Pfm Health Sciences, Lp Top Holdings and 13F Report (2025) About Pfm Health Sciences, LpInvestment ActivityPfm Health Sciences, Lp has $1.61 billion in total holdings as of December 31, 2024.Pfm Health Sciences, Lp owns shares of 78 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 33.08% of the portfolio was purchased this quarter.About 33.93% of the portfolio was sold this quarter.This quarter, Pfm Health Sciences, Lp has purchased 74 new stocks and bought additional shares in 10 stocks.Pfm Health Sciences, Lp sold shares of 26 stocks and completely divested from 18 stocks this quarter.Largest Holdings Eli Lilly and Company $230,552,396iShares 7-10 Year Treasury Bond ETF $92,450,000Edwards Lifesciences $82,881,915Health Care Select Sector SPDR Fund $75,457,970UnitedHealth Group $67,222,724 Largest New Holdings this Quarter iShares 7-10 Year Treasury Bond ETF $92,450,000 HoldingHealth Care Select Sector SPDR Fund $75,457,970 HoldingNovo Nordisk A/S $28,808,098 HoldingDexCom $25,567,899 HoldingNeurocrine Biosciences $22,768,610 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 1,000,000 shares (about $92.45M)Health Care Select Sector SPDR Fund 548,506 shares (about $75.46M)Edwards Lifesciences 728,709 shares (about $53.95M)UnitedHealth Group 57,300 shares (about $28.99M)Novo Nordisk A/S 334,900 shares (about $28.81M) Largest Sales this Quarter Intuitive Surgical 44,254 shares (about $23.10M)Thermo Fisher Scientific 37,393 shares (about $19.45M)HCA Healthcare 55,399 shares (about $16.63M)SPDR S&P Biotech ETF 160,945 shares (about $14.49M)argenx 23,133 shares (about $14.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPfm Health Sciences, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLLYEli Lilly and Company$230,552,3960.0%298,64314.3%MedicalIEFiShares 7-10 Year Treasury Bond ETF$92,450,000$92,450,000 ▲New Holding1,000,0005.7%ETFEWEdwards Lifesciences$82,881,915$53,946,327 ▲186.4%1,119,5725.1%MedicalXLVHealth Care Select Sector SPDR Fund$75,457,970$75,457,970 ▲New Holding548,5064.7%ETFUNHUnitedHealth Group$67,222,724$28,985,778 ▲75.8%132,8884.2%MedicalTHCTenet Healthcare$62,021,091$12,380,007 ▼-16.6%491,3343.8%MedicalABBVAbbVie$58,950,376$12,815,724 ▼-17.9%331,7413.7%MedicalMCKMcKesson$55,565,0850.0%97,4983.4%MedicalVRTXVertex Pharmaceuticals$51,138,470$8,804,230 ▼-14.7%126,9893.2%MedicalISRGIntuitive Surgical$48,580,383$23,098,818 ▼-32.2%93,0733.0%MedicalAXSMAxsome Therapeutics$39,548,9980.0%467,4272.5%MedicalPENPenumbra$39,483,6620.0%166,2612.4%MedicalARGXargenx$39,174,885$14,226,795 ▼-26.6%63,6992.4%MedicalUHSUniversal Health