Parkman Healthcare Partners LLC 13F holdings
Parkman Healthcare Partners LLC reported 76 positions with a total reported value of $973.7M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: MBX MBX BIOSCIENCES INC (4.5%), LLY ELI LILLY & CO (4.3%), CVS CVS HEALTH CORP (4.2%), DXCM DEXCOM INC (3.7%), PTCT PTC THERAPEUTICS INC (3.6%). Against 2026-03-31 it opened 17 new positions and exited 30. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Parkman Healthcare Partners LLC files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 76 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MBX MBX BIOSCIENCES INC | 800,173 | $44.2M | 4.5% |
| LLY ELI LILLY & CO | 35,000 | $42.0M | 4.3% |
| CVS CVS HEALTH CORP | 391,791 | $40.5M | 4.2% |
| DXCM DEXCOM INC | 534,767 | $36.0M | 3.7% |
| PTCT PTC THERAPEUTICS INC | 435,691 | $35.5M | 3.6% |
| RCUS ARCUS BIOSCIENCES INC | 919,266 | $28.3M | 2.9% |
| GPCR STRUCTURE THERAPEUTICS INC | 485,661 | $26.1M | 2.7% |
| VIRIDIAN THERAPEUTICS INC | 1,377,576 | $25.3M | 2.6% |
| AGIO AGIOS PHARMACEUTICALS INC | 669,046 | $24.8M | 2.5% |
| INBX INHIBRX BIOSCIENCES INC | 256,950 | $24.3M | 2.5% |
| XENE XENON PHARMACEUTICALS INC | 397,379 | $24.0M | 2.5% |
| EWTX EDGEWISE THERAPEUTICS INC | 577,036 | $23.4M | 2.4% |
| UNH UNITEDHEALTH GROUP INC | 55,921 | $23.2M | 2.4% |
| SYK STRYKER CORPORATION | 67,973 | $21.4M | 2.2% |
| IQV IQVIA HLDGS INC | 105,811 | $20.4M | 2.1% |
| ZBH ZIMMER BIOMET HOLDINGS INC | 232,557 | $20.0M | 2.1% |
| PODD INSULET CORP | 131,378 | $20.0M | 2.1% |
| ASMB ASSEMBLY BIOSCIENCES INC | 721,181 | $19.8M | 2.0% |
| SNDX SYNDAX PHARMACEUTICALS INC | 877,256 | $19.2M | 2.0% |
| EYPT EYEPOINT INC | 1,288,163 | $18.4M | 1.9% |
| THC TENET HEALTHCARE CORP | 97,280 | $18.2M | 1.9% |
| LIVN LIVANOVA PLC | 210,529 | $17.3M | 1.8% |
| ANIP ANI PHARMACEUTICALS INC | 202,907 | $16.8M | 1.7% |
| BCRX BIOCRYST PHARMACEUTICALS INC | 1,624,279 | $16.2M | 1.7% |
| ALNY ALNYLAM PHARMACEUTICALS INC | 50,672 | $15.3M | 1.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 17 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| INBX INHIBRX BIOSCIENCES INC | 256,950 | $24.3M | 2.5% |
| UNH UNITEDHEALTH GROUP INC | 55,921 | $23.2M | 2.4% |
| INDV INDIVIOR PHARMACEUTICALS INC | 364,269 | $14.9M | 1.5% |
| AVTX AVALO THERAPEUTICS INC | 766,290 | $14.2M | 1.5% |
| ANRO ALTO NEUROSCIENCE INC | 429,035 | $11.3M | 1.2% |
| ORKA ORUKA THERAPEUTICS INC | 113,188 | $10.8M | 1.1% |
| TARS TARSUS PHARMACEUTICALS INC | 150,000 | $9.4M | 1.0% |
| CYRX CRYOPORT INC | 508,324 | $8.0M | 0.8% |
| CLYM CLIMB BIO INC | 563,484 | $7.3M | 0.8% |
| RMD RESMED INC | 32,983 | $6.4M | 0.7% |
| AVAH AVEANNA HEALTHCARE HLDGS INC | 714,451 | $6.1M | 0.6% |
| SI SHOULDER INNOVATIONS INC | 226,212 | $4.6M | 0.5% |
| EIKN EIKON THERAPEUTICS INC | 256,053 | $3.3M | 0.3% |
| VTRS VIATRIS INC | 200,000 | $3.2M | 0.3% |
| AXSM AXSOME THERAPEUTICS INC. | 10,000 | $2.4M | 0.3% |
| COAG HEMAB THERAPEUTICS HLDGS INC | 45,000 | $1.7M | 0.2% |
| SPRY ARS PHARMACEUTICALS INC | 102,700 | $822.6K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 30 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| KALVISTA PHARMACEUTICALS INC | 1,835,506 | $36.9M | 3.8% |
