PFM Health Sciences, LP

Fundamental diversified ★Signal healthcare specialist (90%) CIK 1442756
League rank
#50
in Fundamental diversified · #252 overall
Long book
$933.3M
Q1 2026
Positions
76
Top-10 weight
42%
concentration
Last quarter
+27.4%
SPY +14.8%
Turnover
40%
of book per quarter

Strategy in plain words

auto-generated from filings

PFM Health Sciences, LP is a diversified fundamental manager, specialised in healthcare (90% of the long book), running a $933.3M US long book across 76 positions.

The portfolio is moderately concentrated (top 10 ≈ 42% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: TENET HEALTHCARE CORP, ELI LILLY & CO, PENUMBRA INC, AXSOME THERAPEUTICS INC, The Bank of New York Mellon Corporation.

Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-6.3%
Q2 2024
+2.8%
Q3 2024
-11.2%
Q4 2024
+2.1%
Q1 2025
+1.0%
Q2 2025
+7.7%
Q3 2025
+22.3%
Q4 2025
-7.1%
Q1 2026
+27.4%

Sector allocation

Healthcare
87%
Financials
4%
Other
3%
Consumer discretionary
2%
Materials
2%
Services media
2%

Long book by quarter

$1.96B
Q1 2024
$1.79B
Q2 2024
$1.71B
Q3 2024
$1.28B
Q4 2024
$1.27B
Q1 2025
$1.13B
Q2 2025
$1.16B
Q3 2025
$972.6M
Q4 2025
$933.3M
Q1 2026

What does PFM Health own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
THC TENET HEALTHCARE CORPHealthcare398.6K$75.2M8.1%+0.2%
LLY ELI LILLY & COHealthcare65.8K$60.5M6.5%-3.7%
PEN PENUMBRA INCHealthcare139.8K$45.9M4.9%-3.7%
AXSM AXSOME THERAPEUTICS INCHealthcare264.3K$44.7M4.8%+5.1%
JAZZ JAZZ PHARMACEUTICALS PLCHealthcare178.1K$33.7M3.6%+252.7%
NBIX NEUROCRINE BIOSCIENCES INCHealthcare215.7K$28.4M3.0%+32.2%
UTHR UNITED THERAPEUTICS CORPHealthcare39.8K$23.6M2.5%-41.2%
GKOS GLAUKOS CORPHealthcare215.7K$23.2M2.5%+6.9%
INBX INHIBRX BIOSCIENCES INCHealthcare305.4K$20.5M2.2%+15.0%
EW EDWARDS LIFESCIENCES CORPHealthcare254.5K$20.4M2.2%+3.1%
BBIO BRIDGEBIO PHARMA INCHealthcare257.7K$19.1M2.1%-15.9%
MDGL MADRIGAL PHARMACEUTICALS INCHealthcare34.1K$17.9M1.9%+370.5%
INDV INDIVIOR PHARMACEUTICALS INCHealthcare574.7K$17.5M1.9%New
UNH UNITEDHEALTH GROUP INCFinancials58.0K$15.7M1.7%+14.8%
DNTH DIANTHUS THERAPEUTICS INCHealthcare172.1K$14.4M1.5%+72.9%
ABT ABBOTT LABORATORIESHealthcare140.4K$14.4M1.5%New
RVMD REVOLUTION MEDICINES INCHealthcare140.8K$13.7M1.5%-7.1%
ACHC ACADIA HEALTHCARE CO INCHealthcare582.7K$13.6M1.5%New
NEO NEOGENOMICS INCServices media1.8M$13.2M1.4%+5.3%
COO COOPER COS INC/THEHealthcare169.8K$12.1M1.3%+68.5%
NTRA NATERA INCHealthcare60.0K$12.0M1.3%New
ITGR INTEGER HOLDINGS CORPHealthcare135.1K$11.9M1.3%+26.7%
RYTM RHYTHM PHARMACEUTICALS INCHealthcare136.6K$11.9M1.3%+239.8%
WAT WATERS CORPHealthcare39.8K$11.8M1.3%-8.0%
AMRX AMNEAL PHARMACEUTICALS INCHealthcare930.1K$11.6M1.2%-36.5%
PRAX PRAXIS PRECISION MEDICINES IHealthcare35.4K$11.4M1.2%+13.7%
HSIC HENRY SCHEIN INCConsumer discretionary153.1K$11.3M1.2%New
CGON CG ONCOLOGY INCHealthcare165.9K$11.2M1.2%+1.2%
MMSI MERIT MEDICAL SYSTEMS INCHealthcare162.5K$11.2M1.2%New
CLDX CELLDEX THERAPEUTICS INCMaterials325.0K$10.3M1.1%+144.0%
DXCM DEXCOM INCHealthcare149.7K$9.4M1.0%-34.1%
430 TERNS PHARMACEUTICALS INC173.0K$9.1M1.0%New
CNC CENTENE CORPFinancials263.5K$8.6M0.9%-63.7%
VKTX VIKING THERAPEUTICS INCHealthcare263.1K$8.6M0.9%+39.2%
ORKA ORUKA THERAPEUTICS INCHealthcare174.1K$8.5M0.9%New
TNGX TANGO THERAPEUTICS INCHealthcare406.2K$8.5M0.9%New
SLNOEUR SOLENO THERAPEUTICS INC248.2K$8.3M0.9%+0.1%
BTSG BRIGHTSPRING HEALTH SERVICESHealthcare187.3K$8.0M0.9%+58.1%
TMO THERMO FISHER SCIENTIFIC INCOther14.8K$7.3M0.8%-60.9%
SYK STRYKER CORPHealthcare22.0K$7.2M0.8%-56.8%
VERA VERA THERAPEUTICS INCHealthcare174.9K$7.0M0.8%+62.4%
BLLN BILLIONTOONE INC CL AHealthcare88.1K$7.0M0.7%+0.6%
CAH CARDINAL HEALTH INCConsumer discretionary31.9K$6.7M0.7%-48.8%
ICLR ICON PLCHealthcare57.5K$6.4M0.7%-50.1%
ALHC ALIGNMENT HEALTHCARE INCFinancials359.8K$6.3M0.7%New
HCA HCA HEALTHCARE INCHealthcare13.4K$6.3M0.7%-3.7%
ROIV ROIVANT SCIENCES LTDHealthcare207.4K$5.7M0.6%New
OSCR OSCAR HEALTH INC - CLASS AFinancials499.8K$5.7M0.6%Held
SNDX SYNDAX PHARMACEUTICALS INCHealthcare245.0K$5.7M0.6%+0.8%
TARS TARSUS PHARMACEUTICALS INCHealthcare80.2K$5.6M0.6%+193.5%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202683$1.10B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202678$1.00B canonicalSEC ↗
Q3 202513F-HRNov 14, 202572$1.30B canonicalSEC ↗
Q2 202513F-HRAug 14, 202557$1.17B canonicalSEC ↗
Q1 202513F-HRMay 15, 202566$1.38B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202583$1.61B canonicalSEC ↗
Q3 202413F-HRNov 14, 202475$1.76B canonicalSEC ↗
Q2 202413F-HRAug 14, 202478$2.02B canonicalSEC ↗
Q1 202413F-HRMay 14, 202487$2.13B canonicalSEC ↗