Partner Fund Management
Latest statistics and disclosures from PFM Health Sciences's latest quarterly 13F-HR filing:
- Top 5 stock holdings are THC, UTHR, LLY, XBI, PEN, and represent 28.21% of PFM Health Sciences's stock portfolio.
- Added to shares of these 10 stocks: XBI (+$58M), XLV (+$35M), UTHR (+$29M), JAZZ (+$24M), INDV (+$18M), ABT (+$14M), MDGL (+$14M), ACHC (+$14M), NTRA (+$12M), HSIC (+$11M).
- Started 21 new stock positions in ABT, INDV, ACHC, MMSI, ALHC, GMED, ILMN, XBI, KOD, HSIC. EPRX, CAPR, ARWR, TNGX, DFTX, ROIV, NVO, NTRA, TERN, ORKA, XLV.
- Reduced shares in these 10 stocks: CNC (-$27M), ADMA (-$23M), MDT (-$21M), , Indivior (-$13M), UHS (-$13M), TFX (-$13M), TMO (-$11M), SYK (-$9.5M), .
- Sold out of its positions in ADMA, ALGN, CVS, IRON, ELAN, FTRE, GILD, ISRG, IQV, MRK. MOH, NPCE, SNY, TFX, TMCI, UHS, VEEV, Indivior, MDT.
- PFM Health Sciences was a net buyer of stock by $131M.
- PFM Health Sciences has $1.1B in assets under management (AUM), dropping by 9.34%.
- Central Index Key (CIK): 0001442756
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Portfolio Holdings for PFM Health Sciences
PFM Health Sciences holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tenet Healthcare Corp Com New (THC) | 6.9 | $75M | 399k | 188.71 |
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| United Therapeutics Corporation (UTHR) | 6.3 | $70M | +73% | 117k | 592.98 |
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| Eli Lilly & Co. (LLY) | 5.5 | $61M | -3% | 66k | 919.77 |
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| Spdr Series Trust State Street Spd Put Option (XBI) | 5.3 | $58M | NEW | 455k | 127.73 |
|
| Penumbra (PEN) | 4.2 | $46M | -3% | 140k | 328.37 |
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| Axsome Therapeutics (AXSM) | 4.1 | $45M | +5% | 264k | 169.02 |
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| Ascendis Pharma A/s Sponsored Adr | 3.6 | $40M | 174k | 228.73 |
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| Select Sector Spdr Tr State Street Hea Call Option (XLV) | 3.2 | $35M | NEW | 239k | 146.61 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 3.1 | $34M | +252% | 178k | 189.05 |
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| Neurocrine Biosciences (NBIX) | 2.6 | $28M | +32% | 216k | 131.74 |
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| Glaukos (GKOS) | 2.1 | $23M | +6% | 216k | 107.66 |
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| Centessa Pharmaceuticals Sponsored Ads | 1.9 | $21M | -10% | 528k | 39.72 |
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| Inhibrx Biosciences (INBX) | 1.9 | $21M | +15% | 305k | 67.23 |
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| Edwards Lifesciences (EW) | 1.9 | $20M | +3% | 255k | 80.08 |
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| Bridgebio Pharma (BBIO) | 1.7 | $19M | -15% | 258k | 74.26 |
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| Madrigal Pharmaceuticals (MDGL) | 1.6 | $18M | +370% | 34k | 523.47 |
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| Indivior Pharmaceuticals (INDV) | 1.6 | $18M | NEW | 575k | 30.48 |
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| Ascendis Pharma A/s Note 2.250% 4/0 (Principal) | 1.5 | $17M | +7% | 12M | 1.47 |
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| UnitedHealth (UNH) | 1.4 | $16M | +14% | 58k | 270.59 |
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| Dianthus Therapeutics (DNTH) | 1.3 | $14M | +72% | 172k | 83.92 |
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| Abbott Laboratories (ABT) | 1.3 | $14M | NEW | 140k | 102.67 |
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| Revolution Medicines (RVMD) | 1.2 | $14M | -7% | 141k | 97.25 |
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| Acadia Healthcare (ACHC) | 1.2 | $14M | NEW | 583k | 23.39 |
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| Neogenomics Com New (NEO) | 1.2 | $13M | +5% | 1.8M | 7.42 |
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| Cooper Cos (COO) | 1.1 | $12M | +68% | 170k | 71.50 |
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| Natera (NTRA) | 1.1 | $12M | NEW | 60k | 199.99 |
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| Integer Hldgs (ITGR) | 1.1 | $12M | +26% | 135k | 88.00 |
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| Rhythm Pharmaceuticals (RYTM) | 1.1 | $12M | +239% | 137k | 86.97 |
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| Waters Corporation (WAT) | 1.1 | $12M | -7% | 40k | 297.80 |
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| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 1.1 | $12M | -36% | 930k | 12.43 |
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| Praxis Precision Medicines I Com New (PRAX) | 1.0 | $11M | +13% | 35k | 322.19 |
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| Henry Schein (HSIC) | 1.0 | $11M | NEW | 153k | 73.70 |
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| Cg Oncology (CGON) | 1.0 | $11M | 166k | 67.68 |
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| Merit Medical Systems (MMSI) | 1.0 | $11M | NEW | 163k | 68.93 |
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| Celldex Therapeutics Com New (CLDX) | 0.9 | $10M | +144% | 325k | 31.72 |
