Filed: 8/14/2026ACC: 0001442756-26-000006
📋 What this filing means
PFM HEALTH SCIENCES, LP filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $1.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$1.17B
Total AUM (reported)
16.57M
Total Shares
Allocation by class
COM$841.20M72.2%
COM NEW$82.16M7.0%
ORD SHS$62.19M5.3%
SHS USD$38.74M3.3%
CL A$35.41M3.0%
SHS$34.41M3.0%
SPONSORED ADS$26.66M2.3%
Portfolio Concentration
Top 3$163.03M14.0%
4–10$232.01M19.9%
11–25$283.83M24.4%
Rest$486.57M41.7%
Top 3 weight
14.0%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 16.57M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
16.57M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other96
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings96
Rows:
ASCENDIS PHARMA A/S
DFNDShares233.17K
TypeSH
Market value$62.19M
5.34%
Sole
0.00
Shared
233.17K
None
0.00
AXSOME THERAPEUTICS INC.
DFNDShares219.60K
TypeSH
Market value$53.75M
4.61%
Sole
0.00
Shared
219.60K
None
0.00
ELI LILLY & CO
DFNDShares39.26K
TypeSH
Market value$47.09M
4.04%
Sole
0.00
Shared
39.26K
None
0.00
JAZZ PHARMACEUTICALS PLC
DFNDShares160.77K
TypeSH
Market value$38.74M
3.32%
Sole
0.00
Shared
160.77K
None
0.00
HUMANA INC
DFNDShares94.38K
TypeSH
Market value$37.49M
3.22%
Sole
0.00
Shared
94.38K
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares88.28K
TypeSH
Market value$36.69M
3.15%
Sole
0.00
Shared
88.28K
None
0.00
NEUROCRINE BIOSCIENCES INC
DFNDShares213.41K
TypeSH
Market value$35.97M
3.09%
Sole
0.00
Shared
213.41K
None
0.00
INHIBRX BIOSCIENCES INC
DFNDShares308.38K
TypeSH
Market value$29.22M
2.51%
Sole
0.00
Shared
308.38K
None
0.00
UNITED THERAPEUTICS CORP DEL
DFNDShares49.99K
TypeSH
Market value$27.09M
2.32%
Sole
0.00
Shared
49.99K
None
0.00
REVOLUTION MEDICINES INC
DFNDShares143.22K
TypeSH
Market value$26.82M
2.30%
Sole
0.00
Shared
143.22K
None
0.00
ICON PUB LTD CO
DFNDShares136.48K
TypeSH
Market value$23.71M
2.03%
Sole
0.00
Shared
136.48K
None
0.00
TENET HEALTHCARE CORP
DFNDShares126.57K
TypeSH
Market value$23.68M
2.03%
Sole
0.00
Shared
126.57K
None
0.00
EDWARDS LIFESCIENCES CORP
DFNDShares250.45K
TypeSH
Market value$22.66M
1.94%
Sole
0.00
Shared
250.45K
None
0.00
WATERS CORP
DFNDShares59.83K
TypeSH
Market value$22.44M
1.93%
Sole
0.00
Shared
59.83K
None
0.00
CENTENE CORP DEL
DFNDShares337.07K
TypeSH
Market value$21.64M
1.86%
Sole
0.00
Shared
337.07K
None
0.00
PENUMBRA INC
DFNDShares60.22K
TypeSH
Market value$19.01M
1.63%
Sole
0.00
Shared
60.22K
None
0.00
BRIDGEBIO PHARMA INC
DFNDShares253.36K
TypeSH
Market value$18.87M
1.62%
Sole
0.00
Shared
253.36K
None
0.00
STRYKER CORPORATION
DFNDShares56.64K
TypeSH
Market value$17.83M
1.53%
Sole
0.00
Shared
56.64K
None
0.00
METTLER TOLEDO INTERNATIONAL
DFNDShares13.34K
TypeSH
Market value$17.05M
1.46%
Sole
0.00
Shared
13.34K
None
0.00
INDIVIOR PHARMACEUTICALS INC
DFNDShares401.21K
TypeSH
Market value$16.46M
