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13F-HR filed by PFM Health Sciences, LP

PFM Health Sciences, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 78 holding rows worth $1,003,019,673.

Accession
0001442756-26-000001
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 78 entries on the cover page, a total value of $1,003,019,673 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,003,019,673 with VALUE read as dollars as filed, 13F file number 028-13169. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
TENET HEALTHCARE CORP COM NEW88033G407Stock397,767$79,044,258dollars as filed
Eli Lilly and Company532457108COM68,289$73,388,823dollars as filed
AXSOME THERAPEUTICS INC. COM05464T104Stock251,562$45,945,284dollars as filed
PENUMBRA INC COM70975L107Stock145,171$45,135,116dollars as filed
ASCENDIS PHARMA A/S DKK 1.0 AD04351P101SPONSORED ADR177,685$37,889,549dollars as filed
UNITED THERAPEUTICS CORP DEL COM91307C102Stock67,743$33,007,777dollars as filed
CENTENE CORP DEL COM15135B101Stock725,424$29,851,198dollars as filed
BRIDGEBIO PHARMA INC10806X102COM306,506$23,444,644dollars as filed
ADMA BIOLOGICS INC000899104COM1,270,894$23,181,107dollars as filed
NEUROCRINE BIOSCIENCES INC64125C109COM163,197$23,146,231dollars as filed
GLAUKOS CORP COM377322102Stock201,676$22,771,237dollars as filed
Thermo Fisher Scientific Inc.883556102COM37,915$21,969,847dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock246,835$21,042,684dollars as filed
ICON PUB LTD CO SHSG4705A100Stock115,336$21,016,526dollars as filed
INHIBRX BIOSCIENCES INC45720N103COM265,517$20,975,843dollars as filed
Medtronic PlcG5960L103COM213,796$20,537,244dollars as filed
NEOGENOMICS INC64049M209COM NEW1,694,051$19,922,040dollars as filed
Merck & Co.,Inc.58933Y105COM187,834$19,771,407dollars as filed
AMNEAL PHARMACEUTICALS INC03168L105COM STK CL A1,465,480$18,465,048dollars as filed
Stryker Corporation863667101COM50,852$17,872,952dollars as filed
UnitedHealth Group Inc91324P102COM50,539$16,683,429dollars as filed
WATERS CORP COM941848103Stock43,208$16,411,695dollars as filed
CENTENE CORP DEL COM15135B101Stock372,300$15,320,145dollars as filedcall
Ascendis Pharma A/S04351PAD3Convertible bond10,655,000$15,134,895dollars as filedprincipal
DEXCOM INC COM252131107Stock227,357$15,089,684dollars as filed
CENTESSA PHARMACEUTICALS PLC152309100SPONSORED ADS591,601$14,795,941dollars as filed
Indivior PLCG4766E116Common Stock360,695$12,941,737dollars as filed
CARDINAL HEALTH INC14149Y108COM62,341$12,811,076dollars as filed
UNIVERSAL HLTH SVCS INC CL B913903100Stock57,409$12,516,310dollars as filed
TELEFLEX INCORPORATED879369106COM102,395$12,496,286dollars as filed
REVOLUTION MEDICINES INC COM76155X100Stock151,453$12,063,231dollars as filed
SOLENO THERAPEUTICS INC834203309COM247,893$11,477,446dollars as filed
PRAXIS PRECISION MEDICINES I74006W207COM NEW31,163$9,184,983dollars as filed
Intuitive Surgical,Inc.46120E602COM15,410$8,727,608dollars as filed
Gilead Sciences,Inc.375558103COM71,018$8,716,749dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock50,511$8,586,870dollars as filed
CVS Health Corporation126650100COM107,767$8,552,389dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR176,413$8,548,974dollars as filed
IQVIA HLDGS INC COM46266C105Stock37,852$8,532,219dollars as filed
INTEGER HLDGS CORP45826H109COM106,585$8,359,462dollars as filed
COOPER COS INC216648501COM100,802$8,261,732dollars as filed
VEEVA SYS INC CL A COM922475108Stock32,489$7,252,519dollars as filed
OSCAR HEALTH INC687793109CL A499,837$7,182,658dollars as filed
BILLIONTOONE INC090168105CL A87,547$7,164,846dollars as filed
CG ONCOLOGY INC156944100COMMON STOCK163,967$6,807,910dollars as filed
VIKING THERAPEUTICS INC92686J106COM188,956$6,647,472dollars as filed
ALIGN TECHNOLOGY INC COM016255101Stock42,304$6,605,770dollars as filed
HCA Healthcare Inc40412C101COM13,865$6,473,014dollars as filed
PERSONALIS INC71535D106COMMON STOCK805,817$6,414,303dollars as filed
VERA THERAPEUTICS INC92337R101COMMON STOCK107,690$5,453,422dollars as filed
COMPASS PATHWAYS PLC20451W101SPONSORED ADS779,618$5,379,364dollars as filed
SYNDAX PHARMACEUTICALS INC87164F105COM242,967$5,104,737dollars as filed
STRUCTURE THERAPEUTICS INC COMP86366E106EQUITY68,248$4,746,648dollars as filed
ELANCO ANIMAL HEALTH INC COM28414H103Stock207,311$4,691,448dollars as filed
BRIGHTSPRING HEALTH SVCS10950A106COM118,525$4,438,761dollars as filed
RHYTHM PHARMACEUTICALS INC76243J105COM40,210$4,304,078dollars as filed
ABIVAX SA-00370M103SPONSORED ADS31,878$4,298,908dollars as filed
MADRIGAL PHARMACEUTICALS INC COM558868105Stock7,258$4,226,624dollars as filed
DIANTHUS THERAPEUTICS INC252828108COM99,576$4,103,527dollars as filed
MOLINA HEALTHCARE INC60855R100COM22,802$3,957,059dollars as filed
CELLDEX THERAPEUTICS INC NEW15117B202COM NEW133,161$3,616,653dollars as filed
MEDLINE INC COM CL A58507V107Stock85,000$3,570,000dollars as filed
ARGENX SE SPONSORED ADR04016X101ADR4,202$3,533,672dollars as filed
BELITE BIO INC07782B104CMN19,823$3,170,887dollars as filed
FORTREA HLDGS INC COMMON STOCK34965K107Stock165,439$2,853,823dollars as filed
MBX BIOSCIENCES INC COM55287L101Stock79,310$2,501,437dollars as filed
CULLINAN THERAPEUTICS INC230031106COM227,003$2,349,481dollars as filed
TARSUS PHARMACEUTICALS INC87650L103COMMON STOCK27,338$2,238,435dollars as filed
OUTSET MED INC690145206COM NEW530,796$1,969,253dollars as filed
MINERALYS THERAPEUTICS INC603170101COM47,637$1,728,747dollars as filed
AMYLYX PHARMACEUTICALS INC03237H101COM134,549$1,625,352dollars as filed
CARIBOU BIOSCIENCES INC COM142038108Stock957,787$1,522,881dollars as filed
UNIQURE NVN90064101SHS39,499$945,211dollars as filed
TECTONIC THERAPEUTIC INC878972108COMMON STOCK42,724$891,223dollars as filed
DISC MEDICINE INC COM254604101Stock11,002$873,669dollars as filed
REZOLUTE INC76200L309COMMON STOCK206,265$486,785dollars as filed
NEUROPACE INC641288105COMMON STOCK11,329$174,920dollars as filed
TREACE MED CONCEPTS INC89455T109COM50,000$122,500dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001442756-26-000001this filing2026-02-17acceptance time not in the bulk data set