Pfm Health Sciences, LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 65Value: $1.4BLatest: 2025Q1

PFM Health Sciences, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 65 holdings worth $1.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AXSM",
  "ASND",
  "CNTA",
  "ARGX",
  "NEO",
  "HUM",
  null,
  "ABBV",
  "ALNY",
  "CRBU",
  "MGX",
  "SWTX",
  "GPCR",
  "SNDX",
  "KROS",
  "AMLX",
  "AZN",
  "OSCR",
  "ISRG",
  "INBX",
  null,
  "PMVP",
  "SGMT",
  null,
  "TSBX",
  "IQV",
  "IOVA",
  null,
  "ICLR",
  "UNH",
  "TMO",
  "PRAX",
  "SLNO",
  "ACLX",
  "QURE",
  "INDV.L",
  "BOLD",
  null,
  "VRTX",
  "EW",
  "SRPT",
  "PEN",
  "THC",
  "CMPS",
  "ERAS",
  "IOBT",
  "HCA",
  "VERV",
  "WAT",
  "HOWL",
  "XENE",
  "BHVN",
  "MOH",
  "UHS",
  "MCK",
  "BDX",
  "BPMC",
  "BBIO",
  "CAPR",
  "CELC",
  "CNC",
  "CVS",
  "DHR",
  "ELV",
  "LLY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 65
Total Value: 1374770860
Accession Number: 0001085146-25-003307
Form Type: 13F-HR
CIK: pfm-health-sciences-lp
Manager Name: Pfm-Health-Sciences-Lp

Data Enrichment

92% identified

60 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

65 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

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ELI LILLY & Co

LLY|532457108

Shares:273.8K

Value:$226.1M

% of Portfolio:16.4% ($226.1M/$1.4B)

AbbVie Inc.

ABBV|00287Y109

Shares:331.7K

Value:$69.5M

% of Portfolio:5.1% ($69.5M/$1.4B)

TENET HEALTHCARE CORP

THC|88033G407

Shares:491.3K

Value:$66.1M

% of Portfolio:4.8% ($66.1M/$1.4B)

MCKESSON CORP

MCK|58155Q103

Shares:97.5K

Value:$65.6M

% of Portfolio:4.8% ($65.6M/$1.4B)

Axsome Therapeutics, Inc.

AXSM|05464T104

Shares:556.5K

Value:$64.9M

% of Portfolio:4.7% ($64.9M/$1.4B)

81369Y209

Shares:429.7K

Value:$62.7M

% of Portfolio:4.6% ($62.7M/$1.4B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:127.0K

Value:$61.6M

% of Portfolio:4.5% ($61.6M/$1.4B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:93.1K

Value:$46.1M

% of Portfolio:3.4% ($46.1M/$1.4B)

Penumbra Inc

PEN|70975L107

Shares:166.3K

Value:$44.5M

% of Portfolio:3.2% ($44.5M/$1.4B)

SOLENO THERAPEUTICS INC

SLNO|834203309

Shares:595.2K

Value:$42.5M

% of Portfolio:3.1% ($42.5M/$1.4B)

ARGENX SE

ARGX|04016X101

Shares:69.0K

Value:$40.8M

% of Portfolio:3.0% ($40.8M/$1.4B)

Elevance Health, Inc.

ELV|036752103

Shares:88.2K

Value:$38.4M

% of Portfolio:2.8% ($38.4M/$1.4B)

BridgeBio Pharma, Inc.

BBIO|10806X102

Shares:908.1K

Value:$31.4M

% of Portfolio:2.3% ($31.4M/$1.4B)

UNIVERSAL HEALTH SERVICES INC

UHS|913903100

Shares:155.5K

Value:$29.2M

% of Portfolio:2.1% ($29.2M/$1.4B)

Ascendis Pharma A/S

ASND|04351P101

Shares:186.9K

Value:$29.1M

% of Portfolio:2.1% ($29.1M/$1.4B)

Edwards Lifesciences Corp

EW|28176E108

Shares:380.0K

Value:$27.5M

% of Portfolio:2.0% ($27.5M/$1.4B)

04351PAD3

Shares:—

Value:$27.3M

% of Portfolio:2.0% ($27.3M/$1.4B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:77.5K

Value:$26.8M

% of Portfolio:1.9% ($26.8M/$1.4B)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:87.1K

Value:$23.5M

% of Portfolio:1.7% ($23.5M/$1.4B)

MOLINA HEALTHCARE, INC.

