PFM Health Sciences, LP

CIK 0001442756 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

PFM Health Sciences, LP reported 98 positions worth $1.17B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ASND (5.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.17B
2026 Q2
Positions
98
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.9%
Est. Net Flow (Q)
2026 Q2
10 / 98 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ASNDASCENDIS PHARMA A/SSH$62.2M5.34%233,171
2AXSMAXSOME THERAPEUTICS INC.SH$53.8M4.61%219,596
3LLYELI LILLY & COSH$47.1M4.04%39,258
4JAZZJAZZ PHARMACEUTICALS PLCSH$38.7M3.32%160,768
5HUMHUMANA INCSH$37.5M3.22%94,375
6UNHUNITEDHEALTH GROUP INCSH$36.7M3.15%88,276
7NBIXNEUROCRINE BIOSCIENCES INCSH$36.0M3.09%213,407
8INBXINHIBRX BIOSCIENCES INCSH$29.2M2.51%308,385
9UTHRUNITED THERAPEUTICS CORP DELSH$27.1M2.32%49,991
10RVMDREVOLUTION MEDICINES INCSH$26.8M2.30%143,222

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PFM Health Sciences, LP hold as of Q2 2026?

PFM Health Sciences, LP reported 98 positions worth $1.17B in its Q2 2026 13F filing. Largest positions: ASND (5.3%), AXSM (4.6%), LLY (4.0%), JAZZ (3.3%) and HUM (3.2%).

What did PFM Health Sciences, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PFM Health Sciences, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.