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Size ($ in 1000's)
At 12/31/2023: $1,667,157 At 09/30/2023: $2,122,825
PFM Health Sciences LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from PFM Health Sciences LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the PFM Health Sciences LP top holdings by largest position size, as per the latest 13f filing made by PFM Health Sciences LP.
In the PFM Health Sciences LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by PFM Health Sciences LP in that top holding, then the share count change between reporting periods, and finally the PFM Health Sciences LP top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ELI LILLY & CO |
298,643 |
UNCH |
$174,085 | LLY | 298,643 | UNCH | $174,085 | CYTOKINETICS INC |
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$160,795 | CYTK | 1,757,192 | -642,353 | $146,708 | NOTE 3 | 8,000,000 | -17,000,000 | $14,087 | MERCK & CO INC |
596,261 |
UNCH |
$65,004 | MRK | 596,261 | UNCH | $65,004 | ABBVIE INC |
407,013 |
-94,179 |
$63,075 | ABBV | 407,013 | -94,179 | $63,075 | VERTEX PHARMACEUTICALS INC |
148,852 |
+148,852 |
$60,566 | VRTX | 148,852 | +148,852 | $60,566 | HUMANA INC |
125,340 |
-40,726 |
$57,382 | HUM | 125,340 | -40,726 | $57,382 | EDWARDS LIFESCIENCES CORP |
740,260 |
+37,672 |
$56,445 | EW | 740,260 | +37,672 | $56,445 | BECTON DICKINSON & CO |
200,041 |
+46,086 |
$48,776 | BDX | 200,041 | +46,086 | $48,776 | MCKESSON CORP |
97,498 |
UNCH |
$45,140 | MCK | 97,498 | UNCH | $45,140 | TENET HEALTHCARE CORP |
589,409 |
+10,705 |
$44,542 | THC | 589,409 | +10,705 | $44,542 | CENTENE CORP DEL |
557,751 |
-232,117 |
$41,391 | CNC | 557,751 | -232,117 | $41,391 | KARUNA THERAPEUTICS INC |
130,293 |
-7,916 |
$41,239 | KRTX | 130,293 | -7,916 | $41,239 | LEGEND BIOTECH CORP |
679,076 |
UNCH |
$40,860 | LEGN | 679,076 | UNCH | $40,860 | PENUMBRA INC |
155,786 |
-36,620 |
$39,186 | PEN | 155,786 | -36,620 | $39,186 | AXSOME THERAPEUTICS INC |
467,427 |
-55,783 |
$37,203 | AXSM | 467,427 | -55,783 | $37,203 | CARIBOU BIOSCIENCES INC |
6,480,764 |
-243,951 |
$37,135 | CRBU | 6,480,764 | -243,951 | $37,135 | HCA HEALTHCARE INC |
124,840 |
+5,305 |
$33,792 | HCA | 124,840 | +5,305 | $33,792 | ARGENX SE |
86,832 |
-17,900 |
$33,033 | ARGX | 86,832 | -17,900 | $33,033 | UNIVERSAL HLTH SVCS INC |
202,292 |
+111,783 |
$30,837 | UHS | 202,292 | +111,783 | $30,837 | DANAHER CORPORATION |
125,515 |
-50,175 |
$29,037 | DHR | 125,515 | -50,175 | $29,037 | ICON PLC |
101,812 |
-111,747 |
$28,820 | ICLR | 101,812 | -111,747 | $28,820 | THERMO FISHER SCIENTIFIC INC |
51,328 |
-10,815 |
$27,244 | TMO | 51,328 | -10,815 | $27,244 | IQVIA HLDGS INC |
111,854 |
-89,183 |
$25,881 | IQV | 111,854 | -89,183 | $25,881 | MOLINA HEALTHCARE INC |
