PFM Health Sciences, LP
SAN FRANCISCO CA · SEC CIK 0001442756
$11.65亿2026Q2 申报市值
98持仓数
33.9%前十大占比 · 第一大 5.3%
30 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASND 新建仓+$6,219.14万
HUM 新建仓+$3,748.76万
MTD 新建仓+$1,704.71万
CYTK 新建仓+$1,632.97万
LNTH 新建仓+$1,624.19万
2026Q2 卖出最多 按季末市值估算
THC 减仓-$5,088.48万
ASND 清仓-$3,477.47万
LLY 减仓-$3,178.97万
PEN 减仓-$2,512.04万
GKOS 清仓-$2,322.06万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MTD | METTLER TOLEDO INTERNATIONAL | $1,704.71万 | 1.46% | 13,344 | 13,344 | — | $1,704.71万 | 新建仓 |
| SYK | STRYKER CORPORATION | $1,783.16万 | 1.53% | 56,637 | 34,680 | 157.9% | $1,091.87万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1,887.01万 | 1.62% | 253,358 | -4,389 | -1.7% | -$32.69万 | 减仓 |
| PEN | PENUMBRA INC | $1,901.48万 | 1.63% | 60,221 | -79,558 | -56.9% | -$2,512.04万 | 减仓 |
| WAT | WATERS CORP | $2,243.68万 | 1.93% | 59,825 | 20,062 | 50.5% | $752.41万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,265.60万 | 1.94% | 250,453 | -4,057 | -1.6% | -$36.70万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $2,367.91万 | 2.03% | 126,572 | -271,995 | -68.2% | -$5,088.48万 | 减仓 |
| ICLR | ICON PUB LTD CO | $2,370.83万 | 2.03% | 136,482 | 78,982 | 137.4% | $1,372.00万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $2,682.26万 | 2.30% | 143,222 | 2,452 | 1.7% | $45.92万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,708.66万 | 2.32% | 49,991 | 10,186 | 25.6% | $551.91万 | 加仓 |
| INBX | INHIBRX BIOSCIENCES INC | $2,921.95万 | 2.51% | 308,385 | 2,954 | 1.0% | $27.99万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $3,596.65万 | 3.09% | 213,407 | -2,271 | -1.1% | -$38.27万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,669.02万 | 3.15% | 88,276 | 30,238 | 52.1% | $1,256.78万 | 加仓 |
| HUM | HUMANA INC | $3,748.76万 | 3.22% | 94,375 | 94,375 | — | $3,748.76万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3,874.03万 | 3.32% | 160,768 | -17,376 | -9.8% | -$418.71万 | 减仓 |
| LLY | ELI LILLY & CO | $4,708.72万 | 4.04% | 39,258 | -26,504 | -40.3% | -$3,178.97万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $5,375.05万 | 4.61% | 219,596 | -44,708 | -16.9% | -$1,094.32万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $6,219.14万 | 5.34% | 233,171 | 233,171 | — | $6,219.14万 | 新建仓 |