PFM Health Sciences, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.3T
Holdings
70
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (70 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LLYELI LILLY & CO | 225,139 | $171.8B | 13.21% | |
| 2 | THCTENET HEALTHCARE CORP | 461,654 | $93.7B | 7.21% | |
| 3 | XBISPDR SERIES TRUST | 717,400 | $71.9B | 5.53% | Call |
| 4 | AXSMAXSOME THERAPEUTICS INC | 530,332 | $64.4B | 4.95% | |
| 5 | MCKMCKESSON CORP | 72,313 | $55.9B | 4.30% | |
| 6 | PENPENUMBRA INC | 195,085 | $49.4B | 3.80% | |
| 7 | UTHUNITED THERAPEUTICS CORP DEL | 95,650 | $40.1B | 3.08% | |
| 8 | ISRGINTUITIVE SURGICAL INC | 77,403 | $34.6B | 2.66% | |
| 9 | EWEDWARDS LIFESCIENCES CORP | 381,324 | $29.7B | 2.28% | |
| 10 | HUMHUMANA INC | 113,648 | $29.6B | 2.27% | Call |
| 11 | ASNDASCENDIS PHARMA A/S | 145,311 | $28.9B | 2.22% | |
| 12 | HCAHCA HEALTHCARE INC | 65,773 | $28.0B | 2.16% | |
| 13 | CVSCVS HEALTH CORP | 346,679 | $26.1B | 2.01% | |
| 14 | ABGCENCORA INC | 80,493 | $25.2B | 1.93% | |
| 15 | OMOUTSET MED INC | 1,729,921 | $24.4B | 1.88% | |
| 16 | UHSUNIVERSAL HLTH SVCS INC | 116,260 | $23.8B | 1.83% | |
| 17 | ICLRICON PLC | 133,683 | $23.4B | 1.80% | |
| 18 | CNCCENTENE CORP DEL | 574,360 | $20.5B | 1.58% | |
| 19 | MRKMERCK & CO INC | 236,468 | $19.8B | 1.53% | |
| 20 | ELVELEVANCE HEALTH INC FORMERLY | 60,776 | $19.6B | 1.51% | |
| 21 | NTRANATERA INC | 115,596 | $18.6B | 1.43% | |
| 22 | ADMAADMA BIOLOGICS INC | 1,181,011 | $17.3B | 1.33% | |
| 23 | NEONEOGENOMICS INC | 2,208,530 | $17.0B | 1.31% | |
| 24 | BBIOBRIDGEBIO PHARMA INC | 327,174 | $17.0B | 1.31% | |
| 25 | SLNOSOLENO THERAPEUTICS INC | 243,401 | $16.5B | 1.27% | |
| 26 | CNTACENTESSA PHARMACEUTICALS PLC | 666,196 | $16.2B | 1.24% | |
| 27 | ASND 2.25 04/01/28ASCENDIS PHARMA A/S | 11,515,000 | $15.7B | 1.21% | |
| 28 | OSCROSCAR HEALTH INC | 820,642 | $15.5B | 1.19% | |
| 29 | RVMDREVOLUTION MEDICINES INC | 331,069 | $15.5B | 1.19% | |
| 30 | VERAVERA THERAPEUTICS INC | 513,685 | $14.9B | 1.15% | |
| 31 | BSXBOSTON SCIENTIFIC CORP | 150,648 | $14.7B | 1.13% | Call |
| 32 | SPYSPDR S&P 500 ETF TR | 21,210 | $14.1B | 1.09% | |
| 33 | IWMISHARES TR | 56,700 | $13.7B | 1.05% | Put |
| 34 | —INDIVIOR PLC | 561,526 | $13.5B | 1.04% | |
