PFM HEALTH SCIENCES LP
Q2 2026 Form 13-F
SAN FRANCISCO, CALIFORNIA
CIK 0001442756
· CRD 146747
· SEC-registered investment adviser
$1.2B Reported Value Total
PFM HEALTH SCIENCES, LP reports 7 total accounts under management (AUM). There are 7 discretionary accounts valued at $1,266,793,646, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
35 funds
· $12.5B gross asset value
Hedge Fund: $12.4B · Private Equity Fund: $109.8M
Source: Form ADV filed 2026-03-31
Reported value
$1.2B
Quarter over quarter
+23.3%
Holdings
96
Top-10 concentration
33.9%
Filing Structure
Key People
Form ADV owners & control persons
Brian David Grossman
LIMITED PARTNER, PORTFOLIO MANAGER
Jonathan Jude Aljoe
CHIEF FINANCIAL OFFICER
Darren William Mooney
GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $1.2B |
| Positions | 96 |
| Change in reported value | +6.3% |
| New positions | 33 |
| Exited positions | 14 |
| Position turnover | 42.7% |
| Top-10 concentration | 33.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
96 | $1.2B |
|
Q1 2026 13F
Filed May 15, 2026
|
76 | $1.1B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
76 | $1.0B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
66 | $1.3B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
55 | $1.2B |
|
Q1 2025 13F
Filed May 15, 2025
|
62 | $1.4B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
71 | $1.6B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
72 | $1.8B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
71 | $2.0B |
|
Q1 2024 13F
Filed May 14, 2024
|
79 | $2.1B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
59 | $1.7B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
67 | $2.1B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
77 | $2.6B |
|
Q1 2023 13F
Filed May 15, 2023
|
71 | $2.3B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
75 | $2.8B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
75 | $2.8B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
72 | $2.6B |
|
Q1 2022 13F
Filed May 16, 2022
|
65 | $2.7B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
67 | $2.9B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
71 | $3.4B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | ASND ASCENDIS PHARMA A/S | $62.2M | 5.34% |
| 2 | AXSM AXSOME THERAPEUTICS INC. | $53.8M | 4.61% |
| 3 | LLY ELI LILLY & CO | $47.1M | 4.04% |
| 4 | JAZZ JAZZ PHARMACEUTICALS PLC | $38.7M | 3.32% |
| 5 | HUM HUMANA INC | $37.5M | 3.22% |
| 6 | UNH UNITEDHEALTH GROUP INC | $36.7M | 3.15% |
| 7 | NBIX NEUROCRINE BIOSCIENCES INC | $36.0M | 3.09% |
| 8 | INBX INHIBRX BIOSCIENCES INC | $29.2M | 2.51% |
| 9 | UTHR UNITED THERAPEUTICS CORP DEL | $27.1M | 2.32% |
| 10 | RVMD REVOLUTION MEDICINES INC | $26.8M | 2.3% |
| 11 | ICLR ICON PUB LTD CO | $23.7M | 2.03% |
| 12 | THC TENET HEALTHCARE CORP | $23.7M | 2.03% |
| 13 | EW EDWARDS LIFESCIENCES CORP | $22.7M | 1.94% |
| 14 | WAT WATERS CORP | $22.4M | 1.93% |
| 15 | PEN PENUMBRA INC | $19.0M | 1.63% |
| 16 | BBIO BRIDGEBIO PHARMA INC | $18.9M | 1.62% |
| 17 | SYK STRYKER CORPORATION | $17.8M | 1.53% |
| 18 | MTD METTLER TOLEDO INTERNATIONAL | $17.0M | 1.46% |
| 19 | INDVZZZZ INDIVIOR PHARMACEUTICALS INC | $16.5M | 1.41% |
| 20 | MRK MERCK & CO INC | $16.3M | 1.4% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.