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 |
|---|---|---|---|---|---|---|---|---|
| ASND | ASCENDIS PHARMA A/S | $6,219.14万 | 5.34% | 233,171 | 233,171 | — | $6,219.14万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $5,375.05万 | 4.61% | 219,596 | -44,708 | -16.9% | -$1,094.32万 | 减仓 |
| LLY | ELI LILLY & CO | $4,708.72万 | 4.04% | 39,258 | -26,504 | -40.3% | -$3,178.97万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3,874.03万 | 3.32% | 160,768 | -17,376 | -9.8% | -$418.71万 | 减仓 |
| HUM | HUMANA INC | $3,748.76万 | 3.22% | 94,375 | 94,375 | — | $3,748.76万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,669.02万 | 3.15% | 88,276 | 30,238 | 52.1% | $1,256.78万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $3,596.65万 | 3.09% | 213,407 | -2,271 | -1.1% | -$38.27万 | 减仓 |
| INBX | INHIBRX BIOSCIENCES INC | $2,921.95万 | 2.51% | 308,385 | 2,954 | 1.0% | $27.99万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,708.66万 | 2.32% | 49,991 | 10,186 | 25.6% | $551.91万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $2,682.26万 | 2.30% | 143,222 | 2,452 | 1.7% | $45.92万 | 加仓 |
| ICLR | ICON PUB LTD CO | $2,370.83万 | 2.03% | 136,482 | 78,982 | 137.4% | $1,372.00万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $2,367.91万 | 2.03% | 126,572 | -271,995 | -68.2% | -$5,088.48万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,265.60万 | 1.94% | 250,453 | -4,057 | -1.6% | -$36.70万 | 减仓 |
| WAT | WATERS CORP | $2,243.68万 | 1.93% | 59,825 | 20,062 | 50.5% | $752.41万 | 加仓 |
| PEN | PENUMBRA INC | $1,901.48万 | 1.63% | 60,221 | -79,558 | -56.9% | -$2,512.04万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1,887.01万 | 1.62% | 253,358 | -4,389 | -1.7% | -$32.69万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,783.16万 | 1.53% | 56,637 | 34,680 | 157.9% | $1,091.87万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,704.71万 | 1.46% | 13,344 | 13,344 | — | $1,704.71万 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $1,646.16万 | 1.41% | 401,208 | -173,458 | -30.2% | -$711.70万 | 减仓 |
| MRK | MERCK & CO INC | $1,633.47万 | 1.40% | 127,118 | -60,716 | -32.3% | -$780.20万 | 重新持有 |
| CYTK | CYTOKINETICS INC | $1,632.97万 | 1.40% | 191,686 | 191,686 | — | $1,632.97万 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $1,624.19万 | 1.39% | 146,403 | 146,403 | — | $1,624.19万 | 新建仓 |
| CNC | CENTENE CORP DEL | $1,597.48万 | 1.37% | 248,867 | -14,619 | -5.5% | -$93.84万 | 减仓 |
| COO | COOPER COS INC | $1,584.00万 | 1.36% | 220,890 | 51,061 | 30.1% | $366.16万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1,573.96万 | 1.35% | 29,313 | -4,833 | -14.2% | -$259.51万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1,550.13万 | 1.33% | 524,934 | -57,811 | -9.9% | -$170.72万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1,511.54万 | 1.30% | 158,825 | -15,227 | -8.7% | -$144.92万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $1,480.23万 | 1.27% | 519,016 | 19,179 | 3.8% | $54.70万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,428.68万 | 1.23% | 28,496 | 13,664 | 92.1% | $685.06万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,421.99万 | 1.22% | 137,457 | 29,690 | 27.6% | $307.14万 | 重新持有 |
