account_balance
Investment manager · 13F filer · SEC CIK 1442756
PFM Health Sciences, LP
Reported value$1.15Bas of Jun 30, 2026
Positions96 33 new, 14 sold out
Top 10 weight34.3%ASND alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ASNDAscendis Pharma A/s
5.4%New
AXSMAxsome Therapeutics Inc.
4.7%Trimmed −17%
LLYEli Lilly & Co
4.1%Trimmed −40%
JAZZJazz Pharmaceuticals PLC
3.4%Trimmed −10%
HUMHumana Inc
3.3%New
UNHUnitedhealth Group Inc
3.2%Added +52%
NBIXNeurocrine Biosciences Inc
3.1%
INBXInhibrx Biosciences Inc
2.5%
UTHRUnited Therapeutics Corp
2.4%Added +26%
RVMDRevolution Medicines Inc
2.3%
ICLRIcon Pub Ltd Co
2.1%Added +137%
THC2.1%ASNDAscendis Pharma A/s
5.4%New
AXSMAxsome Therapeutics Inc.
4.7%Trimmed −17%
LLYEli Lilly & Co
4.1%Trimmed −40%
JAZZJazz Pharmaceuticals PLC
3.4%Trimmed −10%
HUMHumana Inc
3.3%New
UNH3.2%NBIX3.1%INBX2.5%UTHR2.4%RVMD2.3%ICLR2.1%THC2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ASND Ascendis Pharma A/s 5.4% NewAXSM Axsome Therapeutics Inc. 4.7% Trimmed −17%LLY Eli Lilly & Co 4.1% Trimmed −40%JAZZ Jazz Pharmaceuticals PLC 3.4% Trimmed −10%HUM Humana Inc 3.3% NewUNH Unitedhealth Group Inc 3.2% Added +52%NBIX Neurocrine Biosciences Inc 3.1% HeldINBX Inhibrx Biosciences Inc 2.5% HeldUTHR United Therapeutics Corp 2.4% Added +26%RVMD Revolution Medicines Inc 2.3% HeldICLR Icon Pub Ltd Co 2.1% Added +137%THC Tenet Healthcare Corp 2.1% Trimmed −68%
What changed