Partner Fund Management
Latest statistics and disclosures from PFM Health Sciences's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ASND, AXSM, LLY, JAZZ, HUM, and represent 20.53% of PFM Health Sciences's stock portfolio.
- Added to shares of these 10 stocks: ASND (+$62M), HUM (+$38M), MTD (+$17M), MRK (+$16M), CYTK (+$16M), LNTH (+$16M), CVS (+$14M), ICLR (+$14M), UNH (+$13M), GILD (+$12M).
- Started 33 new stock positions in DNLI, WST, GILD, MIRM, RCUS, GH, HUM, LNTH, TAK, MGTX.
- Reduced shares in these 10 stocks: , THC (-$51M), Ascendis Pharma A S (-$40M), UTHR (-$37M), , LLY (-$32M), PEN (-$25M), GKOS (-$23M), Centessa Pharmaceuticals (-$21M), Ascendis Pharma A/s (-$17M).
- Sold out of its positions in ALHC, Ascendis Pharma A S, Ascendis Pharma A/s, BLLN, CAH, Centessa Pharmaceuticals, DXCM, GKOS, GMED, MDLN. NEO, PSNL, XBI, XLV, Soleno Therapeutics, TERN.
- PFM Health Sciences was a net seller of stock by $-109M.
- PFM Health Sciences has $1.2B in assets under management (AUM), dropping by 6.26%.
- Central Index Key (CIK): 0001442756
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Portfolio Holdings for PFM Health Sciences
PFM Health Sciences holds 96 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ascendis Pharma A/s Ord Shs (ASND) | 5.3 | $62M | NEW | 233k | 266.72 |
|
| Axsome Therapeutics (AXSM) | 4.6 | $54M | -16% | 220k | 244.77 |
|
| Eli Lilly & Co. (LLY) | 4.0 | $47M | -40% | 39k | 1199.43 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 3.3 | $39M | -9% | 161k | 240.97 |
|
| Humana (HUM) | 3.2 | $38M | NEW | 94k | 397.22 |
|
| UnitedHealth (UNH) | 3.1 | $37M | +52% | 88k | 415.63 |
|
| Neurocrine Biosciences (NBIX) | 3.1 | $36M | 213k | 168.53 |
|
|
| Inhibrx Biosciences (INBX) | 2.5 | $29M | 308k | 94.75 |
|
|
| United Therapeutics Corporation (UTHR) | 2.3 | $27M | -57% | 50k | 541.83 |
|
| Revolution Medicines (RVMD) | 2.3 | $27M | 143k | 187.28 |
|
|
| Icon Pub SHS (ICLR) | 2.0 | $24M | +137% | 137k | 173.71 |
|
| Tenet Healthcare Corp Com New (THC) | 2.0 | $24M | -68% | 127k | 187.08 |
|
| Edwards Lifesciences (EW) | 1.9 | $23M | 251k | 90.46 |
|
|
| Waters Corporation (WAT) | 1.9 | $22M | +50% | 60k | 375.04 |
|
| Centene Corporation (CNC) | 1.9 | $22M | +27% | 337k | 64.19 |
|
| Penumbra (PEN) | 1.6 | $19M | -56% | 60k | 315.75 |
|
| Bridgebio Pharma (BBIO) | 1.6 | $19M | 253k | 74.48 |
|
|
| Stryker Corporation (SYK) | 1.5 | $18M | +157% | 57k | 314.84 |
|
| Mettler-Toledo International (MTD) | 1.5 | $17M | NEW | 13k | 1277.51 |
|
| Indivior Pharmaceuticals (INDV) | 1.4 | $17M | -30% | 401k | 41.03 |
|
| Merck & Co (MRK) | 1.4 | $16M | NEW | 127k | 128.50 |
|
| Cytokinetics Com New (CYTK) | 1.4 | $16M | NEW | 192k | 85.19 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 1.4 | $16M | NEW | 146k | 110.94 |
|
| Cooper Cos (COO) | 1.4 | $16M | +30% | 221k | 71.71 |
|
| Madrigal Pharmaceuticals (MDGL) | 1.4 | $16M | -14% | 29k | 536.95 |