| MMSI | MERIT MED SYS INC | $1,366.26万 | 1.17% | 197,038 | 34,569 | 21.3% | $239.70万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,291.45万 | 1.11% | 38,575 | 3,137 | 8.9% | $105.02万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,275.38万 | 1.09% | 342,751 | 17,794 | 5.5% | $66.21万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,270.49万 | 1.09% | 265,016 | 67,835 | 34.4% | $325.20万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $1,183.72万 | 1.02% | 126,669 | -8,412 | -6.2% | -$78.61万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,181.67万 | 1.01% | 121,222 | -50,915 | -29.6% | -$496.32万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,171.39万 | 1.01% | 249,020 | 43,703 | 21.3% | $205.58万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,147.90万 | 0.98% | 90,858 | 19,840 | 27.9% | $250.66万 | 重新持有 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1,127.51万 | 0.97% | 101,550 | -35,071 | -25.7% | -$389.39万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $1,122.70万 | 0.96% | 134,423 | -18,691 | -12.2% | -$156.11万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,073.22万 | 0.92% | 131,667 | 67,388 | 104.8% | $549.28万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $1,019.22万 | 0.87% | 326,047 | -80,198 | -19.7% | -$250.70万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $1,010.38万 | 0.87% | 79,708 | -22,687 | -22.2% | -$287.58万 | 重新持有 |
| VKTX | VIKING THERAPEUTICS INC | $996.04万 | 0.85% | 255,330 | -7,776 | -3.0% | -$30.33万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $989.71万 | 0.85% | 141,914 | -45,421 | -24.2% | -$316.77万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $962.42万 | 0.83% | 224,289 | 49,422 | 28.3% | $212.07万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $948.48万 | 0.81% | 268,008 | 60,562 | 29.2% | $214.33万 | 加仓 |
| CGON | CG ONCOLOGY INC | $911.47万 | 0.78% | 128,286 | -37,639 | -22.7% | -$267.43万 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $832.12万 | 0.71% | 480,715 | -449,381 | -48.3% | -$777.88万 | 减仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $800.25万 | 0.69% | 1,210,661 | 669,790 | 123.8% | $442.73万 | 加仓 |
| COR | CENCORA INC 看涨期权 | $795.17万 | 0.68% | 28,100 | 28,100 | — | $795.17万 | 新建仓 |
| IRTC | IRHYTHM HOLDINGS INC | $775.51万 | 0.67% | 65,196 | 65,196 | — | $775.51万 | 新建仓 |
| KOD | KODIAK SCIENCES INC | $753.16万 | 0.65% | 193,315 | 78,596 | 68.5% | $306.21万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $746.15万 | 0.64% | 82,230 | -58,202 | -41.4% | -$528.12万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $744.31万 | 0.64% | 20,733 | 20,733 | — | $744.31万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $712.01万 | 0.61% | 444,173 | 444,173 | — | $712.01万 | 新建仓 |
| HNGE | HINGE HEALTH INC | $687.74万 | 0.59% | 82,860 | 82,860 | — | $687.74万 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $634.70万 | 0.54% | 242,069 | 242,069 | — | $634.70万 | 新建仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $626.35万 | 0.54% | 348,746 | 348,746 | — | $626.35万 | 新建仓 |
| ILMN | ILLUMINA INC | $616.11万 | 0.53% | 35,040 | 6,171 | 21.4% | $108.50万 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC | $615.09万 | 0.53% | 455,286 | 455,286 | — | $615.09万 | 新建仓 |
| OCS | OCULIS HOLDING AG | $604.79万 | 0.52% | 436,042 | 436,042 | — | $604.79万 | 新建仓 |
| NTRA | NATERA INC | $599.28万 | 0.51% | 22,077 | -37,927 | -63.2% | -$1,029.53万 | 减仓 |
| ABVX | ABIVAX SA | $576.54万 | 0.49% | 43,264 | 16,600 | 62.3% | $221.21万 | 加仓 |
