Investor
PFM Health Sciences, LP
CIK 0001442756 · filed 2026-05-15 · SEC filing
13F book
$1.1B
Positions
77
19 new · 19 sold
Largest name
6.9%
Tenet Healthcare Corp · THC
Est. mark
−$27.2M
Price effect on 58 names still held. Flow −$10.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Tenet Healthcare Corp | THC | 398.6K | $75.2M | 6.9% | −$3.98M | Added−$3.83M |
| Eli Lilly & Co | LLY | 65.8K | $60.5M | 5.5% | −$10.2M | Cut−$12.9M |
| Penumbra Inc | PEN | 139.8K | $45.9M | 4.2% | $2.44M | Cut$764.1K |
| Axsome Therapeutics, Inc. | AXSM | 264.3K | $44.7M | 4.1% | −$3.43M | Added−$1.27M |
| Ascendis Pharma A/S | ASND | 152K | $34.8M | 3.2% | $2.36M | Cut−$3.11M |
| Jazz Pharmaceuticals Plc | JAZZ | 178.1K | $33.7M | 3.1% | $962.2K | Added$25.1M |
| Neurocrine Biosciences Inc | NBIX | 215.7K | $28.4M | 2.6% | −$1.65M | Added$5.27M |
| United Therapeutics Corp Del | — | 39.8K | $23.6M | 2.2% | $4.21M | Cut−$9.4M |
| Glaukos Corp | GKOS | 215.7K | $23.2M | 2.1% | −$1.06M | Added$449.4K |
| Centessa Pharmaceuticals Plc | — | 528.2K | $21M | 1.9% | $7.77M | Cut$6.19M |
| Inhibrx Biosciences, Inc. | INBX | 305.4K | $20.5M | 1.9% | −$3.13M | Added−$441.7K |
| Edwards Lifesciences Corp | EW | 254.5K | $20.4M | 1.9% | −$1.28M | Added−$661.5K |
| BridgeBio Pharma, Inc. | BBIO | 257.7K | $19.1M | 1.7% | −$574.8K | Cut−$4.3M |
| Madrigal Pharmaceuticals, Inc. | MDGL | 34.1K | $17.9M | 1.6% | −$427.3K | Added$13.6M |
| Indivior Pharmaceuticals, Inc. | INDV | 574.7K | $17.5M | 1.6% | — | New |
| Ascendis Pharma A/S | ASND | 11.5M | $16.9M | 1.5% | $535.9K | Added$1.79M |
| Unitedhealth Group Inc | UNH | 58K | $15.7M | 1.4% | −$3.01M | Added−$978.9K |
| Dianthus Therapeutics Inc | — | 172.1K | $14.4M | 1.3% | $4.25M | Added$10.3M |
| Abbott Labs | ABT | 140.4K | $14.4M | 1.3% | — | New |
| Revolution Medicines Inc | — | 140.8K | $13.7M | 1.2% | $2.48M | Cut$1.63M |
| Acadia Healthcare Company In | — | 582.7K | $13.6M | 1.2% | — | New |
| Neogenomics Inc | NEO | 1.78M | $13.2M | 1.2% | −$7.35M | Added−$6.68M |
| Cooper Cos Inc | — | 169.8K | $12.1M | 1.1% | −$1.05M | Added$3.88M |
| Natera, Inc. | NTRA | 60K | $12M | 1.1% | — | New |
| Integer Hldgs Corp | — | 135.1K | $11.9M | 1.1% | $1.02M | Added$3.53M |
| Rhythm Pharmaceuticals, Inc. | RYTM | 136.6K | $11.9M | 1.1% | −$807K | Added$7.58M |
| Waters Corp | — | 39.8K | $11.8M | 1.1% | −$3.26M | Cut−$4.57M |
| Amneal Pharmaceuticals, Inc. | AMRX | 930.1K | $11.6M | 1.1% | −$158.1K | Cut−$6.9M |
| Praxis Precision Medicines I | — | 35.4K | $11.4M | 1.0% | $855.4K | Added$2.23M |
| Henry Schein Inc | HSIC | 153.1K | $11.3M | 1.0% | — | New |
| CG Oncology, Inc. | CGON | 165.9K | $11.2M | 1.0% | $4.29M | Added$4.42M |
| Merit Med Sys Inc | — | 162.5K | $11.2M | 1.0% | — | New |
| Celldex Therapeutics Inc New | — | 325K | $10.3M | 0.9% | $607.2K | Added$6.69M |
| Belite Bio, Inc | BLTE | 59.4K | $9.48M | 0.9% | −$10.3K | Added$6.3M |
| Dexcom Inc | DXCM | 149.7K | $9.4M | 0.9% | −$534.6K | Cut−$5.69M |
| Terns Pharmaceuticals Inc | — | 173K | $9.12M | 0.8% | — | New |
| Centene Corp Del | — | 263.5K | $8.63M | 0.8% | −$2.22M | Cut−$21.2M |
