PFM Health Sciences as of June 30, 2026
Portfolio Holdings for PFM Health Sciences
PFM Health Sciences holds 96 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ascendis Pharma A/s Ord Shs (ASND) | 5.3 | $62M | 233k | 266.72 | |
| Axsome Therapeutics (AXSM) | 4.6 | $54M | 220k | 244.77 | |
| Eli Lilly & Co. (LLY) | 4.0 | $47M | 39k | 1199.43 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 3.3 | $39M | 161k | 240.97 | |
| Humana (HUM) | 3.2 | $38M | 94k | 397.22 | |
| UnitedHealth (UNH) | 3.1 | $37M | 88k | 415.63 | |
| Neurocrine Biosciences (NBIX) | 3.1 | $36M | 213k | 168.53 | |
| Inhibrx Biosciences (INBX) | 2.5 | $29M | 308k | 94.75 | |
| United Therapeutics Corporation (UTHR) | 2.3 | $27M | 50k | 541.83 | |
| Revolution Medicines (RVMD) | 2.3 | $27M | 143k | 187.28 | |
| Icon Pub SHS (ICLR) | 2.0 | $24M | 137k | 173.71 | |
| Tenet Healthcare Corp Com New (THC) | 2.0 | $24M | 127k | 187.08 | |
| Edwards Lifesciences (EW) | 1.9 | $23M | 251k | 90.46 | |
| Waters Corporation (WAT) | 1.9 | $22M | 60k | 375.04 | |
| Centene Corporation (CNC) | 1.9 | $22M | 337k | 64.19 | |
| Penumbra (PEN) | 1.6 | $19M | 60k | 315.75 | |
| Bridgebio Pharma (BBIO) | 1.6 | $19M | 253k | 74.48 | |
| Stryker Corporation (SYK) | 1.5 | $18M | 57k | 314.84 | |
| Mettler-Toledo International (MTD) | 1.5 | $17M | 13k | 1277.51 | |
| Indivior Pharmaceuticals (INDV) | 1.4 | $17M | 401k | 41.03 | |
| Merck & Co (MRK) | 1.4 | $16M | 127k | 128.50 | |
| Cytokinetics Com New (CYTK) | 1.4 | $16M | 192k | 85.19 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 1.4 | $16M | 146k | 110.94 | |
| Cooper Cos (COO) | 1.4 | $16M | 221k | 71.71 | |
| Madrigal Pharmaceuticals (MDGL) | 1.4 | $16M | 29k | 536.95 | |
| Acadia Healthcare (ACHC) | 1.3 | $16M | 525k | 29.53 | |
| Oruka Therapeutics (ORKA) | 1.3 | $15M | 159k | 95.17 | |
| Oscar Health Cl A (OSCR) | 1.3 | $15M | 519k | 28.52 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $14M | 29k | 501.36 | |
| CVS Caremark Corporation (CVS) | 1.2 | $14M | 138k | 103.45 | |
| Merit Medical Systems (MMSI) | 1.2 | $14M | 197k | 69.34 | |
| Praxis Precision Medicines I Com New (PRAX) | 1.1 | $13M | 39k | 334.79 | |
| Celldex Therapeutics Com New (CLDX) | 1.1 | $13M | 343k | 37.21 | |
| Novo-nordisk A S Adr (NVO) | 1.1 | $13M | 265k | 47.94 | |
| Integer Hldgs (ITGR) | 1.0 | $12M | 127k | 93.45 | |
| Dianthus Therapeutics (DNTH) | 1.0 | $12M | 121k | 97.48 | |
| Definium Therapeutics Com Shs (DFTX) | 1.0 | $12M | 249k | 47.04 | |
| Gilead Sciences (GILD) | 1.0 | $12M | 91k | 126.34 | |
| Rhythm Pharmaceuticals (RYTM) | 1.0 | $11M | 102k | 111.03 | |
| Henry Schein (HSIC) | 1.0 | $11M | 134k | 83.52 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.9 | $11M | 132k | 81.51 | |
| Tango Therapeutics (TNGX) | 0.9 | $10M | 326k | 31.26 | |
| Teleflex Incorporated (TFX) | 0.9 | $10M | 80k | 126.76 | |
| AmerisourceBergen (COR) | 0.9 | $10M | 36k | 282.98 | |
| Viking Therapeutics (VKTX) | 0.9 | $10M | 255k | 39.01 | |
| Brightspring Health Svcs (BTSG) | 0.8 | $9.9M | 142k | 69.74 | |
| Vera Therapeutics Cl A (VERA) | 0.8 | $9.6M | 224k | 42.91 | |
