Partner Fund Management

PFM Health Sciences as of March 31, 2025

Portfolio Holdings for PFM Health Sciences

PFM Health Sciences holds 65 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 16.4 $226M 274k 825.91
Abbvie (ABBV) 5.0 $70M 332k 209.52
Tenet Healthcare Corp Com New (THC) 4.8 $66M 491k 134.50
McKesson Corporation (MCK) 4.8 $66M 98k 672.99
Axsome Therapeutics (AXSM) 4.7 $65M 557k 116.63
Select Sector Spdr Tr Sbi Healthcare Call Option (XLV) 4.6 $63M 430k 146.01
Vertex Pharmaceuticals Incorporated (VRTX) 4.5 $62M 127k 484.82
Intuitive Surgical Com New (ISRG) 3.3 $46M 93k 495.27
Penumbra (PEN) 3.2 $45M 166k 267.41
Soleno Therapeutics (SLNO) 3.1 $43M 595k 71.45
Argenx Se Sponsored Adr (ARGX) 3.0 $41M 69k 591.87
Anthem (ELV) 2.8 $38M 88k 434.96
Bridgebio Pharma (BBIO) 2.3 $31M 908k 34.57
Universal Hlth Svcs CL B (UHS) 2.1 $29M 156k 187.90
Ascendis Pharma A/s Sponsored Adr (ASND) 2.1 $29M 187k 155.86
Edwards Lifesciences (EW) 2.0 $28M 380k 72.48
Ascendis Pharma A/s Note 2.250% 4/0 (Principal) 2.0 $27M 23M 1.19
Hca Holdings (HCA) 1.9 $27M 78k 345.55
Alnylam Pharmaceuticals (ALNY) 1.7 $24M 87k 270.02
Molina Healthcare (MOH) 1.7 $23M 70k 329.39
Danaher Corporation (DHR) 1.7 $23M 113k 205.00
CVS Caremark Corporation (CVS) 1.5 $21M 312k 67.75
Becton, Dickinson and (BDX) 1.5 $21M 92k 229.06
Iqvia Holdings (IQV) 1.4 $20M 112k 176.30
Waters Corporation (WAT) 1.4 $19M 52k 368.57
UnitedHealth (UNH) 1.4 $19M 36k 523.75
Outset Med Com New (OM) 1.4 $19M 1.7M 11.06
Humana (HUM) 1.2 $17M 63k 264.60
Spdr Ser Tr S&p Retail Etf (XRT) 1.0 $13M 194k 69.09
Syndax Pharmaceuticals (SNDX) 0.8 $11M 926k 12.29
Oscar Health Cl A (OSCR) 0.8 $11M 861k 13.11
Indivior Ord 0.8 $11M 1.2M 9.53
Astrazeneca Sponsored Adr 0.8 $11M 150k 73.50
Thermo Fisher Scientific (TMO) 0.8 $11M 22k 497.60
Sarepta Therapeutics Note 1.250% 9/1 (Principal) 0.7 $9.3M 10M 0.93
Centene Corporation (CNC) 0.6 $8.2M 135k 60.71
Centessa Pharmaceuticals Sponsored Ads (CNTA) 0.6 $8.2M 571k 14.38
Icon SHS (ICLR) 0.5 $7.2M 41k 174.99
Uniqure Nv SHS (QURE) 0.5 $6.4M 600k 10.60
Inhibrx Biosciences (INBX) 0.4 $6.1M 439k 13.99
Praxis Precision Medicines I Com New (PRAX) 0.4 $6.1M 161k 37.87
Neogenomics Com New (NEO) 0.4 $5.6M 585k 9.49
Erasca (ERAS) 0.3 $4.8M 3.5M 1.37
Biohaven (BHVN) 0.3 $4.7M 197k 24.04
Blueprint Medicines (BPMC) 0.3 $4.1M 47k 88.51
Pmv Pharmaceuticals (PMVP) 0.3 $3.6M 3.3M 1.09
Sarepta Therapeutics (SRPT) 0.2 $3.2M 51k 63.82
Xenon Pharmaceuticals (XENE) 0.2 $3.1M 92k 33.55
Amylyx Pharmaceuticals (AMLX) 0.2 $3.0M 834k 3.54
Io Biotech 0.2 $2.6M 2.3M 1.09
Werewolf Therapeutics (HOWL) 0.2 $2.4M 2.5M 0.97
Caribou Biosciences (CRBU) 0.2 $2.3M 2.5M 0.91
Sagimet Biosciences Com Ser A (SGMT) 0.2 $2.1M 649k 3.26
Capricor Therapeutics Com New (CAPR) 0.1 $1.3M 141k 9.49
Compass Pathways Sponsored Ads (CMPS) 0.1 $1.3M 451k 2.86
Metagenomi (MGX) 0.1 $1.2M 886k 1.36
Springworks Therapeutics (SWTX) 0.1 $1.2M 26k 44.13
Keros Therapeutics (KROS) 0.1 $1.1M 104k 10.19
Arcellx Common Stock (ACLX) 0.1 $1.0M 16k 65.60
Verve Therapeutics (VERV) 0.1 $711k 156k 4.57
Structure Therapeutics Sponsored Ads (GPCR) 0.1 $699k 40k 17.31
Celcuity (CELC) 0.0 $539k 53k 10.11
Iovance Biotherapeutics (IOVA) 0.0 $440k 132k 3.33
Turnstone Biologics Corp (TSBX) 0.0 $382k 932k 0.41
Boundless Bio (BOLD) 0.0 $363k 241k 1.51