PFM Health Sciences as of March 31, 2026
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 | |
| United Therapeutics Corporation (UTHR) | 6.3 | $70M | 117k | 592.98 | |
| Eli Lilly & Co. (LLY) | 5.5 | $61M | 66k | 919.77 | |
| Spdr Series Trust State Street Spd Put Option (XBI) | 5.3 | $58M | 455k | 127.73 | |
| Penumbra (PEN) | 4.2 | $46M | 140k | 328.37 | |
| Axsome Therapeutics (AXSM) | 4.1 | $45M | 264k | 169.02 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 3.6 | $40M | 174k | 228.73 | |
| Select Sector Spdr Tr State Street Hea Call Option (XLV) | 3.2 | $35M | 239k | 146.61 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 3.1 | $34M | 178k | 189.05 | |
| Neurocrine Biosciences (NBIX) | 2.6 | $28M | 216k | 131.74 | |
| Glaukos (GKOS) | 2.1 | $23M | 216k | 107.66 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 1.9 | $21M | 528k | 39.72 | |
| Inhibrx Biosciences (INBX) | 1.9 | $21M | 305k | 67.23 | |
| Edwards Lifesciences (EW) | 1.9 | $20M | 255k | 80.08 | |
| Bridgebio Pharma (BBIO) | 1.7 | $19M | 258k | 74.26 | |
| Madrigal Pharmaceuticals (MDGL) | 1.6 | $18M | 34k | 523.47 | |
| Indivior Pharmaceuticals (INDV) | 1.6 | $18M | 575k | 30.48 | |
| Ascendis Pharma A/s Note 2.250% 4/0 (Principal) | 1.5 | $17M | 12M | 1.47 | |
| UnitedHealth (UNH) | 1.4 | $16M | 58k | 270.59 | |
| Dianthus Therapeutics (DNTH) | 1.3 | $14M | 172k | 83.92 | |
| Abbott Laboratories (ABT) | 1.3 | $14M | 140k | 102.67 | |
| Revolution Medicines (RVMD) | 1.2 | $14M | 141k | 97.25 | |
| Acadia Healthcare (ACHC) | 1.2 | $14M | 583k | 23.39 | |
| Neogenomics Com New (NEO) | 1.2 | $13M | 1.8M | 7.42 | |
| Cooper Cos (COO) | 1.1 | $12M | 170k | 71.50 | |
| Natera (NTRA) | 1.1 | $12M | 60k | 199.99 | |
| Integer Hldgs (ITGR) | 1.1 | $12M | 135k | 88.00 | |
| Rhythm Pharmaceuticals (RYTM) | 1.1 | $12M | 137k | 86.97 | |
| Waters Corporation (WAT) | 1.1 | $12M | 40k | 297.80 | |
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 1.1 | $12M | 930k | 12.43 | |
| Praxis Precision Medicines I Com New (PRAX) | 1.0 | $11M | 35k | 322.19 | |
| Henry Schein (HSIC) | 1.0 | $11M | 153k | 73.70 | |
| Cg Oncology (CGON) | 1.0 | $11M | 166k | 67.68 | |
| Merit Medical Systems (MMSI) | 1.0 | $11M | 163k | 68.93 | |
| Celldex Therapeutics Com New (CLDX) | 0.9 | $10M | 325k | 31.72 | |
| Belite Bio Sponsored Ads (BLTE) | 0.9 | $9.5M | 59k | 159.44 | |
| Dex (DXCM) | 0.9 | $9.4M | 150k | 62.80 | |
| Terns Pharmaceuticals (TERN) | 0.8 | $9.1M | 173k | 52.72 | |
| Centene Corporation (CNC) | 0.8 | $8.6M | 264k | 32.74 | |
