EdgeMarket › What Pfm Health Sciences, Lp reported owning
What Pfm Health Sciences, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
83Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| THC TENET HEALTHCARE CORP | 75.2M | 6.9% | 398.6K | 280.77 | +54.3% |
| LLY ELI LILLY & Co | 60.5M | 5.5% | 65.8K | 1,255.40 | +78.0% |
| PEN Penumbra Inc | 45.9M | 4.2% | 139.8K | 325.18 | +27.2% |
| AXSM Axsome Therapeutics, Inc. | 44.7M | 4.1% | 264.3K | 207.77 | +77.6% |
| ASND Ascendis Pharma A/S | 34.8M | 3.2% | 152.0K | 253.29 | +31.4% |
| JAZZ Jazz Pharmaceuticals plc | 33.7M | 3.1% | 178.1K | 254.28 | +113.6% |
| NBIX NEUROCRINE BIOSCIENCES INC | 28.4M | 2.6% | 215.7K | 152.57 | +14.5% |
| UTHR UNITED THERAPEUTICS Corp | 23.6M | 2.2% | 39.8K | 513.12 | +67.4% |
| GKOS GLAUKOS Corp | 23.2M | 2.1% | 215.7K | 184.89 | +103.3% |
| unmapped CUSIP 152309100 | 21.0M | 1.9% | 528.2K | — | — |
| INBX Inhibrx Biosciences, Inc. | 20.5M | 1.9% | 305.4K | 103.63 | +324.5% |
| EW Edwards Lifesciences Corp | 20.4M | 1.9% | 254.5K | 89.79 | +10.3% |
| BBIO BridgeBio Pharma, Inc. | 19.1M | 1.7% | 257.7K | 81.50 | +66.7% |
| MDGL MADRIGAL PHARMACEUTICALS, INC. | 17.9M | 1.6% | 34.1K | 516.74 | +31.9% |
| INDV Indivior Pharmaceuticals, Inc. | 17.5M | 1.6% | 574.7K | 36.87 | +52.7% |
| unmapped CUSIP 04351PAD3 | 16.9M | 1.5% | 11.5M | — | — |
| UNH UNITEDHEALTH GROUP INC | 15.7M | 1.4% | 58.0K | 390.11 | +30.1% |
| DNTH Dianthus Therapeutics, Inc. /DE/ | 14.4M | 1.3% | 172.1K | 111.10 | +374.4% |
| ABT ABBOTT LABORATORIES | 14.4M | 1.3% | 140.4K | 116.64 | -11.9% |
| RVMD Revolution Medicines, Inc. | 13.7M | 1.2% | 140.8K | 209.46 | +479.3% |
| ACHC Acadia Healthcare Company, Inc. | 13.6M | 1.2% | 582.7K | 27.82 | +30.6% |
| NEO NEOGENOMICS INC | 13.2M | 1.2% | 1.8M | 16.98 | +178.4% |
| COO COOPER COMPANIES, INC. | 12.1M | 1.1% | 169.8K | 76.22 | +3.7% |
| NTRA Natera, Inc. | 12.0M | 1.1% | 60.0K | 332.03 | +106.7% |
| ITGR Integer Holdings Corp | 11.9M | 1.1% | 135.1K | 125.20 | +16.7% |
| RYTM RHYTHM PHARMACEUTICALS, INC. | 11.9M | 1.1% | 136.6K | 110.00 | +11.4% |
| WAT WATERS CORP /DE/ | 11.8M | 1.1% | 39.8K | 410.70 | +38.4% |
| AMRX Amneal Pharmaceuticals, Inc. | 11.6M | 1.1% | 930.1K | 17.91 | +90.3% |
| PRAX Praxis Precision Medicines, Inc. | 11.4M | 1.0% | 35.4K | 375.94 | +730.8% |
| HSIC HENRY SCHEIN INC | 11.3M | 1.0% | 153.1K | 88.50 | +28.9% |
| CGON CG Oncology, Inc. | 11.2M | 1.0% | 165.9K | 79.81 | +212.6% |
| MMSI MERIT MEDICAL SYSTEMS INC | 11.2M | 1.0% | 162.5K | 90.78 | +3.9% |
| CLDX Celldex Therapeutics, Inc. | 10.3M | 0.9% | 325.0K | 40.38 | +93.3% |
| BLTE BELITE BIO, INC | 9.5M | 0.9% | 59.4K | 161.06 | +154.0% |
| DXCM DEXCOM INC | 9.4M | 0.9% | 149.7K | 92.34 | +13.1% |
| unmapped CUSIP 880881107 | 9.1M | 0.8% | 173.0K | — | — |
| CNC CENTENE CORP | 8.6M | 0.8% | 263.5K | 65.02 | +121.2% |
| VKTX Viking Therapeutics, Inc. | 8.6M | 0.8% | 263.1K | 33.89 | +31.9% |
| ORKA Oruka Therapeutics, Inc. | 8.5M | 0.8% | 174.1K | 107.96 | +649.7% |
| TNGX Tango Therapeutics, Inc. | 8.5M | 0.8% | 406.2K | 23.88 | +253.8% |
| unmapped CUSIP 834203309 | 8.3M | 0.8% | 248.2K | — | — |
| BTSG BrightSpring Health Services, Inc. | 8.0M | 0.7% | 187.3K | 58.87 | +149.1% |
| CMPS COMPASS Pathways plc | 7.6M | 0.7% | 1.4M | 13.33 | +226.7% |
| TMO THERMO FISHER SCIENTIFIC INC. | 7.3M | 0.7% | 14.8K | 629.27 | +27.2% |
| NVO NOVO NORDISK A S | 7.2M | 0.7% | 197.2K | 46.74 | -13.9% |
| SYK STRYKER CORP | 7.2M | 0.7% | 22.0K | 329.45 | -15.9% |
| VERA Vera Therapeutics, Inc. | 7.0M | 0.6% | 174.9K | 32.27 | +46.0% |
| BLLN BillionToOne, Inc. | 7.0M | 0.6% | 88.1K | 95.03 | — |
| CAH CARDINAL HEALTH INC | 6.7M | 0.6% | 31.9K | 229.51 | +50.1% |
| ICLR ICON PLC | 6.4M | 0.6% | 57.5K | 172.23 | -4.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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