PFM Health Sciences
PFM Health Sciences reported 96 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ASND (5.4%), AXSM (4.7%) and LLY (4.1%). Compared with Q1 2026, the fund opened new positions in ASND, HUM and MTD, added to UNH, INBX and UTHR, trimmed AXSM, LLY and JAZZ and sold out of ASND, GKOS and NEO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ASND Ascendis Pharma A/s | $62.2M | 5.4% | 233K | New position | 1 of 8 | |
| 2 |  AXSM Axsome Therapeutics Inc | $53.8M | 4.7% | 220K | −45K (−17%) | 8 of 8 | |
| 3 |  LLY Eli Lilly & Co | $47.1M | 4.1% | 39K | −27K (−40%) | 8 of 8 | |
| 4 |  JAZZ Jazz Pharmaceuticals PLC | $38.7M | 3.4% | 161K | −17K (−10%) | 4 of 8 | |
| 5 |  HUM Humana Inc | $37.5M | 3.3% | 94K | New position | 6 of 8 | |
| 6 |  UNH Unitedhealth Group Inc | $36.7M | 3.2% | 88K | +30K (+52%) | 7 of 8 | |
| 7 |  NBIX Neurocrine Biosciences Inc | $36M | 3.1% | 213K | −2,271 (−1%) | 6 of 8 | |
| 8 |  INBX Inhibrx Biosciences Inc | $29.2M | 2.5% | 308K | +2,954 (+1%) | 8 of 8 | |
| 9 |  UTHR United Therapeutics Corp Del | $27.1M | 2.4% | 50K | +10K (+26%) | 6 of 8 | |
| 10 |  RVMD Revolution Medicines Inc | $26.8M | 2.3% | 143K | +2,452 (+2%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
ASND Ascendis Pharma A/s | $34.8M | 152K |
 GKOS Glaukos Corp | $23.2M | 216K |
CENTESSA PHARMACEUTICALS PLC | $21M | 528K |
 NEO Neogenomics Inc | $13.2M | 1.8M |
 DXCM Dexcom Inc | $9.4M | 150K |
🔒 Free account: see all 13.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →PFM Health Sciences 13F FAQ
What does PFM Health Sciences own?
PFM Health Sciences reported 96 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ASND (5.4%), AXSM (4.7%) and LLY (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did PFM Health Sciences buy and sell in Q2 2026?
Compared with Q1 2026: 33 new positions, 22 added to, 41 trimmed and 13 sold out. New positions include ASND, HUM and MTD. It sold all of ASND, GKOS and NEO.
When will PFM Health Sciences file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is PFM Health Sciences's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks ($1.2B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.