70,088 |
-73,691 |
$25,323 | MOH | 70,088 | -73,691 | $25,323 | ACADIA HEALTHCARE COMPANY IN |
307,937 |
-69,932 |
$23,945 | ACHC | 307,937 | -69,932 | $23,945 | VEEVA SYS INC |
118,905 |
UNCH |
$22,892 | VEEV | 118,905 | UNCH | $22,892 | ELEVANCE HEALTH INC |
47,681 |
+23,150 |
$22,484 | ELV | 47,681 | +23,150 | $22,484 | ESSA PHARMA INC |
3,262,500 |
-936,753 |
$21,532 | EPIX | 3,262,500 | -936,753 | $21,532 | INHIBRX INC |
537,964 |
+249,347 |
$20,443 | INBX | 537,964 | +249,347 | $20,443 | IMMUNOVANT INC |
472,540 |
UNCH |
$19,908 | IMVT | 472,540 | UNCH | $19,908 | DAY ONE BIOPHARMACEUTICALS I |
1,303,575 |
-921,023 |
$19,032 | DAWN | 1,303,575 | -921,023 | $19,032 | ARCELLX INC |
335,198 |
+94,860 |
$18,603 | ACLX | 335,198 | +94,860 | $18,603 | STRYKER CORPORATION |
58,629 |
+46,523 |
$17,557 | SYK | 58,629 | +46,523 | $17,557 | NEVRO CORP |
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$16,581 | NOTE 2 | 17,500,000 | +17,500,000 | $16,581 | AVANTOR INC |
676,738 |
+676,738 |
$15,450 | AVTR | 676,738 | +676,738 | $15,450 | BIOMARIN PHARMACEUTICAL INC |
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$14,822 | NOTE 0 | 15,000,000 | UNCH | $14,822 | PRAXIS PRECISION MEDICINES I |
656,548 |
-8,263,449 |
$14,628 | PRAX | 656,548 | -8,263,449 | $14,628 | BOSTON SCIENTIFIC CORP |
238,136 |
+238,136 |
$13,767 | BSX | 238,136 | +238,136 | $13,767 | ZIMMER BIOMET HOLDINGS INC |
112,656 |
+112,656 |
$13,710 | ZBH | 112,656 | +112,656 | $13,710 | ROIVANT SCIENCES LTD |
1,215,033 |
UNCH |
$13,645 | ROIV | 1,215,033 | UNCH | $13,645 | WEREWOLF THERAPEUTICS INC |
3,468,177 |
+909,895 |
$13,387 | HOWL | 3,468,177 | +909,895 | $13,387 | SYNDAX PHARMACEUTICALS INC |
595,523 |
-2,119,712 |
$12,869 | SNDX | 595,523 | -2,119,712 | $12,869 | LANTHEUS HLDGS INC |
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$10,693 | NOTE 2 | 9,500,000 | +9,500,000 | $10,693 | UNITEDHEALTH GROUP INC |
19,361 |
-96,706 |
$10,193 | UNH | 19,361 | -96,706 | $10,193 | XENON PHARMACEUTICALS INC |
192,856 |
+114,269 |
$8,883 | XENE | 192,856 | +114,269 | $8,883 | ADAPTIMMUNE THERAPEUTICS PLC |
10,423,135 |
UNCH |
$8,266 | ADAP | 10,423,135 | UNCH | $8,266 | INTUITIVE SURGICAL INC |
24,307 |
-147,736 |
$8,200 | ISRG | 24,307 | -147,736 | $8,200 | SANA BIOTECHNOLOGY INC |
1,883,337 |
+639,198 |
$7,684 | SANA | 1,883,337 | +639,198 | $7,684 | PROTHENA CORP PLC |
189,744 |
-646,827 |
$6,895 | PRTA | 189,744 | -646,827 | $6,895 | ERASCA INC |
2,575,511 |
-1,355,122 |
$5,486 | ERAS | 2,575,511 | -1,355,122 | $5,486 |
See Full List: All Stocks Held By PFM Health Sciences LP
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By PFM Health Sciences LP
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