| QGEN QIAGEN NV | 500,000 | $20.0M | 2.1% |
| ABBV ABBVIE INC | 75,000 | $16.3M | 1.7% |
| ILMN ILLUMINA INC | 110,370 | $13.6M | 1.4% |
| EW EDWARDS LIFESCIENCES CORP | 167,155 | $13.4M | 1.4% |
| NBIX NEUROCRINE BIOSCIENCES INC | 99,069 | $13.1M | 1.4% |
| KNSA KINIKSA PHARMACEUTICALS INTL | 259,184 | $12.5M | 1.3% |
| MCK MCKESSON CORP | 12,676 | $11.0M | 1.1% |
| NUVL NUVALENT INC | 88,078 | $9.0M | 0.9% |
| AXGN AXOGEN INC | 268,160 | $8.9M | 0.9% |
| IDEXX LABS INC | 15,000 | $8.4M | 0.9% |
| APGE APOGEE THERAPEUTICS INC | 77,686 | $6.5M | 0.7% |
| COOPER COS INC | 89,883 | $6.4M | 0.7% |
| TNGX TANGO THERAPEUTICS INC | 266,127 | $5.6M | 0.6% |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 235,000 | $4.9M | 0.5% |
| SUPN SUPERNUS PHARMACEUTICALS | 85,062 | $4.4M | 0.5% |
| CAI CARIS LIFE SCIENCES INC | 229,912 | $4.1M | 0.4% |
| CVRX CVRX INC | 429,507 | $4.1M | 0.4% |
| WGS GENEDX HOLDINGS CORP | 50,778 | $3.3M | 0.3% |
| VCYT VERACYTE INC | 101,237 | $3.3M | 0.3% |
| CMPS COMPASS PATHWAYS PLC | 554,411 | $3.1M | 0.3% |
| SLDB SOLID BIOSCIENCES INC | 308,844 | $2.2M | 0.2% |
| BFLY BUTTERFLY NETWORK INC | 544,477 | $2.2M | 0.2% |
| QDEL QUIDELORTHO CORP | 101,764 | $1.7M | 0.2% |
| RXST RXSIGHT INC | 249,989 | $1.5M | 0.2% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VIRIDIAN THERAPEUTICS INC | 557,936 | 1,377,576 | +146.9% | $25.3M |
| GPCR STRUCTURE THERAPEUTICS INC | 232,093 | 485,661 | +109.3% | $26.1M |
| DRUG BRIGHT MINDS BIOSCIENCES INC | 40,098 | 205,053 | +411.4% | $14.4M |
| EWTX EDGEWISE THERAPEUTICS INC | 322,828 | 577,036 | +78.7% | $23.4M |
| AGIO AGIOS PHARMACEUTICALS INC | 403,525 | 669,046 | +65.8% | $24.8M |
| THC TENET HEALTHCARE CORP | 50,123 | 97,280 | +94.1% | $18.2M |
| ASMB ASSEMBLY BIOSCIENCES INC | 411,227 | 721,181 | +75.4% | $19.8M |
| ALNY ALNYLAM PHARMACEUTICALS INC | 26,916 | 50,672 | +88.3% | $15.3M |
| COGT COGENT BIOSCIENCES INC | 100,126 | 253,365 | +153.0% | $9.8M |
| FDMT 4D MOLECULAR THERAPEUTICS IN | 522,577 | 948,184 | +81.4% | $12.6M |
| AMRX AMNEAL PHARMACEUTICALS INC | 300,752 | 541,190 | +79.9% | $9.4M |
| IMNM IMMUNOME INC | 403,487 | 594,202 | +47.3% | $12.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SYK STRYKER CORPORATION | 154,771 | 67,973 | -56.1% | $21.4M |
| LIVN LIVANOVA PLC | 403,965 | 210,529 | -47.9% | $17.3M |
| BSX BOSTON SCIENTIFIC CORP | 448,768 | 180,481 | -59.8% | $7.7M |
| ABSI ABSCI CORPORATION | 1,864,806 | 894,374 | -52.0% | $10.4M |
| DXCM DEXCOM INC | 689,822 | 534,767 | -22.5% | $36.0M |
| RCUS ARCUS BIOSCIENCES INC | 1,207,274 | 919,266 | -23.9% | $28.3M |
| ANIP ANI PHARMACEUTICALS INC | 280,575 | 202,907 | -27.7% | $16.8M |
| XENE XENON PHARMACEUTICALS INC | 497,035 | 397,379 | -20.1% | $24.0M |
| WAY WAYSTAR HLDG CORP | 443,058 | 203,986 | -54.0% | $4.2M |
| NVST ENVISTA HOLDINGS CORPORATION | 711,693 | 553,916 | -22.2% | $14.6M |
| AMLX AMYLYX PHARMACEUTICALS INC | 621,458 | 398,782 | -35.8% | $7.2M |
| PODD INSULET CORP | 156,561 | 131,378 | -16.1% | $20.0M |
CIK 1777015 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
