PFM Health Sciences, LP Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$3.4T
Holdings
72
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVONOVO-NORDISK A S | 1,133,574 | $399.2B | 11.79% | |
| 2 | BMRNBIOMARIN PHARMACEUTICAL INC | 2,149,051 | $144.8B | 4.28% | |
| 3 | ALXNALEXION PHARMACEUTICALS INC | 1,446,612 | $141.7B | 4.18% | |
| 4 | PENPENUMBRA INC | 1,029,564 | $138.5B | 4.09% | |
| 5 | ZBHZIMMER BIOMET HLDGS INC | 987,842 | $135.6B | 4.00% | |
| 6 | GILDGILEAD SCIENCES INC | 1,843,860 | $116.9B | 3.45% | |
| 7 | ARNAEURARENA PHARMACEUTICALS INC | 2,271,536 | $104.0B | 3.07% | |
| 8 | XBISPDR SERIES TRUST | 1,143,600 | $87.2B | 2.57% | Put |
| 9 | IRTCIRHYTHM TECHNOLOGIES INC | 1,081,059 | $80.1B | 2.37% | |
| 10 | NXPINXP SEMICONDUCTORS N V | 709,930 | $77.5B | 2.29% | |
| 11 | MCHPMICROCHIP TECHNOLOGY INC | 830,494 | $77.2B | 2.28% | |
| 12 | —ALLERGAN PLC | 455,598 | $76.7B | 2.26% | |
| 13 | IQVIQVIA HLDGS INC | 477,002 | $71.3B | 2.10% | |
| 14 | WCGEURWELLCARE HEALTH PLANS INC | 263,626 | $68.3B | 2.02% | |
| 15 | —AUDENTES THERAPEUTICS INC | 2,315,938 | $65.1B | 1.92% | |
| 16 | —MYOKARDIA INC | 1,227,371 | $64.0B | 1.89% | |
| 17 | DC4DEXCOM INC | 428,242 | $63.9B | 1.89% | |
| 18 | CICIGNA CORP NEW | 397,684 | $60.4B | 1.78% | |
| 19 | NVSNNOVARTIS A G | 689,600 | $59.7B | 1.76% | |
| 20 | TWLOTWILIO INC | 534,889 | $58.8B | 1.74% | |
| 21 | PTCTPTC THERAPEUTICS INC | 1,654,225 | $55.9B | 1.65% | |
| 22 | EWEDWARDS LIFESCIENCES CORP | 251,754 | $55.4B | 1.63% | |
| 23 | MOHMOLINA HEALTHCARE INC | 491,797 | $54.0B | 1.59% | |
| 24 | CTLTEURCATALENT INC | 1,106,773 | $52.7B | 1.56% | |
| 25 | SG7SAGE THERAPEUTICS INC | 373,828 | $52.4B | 1.55% | |
| 26 | CRMSALESFORCE COM INC | 350,422 | $52.0B | 1.54% | |
| 27 | HCAHCA HEALTHCARE INC | 416,733 | $50.2B | 1.48% | |
| 28 | INTUINTUIT | 180,102 | $47.9B | 1.41% | |
| 29 | GDDYGODADDY INC | 723,756 | $47.8B | 1.41% | |
| 30 | WDCWESTERN DIGITAL CORP | 795,919 | $47.5B | 1.40% | |
| 31 | QUREUNIQURE NV | 1,158,694 | $45.6B | 1.35% | |
| 32 | SYKSTRYKER CORP | 207,887 | $45.0B | 1.33% | |
| 33 | PBYIPUMA BIOTECHNOLOGY INC | 3,689,538 | $39.7B | 1.17% | |
| 34 | —ACORDA THERAPEUTICS INC | 49,764,825 | $39.3B | 1.16% | |
| 35 | AERIEURAERIE PHARMACEUTICALS INC | 1,830,924 | $35.2B | 1.04% | |
