Sponsored

The Analysis of PFM Health Sciences, LP's Holdings & P&L

Currently, PFM Health Sciences, LP holds 77 types of securities in its portfolio with a total value $950.2M. In the most recent quarter, they have increased their positions in JAZZ (+127.6K shares, valued at $24.1M), N/A (+574.7K shares, valued at $17.5M), ABT (+140.4K shares, valued at $14.4M); decreased their positions in UTHR (-27.9K shares, valued at $16.6M), CNC (-461.9K shares, valued at $15.1M), TMO (-23.1K shares, valued at $11.3M); initiated new positions in N/A (+574.7K shares, valued at $17.5M), ABT (+140.4K shares, valued at $14.4M), ACHC (+582.7K shares, valued at $13.6M).

1M P&L

+51.1M+5.98%

3M P&L

+35.2M+4.05%

HY P&L

+47.8M+5.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology239.9M

27.5%

2Medical Devices132.6M

15.2%

3Medical Care Facilities103.4M

11.9%

Top Industries by Stock Count

1Biotechnology30 stocks

44.1%

2Medical Devices9 stocks

13.2%

3Diagnostics & Research6 stocks

8.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

THC TENET HEALTHCARE CORP398.6K shares0.20%2026-03-312026-05-15

LLY ELI LILLY & CO65.8K shares-3.70%2026-03-312026-05-15

PEN PENUMBRA INC139.8K shares-3.71%2026-03-312026-05-15

AXSM AXSOME THERAPEUTICS INC.264.3K shares5.07%2026-03-312026-05-15

ASND ASCENDIS PHARMA A/S152.0K shares-14.44%2026-03-312026-05-15

JAZZ JAZZ PHARMACEUTICALS PLC178.1K shares252.68%2026-03-312026-05-15

NBIX NEUROCRINE BIOSCIENCES INC215.7K shares32.16%2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP DEL39.8K shares-41.24%2026-03-312026-05-15

Sponsored

GKOS GLAUKOS CORP215.7K shares6.95%2026-03-312026-05-15

CNTA CENTESSA PHARMACEUTICALS PLC528.2K shares-10.71%2026-03-312026-05-15

INHIBRX BIOSCIENCES INC INHIBRX BIOSCIENCES INC305.4K shares15.03%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP254.5K shares3.11%2026-03-312026-05-15

BBIO BRIDGEBIO PHARMA INC257.7K shares-15.91%2026-03-312026-05-15

MDGL MADRIGAL PHARMACEUTICALS INC34.1K shares370.46%2026-03-312026-05-15

INDIVIOR PHARMACEUTICALS INC INDIVIOR PHARMACEUTICALS INC574.7K sharesnew addition2026-03-312026-05-15

ASCENDIS PHARMA A/S ASCENDIS PHARMA A/S11.5M shares7.98%2026-03-312026-05-15

Sponsored

UNH UNITEDHEALTH GROUP INC58.0K shares14.84%2026-03-312026-05-15

DNTH DIANTHUS THERAPEUTICS INC172.1K shares72.87%2026-03-312026-05-15

ABT ABBOTT LABORATORIES140.4K sharesnew addition2026-03-312026-05-15

RVMD REVOLUTION MEDICINES INC140.8K shares-7.05%2026-03-312026-05-15

ACHC ACADIA HEALTHCARE COMPANY IN582.7K sharesnew addition2026-03-312026-05-15

NEO NEOGENOMICS INC1.8M shares5.34%2026-03-312026-05-15

COOPER COS INC COOPER COS INC169.8K shares68.48%2026-03-312026-05-15

NTRA NATERA INC60.0K sharesnew addition2026-03-312026-05-15

Sponsored

ITGR INTEGER HLDGS CORP135.1K shares26.74%2026-03-312026-05-15

RYTM RHYTHM PHARMACEUTICALS INC136.6K shares239.77%2026-03-312026-05-15

WAT WATERS CORP39.8K shares-7.97%2026-03-312026-05-15

AMRX AMNEAL PHARMACEUTICALS INC930.1K shares-36.53%2026-03-312026-05-15

PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I35.4K shares13.72%2026-03-312026-05-15

HSIC SCHEIN HENRY INC153.1K sharesnew addition2026-03-312026-05-15

CGON CG ONCOLOGY INC165.9K shares1.19%2026-03-312026-05-15

MMSI MERIT MED SYS INC162.5K sharesnew addition2026-03-312026-05-15

Sponsored

CLDX CELLDEX THERAPEUTICS INC NEW325.0K shares144.03%2026-03-312026-05-15

BLTE BELITE BIO INC59.4K shares199.81%2026-03-312026-05-15

DXCM DEXCOM INC149.7K shares-34.14%2026-03-312026-05-15

TERN TERNS PHARMACEUTICALS INC173.0K sharesnew addition2026-03-312026-05-15

CNC CENTENE CORP DEL263.5K shares-63.68%2026-03-312026-05-15

VKTX VIKING THERAPEUTICS INC263.1K shares39.24%2026-03-312026-05-15

ORKA ORUKA THERAPEUTICS INC174.1K sharesnew addition2026-03-312026-05-15

TNGX TANGO THERAPEUTICS INC406.2K sharesnew addition2026-03-312026-05-15

Sponsored

SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC248.2K shares0.12%2026-03-312026-05-15

