PFM Health Sciences, LP: 13F holdings
CIK 14427562026Q2
| Positions | 96 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 96 (+17 vs prior quarter) |
|---|
| Reported value | $1.2bn (+6.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ASCENDIS PHARMA A/S | 233,171 | $62.2m | 5.3% |
| AXSM AXSOME THERAPEUTICS INC. | 219,596 | $53.8m | 4.6% |
| LLY ELI LILLY & CO | 39,258 | $47.1m | 4.0% |
| JAZZ PHARMACEUTICALS PLC | 160,768 | $38.7m | 3.3% |
| HUM HUMANA INC | 94,375 | $37.5m | 3.2% |
| UNH UNITEDHEALTH GROUP INC | 88,276 | $36.7m | 3.1% |
| NBIX NEUROCRINE BIOSCIENCES INC | 213,407 | $36.0m | 3.1% |
| INBX INHIBRX BIOSCIENCES INC | 308,385 | $29.2m | 2.5% |
| UTHR UNITED THERAPEUTICS CORP DEL | 49,991 | $27.1m | 2.3% |
| RVMD REVOLUTION MEDICINES INC | 143,222 | $26.8m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1442756")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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