Titelia

Holdings of PFM Health Sciences, LP

70 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43 % of the equity sleeve

Sector breakdown

  • Health care 32.4 %
  • Unattributed 67.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 92.6 %
  • DK 4.8 %
  • KY 1.1 %
  • GB 0.9 %
  • NL 0.4 %
  • FR 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US64813.7M $92.57 %
2DK242M $4.78 %
3KY19.5M $1.08 %
4GB17.6M $0.86 %
5NL13.3M $0.38 %
6FR13M $0.34 %

Positions

RankCompanySharesValueWeight
1Tenet Healthcare Corp 398,56775.2M $
2Eli Lilly & Co 65,76260.5M $
3Penumbra Inc 139,77945.9M $
4Axsome Therapeutics Inc 264,30444.7M $
5Ascendis Pharma A/S 152,03434.8M $
6Neurocrine Biosciences Inc 215,67828.4M $
7United Therapeutics Corp 39,80523.6M $
8Glaukos Corp 215,68523.2M $
9CENTESSA PHARMACEUTICALS PLC 528,22421M $
10Inhibrx Biosciences Inc 305,43120.5M $
11Edwards Lifesciences Corp 254,51020.4M $
12Bridgebio Pharma Inc 257,74719.1M $
13Madrigal Pharmaceuticals Inc 34,14617.9M $
14Indivior Pharmaceuticals Inc 574,66617.5M $
15UnitedHealth Group Inc 58,03815.7M $
16Dianthus Therapeutics Inc 172,13714.4M $
17Abbott Laboratories 140,43214.4M $
18Revolution Medicines Inc 140,77013.7M $
19Acadia Healthcare Co Inc 582,74513.6M $
20NeoGenomics Inc 1,784,55213.2M $
21Cooper Cos Inc/The 169,82912.1M $
22Natera Inc 60,00412M $
23Integer Holdings Corp 135,08111.9M $
24Rhythm Pharmaceuticals Inc 136,62111.9M $
25Waters Corp 39,76311.8M $
26Amneal Pharmaceuticals Inc 930,09611.6M $
27Praxis Precision Medicines Inc 35,43811.4M $
28Henry Schein Inc 153,11411.3M $
29CG oncology Inc 165,92511.2M $
30Merit Medical Systems Inc 162,46911.2M $
31Celldex Therapeutics Inc 324,95710.3M $
32Belite Bio Inc 59,4329.5M $
33Dexcom Inc 149,7349.4M $
34Terns Pharmaceuticals Inc 172,9629.1M $
35Centene Corp 263,4868.6M $
36Viking Therapeutics Inc 263,1068.6M $
37Oruka Therapeutics Inc 174,0528.5M $
38Tango Therapeutics Inc 406,2458.5M $
39Soleno Therapeutics Inc 248,1808.3M $
40BrightSpring Health Services Inc 187,3358M $
41Compass Pathways plc 1,367,0997.6M $
42Thermo Fisher Scientific Inc 14,8327.3M $
43Novo Nordisk A/S 197,1817.2M $
44Stryker Corp 21,9577.2M $
45Vera Therapeutics Inc 174,8677M $
46Billiontoone Inc 88,0697M $
47Cardinal Health, Inc. 31,9416.7M $
48Alignment Healthcare Inc 359,8266.3M $
49HCA Healthcare Inc 13,3516.3M $
50Structure Therapeutics Inc 126,3836.1M $
51Oscar Health Inc 499,8375.7M $
52Syndax Pharmaceuticals Inc 245,0215.7M $
53Tarsus Pharmaceuticals Inc 80,2265.6M $
54Personalis Inc 870,0975.5M $
55Kodiak Sciences Inc 114,7194.4M $
56Arrowhead Pharmaceuticals Inc 64,2794M $
57Mineralys Therapeutics Inc 142,6773.9M $
58Medline Inc 86,7773.9M $
59Capricor Therapeutics Inc 123,8313.8M $
60Illumina Inc 28,8693.6M $
61Argenx SE 4,5353.3M $
62Cullinan Therapeutics Inc 227,4063.2M $
63Abivax SA 26,6643M $
64Outset Medical Inc 594,6302.3M $
65MBX Biosciences Inc 71,8942.1M $
66Amylyx Pharmaceuticals Inc 145,2752M $
67Caribou Biosciences Inc 957,7871.8M $
68Globus Medical Inc 16,9231.5M $
69Tectonic Therapeutic Inc 46,1291.4M $
70Rezolute Inc 128,726392.6K $