| Roivant Sciences SHS (ROIV) | 0.8 | $9.5M | 268k | 35.39 | |
| Cg Oncology (CGON) | 0.8 | $9.1M | 128k | 71.05 | |
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.7 | $8.3M | 481k | 17.31 | |
| Eupraxia Pharmaceuticals (EPRX) | 0.7 | $8.0M | 1.2M | 6.61 | |
| Irhythm Technologies (IRTC) | 0.7 | $7.8M | 65k | 118.95 | |
| Kodiak Sciences (KOD) | 0.6 | $7.5M | 193k | 38.96 | |
| Abbott Laboratories (ABT) | 0.6 | $7.5M | 82k | 90.74 | |
| West Pharmaceutical Services (WST) | 0.6 | $7.4M | 21k | 359.00 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.6 | $7.1M | 444k | 16.03 | |
| Hinge Health Cl A (HNGE) | 0.6 | $6.9M | 83k | 83.00 | |
| Arcutis Biotherapeutics (ARQT) | 0.5 | $6.3M | 242k | 26.22 | |
| Integra Lifesciences Hldgs C Com New (IART) | 0.5 | $6.3M | 349k | 17.96 | |
| Illumina (ILMN) | 0.5 | $6.2M | 35k | 175.83 | |
| Meiragtx Holdings (MGTX) | 0.5 | $6.2M | 455k | 13.51 | |
| Oculis Holding Ordinary Shares (OCS) | 0.5 | $6.0M | 436k | 13.87 | |
| Natera (NTRA) | 0.5 | $6.0M | 22k | 271.45 | |
| Abivax Sa Sponsored Ads (ABVX) | 0.5 | $5.8M | 43k | 133.26 | |
| Guardant Health (GH) | 0.5 | $5.5M | 37k | 150.03 | |
| Celcuity (CELC) | 0.5 | $5.5M | 52k | 104.62 | |
| Belite Bio Sponsored Ads (BLTE) | 0.5 | $5.4M | 35k | 153.99 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.4 | $4.9M | 92k | 53.67 | |
| Arcus Biosciences Incorporated (RCUS) | 0.4 | $4.7M | 152k | 30.83 | |
| Charles River Laboratories (CRL) | 0.4 | $4.3M | 19k | 226.79 | |
| Elanco Animal Health (ELAN) | 0.4 | $4.2M | 173k | 24.61 | |
| Argenx Se Sponsored Adr (ARGX) | 0.4 | $4.2M | 4.5k | 927.77 | |
| Bio Rad Labs Cl A (BIO) | 0.4 | $4.1M | 14k | 293.61 | |
| Spyre Therapeutics Com New (SYRE) | 0.4 | $4.1M | 46k | 88.78 | |
| Mbx Biosciences (MBX) | 0.3 | $3.9M | 71k | 55.20 | |
| Mirum Pharmaceuticals (MIRM) | 0.3 | $3.7M | 32k | 117.07 | |
| Cullinan Oncology (CGEM) | 0.3 | $3.5M | 192k | 18.21 | |
| Compass Pathways Sponsored Ads (CMPS) | 0.3 | $3.5M | 248k | 14.15 | |
| Hca Holdings (HCA) | 0.3 | $3.2M | 8.3k | 389.89 | |
| Capricor Therapeutics Com New (CAPR) | 0.3 | $2.9M | 122k | 24.08 | |
| Denali Therapeutics (DNLI) | 0.2 | $2.6M | 101k | 25.72 | |
| Syndax Pharmaceuticals (SNDX) | 0.2 | $2.6M | 118k | 21.86 | |
| Amylyx Pharmaceuticals (AMLX) | 0.2 | $2.6M | 144k | 17.96 | |
| Tarsus Pharmaceuticals (TARS) | 0.2 | $2.6M | 41k | 62.94 | |
| Outset Med Com New (OM) | 0.2 | $2.5M | 582k | 4.32 | |
| Omada Health (OMDA) | 0.2 | $2.5M | 114k | 21.95 | |
| Erasca (ERAS) | 0.2 | $2.5M | 134k | 18.32 | |
| BioCryst Pharmaceuticals (BCRX) | 0.2 | $2.1M | 207k | 10.00 | |
| Omnicell (OMCL) | 0.2 | $2.0M | 49k | 41.52 | |
| CVRX (CVRX) | 0.2 | $1.9M | 370k | 5.14 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $1.7M | 50k | 34.67 | |
| Mineralys Therapeutics (MLYS) | 0.1 | $1.7M | 62k | 26.98 | |
| Tectonic Therapeutic (TECX) | 0.1 | $1.6M | 46k | 34.38 | |
| Uniqure Nv SHS (QURE) | 0.1 | $1.2M | 26k | 46.06 | |
| Rezolute Com New (RZLT) | 0.1 | $662k | 127k | 5.20 | |
| Caribou Biosciences (CRBU) | 0.1 | $624k | 355k | 1.76 |
