PFM Health Sciences, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.0B
Holdings
77
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (77 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | THCTENET HEALTHCARE CORP | 397,767 | $79.0M | 7.88% | |
| 2 | LLYELI LILLY & CO | 68,289 | $73.4M | 7.32% | |
| 3 | AXSMAXSOME THERAPEUTICS INC | 251,562 | $45.9M | 4.58% | |
| 4 | CNCCENTENE CORP DEL | 1,097,724 | $45.2M | 4.50% | Call |
| 5 | PENPENUMBRA INC | 145,171 | $45.1M | 4.50% | |
| 6 | ASNDASCENDIS PHARMA A/S | 177,685 | $37.9M | 3.78% | |
| 7 | UTHUNITED THERAPEUTICS CORP DEL | 67,743 | $33.0M | 3.29% | |
| 8 | BBIOBRIDGEBIO PHARMA INC | 306,506 | $23.4M | 2.34% | |
| 9 | ADMAADMA BIOLOGICS INC | 1,270,894 | $23.2M | 2.31% | |
| 10 | NBIXNEUROCRINE BIOSCIENCES INC | 163,197 | $23.1M | 2.31% | |
| 11 | GKOSGLAUKOS CORP | 201,676 | $22.8M | 2.27% | |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 37,915 | $22.0M | 2.19% | |
| 13 | EWEDWARDS LIFESCIENCES CORP | 246,835 | $21.0M | 2.10% | |
| 14 | ICLRICON PLC | 115,336 | $21.0M | 2.10% | |
| 15 | INBXINHIBRX BIOSCIENCES INC | 265,517 | $21.0M | 2.09% | |
| 16 | MDTMEDTRONIC PLC | 213,796 | $20.5M | 2.05% | |
| 17 | NEONEOGENOMICS INC | 1,694,051 | $19.9M | 1.99% | |
| 18 | MRKMERCK & CO INC | 187,834 | $19.8M | 1.97% | |
| 19 | AMRXAMNEAL PHARMACEUTICALS INC | 1,465,480 | $18.5M | 1.84% | |
| 20 | SYKSTRYKER CORPORATION | 50,852 | $17.9M | 1.78% | |
| 21 | UNHUNITEDHEALTH GROUP INC | 50,539 | $16.7M | 1.66% | |
| 22 | WATWATERS CORP | 43,208 | $16.4M | 1.64% | |
| 23 | ASND 2.25 04/01/28ASCENDIS PHARMA A/S | 10,655,000 | $15.1M | 1.51% | |
| 24 | DC4DEXCOM INC | 227,357 | $15.1M | 1.50% | |
| 25 | CNTACENTESSA PHARMACEUTICALS PLC | 591,601 | $14.8M | 1.48% | |
| 26 | —INDIVIOR PLC | 360,695 | $12.9M | 1.29% | |
| 27 | CAHCARDINAL HEALTH INC | 62,341 | $12.8M | 1.28% | |
| 28 | UHSUNIVERSAL HLTH SVCS INC | 57,409 | $12.5M | 1.25% | |
| 29 | TFXTELEFLEX INCORPORATED | 102,395 | $12.5M | 1.25% | |
| 30 | RVMDREVOLUTION MEDICINES INC | 151,453 | $12.1M | 1.20% | |
| 31 | SLNOSOLENO THERAPEUTICS INC | 247,893 | $11.5M | 1.14% | |
| 32 | PRAXPRAXIS PRECISION MEDICINES I | 31,163 | $9.2M | 0.92% | |
| 33 | ISRGINTUITIVE SURGICAL INC | 15,410 | $8.7M | 0.87% | |
| 34 | GILDGILEAD SCIENCES INC | 71,018 | $8.7M | 0.87% | |
| 35 | JAZZJAZZ PHARMACEUTICALS PLC | 50,511 | $8.6M | 0.86% | |
| 36 | CVSCVS HEALTH CORP | 107,767 | $8.6M | 0.85% | |
