Pfm Health Sciences, LP Portfolio Holdings

Pfm Health Sciences, LP

  • $1.19 Billion
  • Q3 2025

Pfm Health Sciences, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $172M, Tenet Healthcare Corp with a value of $93.7M, Axsome Therapeutics, Inc. with a value of $64.4M, Mckesson Corp with a value of $55.9M, and Penumbra Inc with a value of $49.4M.

Examining the 13F form we can see an increase of $133M in the current position value, from $1.05B to 1.19B.

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 $1.19 Billion
Healthcare: $1.08 Billion
ETFs: $99.7 Million
Consumer Defensive: $1.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$971B
$172 Million 14.49% of portfolio
225,139
Q3 2025 Reduced 16.0%
$20.8B
$93.7 Million 7.9% of portfolio
461,654
Q3 2025 Reduced 7.53%
$5.99B
$64.4 Million 5.43% of portfolio
530,332
Q3 2025 Added 9.78%
$121B
$55.9 Million 4.71% of portfolio
72,313
Q2 2025 Reduced 25.83%
$10.6B
$49.4 Million 4.17% of portfolio
195,085
Q3 2025 Added 17.34%
$21.2B
$40.1 Million 3.38% of portfolio
95,650
Q3 2025 Added 162.84%
$193B
$34.6 Million 2.92% of portfolio
77,403
Q3 2025 Reduced 13.0%
$53.4B
$29.7 Million 2.5% of portfolio
381,324
Q3 2025 Reduced 2.85%
$11.4B
$28.9 Million 2.44% of portfolio
145,311
Q3 2025 Reduced 34.47%
$136B
$28 Million 2.36% of portfolio
65,773
Q3 2025 Reduced 9.02%
$103B
$26.1 Million 2.2% of portfolio
346,679
Q3 2025 Reduced 27.63%
$14.8B
$23.8 Million 2.0% of portfolio
116,260
Q3 2025 New
$13.2B
$23.4 Million 1.97% of portfolio
133,683
Q3 2025 Added 51.6%
$20.6B
$20.5 Million 1.73% of portfolio
574,360
Q3 2025 New
$235B
$19.8 Million 1.67% of portfolio
236,468
Q3 2025 New
$78.2B
$19.6 Million 1.66% of portfolio
60,776
Q3 2025 New
$3.06B
$17.3 Million 1.46% of portfolio
1,181,011
Q3 2025 New
$1.3B
$17 Million 1.44% of portfolio
2,208,530
Q3 2025 Added 186.81%
$9.84B
$17 Million 1.43% of portfolio
327,174
Q3 2025 Reduced 37.3%
$2.6B
$16.2 Million 1.36% of portfolio
666,196
Q3 2025 Added 93.12%
$2.46B
$15.5 Million 1.31% of portfolio
820,642
Q3 2025 Added 11.65%
$5.94B
$15.5 Million 1.3% of portfolio
331,069
Q3 2025 New
$38.4B
$14.9 Million 1.26% of portfolio
80,493
Q3 2025 Added 51.06%
$766M
$14.9 Million 1.25% of portfolio
513,685
Q3 2025 New
$363M
$14.2 Million 1.2% of portfolio
1,662,836
Q3 2025 Reduced 6.54%
$0
$14.1 Million 1.19% of portfolio
21,210
Q3 2025 Added 23.83%
$4.4B
$12.3 Million 1.04% of portfolio
130,742
Q3 2025 Reduced 28.9%
$41.2B
$12.4 Million 1.04% of portfolio
41,503
Q3 2025 New
$2.52B
$11.8 Million 0.99% of portfolio
248,079
Q3 2025 Reduced 6.8%
$74.3B
$11.2 Million 0.94% of portfolio
19,890
Q3 2025 New
$5.13B
$11.2 Million 0.94% of portfolio
64,998
Q3 2025 Reduced 26.27%
$22.7B
$9.22 Million 0.78% of portfolio
30,751
Q3 2025 Reduced 28.63%
$6.52B
$8.58 Million 0.72% of portfolio
80,416
Q2 2025 New
$13.9B
$8.04 Million 0.68% of portfolio
57,246
Q3 2025 Added 346.5%
$28.2B
$7.21 Million 0.61% of portfolio
356,818
Q3 2025 Reduced 71.2%
$1.5B
$6.79 Million 0.57% of portfolio
360,460
Q3 2025 Reduced 60.96%
$743M
$5.93 Million 0.5% of portfolio
436,156
Q3 2025 Reduced 40.44%
$5.54B
$4.86 Million 0.41% of portfolio
48,162
Q3 2025 New
$19.3B
$4.82 Million 0.41% of portfolio
18,365
Q3 2025 New
$3.05B
$4.69 Million 0.4% of portfolio
183,538
Q3 2025 Added 386.46%
$50.2B
$4.72 Million 0.4% of portfolio
6,403
Q3 2025 Reduced 11.52%
$277B
$4.74 Million 0.4% of portfolio
61,795
Q3 2025 New
$385M
$4.21 Million 0.35% of portfolio
452,733
Q3 2025 Added 4.28%
$940M
$3.95 Million 0.33% of portfolio
256,488
Q3 2025 New
$1.76B
$3.56 Million 0.3% of portfolio
355,818
Q3 2025 New
$124M
$3.17 Million 0.27% of portfolio
1,358,831
Q2 2025 Reduced 45.79%
$147B
$2.8 Million 0.24% of portfolio
28,648
Q3 2025 New
$1.4B
$2.71 Million 0.23% of portfolio
46,353
Q3 2025 Reduced 73.41%
$7.35B
$1.3 Million 0.11% of portfolio
22,915
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $1.19 Billion
  • Prior Value $1.05 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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