Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PFM Health Sciences, LP (CIK 1442756) reported $1.10B across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: THC ($75.2M, 6.86%), UTHR ($69.6M, 6.35%), LLY ($60.5M, 5.52%), XBI ($58.2M, 5.30%), PEN ($45.9M, 4.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | THC | TENET HEALTHCARE CORP | $75.2M | 6.86% | 398,567 | Added |
| 2 | UTHR | UNITED THERAPEUTICS CORP DEL | $69.6M | 6.35% | 117,405 | Added |
| 3 | LLY | ELI LILLY & CO | $60.5M | 5.52% | 65,762 | Trimmed |
| 4 | XBI | SPDR SERIES TRUST | $58.2M | 5.30% | 455,300 | New |
| 5 | PEN | PENUMBRA INC | $45.9M | 4.19% | 139,779 | Trimmed |
| 6 | AXSM | AXSOME THERAPEUTICS INC. | $44.7M | 4.07% | 264,304 | Added |
| 7 | ASND | ASCENDIS PHARMA A/S | $39.9M | 3.64% | 174,434 | Trimmed |
| 8 | XLV | SELECT SECTOR SPDR TR | $35.0M | 3.19% | 238,900 | New |
| 9 | JAZZ | JAZZ PHARMACEUTICALS PLC | $33.7M | 3.07% | 178,144 | Added |
| 10 | NBIX | NEUROCRINE BIOSCIENCES INC | $28.4M | 2.59% | 215,678 | Added |
| 11 | GKOS | GLAUKOS CORP | $23.2M | 2.12% | 215,685 | Added |
| 12 | CNTA | CENTESSA PHARMACEUTICALS PLC | $21.0M | 1.91% | 528,224 | Trimmed |
| 13 | INBX | INHIBRX BIOSCIENCES INC | $20.5M | 1.87% | 305,431 | Added |
| 14 | EW | EDWARDS LIFESCIENCES CORP | $20.4M | 1.86% | 254,510 | Added |
| 15 | BBIO | BRIDGEBIO PHARMA INC | $19.1M | 1.75% | 257,747 | Trimmed |
| 16 | MDGL | MADRIGAL PHARMACEUTICALS INC | $17.9M | 1.63% | 34,146 | Added |
| 17 | INDIVIOR PHARMACEUTICALS INC | $17.5M | 1.60% | 574,666 | New | |
| 18 | ASND | ASCENDIS PHARMA A/S | $16.9M | 1.54% | 11.5M | Added |
| 19 | UNH | UNITEDHEALTH GROUP INC | $15.7M | 1.43% | 58,038 | Added |
| 20 | DNTH | DIANTHUS THERAPEUTICS INC | $14.4M | 1.32% | 172,137 | Added |
| 21 | ABT | ABBOTT LABORATORIES | $14.4M | 1.31% | 140,432 | New |
| 22 | RVMD | REVOLUTION MEDICINES INC | $13.7M | 1.25% | 140,770 | Trimmed |
| 23 | ACHC | ACADIA HEALTHCARE COMPANY IN | $13.6M | 1.24% | 582,745 | New |
| 24 | NEO | NEOGENOMICS INC | $13.2M | 1.21% | 1.8M | Added |
| 25 | COO | COOPER COS INC | $12.1M | 1.11% | 169,829 | Added |
Source: SEC Form 13F filings · as of 2026-03-31