StockDriftsStockDriftsTop 50 Pfm Health Sciences LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AXSM | AXSOME THERAPEUTICS INC. | 4.67% | 219.6K | $53.8M | -16.92%(-44.71K) | $62.04(+244.41%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.09% | 39.3K | $47.1M | -40.30%(-26.50K) | $164.88(+615.75%) | 2026-06-30 | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 3.36% | 160.8K | $38.7M | -9.75%(-17.38K) | $168.09(+45.73%) | 2026-06-30 | |
| HUM | HUMANA INC | 3.25% | 94.4K | $37.5M | new | $282.69(+37.62%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 3.19% | 88.3K | $36.7M | +52.10%(+30.24K) | $371.69(+8.08%) | 2026-06-30 | |
| NBIX | NEUROCRINE BIOSCIENCES INC | 3.12% | 213.4K | $36.0M | -1.05%(-2.27K) | $137.49(+11.08%) | 2026-06-30 | |
| INBX | INHIBRX BIOSCIENCES INC | 2.54% | 308.4K | $29.2M | +0.97%(+2.95K) | $28.74(+207.47%) | 2026-06-30 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 2.35% | 50.0K | $27.1M | +25.59%(+10.19K) | $397.14(+25.83%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 2.33% | 143.2K | $26.8M | +1.74%(+2.45K) | $43.43(+369.09%) | 2026-06-30 | |
| ICLR | ICON PUB LTD CO | 2.06% | 136.5K | $23.7M | +137.36%(+78.98K) | $157.18(+3.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.97% | +51.98% | +5.51% | +30.73% |
| Top 20 Holdings Unweighted | +12.77% | +43.40% | +4.56% | +24.97% |
Pfm Health Sciences LP reports $1.17B in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are AXSM (4.7%), LLY (4.1%) and JAZZ (3.4%). The top 20 holdings account for 47.53% of reported assets. Its disclosed equity book has returned +51.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pfm Health Sciences LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1442756). View Pfm Health Sciences LP’s 13F filings on SEC