| 37 | SNYSANOFI SA | 176,413 | $8.5M | 0.85% | |
| 38 | IQVIQVIA HLDGS INC | 37,852 | $8.5M | 0.85% | |
| 39 | ITGRINTEGER HLDGS CORP | 106,585 | $8.4M | 0.83% | |
| 40 | COOCOOPER COS INC | 100,802 | $8.3M | 0.82% | |
| 41 | VEEVVEEVA SYS INC | 32,489 | $7.3M | 0.72% | |
| 42 | OSCROSCAR HEALTH INC | 499,837 | $7.2M | 0.72% | |
| 43 | BLLNBILLIONTOONE INC | 87,547 | $7.2M | 0.71% | |
| 44 | CGONCG ONCOLOGY INC | 163,967 | $6.8M | 0.68% | |
| 45 | VKTXVIKING THERAPEUTICS INC | 188,956 | $6.6M | 0.66% | |
| 46 | AFWALIGN TECHNOLOGY INC | 42,304 | $6.6M | 0.66% | |
| 47 | HCAHCA HEALTHCARE INC | 13,865 | $6.5M | 0.65% | |
| 48 | PSNLPERSONALIS INC | 805,817 | $6.4M | 0.64% | |
| 49 | VERAVERA THERAPEUTICS INC | 107,690 | $5.5M | 0.54% | |
| 50 | CMPSCOMPASS PATHWAYS PLC | 779,618 | $5.4M | 0.54% | |
| 51 | SNDXSYNDAX PHARMACEUTICALS INC | 242,967 | $5.1M | 0.51% | |
| 52 | GPCRSTRUCTURE THERAPEUTICS INC | 68,248 | $4.7M | 0.47% | |
| 53 | ELANELANCO ANIMAL HEALTH INC | 207,311 | $4.7M | 0.47% | |
| 54 | BTSGBRIGHTSPRING HEALTH SVCS INC | 118,525 | $4.4M | 0.44% | |
| 55 | RYTMRHYTHM PHARMACEUTICALS INC | 40,210 | $4.3M | 0.43% | |
| 56 | ABVXABIVAX SA | 31,878 | $4.3M | 0.43% | |
| 57 | MDGLMADRIGAL PHARMACEUTICALS INC | 7,258 | $4.2M | 0.42% | |
| 58 | DNTHDIANTHUS THERAPEUTICS INC | 99,576 | $4.1M | 0.41% | |
| 59 | MOHMOLINA HEALTHCARE INC | 22,802 | $4.0M | 0.39% | |
| 60 | TCE2CELLDEX THERAPEUTICS INC NEW | 133,161 | $3.6M | 0.36% | |
| 61 | MDLNMEDLINE INC | 85,000 | $3.6M | 0.36% | |
| 62 | ARGXARGENX SE | 4,202 | $3.5M | 0.35% | |
| 63 | BLTEBELITE BIO INC | 19,823 | $3.2M | 0.32% | |
| 64 | FTREFORTREA HLDGS INC | 165,439 | $2.9M | 0.28% | |
| 65 | MBXMBX BIOSCIENCES INC | 79,310 | $2.5M | 0.25% | |
| 66 | CGEMCULLINAN THERAPEUTICS INC | 227,003 | $2.3M | 0.23% | |
| 67 | TARSTARSUS PHARMACEUTICALS INC | 27,338 | $2.2M | 0.22% | |
| 68 | OMOUTSET MED INC | 530,796 | $2.0M | 0.20% | |
| 69 | MLYSMINERALYS THERAPEUTICS INC | 47,637 | $1.7M | 0.17% | |
| 70 | AMLXAMYLYX PHARMACEUTICALS INC | 134,549 | $1.6M | 0.16% | |
| 71 | CRBUCARIBOU BIOSCIENCES INC | 957,787 | $1.5M | 0.15% | |
| 72 | QUREUNIQURE NV | 39,499 | $945K | 0.09% | |
| 73 | TECXTECTONIC THERAPEUTIC INC | 42,724 | $891K | 0.09% | |
| 74 | IRONDISC MEDICINE INC | 11,002 | $873K | 0.09% | |
| 75 | RZLTREZOLUTE INC | 206,265 | $486K | 0.05% | |
| 76 | NPCENEUROPACE INC | 11,329 | $174K | 0.02% | |
| 77 | TMCITREACE MED CONCEPTS INC | 50,000 | $122K | 0.01% |