 60.2K | $19.0M | $19.6M | 1.70% | -79,558 | 2026-06-30 |
| 17 | BBIO | Bridgebio Pharma Inc | 253.4K | $18.9M | $17.3M | 1.50% | -4,389 | 2026-06-30 |
| 18 | SYK | Stryker Corporation | 56.6K | $17.8M | $17.3M | 1.51% | +34.7K | 2026-06-30 |
| 19 | MTD | Mettler Toledo International | 13.3K | $17.0M | $22.3M | 1.94% | -- | 2026-06-30 |
| 20 | INDV | Indivior Pharmaceuticals Inc | 401.2K | $16.5M | $13.9M | 1.21% | -173,458 | 2026-06-30 |
| 21 | MRK | Merck & Co Inc | 127.1K | $16.3M | $17.9M | 1.56% | -- | 2026-06-30 |
| 22 | CYTK | Cytokinetics Inc | 191.7K | $16.3M | $11.6M | 1.01% | -- | 2026-06-30 |
| 23 | LNTH | Lantheus Hldgs Inc | 146.4K | $16.2M | $14.6M | 1.27% | -- | 2026-06-30 |
| 24 | COO | Cooper Cos Inc | 220.9K | $15.8M | $13.5M | 1.18% | +51.1K | 2026-06-30 |
| 25 | MDGL | Madrigal Pharmaceuticals Inc | 29.3K | $15.7M | $12.8M | 1.12% | -4,833 | 2026-06-30 |
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