SEC 13F Intelligence

Managers / Q1 2024 · view latest →

PFM Health Sciences, LP

CIK 0001442756 · 50 CALIFORNIA STREET, SUITE 2650, SAN FRANCISCO, CA, 94111 · 415-281-1000

Reported Value
$2.1B
Q1 2024
Positions
87
Filings on Record
31
2019–present window
Filed
May 14, 2024
original filing

Summary

Pfm Health Sciences, Lp reported $2.1B in U.S.-listed holdings across 87 positions for Q1 2024.

Its largest position, LLY, represents 10.9% of the portfolio.

Compared with Q4 2023, the fund opened 25 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $3.8BQ4 ’18Q1 ’19: $4.5BQ2 ’19: $5.3BQ3 ’19: $3.4BQ4 ’19: $2.1BQ4 ’19Q1 ’20: $1.2BQ2 ’20: $1.9BQ3 ’20: $2.2BQ4 ’20: $2.8BQ4 ’20Q1 ’21: $3.3BQ2 ’21: $3.2BQ3 ’21: $3.4BQ4 ’21: $2.9BQ4 ’21Q1 ’22: $2.7BQ2 ’22: $2.6BQ3 ’22: $2.8BQ4 ’22: $2.79TQ4 ’22Q1 ’23: $2.3BQ2 ’23: $2.6BQ3 ’23: $2.1BQ4 ’23: $1.7BQ4 ’23Q1 ’24: $2.1BQ2 ’24: $2.0BQ3 ’24: $1.8BQ4 ’24: $1.6BQ4 ’24Q1 ’25: $1.4BQ2 ’25: $1.2BQ3 ’25: $1.3BQ4 ’25: $1.0BQ4 ’25Q1 ’26: $1.1Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B83May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.0B78Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.3B72Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.2B57Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.4B66May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.6B83Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.8B75Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.0B78Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.1B87May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.7B65Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.1B73Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.6B83Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$2.3B78May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.79T89Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$2.8B85Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.6B80Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.7B68May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.9B71Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$3.4B85Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$3.2B84Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.3B86May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.8B85Feb 19, 2021RESTATEMENTchanges · EDGAR ↗
Q3 2020$2.2B77Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.9B76Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.2B61May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.1B61Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$3.4B72Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$5.3B85Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$4.5B90May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$3.8B94Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.