Services$38,392,8300.0%213,9832.4%MedicalDHRDanaher$28,811,9680.0%125,5151.8%MedicalNVONovo Nordisk A/S$28,808,098$28,808,098 ▲New Holding334,9001.8%MedicalICLRICON Public$26,976,465$2,538,540 ▲10.4%128,6371.7%MedicalDXCMDexCom$25,567,899$25,567,899 ▲New Holding328,7631.6%MedicalASCENDIS PHARMA A/S$25,328,7500.0%23,000,0001.6%NOTE 2.250% 4/0NBIXNeurocrine Biosciences$22,768,610$22,768,610 ▲New Holding166,8031.4%MedicalIQVIQVIA$21,980,4300.0%111,8541.4%MedicalWATWaters$21,907,482$2,964,130 ▲15.6%59,0531.4%MedicalIJHiShares Core S&P Mid-Cap ETF$21,661,261$21,661,261 ▲New Holding347,6371.3%ETFHUMHumana$21,067,317$4,799,432 ▼-18.6%83,0371.3%MedicalHCAHCA Healthcare$20,842,716$16,628,010 ▼-44.4%69,4411.3%MedicalMOHMolina Healthcare$20,399,1120.0%70,0881.3%MedicalRSPInvesco S&P 500 Equal Weight ETF$18,932,024$18,932,024 ▲New Holding108,0411.2%ETFUTHRUnited Therapeutics$18,524,100$18,524,100 ▲New Holding52,5001.1%MedicalKWEBKraneShares CSI China Internet ETF$18,002,308$18,002,308 ▲New Holding615,6741.1%ManufacturingCAHCardinal Health$17,524,421$17,524,421 ▲New Holding148,1731.1%MedicalBHVNBiohaven$16,132,063$16,132,063 ▲New Holding431,9161.0%MedicalXBISPDR S&P Biotech ETF$16,129,746$14,494,707 ▼-47.3%179,1001.0%ETFSLNOSoleno Therapeutics$13,822,260$13,822,260 ▲New Holding307,5030.9%MedicalSRPTSarepta Therapeutics$12,179,913$1,453,730 ▲13.6%100,1720.8%MedicalIWMiShares Russell 2000 ETF$12,108,608$12,108,608 ▲New Holding54,8000.8%FinanceSYKStryker$11,647,257$12,481,133 ▼-51.7%32,3490.7%MedicalVEEVVeeva Systems$11,644,276$7,595,071 ▲187.6%55,3830.7%MedicalOSCROscar Health$11,569,4340.0%860,8210.7%FinanceERASErasca$11,019,972$1,221,075 ▼-10.0%4,390,4270.7%MedicalTMOThermo Fisher Scientific$10,945,639$19,452,960 ▼-64.0%21,0400.7%MedicalBBIOBridgeBio Pharma$9,336,240$9,336,240 ▲New Holding340,2420.6%MedicalPRAXIS PRECISION MEDICINES I$9,197,413$4,893,348 ▼-34.7%119,5090.6%COM NEWCNCCentene$8,753,871$8,753,871 ▲New Holding144,5010.5%MedicalTEVATeva Pharmaceutical Industries$8,750,409$8,750,409 ▲New Holding397,0240.5%MedicalSAREPTA THERAPEUTICS INC$8,528,8750.0%7,750,0000.5%NOTE 1.250% 9/1SPYSPDR S&P 500 ETF Trust$7,283,216$7,283,216 ▲New Holding12,4270.5%FinanceASNDAscendis Pharma A/S$7,212,807$5,282,949 ▼-42.3%52,3920.4%MedicalCNTACentessa Pharmaceuticals$6,227,081$1,718,684 ▲38.1%371,7660.4%MedicalCRBUCaribou Biosciences$6,163,575$684,032 ▼-10.0%3,876,4620.4%MedicalSWTXSpringWorks Therapeutics$5,419,500$5,419,500 ▲New Holding150,0000.3%MedicalQUREuniQure$5,000,570$2,852,620 ▲132.8%283,1580.3%MedicalXENEXenon Pharmaceuticals$4,586,322$2,464,896 ▼-35.0%116,9980.3%MedicalACLXArcellx$4,340,884$306,683 ▼-6.6%56,6030.3%MedicalHOWLWerewolf Therapeutics$4,300,088$730,057 ▼-14.5%2,905,4650.3%MedicalBNTXBioNTech$3,772,771$3,772,771 ▲New Holding33,1090.2%MedicalBPMCBlueprint Medicines$3,736,505$3,736,505 ▲New Holding42,8400.2%MedicalITCIIntra-Cellular Therapies$3,391,747$3,071,615 ▼-47.5%40,6100.2%MedicalMETAGENOMI INC$3,197,749$534,998 ▼-14.3%885,8030.2%COMPMVPPMV Pharmaceuticals$3,139,660$102,990 ▲3.4%2,079,2450.2%MedicalINSMInsmed$3,022,157$7,487,664 ▼-71.2%43,7740.2%MedicalTGTXTG Therapeutics$2,970,087$4,055,553 ▼-57.7%98,6740.2%MedicalSAGIMET BIOSCIENCES INC$2,920,5270.0%649,0060.2%COM SER ASNDXSyndax Pharmaceuticals$2,734,835$2,869,256 ▼-51.2%206,8710.2%MedicalADAPAdaptimmune Therapeutics$2,624,530$2,762,895 ▼-51.3%4,871,9690.2%MedicalALKSAlkermes$2,321,478$3,576,420 ▼-60.6%80,7190.1%MedicalJAZZJazz Pharmaceuticals$2,167,071$2,167,071 ▲New Holding17,5970.1%MedicalIOBTIO Biotech$2,153,8190.0%2,341,1070.1%MedicalINHIBRX BIOSCIENCES INC$2,087,4080.0%135,5460.1%COMCELCCelcuity$2,077,985$7,219,252 ▼-77.6%158,7460.1%MedicalCMPSCOMPASS Pathways$1,705,7890.0%451,2670.1%MedicalKROSKeros Therapeutics$1,651,433$51,812 ▲3.2%104,3230.1%MedicalIOVAIovance Biotherapeutics$977,9250.0%132,1520.1%MedicalGBIOGeneration Bio$835,1890.0%787,9140.1%MedicalCAPRCapricor Therapeutics$750,127$1,358,224 ▼-64.4%54,3570.0%MedicalVERVVerve Therapeutics$710,6340.0%125,9990.0%MedicalBOUNDLESS BIO INC$697,4880.0%240,5130.0%COMBLUEBIRD BIO INC$631,822$631,822 ▲New Holding75,7580.0%COM NEWTURNSTONE BIOLOGICS CORP$463,2840.0%932,3480.0%COMCYTKCytokinetics$0$92,779,738 ▼-100.0%00.0%MedicalMRKMerck & Co., Inc.$0$61,641,617 ▼-100.0%00.0%MedicalACHCAcadia Healthcare$0$43,508,772 ▼-100.0%00.0%MedicalELVElevance Health$0$29,349,320 ▼-100.0%00.0%MedicalAMGNAmgen$0$29,094,596 ▼-100.0%00.0%MedicalBDXBecton, Dickinson and Company$0$24,515,048 ▼-100.0%00.0%MedicalINSPInspire Medical Systems$0$20,750,858 ▼-100.0%00.0%MedicalEPIXESSA Pharma$0$16,622,192 ▼-100.0%00.0%MedicalBSXBoston Scientific$0$9,089,702 ▼-100.0%00.0%MedicalCONCENTRA GROUP HOLDINGS PAR$0$6,708,000 ▼-100.0%00.0%COMMON STOCKDAWNDay One Biopharmaceuticals$0$4,766,456 ▼-100.0%00.0%MedicalLBPHLongboard Pharmaceuticals$0$3,789,988 ▼-100.0%00.0%MedicalOCULOcular Therapeutix$0$3,504,734 ▼-100.0%00.0%MedicalIMVTImmunovant$0$3,498,206 ▼-100.0%00.0%MedicalCGEMCullinan Therapeutics$0$3,060,239 ▼-100.0%00.0%MedicalLUNGPulmonx$0$3,058,421 ▼-100.0%00.0%MedicalARKGARK Genomic Revolution ETF$0$2,225,510 ▼-100.0%00.0%ETFCLDXCelldex Therapeutics$0$1,771,559 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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