| Viking Therapeutics (VKTX) | 0.8 | $8.6M | 263k | 32.54 | |
| Oruka Therapeutics (ORKA) | 0.8 | $8.5M | 174k | 49.05 | |
| Tango Therapeutics (TNGX) | 0.8 | $8.5M | 406k | 20.92 | |
| Hca Holdings (HCA) | 0.8 | $8.5M | 18k | 473.24 | |
| Soleno Therapeutics (SLNO) | 0.8 | $8.3M | 248k | 33.48 | |
| Brightspring Health Svcs (BTSG) | 0.7 | $8.0M | 187k | 42.61 | |
| Compass Pathways Sponsored Ads (CMPS) | 0.7 | $7.6M | 1.4M | 5.53 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $7.3M | 15k | 491.53 | |
| Novo-nordisk A S Adr (NVO) | 0.7 | $7.2M | 197k | 36.75 | |
| Stryker Corporation (SYK) | 0.7 | $7.2M | 22k | 328.59 | |
| Vera Therapeutics Cl A (VERA) | 0.6 | $7.0M | 175k | 40.23 | |
| Billiontoone Cl A (BLLN) | 0.6 | $7.0M | 88k | 78.94 | |
| Cardinal Health (CAH) | 0.6 | $6.7M | 32k | 211.31 | |
| Icon SHS (ICLR) | 0.6 | $6.4M | 58k | 110.66 | |
| Alignment Healthcare (ALHC) | 0.6 | $6.3M | 360k | 17.62 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.6 | $6.1M | 126k | 48.20 | |
| Roivant Sciences SHS (ROIV) | 0.5 | $5.7M | 207k | 27.70 | |
| Oscar Health Cl A (OSCR) | 0.5 | $5.7M | 500k | 11.47 | |
| Syndax Pharmaceuticals (SNDX) | 0.5 | $5.7M | 245k | 23.36 | |
| Tarsus Pharmaceuticals (TARS) | 0.5 | $5.6M | 80k | 70.15 | |
| Personalis Ord (PSNL) | 0.5 | $5.5M | 870k | 6.37 | |
| Kodiak Sciences (KOD) | 0.4 | $4.4M | 115k | 38.12 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.4 | $4.0M | 64k | 62.70 | |
| Eupraxia Pharmaceuticals (EPRX) | 0.4 | $3.9M | 541k | 7.24 | |
| Definium Therapeutics Com Shs (DFTX) | 0.4 | $3.9M | 205k | 18.90 | |
| Mineralys Therapeutics (MLYS) | 0.4 | $3.9M | 143k | 27.09 | |
| Medline Com Cl A (MDLN) | 0.4 | $3.9M | 87k | 44.50 | |
| Capricor Therapeutics Com New (CAPR) | 0.3 | $3.8M | 124k | 30.40 | |
| Illumina (ILMN) | 0.3 | $3.6M | 29k | 123.26 | |
| Argenx Se Sponsored Adr (ARGX) | 0.3 | $3.3M | 4.5k | 730.25 | |
| Cullinan Oncology (CGEM) | 0.3 | $3.2M | 227k | 14.21 | |
| Abivax Sa Sponsored Ads (ABVX) | 0.3 | $3.0M | 27k | 111.35 | |
| Outset Med Com New (OM) | 0.2 | $2.3M | 595k | 3.84 | |
| Mbx Biosciences (MBX) | 0.2 | $2.1M | 72k | 29.85 | |
| Amylyx Pharmaceuticals (AMLX) | 0.2 | $2.0M | 145k | 13.90 | |
| Caribou Biosciences (CRBU) | 0.2 | $1.8M | 958k | 1.90 | |
| Globus Med Cl A (GMED) | 0.1 | $1.5M | 17k | 86.16 | |
| Tectonic Therapeutic (TECX) | 0.1 | $1.4M | 46k | 30.91 | |
| Uniqure Nv SHS (QURE) | 0.1 | $697k | 43k | 16.35 | |
| Rezolute Com New (RZLT) | 0.0 | $393k | 129k | 3.05 |
