The Analysis of PFM Health Sciences, LP's Holdings

Currently, PFM Health Sciences, LP holds 67 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in UTHR (+59.3K shares, valued at $24.8M), UHS (+116.3K shares, valued at $23.8M), CNC (+574.4K shares, valued at $20.5M); decreased their positions in LLY (-42.9K shares, valued at $32.7M), HUM (-105.9K shares, valued at $27.5M), INDV (-794.4K shares, valued at $19.2M); initiated new positions in UHS (+116.3K shares, valued at $23.8M), CNC (+574.4K shares, valued at $20.5M), MRK (+236.5K shares, valued at $19.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LLY ELI LILLY & CO225.1K shares-16.00%2025-09-302025-11-14

THC TENET HEALTHCARE CORP461.7K shares-7.53%2025-09-302025-11-14

AXSM AXSOME THERAPEUTICS INC530.3K shares9.78%2025-09-302025-11-14

MCK MCKESSON CORP72.3K shares0.00%2025-09-302025-11-14

PEN PENUMBRA INC195.1K shares17.34%2025-09-302025-11-14

UTHR UNITED THERAPEUTICS CORP DEL95.7K shares162.84%2025-09-302025-11-14

ISRG INTUITIVE SURGICAL INC77.4K shares-13.00%2025-09-302025-11-14

EW EDWARDS LIFESCIENCES CORP381.3K shares-2.85%2025-09-302025-11-14

Sponsored

ASND ASCENDIS PHARMA A/S145.3K shares-34.47%2025-09-302025-11-14

HCA HCA HEALTHCARE INC65.8K shares-9.02%2025-09-302025-11-14

CVS CVS HEALTH CORP346.7K shares-27.63%2025-09-302025-11-14

COR CENCORA INC80.5K shares51.06%2025-09-302025-11-14

OM OUTSET MED INC1.7M shares3.92%2025-09-302025-11-14

UHS UNIVERSAL HLTH SVCS INC116.3K sharesnew addition2025-09-302025-11-14

ICLR ICON PLC133.7K shares51.60%2025-09-302025-11-14

CNC CENTENE CORP DEL574.4K sharesnew addition2025-09-302025-11-14

Sponsored

MRK MERCK & CO INC236.5K sharesnew addition2025-09-302025-11-14

ELV ELEVANCE HEALTH INC FORMERLY60.8K sharesnew addition2025-09-302025-11-14

NTRA NATERA INC115.6K shares14.17%2025-09-302025-11-14

ADMA ADMA BIOLOGICS INC1.2M sharesnew addition2025-09-302025-11-14

NEO NEOGENOMICS INC2.2M shares186.81%2025-09-302025-11-14

BBIO BRIDGEBIO PHARMA INC327.2K shares-37.30%2025-09-302025-11-14

SLNO SOLENO THERAPEUTICS INC243.4K shares-40.23%2025-09-302025-11-14

CNTA CENTESSA PHARMACEUTICALS PLC666.2K shares93.12%2025-09-302025-11-14

Sponsored

ASCENDIS PHARMA A/S ASCENDIS PHARMA A/S11.5M shares-49.93%2025-09-302025-11-14

OSCR OSCAR HEALTH INC820.6K shares11.65%2025-09-302025-11-14

RVMD REVOLUTION MEDICINES INC331.1K sharesnew addition2025-09-302025-11-14

VERA VERA THERAPEUTICS INC513.7K sharesnew addition2025-09-302025-11-14

SPY SPDR S&P 500 ETF TR21.2K shares23.83%2025-09-302025-11-14

INDV INDIVIOR PLC561.5K shares-58.59%2025-09-302025-11-14

VEEV VEEVA SYS INC41.5K sharesnew addition2025-09-302025-11-14

MRUS MERUS N V130.7K shares-28.90%2025-09-302025-11-14

Sponsored

AKRO AKERO THERAPEUTICS INC248.1K shares-6.80%2025-09-302025-11-14

