PFM Health Sciences, LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$1.2T
Holdings
60
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALXNALEXION PHARMACEUTICALS INC | 686,249 | $61.6B | 5.06% | |
| 2 | ABBVABBVIE INC | 724,174 | $55.2B | 4.53% | |
| 3 | ELVANTHEM INC | 223,925 | $50.8B | 4.18% | |
| 4 | MCKMCKESSON CORP | 343,950 | $46.5B | 3.82% | |
| 5 | BMRN 0.599 08/01/24BIOMARIN PHARMACEUTICAL INC | 41,600,000 | $43.4B | 3.57% | |
| 6 | CAHCARDINAL HEALTH INC | 878,531 | $42.1B | 3.46% | |
| 7 | GILDGILEAD SCIENCES INC | 553,339 | $41.4B | 3.40% | |
| 8 | ICUIICU MED INC | 202,339 | $40.8B | 3.35% | |
| 9 | PFEPFIZER INC | 1,180,658 | $38.5B | 3.16% | |
| 10 | KRTXKARUNA THERAPEUTICS INC | 499,510 | $36.0B | 2.95% | |
| 11 | BDXBECTON DICKINSON & CO | 151,150 | $34.7B | 2.85% | |
| 12 | CICIGNA CORP NEW | 194,690 | $34.5B | 2.83% | |
| 13 | AERIEURAERIE PHARMACEUTICALS INC | 2,528,276 | $34.1B | 2.80% | |
| 14 | BMRNBIOMARIN PHARMACEUTICAL INC | 399,605 | $33.8B | 2.77% | |
| 15 | HUMHUMANA INC | 103,030 | $32.4B | 2.66% | |
| 16 | ARNAEURARENA PHARMACEUTICALS INC | 749,217 | $31.5B | 2.58% | |
| 17 | ABGAMERISOURCEBERGEN CORP | 338,732 | $30.0B | 2.46% | |
| 18 | HRTXHERON THERAPEUTICS INC | 2,481,917 | $29.1B | 2.39% | |
| 19 | UNHUNITEDHEALTH GROUP INC | 104,722 | $26.1B | 2.14% | |
| 20 | BIIBBIOGEN INC | 81,013 | $25.6B | 2.11% | |
| 21 | BAXBAXTER INTL INC | 309,635 | $25.1B | 2.06% | |
| 22 | VRTXVERTEX PHARMACEUTICALS INC | 95,482 | $22.7B | 1.87% | |
| 23 | EWEDWARDS LIFESCIENCES CORP | 118,392 | $22.3B | 1.83% | |
| 24 | JNJJOHNSON & JOHNSON | 166,375 | $21.8B | 1.79% | |
| 25 | —IMMUNOMEDICS INC | 1,511,741 | $20.4B | 1.67% | Call |
| 26 | PENPENUMBRA INC | 118,190 | $19.1B | 1.57% | |
| 27 | IRTCIRHYTHM TECHNOLOGIES INC | 233,409 | $19.0B | 1.56% | |
| 28 | CNCCENTENE CORP DEL | 307,441 | $18.3B | 1.50% | |
| 29 | MOHMOLINA HEALTHCARE INC | 124,444 | $17.4B | 1.43% | |
| 30 | IQVIQVIA HLDGS INC | 157,201 | $17.0B | 1.39% | |
| 31 | HCAHCA HEALTHCARE INC | 185,849 | $16.7B | 1.37% | |
| 32 | NVDANVIDIA CORP | 61,842 | $16.3B | 1.34% | |
| 33 | MSFTMICROSOFT CORP | 95,177 | $15.0B | 1.23% | |
| 34 | RETAEURREATA PHARMACEUTICALS INC | 97,864 | $14.1B | 1.16% | |
| 35 | BABAALIBABA GROUP HLDG LTD | 70,083 | $13.6B | 1.12% | |
| 36 | ICLRICON PLC | 92,446 | $12.6B | 1.03% | |
| 37 | SG7SAGE THERAPEUTICS INC | 436,477 | $12.5B | 1.03% | |
| 38 | RCUSARCUS BIOSCIENCES INC | 809,511 | $11.2B | 0.92% | |
| 39 | HALOHALOZYME THERAPEUTICS INC | 618,726 | $11.1B | 0.91% | |
| 40 | AMZNAMAZON COM INC | 5,342 | $10.4B | 0.86% | |
| 41 | —CONSTELLATION PHARMCETICLS I | 315,894 | $9.9B | 0.82% | |
| 42 | XLNXEURXILINX INC | 124,677 | $9.7B | 0.80% | |
| 43 | —MORPHOSYS AG | 102,941 | $9.3B | 0.76% | |
| 44 | 1K0IGM BIOSCIENCES INC | 163,105 | $9.2B | 0.75% | |
| 45 | ALNYALNYLAM PHARMACEUTICALS INC | 81,804 | $8.9B | 0.73% | |
| 46 | —PPD INC | 477,743 | $8.5B | 0.70% | |
| 47 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 206,336 | $8.5B | 0.70% | |
| 48 | CHRSCOHERUS BIOSCIENCES INC | 474,055 | $7.7B | 0.63% | |
| 49 | FLBFLUIDIGM CORP DEL | 2,673,090 | $6.8B | 0.56% | |
| 50 | DEDEERE & CO | 40,208 | $5.6B | 0.46% | |
| 51 | XLRNACCELERON PHARMA INC | 61,400 | $5.5B | 0.45% | |
| 52 | ZLABZAI LAB LTD | 84,387 | $4.3B | 0.36% | |
| 53 | SHOPSHOPIFY INC | 9,454 | $3.9B | 0.32% | |
| 54 | IM8NINSMED INC | 228,781 | $3.7B | 0.30% | |
| 55 | NEENEXTERA ENERGY INC | 13,320 | $3.2B | 0.26% | |
| 56 | COUPEURCOUPA SOFTWARE INC | 20,909 | $2.9B | 0.24% | |
| 57 | —ACORDA THERAPEUTICS INC | 2,000,000 | $1.7B | 0.14% | |
| 58 | —MYOKARDIA INC | 35,592 | $1.7B | 0.14% | |
| 59 | —ACORDA THERAPEUTICS INC | 1,526,174 | $1.4B | 0.12% | |
| 60 | —ALLENA PHARMACEUTICALS INC | 284,285 | $274.0M | 0.02% |