BTSG BRIGHTSPRING HEALTH SVCS INC187.3K shares58.06%2026-03-312026-05-15

CMPS COMPASS PATHWAYS PLC1.4M shares75.35%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC14.8K shares-60.88%2026-03-312026-05-15

NVO NOVO-NORDISK A S197.2K sharesnew addition2026-03-312026-05-15

SYK STRYKER CORPORATION22.0K shares-56.82%2026-03-312026-05-15

VERA VERA THERAPEUTICS INC174.9K shares62.38%2026-03-312026-05-15

BILLIONTOONE INC BILLIONTOONE INC88.1K shares0.60%2026-03-312026-05-15

Sponsored

CAH CARDINAL HEALTH INC31.9K shares-48.76%2026-03-312026-05-15

ICLR ICON PLC57.5K shares-50.15%2026-03-312026-05-15

ALHC ALIGNMENT HEALTHCARE INC359.8K sharesnew addition2026-03-312026-05-15

HCA HCA HEALTHCARE INC13.4K shares-3.71%2026-03-312026-05-15

GPCR STRUCTURE THERAPEUTICS INC126.4K shares85.18%2026-03-312026-05-15

ROIV ROIVANT SCIENCES LTD207.4K sharesnew addition2026-03-312026-05-15

OSCR OSCAR HEALTH INC499.8K shares0.00%2026-03-312026-05-15

SNDX SYNDAX PHARMACEUTICALS INC245.0K shares0.85%2026-03-312026-05-15

Sponsored

TARS TARSUS PHARMACEUTICALS INC80.2K shares193.46%2026-03-312026-05-15

PSNL PERSONALIS INC870.1K shares7.98%2026-03-312026-05-15

KOD KODIAK SCIENCES INC114.7K sharesnew addition2026-03-312026-05-15

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN64.3K sharesnew addition2026-03-312026-05-15

EPRX EUPRAXIA PHARMACEUTICALS INC540.9K sharesnew addition2026-03-312026-05-15

DEFINIUM THERAPEUTICS INC DEFINIUM THERAPEUTICS INC205.3K sharesnew addition2026-03-312026-05-15

MLYS MINERALYS THERAPEUTICS INC142.7K shares199.51%2026-03-312026-05-15

MEDLINE INC MEDLINE INC86.8K shares2.09%2026-03-312026-05-15

Sponsored

CAPR CAPRICOR THERAPEUTICS INC123.8K sharesnew addition2026-03-312026-05-15

ILMN ILLUMINA INC28.9K sharesnew addition2026-03-312026-05-15

ARGX ARGENX SE4.5K shares7.92%2026-03-312026-05-15

CGEM CULLINAN THERAPEUTICS INC227.4K shares0.18%2026-03-312026-05-15

ABVX ABIVAX SA26.7K shares-16.36%2026-03-312026-05-15

OUTSET MED INC OUTSET MED INC594.6K shares12.03%2026-03-312026-05-15

MBX MBX BIOSCIENCES INC71.9K shares-9.35%2026-03-312026-05-15

AMLX AMYLYX PHARMACEUTICALS INC145.3K shares7.97%2026-03-312026-05-15

Sponsored

CRBU CARIBOU BIOSCIENCES INC957.8K shares0.00%2026-03-312026-05-15

GMED GLOBUS MED INC16.9K sharesnew addition2026-03-312026-05-15

TECX TECTONIC THERAPEUTIC INC46.1K shares7.97%2026-03-312026-05-15

QURE UNIQURE NV42.6K shares7.94%2026-03-312026-05-15

RZLT REZOLUTE INC128.7K shares-37.59%2026-03-312026-05-15

THC

TENET HEALTHCARE CORP

0.20%

Shares398.6K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-3.70%

Shares65.8K

Event2026-03-31

Filed2026-05-15

PEN

PENUMBRA INC

-3.71%

Shares139.8K

Event2026-03-31

Filed2026-05-15

AXSM

AXSOME THERAPEUTICS INC.

