Pfm Health Sciences, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Pfm Health Sciences, Lp disclosed 95 stock positions valued at approximately $1.15B as of quarter-end June 30, 2026. The largest holdings include AXSOME THERAPEUTICS INC., ELI LILLY & CO, and JAZZ PHARMACEUTICALS PLC.
- Report Period
- June 30, 2026
- No. of Stocks
- 95
- Portfolio Value
- $1.15B
Holdings by Sector
Pfm Health Sciences, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 4.67% | 219,596 | -44,708 | -16.92% | $53,750,513 |
| ELI LILLY & CO | LLY | Healthcare | 4.09% | 39,258 | -26,504 | -40.30% | $47,087,223 |
| JAZZ PHARMACEUTICALS PLC | JAZZ | Other | 3.36% | 160,768 | -17,376 | -9.75% | $38,740,265 |
| HUMANA INC | HUM | Healthcare | 3.25% | 94,375 | +94,375 | +100.00% | $37,487,638 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 3.19% | 88,276 | +30,238 | +52.10% | $36,690,154 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 3.12% | 213,407 | -2,271 | -1.05% | $35,966,549 |
| INHIBRX BIOSCIENCES INC | INBX | Healthcare | 2.54% | 308,385 | +2,954 | +0.97% | $29,219,479 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 2.35% | 49,991 | +10,186 | +25.59% | $27,086,624 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 2.33% | 143,222 | +2,452 | +1.74% | $26,822,616 |
| ICON PUB LTD CO | ICLR | Other | 2.06% | 136,482 | +78,982 | +137.36% | $23,708,288 |
| TENET HEALTHCARE CORP | THC | Healthcare | 2.06% | 126,572 | -271,995 | -68.24% | $23,679,090 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 1.97% | 250,453 | -4,057 | -1.59% | $22,655,978 |
| WATERS CORP | WAT | Healthcare | 1.95% | 59,825 | +20,062 | +50.45% | $22,436,768 |
| PENUMBRA INC | PEN | Healthcare | 1.65% | 60,221 | -79,558 | -56.92% | $19,014,781 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 1.64% | 253,358 | -4,389 | -1.70% | $18,870,104 |
| STRYKER CORPORATION | SYK | Healthcare | 1.55% | 56,637 | +34,680 | +157.95% | $17,831,593 |
| METTLER TOLEDO INTERNATIONAL | MTD | Healthcare | 1.48% | 13,344 | +13,344 | +100.00% | $17,047,093 |
| INDIVIOR PHARMACEUTICALS INC | INDV | Other | 1.43% | 401,208 | -173,458 | -30.18% | $16,461,564 |
| MERCK & CO INC | MRK | Healthcare | 1.42% | 127,118 | -60,716 | -32.32% | $16,334,663 |
| CYTOKINETICS INC | CYTK | Healthcare | 1.42% | 191,686 | +191,686 | +100.00% | $16,329,730 |
| LANTHEUS HLDGS INC | LNTH | Healthcare | 1.41% | 146,403 | +146,403 | +100.00% | $16,241,949 |
| CENTENE CORP DEL | CNC | Healthcare | 1.39% | 248,867 | -14,619 | -5.55% | $15,974,773 |
| COOPER COS INC | COO | Healthcare | 1.38% | 220,890 | +51,061 | +30.07% | $15,840,022 |
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 1.37% | 29,313 | -4,833 | -14.15% | $15,739,615 |
| ACADIA HEALTHCARE COMPANY IN | ACHC | Healthcare | 1.35% | 524,934 | -57,811 | -9.92% | $15,501,301 |
| ORUKA THERAPEUTICS INC | ORKA | Other | 1.31% | 158,825 | -15,227 | -8.75% | $15,115,375 |
| OSCAR HEALTH INC | OSCR | Healthcare | 1.29% | 519,016 | +19,179 | +3.84% | $14,802,336 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.24% | 28,496 | +13,664 | +92.13% | $14,286,755 |
| CVS HEALTH CORP | CVS | Healthcare | 1.23% | 137,457 | +29,690 | +27.55% | $14,219,927 |
| MERIT MED SYS INC | MMSI | Healthcare | 1.19% | 197,038 | +34,569 | +21.28% | $13,662,615 |
Showing 30 of 95 holdings in the latest reporting period.
Pfm Health Sciences, Lp Options Holdings in Q2 2026