1.41%
Sole
0.00
Shared
401.21K
None
0.00
MERCK & CO INC
DFNDShares127.12K
TypeSH
Market value$16.33M
1.40%
Sole
0.00
Shared
127.12K
None
0.00
CYTOKINETICS INC
DFNDShares191.69K
TypeSH
Market value$16.33M
1.40%
Sole
0.00
Shared
191.69K
None
0.00
LANTHEUS HLDGS INC
DFNDShares146.40K
TypeSH
Market value$16.24M
1.39%
Sole
0.00
Shared
146.40K
None
0.00
COOPER COS INC
DFNDShares220.89K
TypeSH
Market value$15.84M
1.36%
Sole
0.00
Shared
220.89K
None
0.00
MADRIGAL PHARMACEUTICALS INC
DFNDShares29.31K
TypeSH
Market value$15.74M
1.35%
Sole
0.00
Shared
29.31K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ASCENDIS PHARMA A/SDFND | ORD SHS | 233.17K | SH | $62.19M 5.34% | 0.00 | 233.17K | 0.00 |
AXSOME THERAPEUTICS INC.DFND | COM | 219.60K | SH | $53.75M 4.61% | 0.00 | 219.60K | 0.00 |
ELI LILLY & CODFND | COM | 39.26K | SH | $47.09M 4.04% | 0.00 | 39.26K | 0.00 |
JAZZ PHARMACEUTICALS PLCDFND | SHS USD | 160.77K | SH | $38.74M 3.32% | 0.00 | 160.77K | 0.00 |
HUMANA INCDFND | COM | 94.38K | SH | $37.49M 3.22% | 0.00 | 94.38K | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 88.28K | SH | $36.69M 3.15% | 0.00 | 88.28K | 0.00 |
NEUROCRINE BIOSCIENCES INCDFND | COM | 213.41K | SH | $35.97M 3.09% | 0.00 | 213.41K | 0.00 |
INHIBRX BIOSCIENCES INCDFND | COM | 308.38K | SH | $29.22M 2.51% | 0.00 | 308.38K | 0.00 |
UNITED THERAPEUTICS CORP DELDFND | COM | 49.99K | SH | $27.09M 2.32% | 0.00 | 49.99K | 0.00 |
REVOLUTION MEDICINES INCDFND | COM | 143.22K | SH | $26.82M 2.30% | 0.00 | 143.22K | 0.00 |
ICON PUB LTD CODFND | SHS | 136.48K | SH | $23.71M 2.03% | 0.00 | 136.48K | 0.00 |
TENET HEALTHCARE CORPDFND | COM NEW | 126.57K | SH | $23.68M 2.03% | 0.00 | 126.57K | 0.00 |
EDWARDS LIFESCIENCES CORPDFND | COM | 250.45K | SH | $22.66M 1.94% | 0.00 | 250.45K | 0.00 |
WATERS CORPDFND | COM | 59.83K | SH | $22.44M 1.93% | 0.00 | 59.83K | 0.00 |
CENTENE CORP DELDFND | COM | 337.07K | SH | $21.64M 1.86% | 0.00 | 337.07K | 0.00 |
PENUMBRA INCDFND | COM | 60.22K | SH | $19.01M 1.63% | 0.00 | 60.22K | 0.00 |
BRIDGEBIO PHARMA INCDFND | COM | 253.36K | SH | $18.87M 1.62% | 0.00 | 253.36K | 0.00 |
STRYKER CORPORATIONDFND | COM | 56.64K | SH | $17.83M 1.53% | 0.00 | 56.64K | 0.00 |
METTLER TOLEDO INTERNATIONALDFND | COM | 13.34K | SH | $17.05M 1.46% | 0.00 | 13.34K | 0.00 |
INDIVIOR PHARMACEUTICALS INCDFND | COM | 401.21K | SH | $16.46M 1.41% | 0.00 | 401.21K | 0.00 |
MERCK & CO INCDFND | COM | 127.12K | SH | $16.33M 1.40% | 0.00 | 127.12K | 0.00 |
CYTOKINETICS INCDFND | COM NEW | 191.69K | SH | $16.33M 1.40% | 0.00 | 191.69K | 0.00 |
LANTHEUS HLDGS INCDFND | COM | 146.40K | SH | $16.24M 1.39% | 0.00 | 146.40K | 0.00 |
COOPER COS INCDFND | COM | 220.89K | SH | $15.84M 1.36% | 0.00 | 220.89K | 0.00 |
MADRIGAL PHARMACEUTICALS INCDFND | COM | 29.31K | SH | $15.74M 1.35% | 0.00 | 29.31K | 0.00 |
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