PFM Health Sciences, LP [Rocket]

Holdings

PFM Health Sciences, LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
ELI LILLY & Co	LLY	Common	298,643	0	140,057,594,000	30,802,039,000	5.44	0.03	Hist	06/30/2023
Penumbra Inc	PEN	Common	360,030	0	123,871,922,000	43,779,648,000	4.81	0.94	Hist	06/30/2023
Horizon Therapeutics Public Ltd Co	HZNP	Common Stock	1,091,840	0	112,295,744,000	-11,955,648,000	4.36		Hist	06/30/2023
CYTOKINETICS INC	CYTK	COM NEW	2,399,545	0	78,273,158,000	-31,673,994,000	3.04	2.52	Hist	06/30/2023
CENTENE CORP	CNC	Common	1,112,480	0	75,036,776,000	-16,197,709,000	2.91		Hist	06/30/2023
HUMANA INC	HUM	Common	166,066	0	74,253,091,000	-10,804,254,000	2.88		Hist	06/30/2023
Merck & Co., Inc.	MRK	COM	596,261	228,627	68,802,557,000	28,013,565,000	2.67		Hist	06/30/2023
AbbVie Inc.	ABBV	COM	504,498	175,154	67,971,016,000	14,745,732,000	2.64	0.03	Hist	06/30/2023
Edwards Lifesciences Corp	EW	Common	702,588	172,558	66,275,126,000	26,729,588,000	2.57	0.12	Hist	06/30/2023
CARDINAL HEALTH INC	CAH	Common	639,783	0	60,504,278,000	11,324,159,000	2.35		Hist	06/30/2023
INTUITIVE SURGICAL INC	ISRG	Common	172,043	57,593	58,828,383,000	28,459,075,000	2.28		Hist	06/30/2023
BIOGEN INC.	BIIB	Common	198,334	42,675	56,495,440,000	13,390,350,000	2.19		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	116,067	0	55,786,443,000	-5,749,959,000	2.17	0.01	Hist	06/30/2023
ICON PLC	ICLR	Common	213,559	131,834	53,432,462,000	37,557,381,000	2.07	0.26	Hist	06/30/2023
PROTHENA CORP PUBLIC LTD CO	PRTA	Common	774,546	-100,918	52,886,001,000	139,295,000	2.05	1.47	Hist	06/30/2023
iRhythm Technologies, Inc.	IRTC	Common	485,468	-8,253	50,644,022,000	4,397,176,000	1.97		Hist	06/30/2023
Seagen Inc.	SGEN	COM	256,299	63,915	49,327,306,000	24,604,038,000	1.92		Hist	06/30/2023
HCA Healthcare, Inc.	HCA	COM	158,772	66,827	48,184,127,000	26,121,005,000	1.87		Hist	06/30/2023
DEXCOM INC	DXCM	COM	374,478	239,013	48,124,168,000	32,784,111,000	1.87	0.10	Hist	06/30/2023
Legend Biotech Corp	LEGN	SPONSORED ADS	679,076	679,076	46,876,616,000	46,876,616,000	1.82		Hist	06/30/2023
Syndax Pharmaceuticals Inc	SNDX	Common	2,172,437	357,803	45,469,106,000	-713,329,000	1.77	3.16	Hist	06/30/2023
MCKESSON CORP	MCK	Common	105,811	0	45,214,098,000	5,522,276,000	1.76		Hist	06/30/2023
IQVIA HOLDINGS INC.	IQV	COM	201,037	-28,044	45,187,086,000	-1,749,320,000	1.75		Hist	06/30/2023
UNIVERSAL HEALTH SERVICES INC	UHS	Common	283,257	158,836	44,689,457,000	27,159,782,000	1.74		Hist	06/30/2023
MOLINA HEALTHCARE, INC.	MOH	COM	143,779	0	43,311,986,000	-4,166,715,000	1.68		Hist	06/30/2023
DANAHER CORP /DE/	DHR	Common	175,690	0	42,165,600,000	-4,466,040,000	1.64	0.02	Hist	06/30/2023
TENET HEALTHCARE CORP	THC	Common	511,394	256,869	41,617,244,000	29,198,969,000	1.62		Hist	06/30/2023
STRYKER CORP	SYK	Common	135,022	135,022	41,193,862,000	41,193,862,000	1.60		Hist	06/30/2023
ARGENX SE	ARGX	SPONSORED ADR	104,732	0	40,817,202,000	1,141,578,000	1.58		Hist	06/30/2023
BECTON DICKINSON & CO	BDX	Common	153,955	153,955	40,645,660,000	40,645,660,000	1.58		Hist	06/30/2023
ALKERMES INC	ALKS	COM	1,151,384	1,151,384	36,038,319,000	36,038,319,000	1.40		Hist	06/30/2023
Axsome Therapeutics, Inc.	AXSM	COM	495,582	-597,249	35,612,523,000	-48,677,532,000	1.38		Hist	06/30/2023
DYNAVAX TECHNOLOGIES CORP	DVAX	Common	2,704,917	-1,100,453	34,947,528,000	-5,541,609,000	1.36	2.12	Hist	06/30/2023
Elevance Health, Inc.	ANTM	COM	75,122	8,007	33,375,953,000	-1,052,029,000	1.30		Hist	06/30/2023
THERMO FISHER SCIENTIFIC INC.	TMO	Common	62,143	0	32,423,110,000	-1,798,419,000	1.26	0.02	Hist	06/30/2023
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