REGN REGENERON PHARMACEUTICALS19.9K sharesnew addition2025-09-302025-11-14

IRTC IRHYTHM TECHNOLOGIES INC65.0K shares-26.27%2025-09-302025-11-14

CMPS COMPASS PATHWAYS PLC1.7M shares-6.54%2025-09-302025-11-14

WAT WATERS CORP30.8K shares-28.63%2025-09-302025-11-14

VRNA VERONA PHARMA PLC80.4K shares0.00%2025-09-302025-11-14

INBX INHIBRX BIOSCIENCES INC239.6K shares-1.89%2025-09-302025-11-14

NBIX NEUROCRINE BIOSCIENCES INC57.2K shares346.50%2025-09-302025-11-14

Sponsored

TEVA TEVA PHARMACEUTICAL INDS LTD356.8K shares-71.20%2025-09-302025-11-14

ARQT ARCUTIS BIOTHERAPEUTICS INC360.5K shares-60.96%2025-09-302025-11-14

CGON CG ONCOLOGY INC157.9K sharesnew addition2025-09-302025-11-14

AMLX AMYLYX PHARMACEUTICALS INC436.2K shares-40.44%2025-09-302025-11-14

COO COOPER COS INC74.4K sharesnew addition2025-09-302025-11-14

RYTM RHYTHM PHARMACEUTICALS INC48.2K sharesnew addition2025-09-302025-11-14

VKTX VIKING THERAPEUTICS INC183.5K shares386.46%2025-09-302025-11-14

WST WEST PHARMACEUTICAL SVSC INC18.4K sharesnew addition2025-09-302025-11-14

Sponsored

AZN ASTRAZENECA PLC61.8K sharesnew addition2025-09-302025-11-14

ARGX ARGENX SE6.4K shares-11.52%2025-09-302025-11-14

RZLT REZOLUTE INC452.7K shares4.28%2025-09-302025-11-14

SNDX SYNDAX PHARMACEUTICALS INC256.5K sharesnew addition2025-09-302025-11-14

MBX MBX BIOSCIENCES INC221.5K sharesnew addition2025-09-302025-11-14

AMRX AMNEAL PHARMACEUTICALS INC355.8K sharesnew addition2025-09-302025-11-14

GPCR STRUCTURE THERAPEUTICS INC115.1K shares103.33%2025-09-302025-11-14

PRAX PRAXIS PRECISION MEDICINES I60.6K shares-28.49%2025-09-302025-11-14

Sponsored

ELVN ENLIVEN THERAPEUTICS INC156.5K sharesnew addition2025-09-302025-11-14

CRBU CARIBOU BIOSCIENCES INC1.4M shares0.00%2025-09-302025-11-14

BSX BOSTON SCIENTIFIC CORP28.6K sharesnew addition2025-09-302025-11-14

QURE UNIQURE NV46.4K shares-73.41%2025-09-302025-11-14

DNTH DIANTHUS THERAPEUTICS INC67.8K sharesnew addition2025-09-302025-11-14

IRON DISC MEDICINE INC32.5K shares5.65%2025-09-302025-11-14

HIMS HIMS & HERS HEALTH INC22.9K sharesnew addition2025-09-302025-11-14

TMO THERMO FISHER SCIENTIFIC INC2.3K sharesnew addition2025-09-302025-11-14

Sponsored

HUM HUMANA INC3.6K shares-96.67%2025-09-302025-11-14

MNMD MIND MEDICINE MINDMED INC75.1K sharesnew addition2025-09-302025-11-14

HOWL WEREWOLF THERAPEUTICS INC401.1K shares0.00%2025-09-302025-11-14

Call Option Holdings

XBI Call CallSPDR SERIES TRUST717.4K sharesnew addition2025-09-302025-11-14

HUM Call CallHUMANA INC110.0K sharesnew addition2025-09-302025-11-14

BSX Call CallBOSTON SCIENTIFIC CORP122.0K sharesnew addition2025-09-302025-11-14

Put Option Holdings

IWM Put PutISHARES TR56.7K sharesnew addition2025-09-302025-11-14

LQDA Put PutLIQUIDIA CORPORATION76.3K sharesnew addition2025-09-302025-11-14