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 | $44.8M | 3.90% | -44,708 | 2026-06-30 |
| 3 | LLY | ELI LILLY & CO | 39.3K | $47.1M | $44.6M | 3.88% | -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 | $37.4M | 3.25% | -- | 2026-06-30 |
| 6 | UNH | UNITEDHEALTH GROUP INC | 88.3K | $36.7M | $33.2M | 2.89% | +30.2K | 2026-06-30 |
| 7 | NBIX | NEUROCRINE BIOSCIENCES INC | 213.4K | $36.0M | $32.0M | 2.78% | -2,271 | 2026-06-30 |
| 8 | INBX | INHIBRX BIOSCIENCES INC | 308.4K | $29.2M | $32.6M | 2.83% | +3.0K | 2026-06-30 |
| 9 | UTHR | UNITED THERAPEUTICS CORP DEL | 50.0K | $27.1M | $25.0M | 2.17% | -67,414 | 2026-06-30 |
| 10 | RVMD | REVOLUTION MEDICINES INC | 143.2K | $26.8M | $29.3M | 2.55% | +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 | $33.0M | 2.87% | -271,995 | 2026-06-30 |
| 13 | EW | EDWARDS LIFESCIENCES CORP | 250.5K | $22.7M | $21.5M | 1.87% | -4,057 | 2026-06-30 |
| 14 | WAT | WATERS CORP | 59.8K | $22.4M | $25.0M | 2.17% | +20.1K | 2026-06-30 |
| 15 | CNC | CENTENE CORP DEL | 337.1K | $21.6M | $22.8M | 1.98% | +73.6K | 2026-06-30 |
| 16 | PEN | PENUMBRA INC | 60.2K | $19.0M | $19.2M | 1.67% | -79,558 | 2026-06-30 |
| 17 | BBIO | BRIDGEBIO PHARMA INC | 253.4K | $18.9M | $17.3M | 1.51% | -4,389 | 2026-06-30 |
| 18 | SYK | STRYKER CORPORATION | 56.6K | $17.8M | $15.9M | 1.39% | +34.7K | 2026-06-30 |
| 19 | MTD | METTLER TOLEDO INTERNATIONAL | 13.3K | $17.0M | $17.8M | 1.54% | -- | 2026-06-30 |
| 20 | INDV | INDIVIOR PHARMACEUTICALS INC | 401.2K | $16.5M | $13.7M | 1.19% | -173,458 | 2026-06-30 |
| 21 | MRK | MERCK & CO INC | 127.1K | $16.3M | $18.3M | 1.59% | -- | 2026-06-30 |
| 22 | CYTK | CYTOKINETICS INC | 191.7K | $16.3M | $13.3M | 1.15% | -- | 2026-06-30 |
| 23 | LNTH | LANTHEUS HLDGS INC | 146.4K | $16.2M | $14.7M | 1.28% | -- | 2026-06-30 |
| 24 | COO | COOPER COS INC | 220.9K | $15.8M | $11.8M | 1.02% | +51.1K | 2026-06-30 |
| 25 | MDGL | MADRIGAL PHARMACEUTICALS INC | 29.3K | $15.7M | $15.3M | 1.33% | -4,833 | 2026-06-30 |
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