PFM HEALTH SCIENCES LP
Q4 2023 Form 13-F
SAN FRANCISCO, CALIFORNIA
CIK 0001442756
· CRD 146747
· SEC-registered investment adviser
$1.7B Reported Value Total
PFM HEALTH SCIENCES, LP reports 8 total accounts under management (AUM). There are 8 discretionary accounts valued at $2,429,746,663, 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
$1.7B
Quarter over quarter
+16.1%
Holdings
59
Top-10 concentration
45.7%
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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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 14, 2024 |
| Form | 13F-HR |
| Reported value | $1.7B |
| Positions | 59 |
| Change in reported value | -21.5% |
| New positions | 9 |
| Exited positions | 16 |
| Position turnover | 33.3% |
| Top-10 concentration | 45.7% |
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 · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | LLY ELI LILLY & CO | $174.1M | 10.44% |
| 2 | CYTK CYTOKINETICS INC | $146.7M | 8.8% |
| 3 | MRK MERCK & CO INC | $65.0M | 3.9% |
| 4 | ABBV ABBVIE INC | $63.1M | 3.78% |
| 5 | VRTX VERTEX PHARMACEUTICALS INC | $60.6M | 3.63% |
| 6 | HUM HUMANA INC | $57.4M | 3.44% |
| 7 | EW EDWARDS LIFESCIENCES CORP | $56.4M | 3.39% |
| 8 | BDX BECTON DICKINSON & CO | $48.8M | 2.93% |
| 9 | MCK MCKESSON CORP | $45.1M | 2.71% |
| 10 | THC TENET HEALTHCARE CORP | $44.5M | 2.67% |
| 11 | CNC CENTENE CORP DEL | $41.4M | 2.48% |
| 12 | KRTX KARUNA THERAPEUTICS INC | $41.2M | 2.47% |
| 13 | LEGN LEGEND BIOTECH CORP | $40.9M | 2.45% |
| 14 | PEN PENUMBRA INC | $39.2M | 2.35% |
| 15 | AXSM AXSOME THERAPEUTICS INC | $37.2M | 2.23% |
| 16 | CRBU CARIBOU BIOSCIENCES INC | $37.1M | 2.23% |
| 17 | HCA HCA HEALTHCARE INC | $33.8M | 2.03% |
| 18 | ARGX ARGENX SE | $33.0M | 1.98% |
| 19 | UHS UNIVERSAL HLTH SVCS INC | $30.8M | 1.85% |
| 20 | DHR DANAHER CORPORATION | $29.0M | 1.74% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.