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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.51B
$50.4 Million 4.79% of portfolio
483,105
Q2 2025 Reduced 13.2%
$9.42B
$42.7 Million 4.05% of portfolio
166,261
Q3 2024 Reduced 10.18%
$9.19B
$25.5 Million 2.43% of portfolio
85,739
Q2 2025 Added 22.33%
$7.28B
$22.5 Million 2.14% of portfolio
521,793
Q2 2025 Reduced 42.54%
$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%
$2.23B
$14.2 Million 1.35% of portfolio
266,167
Q2 2025 New
$4.87B
$13.6 Million 1.29% of portfolio
88,157
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
$7.73B
$6.21 Million 0.59% of portfolio
48,444
Q2 2025 Added 4.29%
$3.06B
$999,000 0.09% of portfolio
37,729
Q2 2025 New

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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