PFM Health Sciences, LP
Annual return '25
+9.1%
SPY '25
+17.7%
Alpha
-8.6ptsvs SPY
Invested
$1.1B
Holdings
79
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$THC
TENET HEALTHCARE CORP
Q3 2025: Sold 7.5% (499.2k → 461.7k shares)
6.9%
02
$UTHR
UNITED THERAPEUTICS CORP DEL
Q3 2025: Increased +162.8% (36.4k → 95.7k shares)
6.3%
03
$LLY
ELI LILLY & CO
Q3 2025: Sold 16.0% (268.0k → 225.1k shares)
5.5%
04
$XBI
SPDR SERIES TRUST
Q3 2025: New position (717.4k shares)
5.3%
05
$PEN
PENUMBRA INC
Q3 2025: Increased +17.3% (166.3k → 195.1k shares)
4.2%
06
$AXSM
AXSOME THERAPEUTICS INC.
Q3 2025: Increased +9.8% (483.1k → 530.3k shares)
4.1%
07
$ASND
ASCENDIS PHARMA A/S
Q3 2025: Sold 34.5% (221.8k → 145.3k shares)
3.6%
08
$XLV
SELECT SECTOR SPDR TR
Q2 2025: Exited (was 429.7k shares)
3.2%
09
$JAZZ
JAZZ PHARMACEUTICALS PLC
Q1 2025: Exited (was 17.6k shares)
3.1%
10
$NBIX
NEUROCRINE BIOSCIENCES INC
Q3 2025: Increased +346.5% (12.8k → 57.2k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:08 UTC.