§ 13F · FUND PROFILE
PFM Health Sciences, LP.
AUM · $1.2B (13F)Positions · 66Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$315M deployed
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 | 5.3% | NEW |
| 2 | AXSM | AXSOME THERAPEUTICS INC. | 220K | $54M | 4.6% | −17% |
| 3 | LLY | ELI LILLY & CO | 39K | $47M | 4.0% | −40% |
| 4 | JAZZ | JAZZ PHARMACEUTICALS PLC | 161K | $39M | 3.3% | −10% |
| 5 | HUM | HUMANA INC | 94K | $37M | 3.2% | NEW |
| 6 | UNH | UNITEDHEALTH GROUP INC | 88K | $37M | 3.1% | +52% |
| 7 | NBIX | NEUROCRINE BIOSCIENCES INC | 213K | $36M | 3.1% | −1% |
| 8 | INBX | INHIBRX BIOSCIENCES INC | 308K | $29M | 2.5% | +1% |
| 9 | UTHR | UNITED THERAPEUTICS CORP DEL | 50K | $27M | 2.3% | −57% |
| 10 | RVMD | REVOLUTION MEDICINES INC | 143K | $27M | 2.3% | +2% |
§ 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 66 positions.
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