|
| Acadia Healthcare (ACHC) | 1.3 | $16M | -9% | 525k | 29.53 |
|
| Oruka Therapeutics (ORKA) | 1.3 | $15M | -8% | 159k | 95.17 |
|
| Oscar Health Cl A (OSCR) | 1.3 | $15M | +3% | 519k | 28.52 |
|
| Thermo Fisher Scientific (TMO) | 1.2 | $14M | +92% | 29k | 501.36 |
|
| CVS Caremark Corporation (CVS) | 1.2 | $14M | NEW | 138k | 103.45 |
|
| Merit Medical Systems (MMSI) | 1.2 | $14M | +21% | 197k | 69.34 |
|
| Praxis Precision Medicines I Com New (PRAX) | 1.1 | $13M | +8% | 39k | 334.79 |
|
| Celldex Therapeutics Com New (CLDX) | 1.1 | $13M | +5% | 343k | 37.21 |
|
| Novo-nordisk A S Adr (NVO) | 1.1 | $13M | +34% | 265k | 47.94 |
|
| Integer Hldgs (ITGR) | 1.0 | $12M | -6% | 127k | 93.45 |
|
| Dianthus Therapeutics (DNTH) | 1.0 | $12M | -29% | 121k | 97.48 |
|
| Definium Therapeutics Com Shs (DFTX) | 1.0 | $12M | +21% | 249k | 47.04 |
|
| Gilead Sciences (GILD) | 1.0 | $12M | NEW | 91k | 126.34 |
|
| Rhythm Pharmaceuticals (RYTM) | 1.0 | $11M | -25% | 102k | 111.03 |
|
| Henry Schein (HSIC) | 1.0 | $11M | -12% | 134k | 83.52 |
|
| Arrowhead Pharmaceuticals (ARWR) | 0.9 | $11M | +104% | 132k | 81.51 |
|
| Tango Therapeutics (TNGX) | 0.9 | $10M | -19% | 326k | 31.26 |
|
| Teleflex Incorporated (TFX) | 0.9 | $10M | NEW | 80k | 126.76 |
|
| AmerisourceBergen (COR) | 0.9 | $10M | NEW | 36k | 282.98 |
|
| Viking Therapeutics (VKTX) | 0.9 | $10M | -2% | 255k | 39.01 |
|
| Brightspring Health Svcs (BTSG) | 0.8 | $9.9M | -24% | 142k | 69.74 |
|
| Vera Therapeutics Cl A (VERA) | 0.8 | $9.6M | +28% | 224k | 42.91 |
|
| Roivant Sciences SHS (ROIV) | 0.8 | $9.5M | +29% | 268k | 35.39 |
|
| Cg Oncology (CGON) | 0.8 | $9.1M | -22% | 128k | 71.05 |
|
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.7 | $8.3M | -48% | 481k | 17.31 |
|
| Eupraxia Pharmaceuticals (EPRX) | 0.7 | $8.0M | +123% | 1.2M | 6.61 |
|
| Irhythm Technologies (IRTC) | 0.7 | $7.8M | NEW | 65k | 118.95 |
|
| Kodiak Sciences (KOD) | 0.6 | $7.5M | +68% | 193k | 38.96 |
|
| Abbott Laboratories (ABT) | 0.6 | $7.5M | -41% | 82k | 90.74 |
|
| West Pharmaceutical Services (WST) | 0.6 | $7.4M | NEW | 21k | 359.00 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.6 | $7.1M | NEW | 444k | 16.03 |
|
| Hinge Health Cl A (HNGE) | 0.6 | $6.9M | NEW | 83k | 83.00 |
|
| Arcutis Biotherapeutics (ARQT) | 0.5 | $6.3M | NEW | 242k | 26.22 |
|
| Integra Lifesciences Hldgs C Com New (IART) | 0.5 | $6.3M | NEW | 349k | 17.96 |
|
| Illumina (ILMN) | 0.5 | $6.2M | +21% | 35k | 175.83 |
|
| Meiragtx Holdings (MGTX) | 0.5 | $6.2M | NEW | 455k | 13.51 |
|
| Oculis Holding Ordinary Shares (OCS) | 0.5 | $6.0M | NEW | 436k | 13.87 |
|
| Natera (NTRA) | 0.5 | $6.0M | -63% | 22k | 271.45 |
|
| Abivax Sa Sponsored Ads (ABVX) | 0.5 | $5.8M | +62% | 43k | 133.26 |
|
| Guardant Health (GH) | 0.5 | $5.5M | NEW | 37k | 150.03 |
|
| Celcuity (CELC) | 0.5 | $5.5M | NEW | 52k | 104.62 |
|
| Belite Bio Sponsored Ads (BLTE) | 0.5 | $5.4M | -41% | 35k | 153.99 |
|
| Structure Therapeutics Sponsored Ads (GPCR) | 0.4 | $4.9M | -27% | 92k | 53.67 |
|
| Arcus Biosciences Incorporated (RCUS) | 0.4 | $4.7M | NEW | 152k | 30.83 |
|
| Charles River Laboratories (CRL) | 0.4 | $4.3M | NEW | 19k | 226.79 |
|
| Elanco Animal Health (ELAN) | 0.4 | $4.2M | NEW | 173k | 24.61 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.4 | $4.2M | 4.5k | 927.77 |
|
|
| Bio Rad Labs Cl A (BIO) | 0.4 | $4.1M | NEW | 14k | 293.61 |
|
| Spyre Therapeutics Com New (SYRE) | 0.4 | $4.1M | NEW | 46k | 88.78 |
|
| Mbx Biosciences (MBX) | 0.3 | $3.9M | 71k | 55.20 |
|
|
| Mirum Pharmaceuticals (MIRM) | 0.3 | $3.7M | NEW | 32k | 117.07 |
|
| Cullinan Oncology (CGEM) | 0.3 | $3.5M | -15% | 192k | 18.21 |
|
| Compass Pathways Sponsored Ads (CMPS) | 0.3 | $3.5M | -81% | 248k | 14.15 |
|
| Hca Holdings (HCA) | 0.3 | $3.2M | -53% | 8.3k | 389.89 |
|
| Capricor Therapeutics Com New (CAPR) | 0.3 | $2.9M | 122k | 24.08 |
|
|
| Denali Therapeutics (DNLI) | 0.2 | $2.6M | NEW | 101k | 25.72 |
|
| Syndax Pharmaceuticals (SNDX) | 0.2 | $2.6M | -51% | 118k | 21.86 |
|
| Amylyx Pharmaceuticals (AMLX) | 0.2 | $2.6M | 144k | 17.96 |
|
|
| Tarsus Pharmaceuticals (TARS) | 0.2 | $2.6M | -49% | 41k | 62.94 |
|
| Outset Med Com New (OM) | 0.2 | $2.5M | -2% | 582k | 4.32 |
|
| Omada Health (OMDA) | 0.2 | $2.5M | NEW | 114k | 21.95 |
|
| Erasca (ERAS) | 0.2 | $2.5M | NEW | 134k | 18.32 |
|
| BioCryst Pharmaceuticals (BCRX) | 0.2 | $2.1M | NEW | 207k | 10.00 |
|
| Omnicell (OMCL) | 0.2 | $2.0M | NEW | 49k | 41.52 |
|
| CVRX (CVRX) | 0.2 | $1.9M | NEW | 370k | 5.14 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $1.7M | NEW | 50k | 34.67 |
|
| Mineralys Therapeutics (MLYS) | 0.1 | $1.7M | -56% | 62k | 26.98 |
|
| Tectonic Therapeutic (TECX) | 0.1 | $1.6M | 46k | 34.38 |
|
|
| Uniqure Nv SHS (QURE) | 0.1 | $1.2M | -38% | 26k | 46.06 |
|
| Rezolute Com New (RZLT) | 0.1 | $662k | 127k | 5.20 |
|
|
| Caribou Biosciences (CRBU) | 0.1 | $624k | -62% | 355k | 1.76 |
|
Past Filings by PFM Health Sciences
SEC 13F filings are viewable for PFM Health Sciences going back to 2010
- PFM Health Sciences 2026 Q2 filed Aug. 14, 2026
- PFM Health Sciences 2026 Q1 filed May 15, 2026
- PFM Health Sciences 2025 Q4 filed Feb. 17, 2026
- PFM Health Sciences 2025 Q3 filed Nov. 14, 2025
- PFM Health Sciences 2025 Q2 filed Aug. 14, 2025
- PFM Health Sciences 2025 Q1 filed May 15, 2025
- PFM Health Sciences 2024 Q4 filed Feb. 14, 2025
- PFM Health Sciences 2024 Q3 filed Nov. 14, 2024
- PFM Health Sciences 2024 Q2 filed Aug. 14, 2024
- PFM Health Sciences 2024 Q1 filed May 14, 2024
- PFM Health Sciences 2023 Q4 filed Feb. 14, 2024
- PFM Health Sciences 2023 Q3 filed Nov. 14, 2023
- PFM Health Sciences 2023 Q2 filed Aug. 14, 2023
- PFM Health Sciences 2023 Q1 filed May 15, 2023
- PFM Health Sciences 2022 Q4 filed Feb. 14, 2023
- PFM Health Sciences 2022 Q3 filed Nov. 14, 2022