Partner Fund Management

PFM Health Sciences as of March 31, 2022

Portfolio Holdings for PFM Health Sciences

PFM Health Sciences holds 68 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Outset Med (OM) 4.8 $128M 2.8M 45.40
Horizon Therapeutics Pub L SHS 4.3 $115M 1.1M 105.21
Arcus Biosciences Incorporated (RCUS) 4.0 $108M 3.4M 31.56
Johnson & Johnson (JNJ) 3.9 $104M 585k 177.23
Centene Corporation (CNC) 3.5 $94M 1.1M 84.19
Cytokinetics Com New (CYTK) 3.4 $91M 2.5M 36.81
Eli Lilly & Co. (LLY) 3.2 $86M 299k 286.37
Gilead Sciences Call Call Option 3.1 $84M 1.4M 59.45
Jazz Pharmaceuticals Shs Usd (JAZZ) 3.0 $80M 516k 155.67
Irhythm Technologies (IRTC) 2.9 $78M 494k 157.47
Humana (HUM) 2.7 $72M 166k 435.17
Avantor (AVTR) 2.6 $70M 2.1M 33.82
Pfizer (PFE) 2.6 $70M 1.3M 51.77
Universal Hlth Svcs CL B (UHS) 2.4 $64M 441k 144.95
UnitedHealth (UNH) 2.1 $57M 112k 509.97
BioMarin Pharmaceutical (BMRN) 2.1 $55M 719k 77.10
Danaher Corporation (DHR) 1.9 $52M 176k 293.33
Iqvia Holdings (IQV) 1.9 $51M 222k 231.21
ICU Medical, Incorporated (ICUI) 1.8 $49M 221k 222.64
Molina Healthcare (MOH) 1.8 $48M 144k 333.59
Myriad Genetics (MYGN) 1.8 $47M 1.9M 25.20
Nevro (NVRO) 1.8 $47M 650k 72.33
Tenet Healthcare Corp Com New (THC) 1.8 $47M 545k 85.96
Biomarin Pharmaceutical Note 0.599% 8/0 (Principal) 1.7 $46M 46M 1.00
Aerie Pharmaceuticals Note 1.500%10/0 (Principal) 1.6 $44M 48M 0.91
Becton, Dickinson and (BDX) 1.6 $42M 158k 266.00
Dynavax Technologies Corp Com New (DVAX) 1.5 $41M 3.8M 10.84
Erasca (ERAS) 1.5 $41M 4.8M 8.60
Caribou Biosciences (CRBU) 1.5 $40M 4.4M 9.18
Edwards Lifesciences (EW) 1.5 $40M 338k 117.72
Icon SHS (ICLR) 1.4 $39M 158k 243.22
Penumbra (PEN) 1.4 $37M 167k 222.13
Thermo Fisher Scientific (TMO) 1.4 $37M 62k 590.65
Waters Corporation (WAT) 1.4 $37M 118k 310.39
Cardinal Health (CAH) 1.4 $36M 640k 56.70
Syndax Pharmaceuticals (SNDX) 1.3 $36M 2.0M 17.38
Sierra Oncology Com New 1.3 $34M 1.1M 32.05
McKesson Corporation (MCK) 1.2 $32M 106k 306.13
Astrazeneca Sponsored Adr (AZN) 1.1 $30M 452k 66.34
Catalent 1.1 $28M 256k 110.90
Jounce Therapeutics 1.0 $27M 4.0M 6.79
Karuna Therapeutics Ord 1.0 $26M 207k 126.79
Cigna Corp (CI) 0.8 $23M 94k 239.61
Anthem (ELV) 0.8 $21M 43k 491.22
Intellia Therapeutics (NTLA) 0.8 $21M 288k 72.67
Heron Therapeutics (HRTX) 0.8 $20M 3.5M 5.72
Hca Holdings (HCA) 0.8 $20M 80k 250.62
Dex (DXCM) 0.7 $19M 37k 511.60
Iveric Bio 0.6 $17M 1.0M 16.83
Sophia Genetics Sa Ordinary Shares (SOPH) 0.6 $16M 2.0M 7.73
Gilead Sciences (GILD) 0.6 $15M 250k 59.45
Oak Street Health 0.5 $14M 524k 26.88
Aerie Pharmaceuticals 0.4 $9.9M 1.1M 9.10
Uniqure Nv SHS (QURE) 0.4 $9.7M 535k 18.07
Pmv Pharmaceuticals (PMVP) 0.3 $9.3M 446k 20.82
Praxis Precision Medicines I 0.3 $8.8M 865k 10.21
Verve Therapeutics (VERV) 0.3 $8.4M 370k 22.82
Cano Health Com Cl A 0.3 $8.3M 1.3M 6.35
C4 Therapeutics Com Stk (CCCC) 0.3 $6.9M 285k 24.26
Io Biotech (IOBT) 0.2 $6.6M 1.4M 4.88
Pardes Biosciences 0.2 $5.3M 730k 7.22
Adaptimmune Therapeutics Sponds Adr (ADAP) 0.2 $4.9M 2.4M 2.06
Bcls Acquisition Corp Com Cl A 0.2 $4.6M 464k 9.87
Jiya Acquisition Corp Com Cl A 0.2 $4.6M 464k 9.83
Generation Bio (GBIO) 0.2 $4.2M 574k 7.34
D Fluidigm Corp Del (LAB) 0.1 $3.5M 981k 3.59
Sana Biotechnology (SANA) 0.1 $2.9M 355k 8.26
Werewolf Therapeutics (HOWL) 0.1 $2.6M 585k 4.40