MOH|60855R100

Shares:70.1K

Value:$23.1M

% of Portfolio:1.7% ($23.1M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ELI LILLY & Co(LLYcusip532457108)	273.8K	QoQ -8.32% (-24.9K) YoY -8.32% (-24.9K)	All Managers (Combined)	$226.1M	16.4% ($226.1M/$1.4B)	QoQ -1.92% (-$4.4M) YoY -2.67% (-$6.2M)
AbbVie Inc.(ABBVcusip00287Y109)	331.7K	QoQ 0.00% (+0) YoY -17.85% (-72.1K)	All Managers (Combined)	$69.5M	5.1% ($69.5M/$1.4B)	QoQ +17.90% (+$10.6M) YoY -5.48% (-$4.0M)
TENET HEALTHCARE CORP(THCcusip88033G407)	491.3K	QoQ 0.00% (+0) YoY -16.63% (-98.1K)	All Managers (Combined)	$66.1M	4.8% ($66.1M/$1.4B)	QoQ +6.55% (+$4.1M) YoY +6.66% (-$4.1M)
MCKESSON CORP(MCKcusip58155Q103)	97.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$65.6M	4.8% ($65.6M/$1.4B)	QoQ +18.08% (+$10.1M) YoY +25.35% (+$13.3M)
Axsome Therapeutics, Inc.(AXSMcusip05464T104)	556.5K	QoQ +19.06% (+89.1K) YoY +19.06% (+89.1K)	All Managers (Combined)	$64.9M	4.7% ($64.9M/$1.4B)	QoQ +64.12% (+$25.4M) YoY +74.01% (+$27.6M)
(cusip81369Y209)✕	429.7K	QoQ +412.73% (+345.9K) YoY NEW(+429.7K)	All Managers (Combined)	$62.7M	4.6% ($62.7M/$1.4B)	QoQ +444.18% (+$51.2M) YoY NEW(+$62.7M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	127.0K	QoQ 0.00% (+0) YoY -14.68% (-21.9K)	All Managers (Combined)	$61.6M	4.5% ($61.6M/$1.4B)	QoQ +20.39% (+$10.4M) YoY -1.05% (-$654.8K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	93.1K	QoQ 0.00% (-0) YoY -16.17% (-18.0K)	All Managers (Combined)	$46.1M	3.4% ($46.1M/$1.4B)	QoQ -5.11% (-$2.5M) YoY +4.02% (-$1.8M)
Penumbra Inc(PENcusip70975L107)	166.3K	QoQ 0.00% (+0) YoY +6.72% (+10.5K)	All Managers (Combined)	$44.5M	3.2% ($44.5M/$1.4B)	QoQ +12.60% (+$5.0M) YoY +27.87% (+$9.7M)
SOLENO THERAPEUTICS INC(SLNOcusip834203309)	595.2K	QoQ +93.56% (+287.7K) YoY NEW(+595.2K)	All Managers (Combined)	$42.5M	3.1% ($42.5M/$1.4B)	QoQ +207.67% (+$28.7M) YoY NEW(+$42.5M)
ARGENX SE(ARGXcusip04016X101)	69.0K	QoQ +8.32% (+5.3K) YoY -20.53% (-17.8K)	All Managers (Combined)	$40.8M	3.0% ($40.8M/$1.4B)	QoQ +4.24% (+$1.7M) YoY +19.45% (-$6.7M)
Elevance Health, Inc.(ELVcusip036752103)	88.2K	QoQ NEW(+88.2K) YoY +59.67% (+33.0K)	All Managers (Combined)	$38.4M	2.8% ($38.4M/$1.4B)	QoQ NEW(+$38.4M) YoY +33.94% (+$9.7M)
BridgeBio Pharma, Inc.(BBIOcusip10806X102)	908.1K	QoQ +212.88% (+617.9K) YoY NEW(+908.1K)	All Managers (Combined)	$31.4M	2.3% ($31.4M/$1.4B)	QoQ +294.18% (+$23.4M) YoY NEW(+$31.4M)
UNIVERSAL HEALTH SERVICES INC(UHScusip913903100)	155.5K	QoQ -27.32% (-58.5K) YoY -27.32% (-58.5K)	All Managers (Combined)	$29.2M	2.1% ($29.2M/$1.4B)	QoQ -23.88% (-$9.2M) YoY -25.15% (-$9.8M)
Ascendis Pharma A/S(ASNDcusip04351P101)	186.9K	QoQ +256.76% (+134.5K) YoY NEW(+186.9K)	All Managers (Combined)	$29.1M	2.1% ($29.1M/$1.4B)	QoQ +303.90% (+$21.9M) YoY NEW(+$29.1M)
Edwards Lifesciences Corp(EWcusip28176E108)	380.0K	QoQ -36.05% (-214.2K) YoY -48.67% (-360.3K)	All Managers (Combined)	$27.5M	2.0% ($27.5M/$1.4B)	QoQ -37.39% (-$16.4M) YoY -61.06% (-$43.2M)
(cusip04351PAD3)✕	—	QoQ - YoY -	All Managers (Combined)	$27.3M	2.0% ($27.3M/$1.4B)	QoQ +7.95% (+$2.0M) YoY +294.40% (+$20.4M)
HCA Healthcare, Inc.(HCAcusip40412C101)	77.5K	QoQ +11.55% (+8.0K) YoY -37.94% (-47.4K)	All Managers (Combined)	$26.8M	1.9% ($26.8M/$1.4B)	QoQ +28.42% (+$5.9M) YoY -35.71% (-$14.9M)
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	87.1K	QoQ NEW(+87.1K) YoY NEW(+87.1K)	All Managers (Combined)	$23.5M	1.7% ($23.5M/$1.4B)	QoQ NEW(+$23.5M) YoY NEW(+$23.5M)
MOLINA HEALTHCARE, INC.(MOHcusip60855R100)	70.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$23.1M	1.7% ($23.1M/$1.4B)	QoQ +13.17% (+$2.7M) YoY -19.82% (-$5.7M)