PFM Health Sciences, LP
CIK 1442756
13F filing for Q2 2026・No. 2,323
- Holdings
- US$1.17B
- Quarter change
- +US$68.7M
- Entries
- 98
- Net bought (estimate)
- +US$53.42M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 33
- Sold out 13
- Cut 39
- Added 24
- Corporate actions 0
- Unchanged 0
Largest holdings
96 stocks worth US$1.15B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ASCENDIS PHARMA A/SORD SHS | New | 233,171 | US$62.19M | 5.40% |
| AXSMAXSOME THERAPEUTICS INC.COM | Cut | 219,596 | US$53.75M | 4.67% |
| LLYELI LILLY & COCOM | Cut | 39,258 | US$47.09M | 4.09% |
| JAZZJAZZ PHARMACEUTICALS PLCSHS USD | Cut | 160,768 | US$38.74M | 3.36% |
| HUMHUMANA INCCOM | New | 94,375 | US$37.49M | 3.25% |
| UNHUNITEDHEALTH GROUP INCCOM | Added | 88,276 | US$36.69M | 3.19% |
| NBIXNEUROCRINE BIOSCIENCES INCCOM | Cut | 213,407 | US$35.97M | 3.12% |
| INHIBRX BIOSCIENCES INCCOM | Added | 308,385 | US$29.22M | 2.54% |
| UTHRUNITED THERAPEUTICS CORP DELCOM | Added | 49,991 | US$27.09M | 2.35% |
| RVMDREVOLUTION MEDICINES INCCOM | Added | 143,222 | US$26.82M | 2.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.