| 36 | ICLRICON PLC | 237,175 | $34.9B | 1.03% | |
| 37 | MSFTMICROSOFT CORP | 250,603 | $34.8B | 1.03% | |
| 38 | NVROEURNEVRO CORP | 396,270 | $34.1B | 1.01% | |
| 39 | MRTXEURMIRATI THERAPEUTICS INC | 431,123 | $33.6B | 0.99% | |
| 40 | MKSIMKS INSTRUMENT INC | 301,611 | $27.8B | 0.82% | |
| 41 | AMDADVANCED MICRO DEVICES INC | 890,079 | $25.8B | 0.76% | |
| 42 | —DERMIRA INC | 30,558,000 | $25.6B | 0.76% | |
| 43 | —DERMIRA INC | 3,829,536 | $24.5B | 0.72% | |
| 44 | VVISA INC | 134,188 | $23.1B | 0.68% | |
| 45 | MCKMCKESSON CORP | 167,400 | $22.9B | 0.68% | Call |
| 46 | CSIIEURCARDIOVASCULAR SYS INC DEL | 465,045 | $22.1B | 0.65% | |
| 47 | COUPEURCOUPA SOFTWARE INC | 167,323 | $21.7B | 0.64% | |
| 48 | INSPINSPIRE MED SYS INC | 350,870 | $21.4B | 0.63% | |
| 49 | VYGRVOYAGER THERAPEUTICS INC | 1,231,954 | $21.2B | 0.63% | |
| 50 | —PTC THERAPEUTICS INC | 19,807,000 | $20.6B | 0.61% | |
| 51 | TWTRUSDTWITTER INC | 477,780 | $19.7B | 0.58% | |
| 52 | —PRINCIPIA BIOPHARMA INC | 559,553 | $15.8B | 0.47% | |
| 53 | FLBFLUIDIGM CORP DEL | 3,109,179 | $14.4B | 0.43% | |
| 54 | CHRSCOHERUS BIOSCIENCES INC | 689,825 | $14.0B | 0.41% | |
| 55 | FATEFATE THERAPEUTICS INC | 881,002 | $13.7B | 0.40% | |
| 56 | BABAALIBABA GROUP HLDG LTD | 81,204 | $13.6B | 0.40% | |
| 57 | LYVLIVE NATION ENTERTAINMENT IN | 197,341 | $13.1B | 0.39% | |
| 58 | VCVISTEON CORP | 149,584 | $12.3B | 0.36% | |
| 59 | —AVROBIO INC | 783,975 | $11.1B | 0.33% | |
| 60 | GSGOLDMAN SACHS GROUP INC | 47,320 | $9.8B | 0.29% | |
| 61 | AXNX*AXONICS MODULATION TECH INC | 251,461 | $6.8B | 0.20% | |
| 62 | KRTXKARUNA THERAPEUTICS INC | 410,643 | $6.7B | 0.20% | |
| 63 | —ACORDA THERAPEUTICS INC | 2,186,257 | $6.3B | 0.19% | |
| 64 | —DELPHI TECHNOLOGIES PLC | 429,452 | $5.8B | 0.17% | |
| 65 | —EIDOS THERAPEUTICS INC | 126,181 | $4.5B | 0.13% | |
| 66 | EQEQUILLIUM INC | 1,064,979 | $4.0B | 0.12% | |
| 67 | TWTRADEWEB MKTS INC | 67,157 | $2.5B | 0.07% | |
| 68 | —ALLENA PHARMACEUTICALS INC | 486,978 | $1.9B | 0.06% | |
| 69 | LVGOLIVONGO HEALTH INC | 106,380 | $1.9B | 0.05% | |
| 70 | PYPLPAYPAL HLDGS INC | 15,236 | $1.6B | 0.05% | |
| 71 | —ENDOLOGIX INC | 253,890 | $1.0B | 0.03% | |
| 72 | AMKASSETMARK FINL HLDGS INC | 29,259 | $762.0M | 0.02% |