PFM Health Sciences, LP
13F filer · CIK 1442756 · San Francisco, CA
Summary
PFM Health Sciences, LP reported $1.17B across 98 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are ASND (5.3%), AXSM (4.6%), LLY (4.0%). Versus 2026 Q1, leaving options aside, it opened 33 new positions, added to 22, trimmed 41 and sold out of 14.
Reported value$1.17B
Positions98incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions33
Added22
Trimmed41
Sold out14
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 5.3%Value $62.19MPrice $228.07Shares 233KSince Jun 30 -14.49%
Weight 4.6%Value $53.75MPrice $186.14Shares 220K -16.92%Since Jun 30 -23.95%
Weight 4.0%Value $47.09MPrice $1185Shares 39K -40.30%Since Jun 30 -1.23%
Weight 3.3%Value $38.74MPrice $232.35Shares 161K -9.75%Since Jun 30 -3.58%
Weight 3.2%Value $37.49MPrice $386.87Shares 94KSince Jun 30 -2.61%
Weight 3.1%Value $36.69MPrice $374.94Shares 88K +52.10%Since Jun 30 -9.79%
Weight 3.1%Value $35.97MPrice $138.35Shares 213K -1.05%Since Jun 30 -17.91%
Weight 2.5%Value $29.22MPrice $104.83Shares 308K +0.97%Since Jun 30 +10.64%
Weight 2.3%Value $27.09MPrice $481.47Shares 50K +25.59%Since Jun 30 -11.14%
Weight 2.3%Value $26.82MPrice $204.48Shares 143K +1.74%Since Jun 30 +9.18%
Weight 2.0%Value $23.71MPrice $170.35Shares 136K +137.36%Since Jun 30 -1.93%
Weight 2.0%Value $23.68MPrice $257.60Shares 127K -68.24%Since Jun 30 +37.70%
Weight 1.9%Value $22.66MPrice $88.08Shares 250K -1.59%Since Jun 30 -2.63%
Weight 1.9%Value $22.44MPrice $443.26Shares 60K +50.45%Since Jun 30 +18.19%
Weight 1.6%Value $19.01MPrice $318.86Shares 60K -56.92%Since Jun 30 +0.98%
Weight 1.6%Value $18.87MPrice $65.97Shares 253K -1.70%Since Jun 30 -11.43%
Weight 1.5%Value $17.83MPrice $278.77Shares 57K +157.95%Since Jun 30 -11.46%
Weight 1.5%Value $17.05MPrice $1537Shares 13KSince Jun 30 +20.34%
Weight 1.4%Value $16.46MPrice $36.59Shares 401K -30.18%Since Jun 30 -10.82%
Weight 1.4%Value $16.33MPrice $149.28Shares 127KSince Jun 30 +16.17%
Weight 1.4%Value $16.33MPrice $65.64Shares 192KSince Jun 30 -22.95%
Weight 1.4%Value $16.24MPrice $99.51Shares 146KSince Jun 30 -10.30%
Weight 1.4%Value $15.97MPrice $62.21Shares 249K -5.55%Since Jun 30 -3.08%
Weight 1.4%Value $15.84MPrice $56.63Shares 221K +30.07%Since Jun 30 -21.03%
Weight 1.4%Value $15.74MPrice $509.44Shares 29K -14.15%Since Jun 30 -5.12%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 5.3% | $62.19M | -14.49% | — | New | |
| 4.6% | $53.75M | -23.95% | -16.92% | Trim | |
| 4.0% | $47.09M | -1.23% | -40.30% | Trim | |
| 3.3% | $38.74M | -3.58% | -9.75% | Trim | |
| 3.2% | $37.49M | -2.61% | — | New | |
| 3.1% | $36.69M | -9.79% | +52.10% | Add | |
| 3.1% | $35.97M | -17.91% | -1.05% | Trim | |
| 2.5% | $29.22M | +10.64% | +0.97% | Add | |
| 2.3% | $27.09M | -11.14% | +25.59% | Add | |
| 2.3% | $26.82M | +9.18% | +1.74% | Add | |
| 2.0% | $23.71M | -1.93% | +137.36% | Add | |
| 2.0% | $23.68M | +37.70% | -68.24% | Trim | |
| 1.9% | $22.66M | -2.63% | -1.59% | Trim | |
| 1.9% | $22.44M | +18.19% | +50.45% | Add | |
| 1.6% | $19.01M | +0.98% | -56.92% | Trim | |
| 1.6% | $18.87M | -11.43% | -1.70% | Trim | |
| 1.5% | $17.83M | -11.46% | +157.95% | Add | |
| 1.5% | $17.05M | +20.34% | — | New | |
| 1.4% | $16.46M | -10.82% | -30.18% | Trim | |
| 1.4% | $16.33M | +16.17% | — | New | |
| 1.4% | $16.33M | -22.95% | — | New | |
| 1.4% | $16.24M | -10.30% | — | New | |
| 1.4% | $15.97M | -3.08% | -5.55% | Trim | |
| 1.4% | $15.84M | -21.03% | +30.07% | Add | |
| 1.4% | $15.74M | -5.12% | -14.15% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.