Pfm Health Sciences, LP Portfolio Holdings

Pfm Health Sciences, LP

  • $1.25 Billion
  • Q1 2025

Pfm Health Sciences, LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.25 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $226M, Abb Vie Inc. with a value of $69.5M, Tenet Healthcare Corp with a value of $66.1M, Mckesson Corp with a value of $65.6M, and Axsome Therapeutics, Inc. with a value of $64.9M.

Examining the 13F form we can see an decrease of $283M in the current position value, from $1.53B to 1.25B.

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 $1.25 Billion
Healthcare: $1.17 Billion
ETFs: $76.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$760B
$226 Million 18.1% of portfolio
273,778
Q1 2025 Reduced 8.33%
$339B
$69.5 Million 5.56% of portfolio
331,741
Q4 2024 Reduced 17.86%
$19.2B
$66.1 Million 5.29% of portfolio
491,334
Q4 2024 Reduced 16.64%
$103B
$65.6 Million 5.25% of portfolio
97,498
Q3 2023 Reduced 7.86%
$4.82B
$64.9 Million 5.2% of portfolio
556,545
Q1 2025 Added 19.07%
$121B
$61.6 Million 4.93% of portfolio
126,989
Q4 2024 Reduced 14.69%
$183B
$46.1 Million 3.69% of portfolio
93,073
Q4 2024 Reduced 32.23%
$9.07B
$44.5 Million 3.56% of portfolio
166,261
Q3 2024 Reduced 10.18%
$31.1B
$40.8 Million 3.27% of portfolio
68,999
Q1 2025 Added 8.32%
$83.5B
$38.4 Million 3.07% of portfolio
88,222
Q1 2025 New
$7.07B
$31.4 Million 2.51% of portfolio
908,135
Q1 2025 Added 212.89%
$12.1B
$29.2 Million 2.34% of portfolio
155,520
Q1 2025 Reduced 27.32%
$9.76B
$29.1 Million 2.33% of portfolio
186,916
Q1 2025 Added 256.76%
$48.4B
$27.5 Million 2.2% of portfolio
379,954
Q1 2025 Reduced 36.05%
$109B
$26.8 Million 2.14% of portfolio
77,464
Q1 2025 Added 11.55%
$38.8B
$23.5 Million 1.88% of portfolio
87,145
Q1 2025 New
$144B
$23.1 Million 1.85% of portfolio
112,475
Q1 2025 Reduced 10.39%
$84.5B
$21.2 Million 1.69% of portfolio
312,305
Q1 2025 New
$50.5B
$21 Million 1.68% of portfolio
91,571
Q1 2025 New
$29.7B
$19.7 Million 1.58% of portfolio
111,854
Q4 2023 Reduced 44.36%
$18.2B
$19.1 Million 1.53% of portfolio
51,858
Q1 2025 Reduced 12.18%
$281B
$18.8 Million 1.51% of portfolio
35,904
Q1 2025 Reduced 52.5%
$28.8B
$16.7 Million 1.34% of portfolio
63,238
Q1 2025 Reduced 23.84%
$557M
$11.4 Million 0.91% of portfolio
926,424
Q1 2025 Added 347.83%
$2.67B
$11.3 Million 0.9% of portfolio
860,821
Q1 2024 Added 156.07%
$222B
$11 Million 0.88% of portfolio
150,200
Q1 2025 New
$167B
$10.9 Million 0.87% of portfolio
21,897
Q1 2025 Added 4.07%
$1.28B
$8.2 Million 0.66% of portfolio
570,546
Q1 2025 Added 53.47%
$17.4B
$8.22 Million 0.66% of portfolio
135,398
Q1 2025 Reduced 6.3%
$12.2B
$7.18 Million 0.57% of portfolio
41,038
Q1 2025 Reduced 68.1%
$680M
$6.36 Million 0.51% of portfolio
599,967
Q1 2025 Added 111.88%
$903M
$5.56 Million 0.44% of portfolio
585,381
Q1 2025 New
$173M
$4.78 Million 0.38% of portfolio
3,489,559
Q1 2025 Reduced 20.52%
$7.73B
$4.11 Million 0.33% of portfolio
46,453
Q1 2025 Added 8.43%
$363M
$3.85 Million 0.31% of portfolio
451,267
Q3 2024 Reduced 58.58%
$54.7M
$3.6 Million 0.29% of portfolio
3,301,942
Q1 2025 Added 58.8%
$1.68B
$3.24 Million 0.26% of portfolio
50,809
Q1 2025 Reduced 49.28%
$2.03B
$3.09 Million 0.25% of portfolio
92,236
Q1 2025 Reduced 21.16%
$369M
$2.95 Million 0.24% of portfolio
834,135
Q1 2025 New
$40.3M
$2.55 Million 0.2% of portfolio
2,341,107
Q4 2023 Added 72.97%
$31M
$2.43 Million 0.19% of portfolio
2,506,520
Q1 2025 Reduced 13.73%
$94.3M
$2.28 Million 0.18% of portfolio
2,506,435
Q1 2025 Reduced 35.34%
$249M
$1.34 Million 0.11% of portfolio
140,681
Q1 2025 Added 158.81%
$345M
$1.06 Million 0.09% of portfolio
104,323
Q4 2024 Added 3.24%
$2.93B
$1.17 Million 0.09% of portfolio
26,437
Q1 2025 New
$2.94B
$1.02 Million 0.08% of portfolio
15,488
Q1 2025 Reduced 72.64%
$669M
$710,000 0.06% of portfolio
155,495
Q1 2025 Added 23.41%
$317M
$440,000 0.04% of portfolio
132,152
Q3 2024 Reduced 13.51%
$200M
$539,000 0.04% of portfolio
53,349
Q1 2025 Reduced 66.39%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $1.25 Billion
  • Prior Value $1.53 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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