PFM Health Sciences, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.4T
Holdings
65
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LLYELI LILLY & CO | 273,778 | $226.1B | 16.42% | |
| 2 | ABBVABBVIE INC | 331,741 | $69.5B | 5.05% | |
| 3 | THCTENET HEALTHCARE CORP | 491,334 | $66.1B | 4.80% | |
| 4 | MCKMCKESSON CORP | 97,498 | $65.6B | 4.76% | |
| 5 | AXSMAXSOME THERAPEUTICS INC | 556,545 | $64.9B | 4.71% | |
| 6 | XLVSELECT SECTOR SPDR TR | 429,700 | $62.7B | 4.56% | Call |
| 7 | VRTXVERTEX PHARMACEUTICALS INC | 126,989 | $61.6B | 4.47% | |
| 8 | ISRGINTUITIVE SURGICAL INC | 93,073 | $46.1B | 3.35% | |
| 9 | PENPENUMBRA INC | 166,261 | $44.5B | 3.23% | |
| 10 | SLNOSOLENO THERAPEUTICS INC | 595,206 | $42.5B | 3.09% | |
| 11 | ARGXARGENX SE | 68,999 | $40.8B | 2.97% | |
| 12 | ELVELEVANCE HEALTH INC | 88,222 | $38.4B | 2.79% | |
| 13 | BBIOBRIDGEBIO PHARMA INC | 908,135 | $31.4B | 2.28% | |
| 14 | UHSUNIVERSAL HLTH SVCS INC | 155,520 | $29.2B | 2.12% | |
| 15 | ASNDASCENDIS PHARMA A/S | 186,916 | $29.1B | 2.12% | |
| 16 | EWEDWARDS LIFESCIENCES CORP | 379,954 | $27.5B | 2.00% | |
| 17 | ASND 2.25 04/01/28ASCENDIS PHARMA A/S | 23,000,000 | $27.3B | 1.99% | |
| 18 | HCAHCA HEALTHCARE INC | 77,464 | $26.8B | 1.94% | |
| 19 | ALNYALNYLAM PHARMACEUTICALS INC | 87,145 | $23.5B | 1.71% | |
| 20 | MOHMOLINA HEALTHCARE INC | 70,088 | $23.1B | 1.68% | |
| 21 | DHRDANAHER CORPORATION | 112,475 | $23.1B | 1.67% | |
| 22 | CVSCVS HEALTH CORP | 312,305 | $21.2B | 1.54% | |
| 23 | BDXBECTON DICKINSON & CO | 91,571 | $21.0B | 1.52% | |
| 24 | IQVIQVIA HLDGS INC | 111,854 | $19.7B | 1.43% | |
| 25 | WATWATERS CORP | 51,858 | $19.1B | 1.39% | |
| 26 | UNHUNITEDHEALTH GROUP INC | 35,904 | $18.8B | 1.37% | |
| 27 | OMOUTSET MED INC | 1,685,727 | $18.6B | 1.35% | |
| 28 | HUMHUMANA INC | 63,238 | $16.7B | 1.21% | |
| 29 | XRTSPDR SER TR | 193,671 | $13.4B | 0.97% | Call |
| 30 | SNDXSYNDAX PHARMACEUTICALS INC | 926,424 | $11.4B | 0.83% | |
| 31 | OSCROSCAR HEALTH INC | 860,821 | $11.3B | 0.82% | |
| 32 | —INDIVIOR PLC | 1,159,833 | $11.1B | 0.80% | |
| 33 | AZNASTRAZENECA PLC | 150,200 | $11.0B | 0.80% | |
| 34 | TMOTHERMO FISHER SCIENTIFIC INC | 21,897 | $10.9B | 0.79% | |
| 35 | SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC | 10,000,000 | $9.3B | 0.68% | |
| 36 | CNCCENTENE CORP DEL | 135,398 | $8.2B | 0.60% | |
| 37 | CNTACENTESSA PHARMACEUTICALS PLC | 570,546 | $8.2B | 0.60% | |
| 38 | ICLRICON PLC | 41,038 | $7.2B | 0.52% | |
| 39 | QUREUNIQURE NV | 599,967 | $6.4B | 0.46% | |
| 40 | INBXINHIBRX BIOSCIENCES INC | 439,283 | $6.1B | 0.45% | |
| 41 | PRAXPRAXIS PRECISION MEDICINES I | 160,866 | $6.1B | 0.44% | |
| 42 | NEONEOGENOMICS INC | 585,381 | $5.6B | 0.40% | |
| 43 | ERASERASCA INC | 3,489,559 | $4.8B | 0.35% | |
| 44 | BHVNBIOHAVEN LTD | 197,307 | $4.7B | 0.34% | |
| 45 | 2L9BLUEPRINT MEDICINES CORP | 46,453 | $4.1B | 0.30% | |
| 46 | PMVPPMV PHARMACEUTICALS INC | 3,301,942 | $3.6B | 0.26% | |
| 47 | SRPTSAREPTA THERAPEUTICS INC | 50,809 | $3.2B | 0.24% | |
| 48 | XENEXENON PHARMACEUTICALS INC | 92,236 | $3.1B | 0.22% | |
| 49 | AMLXAMYLYX PHARMACEUTICALS INC | 834,135 | $3.0B | 0.21% | |
| 50 | IOBTIO BIOTECH INC | 2,341,107 | $2.6B | 0.19% | |
| 51 | HOWLWEREWOLF THERAPEUTICS INC | 2,506,520 | $2.4B | 0.18% | |
| 52 | CRBUCARIBOU BIOSCIENCES INC | 2,506,435 | $2.3B | 0.17% | |
| 53 | SGMTSAGIMET BIOSCIENCES INC | 649,006 | $2.1B | 0.15% | |
| 54 | CAPRCAPRICOR THERAPEUTICS INC | 140,681 | $1.3B | 0.10% | |
| 55 | CMPSCOMPASS PATHWAYS PLC | 451,267 | $1.3B | 0.09% | |
| 56 | MGXMETAGENOMI INC | 885,803 | $1.2B | 0.09% | |
| 57 | SWTXSPRINGWORKS THERAPEUTICS INC | 26,437 | $1.2B | 0.08% | |
| 58 | KROSKEROS THERAPEUTICS INC | 104,323 | $1.1B | 0.08% | |
| 59 | ACLXARCELLX INC | 15,488 | $1.0B | 0.07% | |
| 60 | VERVVERVE THERAPEUTICS INC | 155,495 | $710.6M | 0.05% | |
| 61 | GPCRSTRUCTURE THERAPEUTICS INC | 40,400 | $699.3M | 0.05% | |
| 62 | CELCCELCUITY INC | 53,349 | $539.4M | 0.04% | |
| 63 | IOVAIOVANCE BIOTHERAPEUTICS INC | 132,152 | $440.1M | 0.03% | |
| 64 | —TURNSTONE BIOLOGICS CORP | 932,348 | $382.3M | 0.03% | |
| 65 | BOLDBOUNDLESS BIO INC | 240,513 | $363.2M | 0.03% |