| 35 | VEEVVEEVA SYS INC | 41,503 | $12.4B | 0.95% | |
| 36 | MRUSMERUS N V | 130,742 | $12.3B | 0.95% | |
| 37 | AKROAKERO THERAPEUTICS INC | 248,079 | $11.8B | 0.91% | |
| 38 | REGNREGENERON PHARMACEUTICALS | 19,890 | $11.2B | 0.86% | |
| 39 | IRTCIRHYTHM TECHNOLOGIES INC | 64,998 | $11.2B | 0.86% | |
| 40 | CMPSCOMPASS PATHWAYS PLC | 1,662,836 | $9.5B | 0.73% | |
| 41 | WATWATERS CORP | 30,751 | $9.2B | 0.71% | |
| 42 | VRNAVERONA PHARMA PLC | 80,416 | $8.6B | 0.66% | |
| 43 | INBXINHIBRX BIOSCIENCES INC | 239,644 | $8.1B | 0.62% | |
| 44 | NBIXNEUROCRINE BIOSCIENCES INC | 57,246 | $8.0B | 0.62% | |
| 45 | TEVATEVA PHARMACEUTICAL INDS LTD | 356,818 | $7.2B | 0.55% | |
| 46 | ARQTARCUTIS BIOTHERAPEUTICS INC | 360,460 | $6.8B | 0.52% | |
| 47 | CGONCG ONCOLOGY INC | 157,874 | $6.4B | 0.49% | |
| 48 | AMLXAMYLYX PHARMACEUTICALS INC | 436,156 | $5.9B | 0.46% | |
| 49 | COOCOOPER COS INC | 74,363 | $5.1B | 0.39% | |
| 50 | RYTMRHYTHM PHARMACEUTICALS INC | 48,162 | $4.9B | 0.37% | |
| 51 | VKTXVIKING THERAPEUTICS INC | 183,538 | $4.8B | 0.37% | |
| 52 | WSTWEST PHARMACEUTICAL SVSC INC | 18,365 | $4.8B | 0.37% | |
| 53 | AZNASTRAZENECA PLC | 61,795 | $4.7B | 0.36% | |
| 54 | ARGXARGENX SE | 6,403 | $4.7B | 0.36% | |
| 55 | RZLTREZOLUTE INC | 452,733 | $4.3B | 0.33% | |
| 56 | SNDXSYNDAX PHARMACEUTICALS INC | 256,488 | $3.9B | 0.30% | |
| 57 | MBXMBX BIOSCIENCES INC | 221,505 | $3.9B | 0.30% | |
| 58 | AMRXAMNEAL PHARMACEUTICALS INC | 355,818 | $3.6B | 0.27% | |
| 59 | GPCRSTRUCTURE THERAPEUTICS INC | 115,073 | $3.2B | 0.25% | |
| 60 | PRAXPRAXIS PRECISION MEDICINES I | 60,578 | $3.2B | 0.25% | |
| 61 | ELVNENLIVEN THERAPEUTICS INC | 156,463 | $3.2B | 0.25% | |
| 62 | CRBUCARIBOU BIOSCIENCES INC | 1,358,831 | $3.2B | 0.24% | |
| 63 | QUREUNIQURE NV | 46,353 | $2.7B | 0.21% | |
| 64 | DNTHDIANTHUS THERAPEUTICS INC | 67,840 | $2.7B | 0.21% | |
| 65 | IRONDISC MEDICINE INC | 32,539 | $2.2B | 0.17% | |
| 66 | LQDALIQUIDIA CORPORATION | 76,300 | $1.7B | 0.13% | Put |
| 67 | HIMSHIMS & HERS HEALTH INC | 22,915 | $1.3B | 0.10% | |
| 68 | TMOTHERMO FISHER SCIENTIFIC INC | 2,314 | $1.1B | 0.09% | |
| 69 | BRD1EURMIND MEDICINE MINDMED INC | 75,138 | $885.9M | 0.07% | |
| 70 | HOWLWEREWOLF THERAPEUTICS INC | 401,110 | $790.2M | 0.06% |