Parkman Healthcare Partners LLC
Reported holdings as of Q2 2026, from 27 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| MBX BIOSCIENCES INC | MBX | $44.2M | 800,173 | +2.06pp | 7q | HELD | |
| ELI LILLY & CO | LLY | $42.0M | 35,000 | +1.01pp | 2q | +1.1%+$460.6K | |
| CVS HEALTH CORP | CVS | $40.5M | 391,791 | +1.28pp | 7q | +1.2%+$464.0K | |
| DEXCOM INC | DXCM | $36.0M | 534,767 | -0.78pp | 27q | -22.5%-$10.4M | |
| PTC THERAPEUTICS INC | PTCT | $35.5M | 435,691 | +0.61pp | 8q | +1.0%+$353.0K | |
| ARCUS BIOSCIENCES INC | RCUS | $28.3M | 919,266 | +0.21pp | 25q | -23.9%-$8.9M | |
| STRUCTURE THERAPEUTICS INC | GPCR | $26.1M | 485,661 | +1.51pp | 3q | +109.3%+$13.6M | |
| VIRIDIAN THERAPEUTICS INC | VRDN | $25.3M | 1,377,576 | +1.47pp | 8q | +146.9%+$15.1M | |
| AGIOS PHARMACEUTICALS INC | AGIO | $24.8M | 669,046 | +1.13pp | 4q | +65.8%+$9.9M | |
| INHIBRX BIOSCIENCES INC | INBX | $24.3M | 256,950 | - | new | NEW | |
| XENON PHARMACEUTICALS INC | XENE | $24.0M | 397,379 | -0.53pp | 27q | -20.1%-$6.0M | |
| EDGEWISE THERAPEUTICS INC | EWTX | $23.4M | 577,036 | +1.35pp | 16q | +78.7%+$10.3M | |
| UNITEDHEALTH GROUP INC | UNH | $23.2M | 55,921 | - | new | NEW | |
| STRYKER CORPORATION | SYK | $21.4M | 67,973 | -3.05pp | 8q | -56.1%-$27.3M | |
| IQVIA HLDGS INC | IQV | $20.4M | 105,811 | +0.57pp | 5q | +22.0%+$3.7M | |
| ZIMMER BIOMET HOLDINGS INC | ZBH | $20.0M | 232,557 | -0.46pp | 6q | -13.7%-$3.2M | |
| INSULET CORP | PODD | $20.0M | 131,378 | -1.34pp | 25q | -16.1%-$3.8M | |
| ASSEMBLY BIOSCIENCES INC | ASMB | $19.8M | 721,181 | +0.85pp | 4q | +75.4%+$8.5M | |
| SYNDAX PHARMACEUTICALS INC | SNDX | $19.2M | 877,256 | -0.21pp | 13q | -2.7%-$530.2K | |
| EYEPOINT INC | EYPT | $18.4M | 1,288,163 | +0.08pp | 3q | -4.9%-$952.9K | |
| TENET HEALTHCARE CORP | THC | $18.2M | 97,280 | +0.89pp | 19q | +94.1%+$8.8M | |
| LIVANOVA PLC | LIVN | $17.3M | 210,529 | -0.88pp | 10q | -47.9%-$15.9M | |
| ANI PHARMACEUTICALS INC | ANIP | $16.8M | 202,907 | -0.51pp | 3q | -27.7%-$6.4M | |
| BIOCRYST PHARMACEUTICALS INC | BCRX | $16.2M | 1,624,279 | -0.01pp | 9q | -4.9%-$838.2K | |
| ALNYLAM PHARMACEUTICALS INC | ALNY | $15.3M | 50,672 | +0.64pp | 8q | +88.3%+$7.2M | |
| INDIVIOR PHARMACEUTICALS INC | INDV | $14.9M | 364,269 | - | new | NEW | |
| ENVISTA HOLDINGS CORPORATION | NVST | $14.6M | 553,916 | -0.37pp | 2q | -22.2%-$4.2M | |
| BRIGHT MINDS BIOSCIENCES INC | DRUG | $14.4M | 205,053 | +1.17pp | 2q | +411.4%+$11.6M | |
