PFM Health Sciences, LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$2.7T
Holdings
68
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OMGBPOUTSET MED INC | 2,810,686 | $127.6B | 4.77% | |
| 2 | HZNPHORIZON THERAPEUTICS PUB L | 1,091,840 | $114.9B | 4.30% | |
| 3 | RCUSARCUS BIOSCIENCES INC | 3,431,010 | $108.3B | 4.05% | |
| 4 | JNJJOHNSON & JOHNSON | 584,883 | $103.7B | 3.88% | |
| 5 | CNCCENTENE CORP DEL | 1,112,480 | $93.7B | 3.50% | |
| 6 | CYTKCYTOKINETICS INC | 2,465,016 | $90.7B | 3.39% | |
| 7 | LLYLILLY ELI & CO | 298,643 | $85.5B | 3.20% | |
| 8 | GILDGILEAD SCIENCES INC | 1,412,500 | $84.0B | 3.14% | Call |
| 9 | JAZZJAZZ PHARMACEUTICALS PLC | 516,406 | $80.4B | 3.01% | |
| 10 | IRTCIRHYTHM TECHNOLOGIES INC | 493,721 | $77.7B | 2.91% | |
| 11 | HUMHUMANA INC | 166,066 | $72.3B | 2.70% | |
| 12 | AVTRAVANTOR INC | 2,079,657 | $70.3B | 2.63% | |
| 13 | PFEPFIZER INC | 1,343,384 | $69.5B | 2.60% | |
| 14 | UHSUNIVERSAL HLTH SVCS INC | 441,336 | $64.0B | 2.39% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 111,554 | $56.9B | 2.13% | |
| 16 | BMRNBIOMARIN PHARMACEUTICAL INC | 718,495 | $55.4B | 2.07% | |
| 17 | DHRDANAHER CORPORATION | 175,690 | $51.5B | 1.93% | |
| 18 | IQVIQVIA HLDGS INC | 221,696 | $51.3B | 1.92% | |
| 19 | ICUIICU MED INC | 220,587 | $49.1B | 1.84% | |
| 20 | MOHMOLINA HEALTHCARE INC | 143,779 | $48.0B | 1.79% | |
| 21 | MYGNMYRIAD GENETICS INC | 1,882,357 | $47.4B | 1.77% | |
| 22 | NVROEURNEVRO CORP | 649,513 | $47.0B | 1.76% | |
| 23 | THCTENET HEALTHCARE CORP | 544,583 | $46.8B | 1.75% | |
| 24 | BMRN 0.599 08/01/24BIOMARIN PHARMACEUTICAL INC | 45,910,000 | $46.0B | 1.72% | |
| 25 | —AERIE PHARMACEUTICALS INC | 48,150,000 | $43.9B | 1.64% | |
| 26 | BDXBECTON DICKINSON & CO | 157,593 | $41.9B | 1.57% | |
| 27 | DVAXDYNAVAX TECHNOLOGIES CORP | 3,805,370 | $41.3B | 1.54% | |
| 28 | ERASERASCA INC | 4,791,406 | $41.2B | 1.54% | |
| 29 | CRBUCARIBOU BIOSCIENCES INC | 4,370,545 | $40.1B | 1.50% | |
| 30 | EWEDWARDS LIFESCIENCES CORP | 338,155 | $39.8B | 1.49% | |
| 31 | ICLRICON PLC | 158,183 | $38.5B | 1.44% | |
| 32 | PENPENUMBRA INC | 166,719 | $37.0B | 1.38% | |
| 33 | TMOTHERMO FISHER SCIENTIFIC INC | 62,143 | $36.7B | 1.37% | |
| 34 | WATWATERS CORP | 117,634 | $36.5B | 1.37% | |
| 35 | CAHCARDINAL HEALTH INC | 639,783 | $36.3B | 1.36% | |
| 36 | SNDXSYNDAX PHARMACEUTICALS INC | 2,043,377 | $35.5B | 1.33% | |
| 37 | —SIERRA ONCOLOGY INC | 1,062,888 | $34.1B | 1.27% | |
| 38 | MCKMCKESSON CORP | 105,811 | $32.4B | 1.21% | |
| 39 | AZNASTRAZENECA PLC | 452,300 | $30.0B | 1.12% | |
| 40 | CTLTEURCATALENT INC | 256,096 | $28.4B | 1.06% | |
| 41 | JNCEEURJOUNCE THERAPEUTICS INC | 3,972,868 | $27.0B | 1.01% | |
| 42 | KRTXKARUNA THERAPEUTICS INC | 207,116 | $26.3B | 0.98% | |
| 43 | CICIGNA CORP NEW | 94,135 | $22.6B | 0.84% | |
| 44 | ELVANTHEM INC | 42,734 | $21.0B | 0.78% | |
| 45 | NTLAINTELLIA THERAPEUTICS INC | 287,909 | $20.9B | 0.78% | |
| 46 | HRTXHERON THERAPEUTICS INC | 3,512,348 | $20.1B | 0.75% | |
| 47 | HCAHCA HEALTHCARE INC | 80,128 | $20.1B | 0.75% | |
| 48 | DC4DEXCOM INC | 37,021 | $18.9B | 0.71% | |
| 49 | OPHTEURIVERIC BIO INC | 1,005,216 | $16.9B | 0.63% | |
| 50 | SOPHSOPHIA GENETICS SA | 2,014,024 | $15.6B | 0.58% | |
| 51 | GILDGILEAD SCIENCES INC | 249,884 | $14.9B | 0.56% | |
| 52 | OSH3EUROAK STR HEALTH INC | 523,644 | $14.1B | 0.53% | |
| 53 | AERIEURAERIE PHARMACEUTICALS INC | 1,088,566 | $9.9B | 0.37% | |
| 54 | QUREUNIQURE NV | 534,624 | $9.7B | 0.36% | |
| 55 | PMVPPMV PHARMACEUTICALS INC | 446,300 | $9.3B | 0.35% | |
| 56 | PRAXPRAXIS PRECISION MEDICINES I | 864,819 | $8.8B | 0.33% | |
| 57 | VERVVERVE THERAPEUTICS INC | 369,765 | $8.4B | 0.32% | |
| 58 | —CANO HEALTH INC | 1,301,937 | $8.3B | 0.31% | |
| 59 | CCCCC4 THERAPEUTICS INC | 284,772 | $6.9B | 0.26% | |
| 60 | IOBTIO BIOTECH INC | 1,362,144 | $6.6B | 0.25% | |
| 61 | —PARDES BIOSCIENCES INC | 730,357 | $5.3B | 0.20% | |
| 62 | ADAPYADAPTIMMUNE THERAPEUTICS PLC | 2,374,674 | $4.9B | 0.18% | |
| 63 | —BCLS ACQUISITION CORP | 464,103 | $4.6B | 0.17% | |
| 64 | —JIYA ACQUISITION CORP | 464,103 | $4.6B | 0.17% | |
| 65 | GBIOGBXGENERATION BIO CO | 574,278 | $4.2B | 0.16% | |
| 66 | FLBFLUIDIGM CORP DEL | 980,505 | $3.5B | 0.13% | |
| 67 | SANASANA BIOTECHNOLOGY INC | 355,272 | $2.9B | 0.11% | |
| 68 | HOWLWEREWOLF THERAPEUTICS INC | 585,327 | $2.6B | 0.10% |