# Parkman Healthcare Partners LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1777015. Source: https://holderbook.com/funds/1777015-parkman-healthcare-partners-llc/

- Reported value: $976.8M
- Positions: 77
- Weight of the ten largest: 33.5%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MBX BIOSCIENCES INC | [MBX](https://holderbook.com/stocks/MBX/) | $44.2M | 800,173 | 4.5% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $42.0M | 35,000 | 4.3% | 2 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $40.5M | 391,791 | 4.1% | 7 |
| DEXCOM INC | [DXCM](https://holderbook.com/stocks/DXCM/) | $36.0M | 534,767 | 3.7% | 27 |
| PTC THERAPEUTICS INC | [PTCT](https://holderbook.com/stocks/PTCT/) | $35.5M | 435,691 | 3.6% | 8 |
| ARCUS BIOSCIENCES INC | [RCUS](https://holderbook.com/stocks/RCUS/) | $28.3M | 919,266 | 2.9% | 25 |
| STRUCTURE THERAPEUTICS INC | [GPCR](https://holderbook.com/stocks/GPCR/) | $26.1M | 485,661 | 2.7% | 3 |
| VIRIDIAN THERAPEUTICS INC | [VRDN](https://holderbook.com/stocks/VRDN/) | $25.3M | 1,377,576 | 2.6% | 8 |
| AGIOS PHARMACEUTICALS INC | [AGIO](https://holderbook.com/stocks/AGIO/) | $24.8M | 669,046 | 2.5% | 4 |
| INHIBRX BIOSCIENCES INC | [INBX](https://holderbook.com/stocks/INBX/) | $24.3M | 256,950 | 2.5% | 1 |
| XENON PHARMACEUTICALS INC | [XENE](https://holderbook.com/stocks/XENE/) | $24.0M | 397,379 | 2.5% | 27 |
| EDGEWISE THERAPEUTICS INC | [EWTX](https://holderbook.com/stocks/EWTX/) | $23.4M | 577,036 | 2.4% | 16 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $23.2M | 55,921 | 2.4% | 1 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $21.4M | 67,973 | 2.2% | 8 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $20.4M | 105,811 | 2.1% | 5 |
| ZIMMER BIOMET HOLDINGS INC | [ZBH](https://holderbook.com/stocks/ZBH/) | $20.0M | 232,557 | 2.0% | 6 |
| INSULET CORP | [PODD](https://holderbook.com/stocks/PODD/) | $20.0M | 131,378 | 2.0% | 25 |
| ASSEMBLY BIOSCIENCES INC | [ASMB](https://holderbook.com/stocks/ASMB/) | $19.8M | 721,181 | 2.0% | 4 |
| SYNDAX PHARMACEUTICALS INC | [SNDX](https://holderbook.com/stocks/SNDX/) | $19.2M | 877,256 | 2.0% | 13 |
| EYEPOINT INC | [EYPT](https://holderbook.com/stocks/EYPT/) | $18.4M | 1,288,163 | 1.9% | 3 |
| TENET HEALTHCARE CORP | [THC](https://holderbook.com/stocks/THC/) | $18.2M | 97,280 | 1.9% | 19 |
| LIVANOVA PLC | [LIVN](https://holderbook.com/stocks/LIVN/) | $17.3M | 210,529 | 1.8% | 10 |
| ANI PHARMACEUTICALS INC | [ANIP](https://holderbook.com/stocks/ANIP/) | $16.8M | 202,907 | 1.7% | 3 |
| BIOCRYST PHARMACEUTICALS INC | [BCRX](https://holderbook.com/stocks/BCRX/) | $16.2M | 1,624,279 | 1.7% | 9 |
| ALNYLAM PHARMACEUTICALS INC | [ALNY](https://holderbook.com/stocks/ALNY/) | $15.3M | 50,672 | 1.6% | 8 |
| INDIVIOR PHARMACEUTICALS INC | [INDV](https://holderbook.com/stocks/INDV/) | $14.9M | 364,269 | 1.5% | 1 |