| Viking Therapeutics, Inc. | VKTX | 263.1K | $8.56M | 0.8% | −$498.8K | Added$1.91M |
| Oruka Therapeutics, Inc. | ORKA | 174.1K | $8.54M | 0.8% | — | New |
| Tango Therapeutics, Inc. | TNGX | 406.2K | $8.5M | 0.8% | — | New |
| Soleno Therapeutics Inc | — | 248.2K | $8.31M | 0.8% | −$3.18M | Added−$3.17M |
| Brightspring Health Svcs Inc | — | 187.3K | $7.98M | 0.7% | $611.6K | Added$3.54M |
| Compass Pathways Plc | CMPS | 1.37M | $7.56M | 0.7% | −$1.07M | Added$2.18M |
| Thermo Fisher Scientific Inc. | TMO | 14.8K | $7.29M | 0.7% | −$1.3M | Cut−$14.7M |
| Novo-Nordisk A S | — | 197.2K | $7.25M | 0.7% | — | New |
| Stryker Corp | SYK | 22K | $7.21M | 0.7% | −$502.4K | Cut−$10.7M |
| Vera Therapeutics, Inc. | VERA | 174.9K | $7.03M | 0.6% | −$1.12M | Added$1.58M |
| BillionToOne, Inc. | BLLN | 88.1K | $6.95M | 0.6% | −$253.9K | Added−$212.7K |
| Cardinal Health Inc | CAH | 31.9K | $6.75M | 0.6% | $185.6K | Cut−$6.06M |
| Icon Plc | ICLR | 57.5K | $6.36M | 0.6% | −$4.11M | Cut−$14.7M |
| Alignment Healthcare, Inc. | ALHC | 359.8K | $6.34M | 0.6% | — | New |
| HCA Healthcare, Inc. | HCA | 13.4K | $6.32M | 0.6% | $85.2K | Cut−$154.8K |
| Structure Therapeutics Inc. | GPCR | 126.4K | $6.09M | 0.6% | −$1.46M | Added$1.35M |
| Roivant Sciences Ltd. | ROIV | 207.4K | $5.75M | 0.5% | — | New |
| Oscar Health, Inc. | OSCR | 499.8K | $5.73M | 0.5% | −$1.45M | Held |
| Syndax Pharmaceuticals Inc | SNDX | 245K | $5.72M | 0.5% | $571K | Added$619K |
| Tarsus Pharmaceuticals, Inc. | TARS | 80.2K | $5.63M | 0.5% | −$320.7K | Added$3.39M |
| Personalis, Inc. | PSNL | 870.1K | $5.54M | 0.5% | −$1.28M | Added−$871.8K |
| Kodiak Sciences Inc. | KOD | 114.7K | $4.37M | 0.4% | — | New |
| Arrowhead Pharmaceuticals In | — | 64.3K | $4.03M | 0.4% | — | New |
| Eupraxia Pharmaceuticals Inc. | EPRX | 540.9K | $3.92M | 0.4% | — | New |
| Definium Therape | DFTX | 205.3K | $3.88M | 0.4% | — | New |
| Mineralys Therapeutics, Inc. | MLYS | 142.7K | $3.87M | 0.4% | −$438.3K | Added$2.14M |
| Medline Inc. | MDLN | 86.8K | $3.86M | 0.4% | $212.5K | Added$291.6K |
| Capricor Therapeutics, Inc. | CAPR | 123.8K | $3.76M | 0.3% | — | New |
| Illumina, Inc. | ILMN | 28.9K | $3.56M | 0.3% | — | New |
| Argenx SE | ARGX | 4.54K | $3.31M | 0.3% | −$465.2K | Added−$222K |
| Cullinan Therapeutics, Inc. | CGEM | 227.4K | $3.23M | 0.3% | $876.2K | Added$882K |
| Abivax Sa | — | 26.7K | $2.97M | 0.3% | −$626.7K | Cut−$1.33M |
| Outset Med Inc | — | 594.6K | $2.28M | 0.2% | $69K | Added$314.1K |
| MBX Biosciences, Inc. | MBX | 71.9K | $2.15M | 0.2% | −$121.5K | Cut−$355.4K |
| Amylyx Pharmaceuticals, Inc. | AMLX | 145.3K | $2.02M | 0.2% | $244.9K | Added$394K |
| Caribou Biosciences, Inc. | CRBU | 957.8K | $1.82M | 0.2% | $296.9K | Held |
| Globus Med Inc | — | 16.9K | $1.46M | 0.1% | — | New |
| Tectonic Therapeutic, Inc. | TECX | 46.1K | $1.43M | 0.1% | $429.4K | Added$534.6K |
| Uniqure Nv | — | 42.6K | $697.1K | 0.1% | −$299.4K | Added−$248.1K |
| Rezolute, Inc. | RZLT | 128.7K | $392.6K | 0.0% | $88.8K | Cut−$94.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.