Institutional Fund
Pfm Health Sciences, LP
San Francisco, CACIK 14427565 filings on record
Portfolio Value
$933.32M
Q1 2026
Holdings
76
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-4.0%
from $972.56M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tenet Healthcare Corp8.1%
- Eli Lilly & Co6.5%
- Penumbra Inc4.9%
- Axsome Therapeutics Inc4.8%
- Ascendis Pharma A/S3.7%
- Jazz Pharmaceuticals PLC3.6%
- Other68.4%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tenet Healthcare Corp | 398.6K | $75.21M | 8.1% | +800 | Added |
| 2 | Eli Lilly & Co | 65.8K | $60.49M | 6.5% | −2.5K | Reduced |
| 3 | Penumbra Inc | 139.8K | $45.90M | 4.9% | −5.4K | Reduced |
| 4 | Axsome Therapeutics Inc | 264.3K | $44.67M | 4.8% | +12.7K | Added |
| 5 | Ascendis Pharma A/S | 152.0K | $34.77M | 3.7% | −25.7K | Reduced |
| 6 | Jazz Pharmaceuticals PLC | 178.1K | $33.68M | 3.6% | +127.6K | Added |
| 7 | Neurocrine Biosciences Inc | 215.7K | $28.41M | 3.0% | +52.5K | Added |
| 8 | United Therapeutics Corp Del | 39.8K | $23.60M | 2.5% | −27.9K | Reduced |
| 9 | Glaukos Corp | 215.7K | $23.22M | 2.5% | +14.0K | Added |
| 10 | Centessa Pharmaceuticals PLC | 528.2K | $20.98M | 2.2% | −63.4K | Reduced |
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