§ 13F · FUND PROFILE
PFM Health Sciences, LP.
AUM · $1.2B (13F)Positions · 98Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ASND | ASCENDIS PHARMA A/S | 233K | $62M | — | — |
| 2 | AXSM | AXSOME THERAPEUTICS INC. | 220K | $54M | — | — |
| 3 | LLY | ELI LILLY & CO | 39K | $47M | — | — |
| 4 | JAZZ | JAZZ PHARMACEUTICALS PLC | 161K | $39M | — | — |
| 5 | HUM | HUMANA INC | 94K | $37M | — | — |
| 6 | UNH | UNITEDHEALTH GROUP INC | 88K | $37M | — | — |
| 7 | NBIX | NEUROCRINE BIOSCIENCES INC | 213K | $36M | — | — |
| 8 | INBX | INHIBRX BIOSCIENCES INC | 308K | $29M | — | — |
| 9 | UTHR | UNITED THERAPEUTICS CORP DEL | 50K | $27M | — | — |
| 10 | RVMD | REVOLUTION MEDICINES INC | 143K | $27M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PFM SIGNAL
AC read
PFM Health Sciences, LP is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 98 positions.
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