The Analysis of PFM Health Sciences, LP's Holdings
Currently, PFM Health Sciences, LP holds 77 types of securities in its portfolio with a total value $987.7M. In the most recent quarter, they have increased their positions in GKOS (+201.7K shares, valued at $22.8M), TMO (+35.6K shares, valued at $20.6M), N/A (+213.8K shares, valued at $20.5M); decreased their positions in LLY (-156.8K shares, valued at $168.6M), AXSM (-278.8K shares, valued at $50.9M), ISRG (-62.0K shares, valued at $35.1M); initiated new positions in GKOS (+201.7K shares, valued at $22.8M), N/A (+213.8K shares, valued at $20.5M), SYK (+50.9K shares, valued at $17.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
THC TENET HEALTHCARE CORP397.8K shares-13.84%2025-12-312026-02-17
LLY ELI LILLY & CO68.3K shares-69.67%2025-12-312026-02-17 AXSM AXSOME THERAPEUTICS INC251.6K shares-52.57%2025-12-312026-02-17 PEN PENUMBRA INC145.2K shares-25.59%2025-12-312026-02-17 ASND ASCENDIS PHARMA A/S177.7K shares22.28%2025-12-312026-02-17 UTHR UNITED THERAPEUTICS CORP DEL67.7K shares-29.18%2025-12-312026-02-17 CNC CENTENE CORP DEL725.4K shares26.30%2025-12-312026-02-17 BBIO BRIDGEBIO PHARMA INC306.5K shares-6.32%2025-12-312026-02-17 ADMA ADMA BIOLOGICS INC1.3M shares7.61%2025-12-312026-02-17 NBIX NEUROCRINE BIOSCIENCES INC163.2K shares185.08%2025-12-312026-02-17 GKOS GLAUKOS CORP201.7K sharesnew addition2025-12-312026-02-17 TMO THERMO FISHER SCIENTIFIC INC37.9K shares1538.50%2025-12-312026-02-17 EW EDWARDS LIFESCIENCES CORP246.8K shares-35.27%2025-12-312026-02-17 ICLR ICON PLC115.3K shares-13.72%2025-12-312026-02-17 MEDTRONIC PLC MEDTRONIC PLC213.8K sharesnew addition2025-12-312026-02-17 NEO NEOGENOMICS INC1.7M shares-23.30%2025-12-312026-02-17 AMRX AMNEAL PHARMACEUTICALS INC1.5M shares311.86%2025-12-312026-02-17 SYK STRYKER CORPORATION50.9K sharesnew addition2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC50.5K sharesnew addition2025-12-312026-02-17 WAT WATERS CORP43.2K shares40.51%2025-12-312026-02-17 DXCM DEXCOM INC227.4K sharesnew addition2025-12-312026-02-17 CNTA CENTESSA PHARMACEUTICALS PLC591.6K shares-11.20%2025-12-312026-02-17 INDV INDIVIOR PLC360.7K shares-35.77%2025-12-312026-02-17 CAH CARDINAL HEALTH INC62.3K sharesnew addition2025-12-312026-02-17 UHS UNIVERSAL HLTH SVCS INC57.4K shares-50.62%2025-12-312026-02-17 TFX TELEFLEX INCORPORATED102.4K sharesnew addition2025-12-312026-02-17 RVMD REVOLUTION MEDICINES INC151.5K shares-54.25%2025-12-312026-02-17 ISRG INTUITIVE SURGICAL INC15.4K shares-80.09%2025-12-312026-02-17 GILD GILEAD SCIENCES INC71.0K sharesnew addition2025-12-312026-02-17 JAZZ JAZZ PHARMACEUTICALS PLC50.5K sharesnew addition2025-12-312026-02-17 CVS CVS HEALTH CORP107.8K shares-68.91%2025-12-312026-02-17 