| ENVISTA HOLDINGS CORPORATION | [NVST](https://holderbook.com/stocks/NVST/) | $14.6M | 553,916 | 1.5% | 2 |
| BRIGHT MINDS BIOSCIENCES INC | [DRUG](https://holderbook.com/stocks/DRUG/) | $14.4M | 205,053 | 1.5% | 2 |
| XERIS BIOPHARMA HOLDINGS INC | [XERS](https://holderbook.com/stocks/XERS/) | $14.3M | 1,807,621 | 1.5% | 10 |
| AVALO THERAPEUTICS INC | [AVTX](https://holderbook.com/stocks/AVTX/) | $14.2M | 766,290 | 1.4% | 1 |
| 4D MOLECULAR THERAPEUTICS IN | [FDMT](https://holderbook.com/stocks/FDMT/) | $12.6M | 948,184 | 1.3% | 4 |
| IMMUNOME INC | [IMNM](https://holderbook.com/stocks/IMNM/) | $12.6M | 594,202 | 1.3% | 4 |
| STOKE THERAPEUTICS INC | [STOK](https://holderbook.com/stocks/STOK/) | $11.6M | 355,443 | 1.2% | 4 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $11.3M | 30,206 | 1.2% | 3 |
| ALTO NEUROSCIENCE INC | [ANRO](https://holderbook.com/stocks/ANRO/) | $11.3M | 429,035 | 1.2% | 1 |
| ORUKA THERAPEUTICS INC | [ORKA](https://holderbook.com/stocks/ORKA/) | $10.8M | 113,188 | 1.1% | 1 |
| ADAPTIVE BIOTECHNOLOGIES COR | [ADPT](https://holderbook.com/stocks/ADPT/) | $10.4M | 486,984 | 1.1% | 3 |
| ABSCI CORPORATION | [ABSI](https://holderbook.com/stocks/ABSI/) | $10.4M | 894,374 | 1.1% | 3 |
| MINERALYS THERAPEUTICS INC | [MLYS](https://holderbook.com/stocks/MLYS/) | $10.3M | 380,354 | 1.1% | 6 |
| COGENT BIOSCIENCES INC | [COGT](https://holderbook.com/stocks/COGT/) | $9.8M | 253,365 | 1.0% | 2 |
| UNIQURE NV | [QURE](https://holderbook.com/stocks/QURE/) | $9.6M | 208,170 | 1.0% | 7 |
| TARSUS PHARMACEUTICALS INC | [TARS](https://holderbook.com/stocks/TARS/) | $9.4M | 150,000 | 1.0% | 1 |
| AMNEAL PHARMACEUTICALS INC | [AMRX](https://holderbook.com/stocks/AMRX/) | $9.4M | 541,190 | 1.0% | 2 |
| IRHYTHM HOLDINGS INC | [IRTC](https://holderbook.com/stocks/IRTC/) | $8.0M | 67,267 | 0.8% | 2 |
| CRYOPORT INC | [CYRX](https://holderbook.com/stocks/CYRX/) | $8.0M | 508,324 | 0.8% | 1 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $7.7M | 180,481 | 0.8% | 16 |
| CLIMB BIO INC | [CLYM](https://holderbook.com/stocks/CLYM/) | $7.3M | 563,484 | 0.8% | 1 |
| AMYLYX PHARMACEUTICALS INC | [AMLX](https://holderbook.com/stocks/AMLX/) | $7.2M | 398,782 | 0.7% | 5 |
| UPSTREAM BIO INC | [UPB](https://holderbook.com/stocks/UPB/) | $6.5M | 935,247 | 0.7% | 6 |
| RESMED INC | [RMD](https://holderbook.com/stocks/RMD/) | $6.4M | 32,983 | 0.7% | 1 |
| UROGEN PHARMA LTD | [URGN](https://holderbook.com/stocks/URGN/) | $6.4M | 174,064 | 0.7% | 12 |
| ALIGN TECHNOLOGY INC | [ALGN](https://holderbook.com/stocks/ALGN/) | $6.2M | 36,963 | 0.6% | 3 |
| CARLSMED INC | [CARL](https://holderbook.com/stocks/CARL/) | $6.2M | 597,318 | 0.6% | 2 |
| AVEANNA HEALTHCARE HLDGS INC | [AVAH](https://holderbook.com/stocks/AVAH/) | $6.1M | 714,451 | 0.6% | 1 |
| CAREDX INC | [CDNA](https://holderbook.com/stocks/CDNA/) | $5.8M | 202,417 | 0.6% | 3 |
