PFM Health Sciences, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.2T
Holdings
56
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LLYELI LILLY & CO | 268,023 | $208.9B | 17.79% | |
| 2 | THCTENET HEALTHCARE CORP | 499,243 | $87.9B | 7.48% | |
| 3 | MCKMCKESSON CORP | 72,313 | $53.0B | 4.51% | |
| 4 | AXSMAXSOME THERAPEUTICS INC | 483,105 | $50.4B | 4.29% | |
| 5 | ISRGINTUITIVE SURGICAL INC | 88,967 | $48.3B | 4.12% | |
| 6 | PENPENUMBRA INC | 166,261 | $42.7B | 3.63% | |
| 7 | ASNDASCENDIS PHARMA A/S | 221,754 | $38.3B | 3.26% | |
| 8 | SLNOSOLENO THERAPEUTICS INC | 407,202 | $34.1B | 2.90% | |
| 9 | CVSCVS HEALTH CORP | 479,005 | $33.0B | 2.81% | |
| 10 | OMOUTSET MED INC | 1,664,727 | $32.0B | 2.72% | |
| 11 | DHRDANAHER CORPORATION | 161,413 | $31.9B | 2.71% | |
| 12 | UNHUNITEDHEALTH GROUP INC | 99,623 | $31.1B | 2.65% | Put |
| 13 | EWEDWARDS LIFESCIENCES CORP | 392,503 | $30.7B | 2.61% | |
| 14 | ASND 2.25 04/01/28ASCENDIS PHARMA A/S | 23,000,000 | $28.8B | 2.46% | |
| 15 | HCAHCA HEALTHCARE INC | 72,290 | $27.7B | 2.36% | |
| 16 | HUMHUMANA INC | 109,511 | $26.8B | 2.28% | |
| 17 | MOHMOLINA HEALTHCARE INC | 85,739 | $25.5B | 2.17% | |
| 18 | ALNYALNYLAM PHARMACEUTICALS INC | 72,220 | $23.6B | 2.00% | |
| 19 | BBIOBRIDGEBIO PHARMA INC | 521,793 | $22.5B | 1.92% | |
| 20 | TEVATEVA PHARMACEUTICAL INDS LTD | 1,238,846 | $20.8B | 1.77% | |
| 21 | —INDIVIOR PLC | 1,355,931 | $20.0B | 1.70% | |
| 22 | NTRANATERA INC | 101,250 | $17.1B | 1.46% | |
| 23 | ABGCENCORA INC | 53,287 | $16.0B | 1.36% | |
| 24 | 3M4MASIMO CORP | 94,451 | $15.9B | 1.35% | |
| 25 | OSCROSCAR HEALTH INC | 735,033 | $15.8B | 1.34% | |
| 26 | WATWATERS CORP | 43,089 | $15.0B | 1.28% | |
| 27 | AKROAKERO THERAPEUTICS INC | 266,167 | $14.2B | 1.21% | |
| 28 | HOLXHOLOGIC INC | 211,986 | $13.8B | 1.18% | |
| 29 | IRTCIRHYTHM TECHNOLOGIES INC | 88,157 | $13.6B | 1.16% | |
| 30 | ARQTARCUTIS BIOTHERAPEUTICS INC | 923,375 | $12.9B | 1.10% | |
| 31 | ICLRICON PLC | 88,181 | $12.8B | 1.09% | |
| 32 | SPYSPDR S&P 500 ETF TR | 17,129 | $10.6B | 0.90% | |
| 33 | UTHUNITED THERAPEUTICS CORP DEL | 36,391 | $10.5B | 0.89% | |
| 34 | BMRNBIOMARIN PHARMACEUTICAL INC | 178,319 | $9.8B | 0.83% | |
| 35 | MRUSMERUS N V | 183,882 | $9.7B | 0.82% | |
| 36 | VRNAVERONA PHARMA PLC | 80,416 | $7.6B | 0.65% | |
| 37 | ABBVABBVIE INC | 40,782 | $7.6B | 0.64% | |
| 38 | 2L9BLUEPRINT MEDICINES CORP | 48,444 | $6.2B | 0.53% | |
| 39 | NEONEOGENOMICS INC | 770,038 | $5.6B | 0.48% | |
| 40 | CMPSCOMPASS PATHWAYS PLC | 1,779,259 | $5.0B | 0.42% | |
| 41 | AMLXAMYLYX PHARMACEUTICALS INC | 732,256 | $4.7B | 0.40% | |
| 42 | CNTACENTESSA PHARMACEUTICALS PLC | 344,972 | $4.5B | 0.39% | |
| 43 | ARGXARGENX SE | 7,237 | $4.0B | 0.34% | |
| 44 | PRAXPRAXIS PRECISION MEDICINES I | 84,713 | $3.6B | 0.30% | |
| 45 | INBXINHIBRX BIOSCIENCES INC | 244,261 | $3.5B | 0.30% | |
| 46 | IOBTIO BIOTECH INC | 1,972,073 | $2.7B | 0.23% | |
| 47 | QUREUNIQURE NV | 174,331 | $2.4B | 0.21% | |
| 48 | RZLTREZOLUTE INC | 434,134 | $1.9B | 0.16% | |
| 49 | CRBUCARIBOU BIOSCIENCES INC | 1,358,831 | $1.7B | 0.15% | |
| 50 | IRONDISC MEDICINE INC | 30,799 | $1.6B | 0.14% | |
| 51 | NBIXNEUROCRINE BIOSCIENCES INC | 12,821 | $1.6B | 0.14% | |
| 52 | ERASERASCA INC | 1,072,224 | $1.4B | 0.12% | |
| 53 | GPCRSTRUCTURE THERAPEUTICS INC | 56,594 | $1.2B | 0.10% | |
| 54 | VKTXVIKING THERAPEUTICS INC | 37,729 | $999.8M | 0.09% | |
| 55 | SGMTSAGIMET BIOSCIENCES INC | 90,000 | $685.8M | 0.06% | |
| 56 | HOWLWEREWOLF THERAPEUTICS INC | 401,110 | $437.2M | 0.04% |