SNY SANOFI SA176.4K sharesnew addition2025-12-312026-02-17 IQV IQVIA HLDGS INC37.9K sharesnew addition2025-12-312026-02-17 ITGR INTEGER HLDGS CORP106.6K sharesnew addition2025-12-312026-02-17 VEEV VEEVA SYS INC32.5K shares-21.72%2025-12-312026-02-17 OSCR OSCAR HEALTH INC499.8K shares-39.09%2025-12-312026-02-17 CGON CG ONCOLOGY INC164.0K shares3.86%2025-12-312026-02-17 VKTX VIKING THERAPEUTICS INC189.0K shares2.95%2025-12-312026-02-17 ALGN ALIGN TECHNOLOGY INC42.3K sharesnew addition2025-12-312026-02-17 HCA HCA HEALTHCARE INC13.9K shares-78.92%2025-12-312026-02-17 PSNL PERSONALIS INC805.8K sharesnew addition2025-12-312026-02-17 VERA VERA THERAPEUTICS INC107.7K shares-79.04%2025-12-312026-02-17 CMPS COMPASS PATHWAYS PLC779.6K shares-53.12%2025-12-312026-02-17 SNDX SYNDAX PHARMACEUTICALS INC243.0K shares-5.27%2025-12-312026-02-17 GPCR STRUCTURE THERAPEUTICS INC68.2K shares-40.69%2025-12-312026-02-17 ELAN ELANCO ANIMAL HEALTH INC207.3K sharesnew addition2025-12-312026-02-17 BTSG BRIGHTSPRING HEALTH SVCS INC118.5K sharesnew addition2025-12-312026-02-17 RYTM RHYTHM PHARMACEUTICALS INC40.2K shares-16.51%2025-12-312026-02-17 ABVX ABIVAX SA31.9K sharesnew addition2025-12-312026-02-17 MDGL MADRIGAL PHARMACEUTICALS INC7.3K sharesnew addition2025-12-312026-02-17 DNTH DIANTHUS THERAPEUTICS INC99.6K shares46.78%2025-12-312026-02-17 MOH MOLINA HEALTHCARE INC22.8K sharesnew addition2025-12-312026-02-17 CLDX CELLDEX THERAPEUTICS INC NEW133.2K sharesnew addition2025-12-312026-02-17 MEDLINE INC MEDLINE INC85.0K sharesnew addition2025-12-312026-02-17 ARGX ARGENX SE4.2K shares-34.37%2025-12-312026-02-17 BLTE BELITE BIO INC19.8K sharesnew addition2025-12-312026-02-17 FTRE FORTREA HLDGS INC165.4K sharesnew addition2025-12-312026-02-17 MBX MBX BIOSCIENCES INC79.3K shares-64.19%2025-12-312026-02-17 CGEM CULLINAN THERAPEUTICS INC227.0K sharesnew addition2025-12-312026-02-17 TARS TARSUS PHARMACEUTICALS INC27.3K sharesnew addition2025-12-312026-02-17 MLYS MINERALYS THERAPEUTICS INC47.6K sharesnew addition2025-12-312026-02-17 AMLX AMYLYX PHARMACEUTICALS INC134.5K shares-69.15%2025-12-312026-02-17 CRBU CARIBOU BIOSCIENCES INC957.8K shares-29.51%2025-12-312026-02-17 QURE UNIQURE NV39.5K shares-14.79%2025-12-312026-02-17 TECX TECTONIC THERAPEUTIC INC42.7K sharesnew addition2025-12-312026-02-17 IRON DISC MEDICINE INC11.0K shares-66.19%2025-12-312026-02-17 RZLT REZOLUTE INC206.3K shares-54.44%2025-12-312026-02-17 NPCE NEUROPACE INC11.3K sharesnew addition2025-12-312026-02-17 TMCI TREACE MED CONCEPTS INC50.0K sharesnew addition2025-12-312026-02-17 Call Option Holdings
CNC Call CallCENTENE CORP DEL372.3K sharesnew addition2025-12-312026-02-17 Put Option Holdings
No put option holdings data available