Pfm Health Sciences, LP Portfolio Holdings

Pfm Health Sciences, LP

  • $1.05 Billion
  • Q2 2025

Pfm Health Sciences, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $209M, Tenet Healthcare Corp with a value of $87.9M, Mckesson Corp with a value of $53M, Axsome Therapeutics, Inc. with a value of $50.4M, and Intuitive Surgical Inc with a value of $48.3M.

Examining the 13F form we can see an decrease of $196M in the current position value, from $1.25B to 1.05B.

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 $1.05 Billion
Healthcare: $1.04 Billion
ETFs: $10.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$608B
$209 Million 19.84% of portfolio
268,023
Q2 2025 Reduced 2.1%
$18.4B
$87.9 Million 8.34% of portfolio
499,243
Q2 2025 Added 1.61%
$94.7B
$53 Million 5.03% of portfolio
72,313
Q2 2025 Reduced 25.83%
$4.51B
$50.4 Million 4.79% of portfolio
483,105
Q2 2025 Reduced 13.2%
$169B
$48.3 Million 4.59% of portfolio
88,967
Q2 2025 Reduced 4.41%
$9.42B
$42.7 Million 4.05% of portfolio
166,261
Q3 2024 Reduced 10.18%
$10.9B
$38.3 Million 3.63% of portfolio
221,754
Q2 2025 Added 18.64%
$86B
$33 Million 3.14% of portfolio
479,005
Q2 2025 Added 53.38%
$150B
$31.9 Million 3.03% of portfolio
161,413
Q2 2025 Added 43.51%
$47.6B
$30.7 Million 2.91% of portfolio
392,503
Q2 2025 Added 3.3%
$112B
$27.7 Million 2.63% of portfolio
72,290
Q2 2025 Reduced 6.68%
$34.8B
$26.8 Million 2.54% of portfolio
109,511
Q2 2025 Added 73.17%
$9.19B
$25.5 Million 2.43% of portfolio
85,739
Q2 2025 Added 22.33%
$52.9B
$23.6 Million 2.24% of portfolio
72,220
Q2 2025 Reduced 17.13%
$7.28B
$22.5 Million 2.14% of portfolio
521,793
Q2 2025 Reduced 42.54%
$18.4B
$20.8 Million 1.97% of portfolio
1,238,846
Q2 2025 New
$7.89B
$15.9 Million 1.51% of portfolio
94,451
Q2 2025 New
$2.65B
$15.8 Million 1.5% of portfolio
735,033
Q2 2025 Reduced 14.61%
$363M
$15.2 Million 1.44% of portfolio
1,779,259
Q2 2025 Added 294.28%
$17.1B
$15 Million 1.43% of portfolio
43,089
Q2 2025 Reduced 16.91%
$2.23B
$14.2 Million 1.35% of portfolio
266,167
Q2 2025 New
$17B
$13.8 Million 1.31% of portfolio
211,986
Q2 2025 New
$4.87B
$13.6 Million 1.29% of portfolio
88,157
Q2 2025 New
$887M
$12.9 Million 1.23% of portfolio
923,375
Q2 2025 New
$13.8B
$12.8 Million 1.22% of portfolio
88,181
Q2 2025 Added 114.88%
$245B
$10.8 Million 1.03% of portfolio
34,623
Q2 2025 Reduced 3.57%
$0
$10.6 Million 1.0% of portfolio
17,129
Q2 2025 New
$13.7B
$10.5 Million 0.99% of portfolio
36,391
Q2 2025 New
$38.4B
$9.87 Million 0.94% of portfolio
53,287
Q2 2025 New
$10.6B
$9.8 Million 0.93% of portfolio
178,319
Q2 2025 New
$2.93B
$9.67 Million 0.92% of portfolio
183,882
Q2 2025 New
$6.41B
$7.61 Million 0.72% of portfolio
80,416
Q2 2025 New
$351B
$7.57 Million 0.72% of portfolio
40,782
Q2 2025 Reduced 87.71%
$7.73B
$6.21 Million 0.59% of portfolio
48,444
Q2 2025 Added 4.29%
$765M
$5.63 Million 0.53% of portfolio
770,038
Q2 2025 Added 31.54%
$481M
$4.69 Million 0.45% of portfolio
732,256
Q2 2025 Reduced 12.21%
$1.61B
$4.53 Million 0.43% of portfolio
344,972
Q2 2025 Reduced 39.54%
$35.3B
$3.99 Million 0.38% of portfolio
7,237
Q2 2025 Reduced 89.51%
$37.7M
$2.74 Million 0.26% of portfolio
1,972,073
Q2 2025 Reduced 15.76%
$668M
$2.43 Million 0.23% of portfolio
174,331
Q2 2025 Reduced 70.94%
$241M
$1.94 Million 0.18% of portfolio
434,134
Q2 2025 New
$109M
$1.71 Million 0.16% of portfolio
1,358,831
Q2 2025 Reduced 45.79%
$12.3B
$1.61 Million 0.15% of portfolio
12,821
Q2 2025 New
$191M
$1.36 Million 0.13% of portfolio
1,072,224
Q2 2025 Reduced 69.27%
$3.06B
$999,000 0.09% of portfolio
37,729
Q2 2025 New
$35.4M
$437,000 0.04% of portfolio
401,110
Q2 2025 Reduced 84.0%
Ascendis Pharma A/S
-
$0 0.0% of portfolio
-
Q3 2024 Added 27.78%
Structure Therapeutics Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 40.08%
Soleno Therapeutics Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 31.59%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $1.05 Billion
  • Prior Value $1.25 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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