§ 13F · FUND PROFILE
PFM Health Sciences, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 78Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1003.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | THC | TENET HEALTHCARE CORP | 398K | $79.0T | 7.9% | NEW |
| 2 | LLY | ELI LILLY & CO | 68K | $73.4T | 7.3% | NEW |
| 3 | AXSM | AXSOME THERAPEUTICS INC | 252K | $45.9T | 4.6% | NEW |
| 4 | PEN | PENUMBRA INC | 145K | $45.1T | 4.5% | NEW |
| 5 | ASND | ASCENDIS PHARMA A/S | 178K | $37.9T | 3.8% | NEW |
| 6 | UTHR | UNITED THERAPEUTICS CORP DEL | 68K | $33.0T | 3.3% | NEW |
| 7 | CNC | CENTENE CORP DEL | 725K | $29.9T | 3.0% | NEW |
| 8 | BBIO | BRIDGEBIO PHARMA INC | 307K | $23.4T | 2.3% | NEW |
| 9 | ADMA | ADMA BIOLOGICS INC | 1.27M | $23.2T | 2.3% | NEW |
| 10 | NBIX | NEUROCRINE BIOSCIENCES INC | 163K | $23.1T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PFM SIGNAL
AC read
PFM Health Sciences, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed