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Pfm Health Sciences LP

Portfolio Manager
Pfm Health Sciences LP
Performance
-8.20% (2026 Q1)
AUM (13F)
$1.10B
# of Holdings
77
Performance Rank
Allocation (Top 20)
58.73%

Pfm Health Sciences LP Holdings Map

Top 50 Pfm Health Sciences LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
THC
TENET HEALTHCARE CORP
7.92%398.6K$75.2M
+0.20%(+800)
2025-Q1: 491.3K shares2025-Q2: 499.2K shares2025-Q3: 461.7K shares2025-Q4: 397.8K shares2026-Q1: 398.6K shares
$60.42(+237.20%)
2026-03-31
LLY
ELI LILLY & CO
6.37%65.8K$60.5M
-3.70%(-2.53K)
2025-Q1: 273.8K shares2025-Q2: 268.0K shares2025-Q3: 225.1K shares2025-Q4: 68.3K shares2026-Q1: 65.8K shares
$164.88(+636.22%)
2026-03-31
PEN
PENUMBRA INC
4.83%139.8K$45.9M
-3.71%(-5.39K)
2025-Q1: 166.3K shares2025-Q2: 166.3K shares2025-Q3: 195.1K shares2025-Q4: 145.2K shares2026-Q1: 139.8K shares
$193.26(+64.84%)
2026-03-31
AXSM
AXSOME THERAPEUTICS INC.
4.7%264.3K$44.7M
+5.07%(+12.74K)
2025-Q1: 556.5K shares2025-Q2: 483.1K shares2025-Q3: 530.3K shares2025-Q4: 251.6K shares2026-Q1: 264.3K shares
$62.04(+293.80%)
2026-03-31
ASND
ASCENDIS PHARMA A/S
3.66%152.0K$34.8M
-14.44%(-25.65K)
2025-Q1: 186.9K shares2025-Q2: 221.8K shares2025-Q3: 145.3K shares2025-Q4: 177.7K shares2026-Q1: 152.0K shares
$147.65(+85.92%)
2026-03-31
JAZZ
JAZZ PHARMACEUTICALS PLC
3.54%178.1K$33.7M
+252.68%(+127.63K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 50.5K shares2026-Q1: 178.1K shares
$168.09(+44.85%)
2026-03-31
NBIX
NEUROCRINE BIOSCIENCES INC
2.99%215.7K$28.4M
+32.16%(+52.48K)
2025-Q1: 0 shares2025-Q2: 12.8K shares2025-Q3: 57.2K shares2025-Q4: 163.2K shares2026-Q1: 215.7K shares
$137.49(+26.75%)
2026-03-31
UTHR
UNITED THERAPEUTICS CORP DEL
2.48%39.8K$23.6M
-41.24%(-27.94K)
2025-Q1: 0 shares2025-Q2: 36.4K shares2025-Q3: 95.7K shares2025-Q4: 67.7K shares2026-Q1: 39.8K shares
$354.16(+56.97%)
2026-03-31
GKOS
GLAUKOS CORP
2.44%215.7K$23.2M
+6.95%(+14.01K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 201.7K shares2026-Q1: 215.7K shares
$98.08(+51.25%)
2026-03-31
CNTA
CENTESSA PHARMACEUTICALS PLC
2.21%528.2K$21.0M
-10.71%(-63.38K)
2025-Q1: 570.5K shares2025-Q2: 345.0K shares2025-Q3: 666.2K shares2025-Q4: 591.6K shares2026-Q1: 528.2K shares
$15.77(+156.89%)
2026-03-31

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