5.07%

Shares264.3K

Event2026-03-31

Filed2026-05-15

ASND

ASCENDIS PHARMA A/S

-14.44%

Shares152.0K

Event2026-03-31

Filed2026-05-15

JAZZ

JAZZ PHARMACEUTICALS PLC

252.68%

Shares178.1K

Event2026-03-31

Filed2026-05-15

NBIX

NEUROCRINE BIOSCIENCES INC

32.16%

Shares215.7K

Event2026-03-31

Filed2026-05-15

UTHR

UNITED THERAPEUTICS CORP DEL

-41.24%

Shares39.8K

Event2026-03-31

Filed2026-05-15

GKOS

GLAUKOS CORP

6.95%

Shares215.7K

Event2026-03-31

Filed2026-05-15

CNTA

CENTESSA PHARMACEUTICALS PLC

-10.71%

Shares528.2K

Event2026-03-31

Filed2026-05-15

INHIBRX BIOSCIENCES INC

15.03%

Shares305.4K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

3.11%

Shares254.5K

Event2026-03-31

Filed2026-05-15

BBIO

BRIDGEBIO PHARMA INC

-15.91%

Shares257.7K

Event2026-03-31

Filed2026-05-15

MDGL

MADRIGAL PHARMACEUTICALS INC

370.46%

Shares34.1K

Event2026-03-31

Filed2026-05-15

INDIVIOR PHARMACEUTICALS INC

New

Shares574.7K

Event2026-03-31

Filed2026-05-15

ASCENDIS PHARMA A/S

7.98%

Shares11.5M

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

14.84%

Shares58.0K

Event2026-03-31

Filed2026-05-15

DNTH

DIANTHUS THERAPEUTICS INC

72.87%

Shares172.1K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

New

Shares140.4K

Event2026-03-31

Filed2026-05-15

RVMD

REVOLUTION MEDICINES INC

-7.05%

Shares140.8K

Event2026-03-31

Filed2026-05-15

ACHC

ACADIA HEALTHCARE COMPANY IN

New

Shares582.7K

Event2026-03-31

Filed2026-05-15

NEO

NEOGENOMICS INC

5.34%

Shares1.8M

Event2026-03-31

Filed2026-05-15

COOPER COS INC

68.48%

Shares169.8K

Event2026-03-31

Filed2026-05-15

NTRA

NATERA INC

New

Shares60.0K

Event2026-03-31

Filed2026-05-15

ITGR

INTEGER HLDGS CORP

26.74%

Shares135.1K

Event2026-03-31

Filed2026-05-15

RYTM

RHYTHM PHARMACEUTICALS INC

239.77%

Shares136.6K

Event2026-03-31

Filed2026-05-15

WAT

WATERS CORP

-7.97%

Shares39.8K

Event2026-03-31

Filed2026-05-15

AMRX

AMNEAL PHARMACEUTICALS INC

-36.53%

Shares930.1K

Event2026-03-31

Filed2026-05-15

PRAXIS PRECISION MEDICINES I

13.72%

Shares35.4K

Event2026-03-31

Filed2026-05-15

HSIC

SCHEIN HENRY INC

New

Shares153.1K

Event2026-03-31

Filed2026-05-15

CGON

CG ONCOLOGY INC

1.19%

Shares165.9K

Event2026-03-31

Filed2026-05-15

MMSI

MERIT MED SYS INC

New

Shares162.5K

Event2026-03-31

Filed2026-05-15

CLDX

CELLDEX THERAPEUTICS INC NEW

144.03%

Shares325.0K

Event2026-03-31

Filed2026-05-15

BLTE

BELITE BIO INC

199.81%

Shares59.4K

Event2026-03-31

Filed2026-05-15

DXCM

DEXCOM INC

-34.14%

Shares149.7K

Event2026-03-31

Filed2026-05-15

TERN

TERNS PHARMACEUTICALS INC

New

Shares173.0K

Event2026-03-31

Filed2026-05-15

CNC

CENTENE CORP DEL

-63.68%

Shares263.5K

Event2026-03-31

Filed2026-05-15

VKTX

VIKING THERAPEUTICS INC

39.24%

Shares263.1K

Event2026-03-31

Filed2026-05-15

ORKA

ORUKA THERAPEUTICS INC

New

Shares174.1K

Event2026-03-31

Filed2026-05-15

TNGX

TANGO THERAPEUTICS INC

New

Shares406.2K

Event2026-03-31

Filed2026-05-15

SOLENO THERAPEUTICS INC

0.12%

Shares248.2K

Event2026-03-31

Filed2026-05-15

BTSG

BRIGHTSPRING HEALTH SVCS INC

58.06%

Shares187.3K

Event2026-03-31

Filed2026-05-15

CMPS

COMPASS PATHWAYS PLC

75.35%

Shares1.4M

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-60.88%

Shares14.8K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

New

Shares197.2K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

-56.82%

Shares22.0K

Event2026-03-31

Filed2026-05-15

VERA

VERA THERAPEUTICS INC

