Partner Fund Management

PFM Health Sciences as of Dec. 31, 2025

Portfolio Holdings for PFM Health Sciences

PFM Health Sciences holds 77 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tenet Healthcare Corp Com New (THC) 7.9 $79M 398k 198.72
Eli Lilly & Co. (LLY) 7.3 $73M 68k 1074.68
Axsome Therapeutics (AXSM) 4.6 $46M 252k 182.64
Centene Corporation (CNC) 4.5 $45M 1.1M 41.15
Penumbra (PEN) 4.5 $45M 145k 310.91
Ascendis Pharma A/s Sponsored Adr (ASND) 3.8 $38M 178k 213.24
United Therapeutics Corporation (UTHR) 3.3 $33M 68k 487.25
Bridgebio Pharma (BBIO) 2.3 $23M 307k 76.49
Adma Biologics (ADMA) 2.3 $23M 1.3M 18.24
Neurocrine Biosciences (NBIX) 2.3 $23M 163k 141.83
Glaukos (GKOS) 2.3 $23M 202k 112.91
Thermo Fisher Scientific (TMO) 2.2 $22M 38k 579.45
Edwards Lifesciences (EW) 2.1 $21M 247k 85.25
Icon SHS (ICLR) 2.1 $21M 115k 182.22
Inhibrx Biosciences (INBX) 2.1 $21M 266k 79.00
Medtronic SHS (MDT) 2.0 $21M 214k 96.06
Neogenomics Com New (NEO) 2.0 $20M 1.7M 11.76
Merck & Co (MRK) 2.0 $20M 188k 105.26
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 1.8 $19M 1.5M 12.60
Stryker Corporation (SYK) 1.8 $18M 51k 351.47
UnitedHealth (UNH) 1.7 $17M 51k 330.11
Waters Corporation (WAT) 1.6 $16M 43k 379.83
Ascendis Pharma A/s Note 2.250% 4/0 (Principal) 1.5 $15M 11M 1.42
Dex (DXCM) 1.5 $15M 227k 66.37
Centessa Pharmaceuticals Sponsored Ads (CNTA) 1.5 $15M 592k 25.01
Indivior Ord 1.3 $13M 361k 35.88
Cardinal Health (CAH) 1.3 $13M 62k 205.50
Universal Hlth Svcs CL B (UHS) 1.2 $13M 57k 218.02
Teleflex Incorporated (TFX) 1.2 $13M 102k 122.04
Revolution Medicines (RVMD) 1.2 $12M 152k 79.65
Soleno Therapeutics (SLNO) 1.1 $12M 248k 46.30
Praxis Precision Medicines I Com New (PRAX) 0.9 $9.2M 31k 294.74
Intuitive Surgical Com New (ISRG) 0.9 $8.7M 15k 566.36
Gilead Sciences (GILD) 0.9 $8.7M 71k 122.74
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.9 $8.6M 51k 170.00
CVS Caremark Corporation (CVS) 0.9 $8.6M 108k 79.36
Sanofi Sa Sponsored Adr (SNY) 0.9 $8.5M 176k 48.46
Iqvia Holdings (IQV) 0.9 $8.5M 38k 225.41
Integer Hldgs (ITGR) 0.8 $8.4M 107k 78.43
Cooper Cos (COO) 0.8 $8.3M 101k 81.96
Veeva Sys Cl A Com (VEEV) 0.7 $7.3M 33k 223.23
Oscar Health Cl A (OSCR) 0.7 $7.2M 500k 14.37
Billiontoone Cl A (BLLN) 0.7 $7.2M 88k 81.84
Cg Oncology (CGON) 0.7 $6.8M 164k 41.52
Viking Therapeutics (VKTX) 0.7 $6.6M 189k 35.18
Align Technology (ALGN) 0.7 $6.6M 42k 156.15
Hca Holdings (HCA) 0.6 $6.5M 14k 466.86
Personalis Ord (PSNL) 0.6 $6.4M 806k 7.96
Vera Therapeutics Cl A (VERA) 0.5 $5.5M 108k 50.64
Compass Pathways Sponsored Ads (CMPS) 0.5 $5.4M 780k 6.90
Syndax Pharmaceuticals (SNDX) 0.5 $5.1M 243k 21.01
Structure Therapeutics Sponsored Ads (GPCR) 0.5 $4.7M 68k 69.55
Elanco Animal Health (ELAN) 0.5 $4.7M 207k 22.63
Brightspring Health Svcs (BTSG) 0.4 $4.4M 119k 37.45
Rhythm Pharmaceuticals (RYTM) 0.4 $4.3M 40k 107.04
Abivax Sa Sponsored Ads (ABVX) 0.4 $4.3M 32k 134.85
Madrigal Pharmaceuticals (MDGL) 0.4 $4.2M 7.3k 582.34
Dianthus Therapeutics (DNTH) 0.4 $4.1M 100k 41.21
Molina Healthcare (MOH) 0.4 $4.0M 23k 173.54
Celldex Therapeutics Com New (CLDX) 0.4 $3.6M 133k 27.16
Medline Com Cl A (MDLN) 0.4 $3.6M 85k 42.00
Argenx Se Sponsored Adr (ARGX) 0.4 $3.5M 4.2k 840.95
Belite Bio Sponsored Ads (BLTE) 0.3 $3.2M 20k 159.96
Fortrea Hldgs Common Stock (FTRE) 0.3 $2.9M 165k 17.25
Mbx Biosciences (MBX) 0.2 $2.5M 79k 31.54
Cullinan Oncology (CGEM) 0.2 $2.3M 227k 10.35
Tarsus Pharmaceuticals (TARS) 0.2 $2.2M 27k 81.88
Outset Med Com New (OM) 0.2 $2.0M 531k 3.71
Mineralys Therapeutics (MLYS) 0.2 $1.7M 48k 36.29
Amylyx Pharmaceuticals (AMLX) 0.2 $1.6M 135k 12.08
Caribou Biosciences (CRBU) 0.2 $1.5M 958k 1.59
Uniqure Nv SHS (QURE) 0.1 $945k 40k 23.93
Tectonic Therapeutic (TECX) 0.1 $891k 43k 20.86
Disc Medicine (IRON) 0.1 $874k 11k 79.41
Rezolute Com New (RZLT) 0.0 $487k 206k 2.36
Neuropace (NPCE) 0.0 $175k 11k 15.44
Treace Med Concepts (TMCI) 0.0 $123k 50k 2.45