| SI-BONE INC | [SIBN](https://holderbook.com/stocks/SIBN/) | $5.4M | 328,686 | 0.5% | 13 |
| VIR BIOTECHNOLOGY INC | [VIR](https://holderbook.com/stocks/VIR/) | $4.8M | 475,279 | 0.5% | 2 |
| ERASCA INC | [ERAS](https://holderbook.com/stocks/ERAS/) | $4.7M | 258,684 | 0.5% | 2 |
| SHOULDER INNOVATIONS INC | [SI](https://holderbook.com/stocks/SI/) | $4.6M | 226,212 | 0.5% | 1 |
| WAYSTAR HLDG CORP | [WAY](https://holderbook.com/stocks/WAY/) | $4.2M | 203,986 | 0.4% | 5 |
| ALPHATEC HLDGS INC | [ATEC](https://holderbook.com/stocks/ATEC/) | $3.9M | 449,943 | 0.4% | 10 |
| ANNEXON INC | [ANNX](https://holderbook.com/stocks/ANNX/) | $3.7M | 641,029 | 0.4% | 10 |
| CASTLE BIOSCIENCES INC | [CSTL](https://holderbook.com/stocks/CSTL/) | $3.5M | 144,791 | 0.4% | 13 |
| MINIMED GROUP INC | [MMED](https://holderbook.com/stocks/MMED/) | $3.4M | 226,446 | 0.3% | 2 |
| EIKON THERAPEUTICS INC | [EIKN](https://holderbook.com/stocks/EIKN/) | $3.3M | 256,053 | 0.3% | 1 |
| VIATRIS INC | [VTRS](https://holderbook.com/stocks/VTRS/) | $3.2M | 200,000 | 0.3% | 1 |
| GRAIL INC | [GRAL](https://holderbook.com/stocks/GRAL/) | $3.1M | 0 | 0.3% | 1 |
| ARTIVION INC | [AORT](https://holderbook.com/stocks/AORT/) | $3.1M | 138,940 | 0.3% | 6 |
| AXSOME THERAPEUTICS INC | [AXSM](https://holderbook.com/stocks/AXSM/) | $2.4M | 10,000 | 0.3% | 1 |
| OPTIMIZERX CORP | [OPRX](https://holderbook.com/stocks/OPRX/) | $2.0M | 350,347 | 0.2% | 6 |
| INSPIREMD INC | [NSPR](https://holderbook.com/stocks/NSPR/) | $1.7M | 2,416,518 | 0.2% | 8 |
| HEMAB THERAPEUTICS HLDGS INC | - | $1.7M | 45,000 | 0.2% | 1 |
| PULMONX CORP | [LUNG](https://holderbook.com/stocks/LUNG/) | $840.5K | 646,564 | 0.1% | 8 |
| ARS PHARMACEUTICALS INC | [SPRY](https://holderbook.com/stocks/SPRY/) | $822.6K | 102,700 | 0.1% | 1 |
| EDAP TMS S A | [FOCL](https://holderbook.com/stocks/FOCL/) | $802.0K | 154,832 | 0.1% | 8 |
| OVID THERAPEUTICS INC | [OVID](https://holderbook.com/stocks/OVID/) | $532.5K | 197,947 | 0.1% | 4 |
| ENTERA BIO LTD | [ENTX](https://holderbook.com/stocks/ENTX/) | $485.9K | 274,497 | 0.0% | 9 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.8% | +14.8% | -0.0% | 96% |
| Q1 2026 | -8.3% | -4.6% | -3.7% | 100% |
| Q4 2025 | +14.4% | +2.4% | +12.0% | 100% |
| Q3 2025 | +17.7% | +7.8% | +9.8% | 100% |
| Q2 2025 | -1.1% | +10.5% | -11.5% | 100% |
| Q1 2025 | -3.6% | -4.6% | +1.0% | 100% |
| Q4 2024 | -7.1% | +2.1% | -9.2% | 98% |
| Q3 2024 | +10.1% | +5.4% | +4.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $976.8M | 77 |
| Q1 2026 | $969.6M | 90 |
| Q4 2025 | $1.1B | 100 |
| Q3 2025 | $958.7M | 91 |
| Q2 2025 | $870.1M | 88 |
| Q1 2025 | $843.1M | 91 |
| Q4 2024 | $750.9M | 89 |
| Q3 2024 | $783.4M | 93 |
| Q2 2024 | $746.6M | 90 |
| Q1 2024 | $815.0M | 99 |
| Q4 2023 | $709.9M | 89 |
| Q3 2023 | $545.8M | 102 |