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| Belite Bio Sponsored Ads (BLTE) | 0.9 | $9.5M | +199% | 59k | 159.44 |
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| Dex (DXCM) | 0.9 | $9.4M | -34% | 150k | 62.80 |
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| Terns Pharmaceuticals (TERN) | 0.8 | $9.1M | NEW | 173k | 52.72 |
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| Centene Corporation (CNC) | 0.8 | $8.6M | -75% | 264k | 32.74 |
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| Viking Therapeutics (VKTX) | 0.8 | $8.6M | +39% | 263k | 32.54 |
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| Oruka Therapeutics (ORKA) | 0.8 | $8.5M | NEW | 174k | 49.05 |
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| Tango Therapeutics (TNGX) | 0.8 | $8.5M | NEW | 406k | 20.92 |
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| Hca Holdings (HCA) | 0.8 | $8.5M | +29% | 18k | 473.24 |
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| Soleno Therapeutics | 0.8 | $8.3M | 248k | 33.48 |
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| Brightspring Health Svcs (BTSG) | 0.7 | $8.0M | +58% | 187k | 42.61 |
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| Compass Pathways Sponsored Ads (CMPS) | 0.7 | $7.6M | +75% | 1.4M | 5.53 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $7.3M | -60% | 15k | 491.53 |
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| Novo-nordisk A S Adr (NVO) | 0.7 | $7.2M | NEW | 197k | 36.75 |
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| Stryker Corporation (SYK) | 0.7 | $7.2M | -56% | 22k | 328.59 |
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| Vera Therapeutics Cl A (VERA) | 0.6 | $7.0M | +62% | 175k | 40.23 |
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| Billiontoone Cl A (BLLN) | 0.6 | $7.0M | 88k | 78.94 |
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| Cardinal Health (CAH) | 0.6 | $6.7M | -48% | 32k | 211.31 |
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| Icon SHS (ICLR) | 0.6 | $6.4M | -50% | 58k | 110.66 |
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| Alignment Healthcare (ALHC) | 0.6 | $6.3M | NEW | 360k | 17.62 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 0.6 | $6.1M | +85% | 126k | 48.20 |
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| Roivant Sciences SHS (ROIV) | 0.5 | $5.7M | NEW | 207k | 27.70 |
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| Oscar Health Cl A (OSCR) | 0.5 | $5.7M | 500k | 11.47 |
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| Syndax Pharmaceuticals (SNDX) | 0.5 | $5.7M | 245k | 23.36 |
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| Tarsus Pharmaceuticals (TARS) | 0.5 | $5.6M | +193% | 80k | 70.15 |
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| Personalis Ord (PSNL) | 0.5 | $5.5M | +7% | 870k | 6.37 |
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| Kodiak Sciences (KOD) | 0.4 | $4.4M | NEW | 115k | 38.12 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.4 | $4.0M | NEW | 64k | 62.70 |
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| Eupraxia Pharmaceuticals (EPRX) | 0.4 | $3.9M | NEW | 541k | 7.24 |
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| Definium Therapeutics Com Shs (DFTX) | 0.4 | $3.9M | NEW | 205k | 18.90 |
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| Mineralys Therapeutics (MLYS) | 0.4 | $3.9M | +199% | 143k | 27.09 |
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| Medline Com Cl A (MDLN) | 0.4 | $3.9M | +2% | 87k | 44.50 |
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| Capricor Therapeutics Com New (CAPR) | 0.3 | $3.8M | NEW | 124k | 30.40 |
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| Illumina (ILMN) | 0.3 | $3.6M | NEW | 29k | 123.26 |
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| Argenx Se Sponsored Adr (ARGX) | 0.3 | $3.3M | +7% | 4.5k | 730.25 |
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| Cullinan Oncology (CGEM) | 0.3 | $3.2M | 227k | 14.21 |
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| Abivax Sa Sponsored Ads (ABVX) | 0.3 | $3.0M | -16% | 27k | 111.35 |
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| Outset Med Com New (OM) | 0.2 | $2.3M | +12% | 595k | 3.84 |
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| Mbx Biosciences (MBX) | 0.2 | $2.1M | -9% | 72k | 29.85 |
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| Amylyx Pharmaceuticals (AMLX) | 0.2 | $2.0M | +7% | 145k | 13.90 |
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| Caribou Biosciences (CRBU) | 0.2 | $1.8M | 958k | 1.90 |
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| Globus Med Cl A (GMED) | 0.1 | $1.5M | NEW | 17k | 86.16 |
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| Tectonic Therapeutic (TECX) | 0.1 | $1.4M | +7% | 46k | 30.91 |
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| Uniqure Nv SHS (QURE) | 0.1 | $697k | +7% | 43k | 16.35 |
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| Rezolute Com New (RZLT) | 0.0 | $393k | -37% | 129k | 3.05 |
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Past Filings by PFM Health Sciences
SEC 13F filings are viewable for PFM Health Sciences going back to 2010
- 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
- PFM Health Sciences 2022 Q2 filed Aug. 15, 2022