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 Market Cap. of $200 Billions or more

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%
$235B
$19.8 Million 1.67% of portfolio
236,468
Q3 2025 New
$277B
$4.74 Million 0.4% of portfolio
61,795
Q3 2025 New
$222B
$1.12 Million 0.09% of portfolio
2,314
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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