| CNC | CENTENE CORP DEL 看跌期权 | $566.16万 | 0.49% | 88,200 | 88,200 | — | $566.16万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $550.63万 | 0.47% | 36,701 | 36,701 | — | $550.63万 | 新建仓 |
| CELC | CELCUITY INC | $545.65万 | 0.47% | 52,155 | 52,155 | — | $545.65万 | 新建仓 |
| BLTE | BELITE BIO INC | $535.91万 | 0.46% | 34,803 | -24,629 | -41.4% | -$379.25万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $491.35万 | 0.42% | 91,550 | -34,833 | -27.6% | -$186.95万 | 减仓 |
| RCUS | ARCUS BIOSCIENCES INC | $469.01万 | 0.40% | 152,129 | 152,129 | — | $469.01万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $425.16万 | 0.36% | 18,747 | 18,747 | — | $425.16万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $424.50万 | 0.36% | 172,489 | -34,822 | -16.8% | -$85.70万 | 重新持有 |
| ARGX | ARGENX SE | $415.83万 | 0.36% | 4,482 | -53 | -1.2% | -$4.92万 | 减仓 |
| BIO | BIO RAD LABS INC | $410.91万 | 0.35% | 13,995 | 13,995 | — | $410.91万 | 新建仓 |
| SYRE | SPYRE THERAPEUTICS INC | $410.31万 | 0.35% | 46,217 | 46,217 | — | $410.31万 | 新建仓 |
| MBX | MBX BIOSCIENCES INC | $391.76万 | 0.34% | 70,971 | -923 | -1.3% | -$5.09万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $369.19万 | 0.32% | 31,536 | 31,536 | — | $369.19万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $350.44万 | 0.30% | 192,442 | -34,964 | -15.4% | -$63.67万 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $350.34万 | 0.30% | 247,589 | -1,119,510 | -81.9% | -$1,584.11万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $323.41万 | 0.28% | 8,295 | -5,056 | -37.9% | -$197.13万 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $294.31万 | 0.25% | 122,221 | -1,610 | -1.3% | -$3.88万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $259.68万 | 0.22% | 100,966 | 100,966 | — | $259.68万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $258.87万 | 0.22% | 118,422 | -126,599 | -51.7% | -$276.75万 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $258.09万 | 0.22% | 143,700 | -1,575 | -1.1% | -$2.83万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $255.40万 | 0.22% | 40,579 | -39,647 | -49.4% | -$249.54万 | 减仓 |
| — | OUTSET MED INC | $251.48万 | 0.22% | 582,122 | -12,508 | -2.1% | -$5.40万 | 减仓 |
| OMDA | OMADA HEALTH INC | $251.20万 | 0.22% | 114,442 | 114,442 | — | $251.20万 | 新建仓 |
| ERAS | ERASCA INC | $245.65万 | 0.21% | 134,088 | 134,088 | — | $245.65万 | 新建仓 |
| COR | CENCORA INC | $208.98万 | 0.18% | 7,385 | 7,385 | — | $208.98万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $207.36万 | 0.18% | 207,357 | 207,357 | — | $207.36万 | 新建仓 |
| OMCL | OMNICELL COM | $203.61万 | 0.17% | 49,040 | 49,040 | — | $203.61万 | 新建仓 |
| — | CVRX INC | $189.96万 | 0.16% | 369,572 | 369,572 | — | $189.96万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $171.46万 | 0.15% | 49,454 | 49,454 | — | $171.46万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $168.40万 | 0.14% | 62,418 | -80,259 | -56.3% | -$216.54万 | 减仓 |
| TECX | TECTONIC THERAPEUTIC INC | $156.86万 | 0.13% | 45,631 | -498 | -1.1% | -$1.71万 | 减仓 |
| QURE | UNIQURE NV | $121.58万 | 0.10% | 26,396 | -16,239 | -38.1% | -$74.80万 | 减仓 |
| RZLT | REZOLUTE INC | $66.19万 | 0.06% | 127,289 | -1,437 | -1.1% | -$7,472 | 减仓 |
| — | CARIBOU BIOSCIENCES INC | $62.42万 | 0.05% | 354,687 | -603,100 | -63.0% | -$106.15万 | 减仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -455,300 | -100.0% | -$5,815.55万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -238,900 | -100.0% | -$3,502.51万 | 清仓 |