What is PFM Health Sciences, LP's portfolio value?

As of Q4 2025, PFM Health Sciences, LP manages $1.0B across 77 reported positions in their SEC 13F filing.

What are PFM Health Sciences, LP's top holdings?

PFM Health Sciences, LP's largest 13F positions include THC, LLY, AXSM, representing approximately 19.8% of the reported portfolio.

How many stocks does PFM Health Sciences, LP hold?

PFM Health Sciences, LP holds 77 reported positions as of their Q4 2025 13F filing.

When did PFM Health Sciences, LP last file a 13F?

The most recent 13F filing from PFM Health Sciences, LP reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

PFM Health Sciences, LP

CIK: 0001442756SEC EDGAR →

Portfolio Value

$1.0B

Holdings

As of

Q4 2025

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	THC TENET HEALTHCARE CORP	397,767	$79.0M	7.88%
2	LLY ELI LILLY & CO	68,289	$73.4M	7.32%
3	AXSM AXSOME THERAPEUTICS INC	251,562	$45.9M	4.58%
4	CNCCall CENTENE CORP DEL	1,097,724	$45.2M	4.50%
5	PEN PENUMBRA INC	145,171	$45.1M	4.50%
6	ASND ASCENDIS PHARMA A/S	177,685	$37.9M	3.78%
7	UTH UNITED THERAPEUTICS CORP DEL	67,743	$33.0M	3.29%
8	BBIO BRIDGEBIO PHARMA INC	306,506	$23.4M	2.34%
9	ADMA ADMA BIOLOGICS INC	1,270,894	$23.2M	2.31%
10	NBIX NEUROCRINE BIOSCIENCES INC	163,197	$23.1M	2.31%