Pfm Health Sciences, LP Portfolio Holdings

Pfm Health Sciences, LP

  • $1.53 Billion
  • Q4 2024

Pfm Health Sciences, LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.53 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $231M, Tenet Healthcare Corp with a value of $62M, Abb Vie Inc. with a value of $59M, Mckesson Corp with a value of $55.6M, and Vertex Pharmaceuticals Inc with a value of $51.1M.

Examining the 13F form we can see an decrease of $172M in the current position value, from $1.71B to 1.53B.

Pfm Health Sciences, LP is based out at San Francisco, CA

Below you can find more details about Pfm Health Sciences, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.53 Billion
Healthcare: $1.27 Billion
ETFs: $262 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$785B
$231 Million 15.04% of portfolio
298,643
Q4 2021 Reduced 43.16%
$14.5B
$62 Million 4.05% of portfolio
491,334
Q4 2024 Reduced 16.64%
$370B
$59 Million 3.85% of portfolio
331,741
Q4 2024 Reduced 17.86%
$96.7B
$55.6 Million 3.63% of portfolio
97,498
Q3 2023 Reduced 7.86%
$124B
$51.1 Million 3.34% of portfolio
126,989
Q4 2024 Reduced 14.69%
$175B
$48.6 Million 3.17% of portfolio
93,073
Q4 2024 Reduced 32.23%
$44.8B
$44 Million 2.87% of portfolio
594,172
Q4 2024 Added 52.02%
$10.1B
$39.5 Million 2.58% of portfolio
166,261
Q3 2024 Reduced 10.18%
$5.08B
$39.5 Million 2.58% of portfolio
467,427
Q4 2023 Reduced 10.66%
$32.7B
$39.2 Million 2.56% of portfolio
63,699
Q4 2024 Reduced 26.64%
$12.3B
$38.4 Million 2.5% of portfolio
213,983
Q1 2024 Added 5.78%
$490B
$38.2 Million 2.49% of portfolio
75,588
Q3 2024 Added 8.86%
$149B
$28.8 Million 1.88% of portfolio
125,515
Q4 2023 Reduced 28.56%
$14.3B
$27 Million 1.76% of portfolio
128,637
Q4 2024 Added 10.39%
$26.4B
$25.6 Million 1.67% of portfolio
328,763
Q4 2024 New
$10.6B
$22.8 Million 1.49% of portfolio
166,803
Q4 2024 New
$32.7B
$22 Million 1.43% of portfolio
111,854
Q4 2023 Reduced 44.36%
$0
$21.7 Million 1.41% of portfolio
347,637
Q4 2024 New
$33.5B
$21.1 Million 1.37% of portfolio
83,037
Q4 2024 Reduced 18.55%
$99.2B
$20.8 Million 1.36% of portfolio
69,441
Q4 2024 Reduced 44.38%
$19.2B
$20.4 Million 1.33% of portfolio
70,088
Q4 2023 Reduced 51.25%
$0
$18.9 Million 1.24% of portfolio
108,041
Q4 2024 New
$14B
$18.5 Million 1.21% of portfolio
52,500
Q4 2024 New
$36.1B
$17.5 Million 1.14% of portfolio
148,173
Q4 2024 New
$5.59B
$12.2 Million 0.79% of portfolio
100,172
Q4 2024 Added 13.55%
$32.5B
$11.6 Million 0.76% of portfolio
55,383
Q4 2024 Added 187.57%
$141B
$11.6 Million 0.76% of portfolio
32,349
Q4 2024 Reduced 51.73%
$2.36B
$11.6 Million 0.75% of portfolio
860,821
Q1 2024 Added 156.07%
$0
$11.5 Million 0.75% of portfolio
83,806
Q4 2024 New
$186M
$11 Million 0.72% of portfolio
4,390,427
Q4 2024 Reduced 9.98%
$195B
$10.9 Million 0.71% of portfolio
21,040
Q4 2024 Reduced 63.99%
$34.4B
$8.75 Million 0.57% of portfolio
144,501
Q4 2024 New
$17.1B
$8.75 Million 0.57% of portfolio
397,024
Q4 2024 New
$5.2B
$7.96 Million 0.52% of portfolio
290,242
Q4 2024 New
$0
$7.28 Million 0.48% of portfolio
12,427
Q4 2024 New
$8.7B
$7.21 Million 0.47% of portfolio
52,392
Q4 2024 Reduced 42.28%
$1.38B
$6.23 Million 0.41% of portfolio
371,766
Q4 2024 Added 38.12%
$57.2M
$6.16 Million 0.4% of portfolio
3,876,462
Q4 2024 Reduced 9.99%
$0
$5.29 Million 0.35% of portfolio
180,974
Q4 2024 New
$583M
$5 Million 0.33% of portfolio
283,158
Q4 2024 Added 132.81%
$2.13B
$4.59 Million 0.3% of portfolio
116,998
Q4 2024 Reduced 34.96%
$2.98B
$4.31 Million 0.28% of portfolio
56,603
Q4 2024 Reduced 6.6%
$30.1M
$4.3 Million 0.28% of portfolio
2,905,465
Q4 2024 Reduced 14.51%
$363M
$3.85 Million 0.25% of portfolio
451,267
Q3 2024 Reduced 58.58%
$22.1B
$3.77 Million 0.25% of portfolio
33,109
Q4 2024 New
$5.3B
$3.74 Million 0.24% of portfolio
42,840
Q4 2024 New
$12.4B
$3.39 Million 0.22% of portfolio
40,610
Q4 2024 Reduced 47.52%
$50.6M
$3.14 Million 0.2% of portfolio
2,079,245
Q4 2024 Added 3.39%
$10.6B
$3.02 Million 0.2% of portfolio
43,774
Q4 2024 Reduced 71.24%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $1.53 Billion
  • Prior Value $1.71 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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