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 | $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 | $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 | $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 | $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 | $5,486 |
See Full List: All Stocks Held By PFM Health Sciences LP
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See Details: Top 10 Stocks Held By PFM Health Sciences LP
Size ($ 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 |