62.38%

Shares174.9K

Event2026-03-31

Filed2026-05-15

BILLIONTOONE INC

0.60%

Shares88.1K

Event2026-03-31

Filed2026-05-15

CAH

CARDINAL HEALTH INC

-48.76%

Shares31.9K

Event2026-03-31

Filed2026-05-15

ICLR

ICON PLC

-50.15%

Shares57.5K

Event2026-03-31

Filed2026-05-15

ALHC

ALIGNMENT HEALTHCARE INC

New

Shares359.8K

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE INC

-3.71%

Shares13.4K

Event2026-03-31

Filed2026-05-15

GPCR

STRUCTURE THERAPEUTICS INC

85.18%

Shares126.4K

Event2026-03-31

Filed2026-05-15

ROIV

ROIVANT SCIENCES LTD

New

Shares207.4K

Event2026-03-31

Filed2026-05-15

OSCR

OSCAR HEALTH INC

0.00%

Shares499.8K

Event2026-03-31

Filed2026-05-15

SNDX

SYNDAX PHARMACEUTICALS INC

0.85%

Shares245.0K

Event2026-03-31

Filed2026-05-15

TARS

TARSUS PHARMACEUTICALS INC

193.46%

Shares80.2K

Event2026-03-31

Filed2026-05-15

PSNL

PERSONALIS INC

7.98%

Shares870.1K

Event2026-03-31

Filed2026-05-15

KOD

KODIAK SCIENCES INC

New

Shares114.7K

Event2026-03-31

Filed2026-05-15

ARROWHEAD PHARMACEUTICALS IN

New

Shares64.3K

Event2026-03-31

Filed2026-05-15

EPRX

EUPRAXIA PHARMACEUTICALS INC

New

Shares540.9K

Event2026-03-31

Filed2026-05-15

DEFINIUM THERAPEUTICS INC

New

Shares205.3K

Event2026-03-31

Filed2026-05-15

MLYS

MINERALYS THERAPEUTICS INC

199.51%

Shares142.7K

Event2026-03-31

Filed2026-05-15

MEDLINE INC

2.09%

Shares86.8K

Event2026-03-31

Filed2026-05-15

CAPR

CAPRICOR THERAPEUTICS INC

New

Shares123.8K

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

New

Shares28.9K

Event2026-03-31

Filed2026-05-15

ARGX

ARGENX SE

7.92%

Shares4.5K

Event2026-03-31

Filed2026-05-15

CGEM

CULLINAN THERAPEUTICS INC

0.18%

Shares227.4K

Event2026-03-31

Filed2026-05-15

ABVX

ABIVAX SA

-16.36%

Shares26.7K

Event2026-03-31

Filed2026-05-15

OUTSET MED INC

12.03%

Shares594.6K

Event2026-03-31

Filed2026-05-15

MBX

MBX BIOSCIENCES INC

-9.35%

Shares71.9K

Event2026-03-31

Filed2026-05-15

AMLX

AMYLYX PHARMACEUTICALS INC

7.97%

Shares145.3K

Event2026-03-31

Filed2026-05-15

CRBU

CARIBOU BIOSCIENCES INC

0.00%

Shares957.8K

Event2026-03-31

Filed2026-05-15

GMED

GLOBUS MED INC

New

Shares16.9K

Event2026-03-31

Filed2026-05-15

TECX

TECTONIC THERAPEUTIC INC

7.97%

Shares46.1K

Event2026-03-31

Filed2026-05-15

QURE

UNIQURE NV

7.94%

Shares42.6K

Event2026-03-31

Filed2026-05-15

RZLT

REZOLUTE INC

-37.59%

Shares128.7K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

XLV Call CallSELECT SECTOR SPDR TR238.9K sharesnew addition2026-03-312026-05-15

UTHR Call CallUNITED THERAPEUTICS CORP DEL31.7K sharesnew addition2026-03-312026-05-15

ASND Call CallASCENDIS PHARMA A/S22.4K sharesnew addition2026-03-312026-05-15

XLV Call

SELECT SECTOR SPDR TR

New

Shares238.9K

Event2026-03-31

Filed2026-05-15

UTHR Call

UNITED THERAPEUTICS CORP DEL

New

Shares31.7K

Event2026-03-31

Filed2026-05-15

ASND Call

ASCENDIS PHARMA A/S

New

Shares22.4K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

XBI Put PutSPDR SERIES TRUST455.3K sharesnew addition2026-03-312026-05-15

UTHR Put PutUNITED THERAPEUTICS CORP DEL45.9K sharesnew addition2026-03-312026-05-15

HCA Put PutHCA HEALTHCARE INC4.6K sharesnew addition2026-03-312026-05-15

XBI Put

SPDR SERIES TRUST

New

Shares455.3K

Event2026-03-31

Filed2026-05-15

UTHR Put

UNITED THERAPEUTICS CORP DEL

New

Shares45.9K

Event2026-03-31

Filed2026-05-15

HCA Put

HCA HEALTHCARE INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-15