| XERIS BIOPHARMA HOLDINGS INC | XERS | $14.3M | 1,807,621 | +0.44pp | 10q | +5.0%+$683.9K | |
| AVALO THERAPEUTICS INC | AVTX | $14.2M | 766,290 | - | new | NEW | |
| 4D MOLECULAR THERAPEUTICS IN | FDMT | $12.6M | 948,184 | +0.79pp | 4q | +81.4%+$5.7M | |
| IMMUNOME INC | IMNM | $12.6M | 594,202 | +0.38pp | 4q | +47.3%+$4.0M | |
| STOKE THERAPEUTICS INC | STOK | $11.6M | 355,443 | +0.06pp | 4q | +5.6%+$619.2K | |
| WATERS CORP | WAT | $11.3M | 30,206 | +0.35pp | 3q | +14.2%+$1.4M | |
| ALTO NEUROSCIENCE INC | ANRO | $11.3M | 429,035 | - | new | NEW | |
| ORUKA THERAPEUTICS INC | ORKA | $10.8M | 113,188 | - | new | NEW | |
| ADAPTIVE BIOTECHNOLOGIES COR | ADPT | $10.4M | 486,984 | +0.28pp | 3q | -11.7%-$1.4M | |
| ABSCI CORPORATION | ABSI | $10.4M | 894,374 | +0.48pp | 3q | -52.0%-$11.2M | |
| MINERALYS THERAPEUTICS INC | MLYS | $10.3M | 380,354 | -0.01pp | 6q | HELD | |
| COGENT BIOSCIENCES INC | COGT | $9.8M | 253,365 | +0.61pp | 2q | +153.0%+$5.9M | |
| UNIQURE NV | QURE | $9.6M | 208,170 | +0.63pp | 7q | +0.6%+$61.2K | |
| TARSUS PHARMACEUTICALS INC | TARS | $9.4M | 150,000 | - | new | NEW | |
| AMNEAL PHARMACEUTICALS INC | AMRX | $9.4M | 541,190 | +0.57pp | 2q | +79.9%+$4.2M | |
| IRHYTHM HOLDINGS INC | IRTC | $8.0M | 67,267 | +0.33pp | 2q | +67.6%+$3.2M | |
| CRYOPORT INC | CYRX | $8.0M | 508,324 | - | new | NEW | |
| BOSTON SCIENTIFIC CORP | BSX | $7.7M | 180,481 | -2.12pp | 16q | -59.8%-$11.5M | |
| CLIMB BIO INC | CLYM | $7.3M | 563,484 | - | new | NEW | |
| AMYLYX PHARMACEUTICALS INC | AMLX | $7.2M | 398,782 | -0.16pp | 5q | -35.8%-$4.0M | |
| UPSTREAM BIO INC | UPB | $6.5M | 935,247 | -0.07pp | 6q | +18.9%+$1.0M | |
| RESMED INC | RMD | $6.4M | 32,983 | - | new | NEW | |
| UROGEN PHARMA LTD | URGN | $6.4M | 174,064 | +0.15pp | 12q | -36.7%-$3.7M | |
| ALIGN TECHNOLOGY INC | ALGN | $6.2M | 36,963 | +0.26pp | 3q | +74.1%+$2.7M | |
| CARLSMED INC | CARL | $6.2M | 597,318 | +0.15pp | 2q | +14.6%+$790.9K | |
| AVEANNA HEALTHCARE HLDGS INC | AVAH | $6.1M | 714,451 | - | new | NEW | |
| CAREDX INC | CDNA | $5.8M | 202,417 | +0.07pp | 3q | -30.5%-$2.5M | |
| SI-BONE INC | SIBN | $5.4M | 328,686 | +0.06pp | 13q | -12.0%-$732.2K | |
| VIR BIOTECHNOLOGY INC | VIR | $4.8M | 475,279 | +0.03pp | 2q | -4.9%-$251.9K | |
| ERASCA INC | ERAS | $4.7M | 258,684 | -0.19pp | 2q | -36.4%-$2.7M | |
| SHOULDER INNOVATIONS INC | SI | $4.6M | 226,212 | - | new | NEW | |
| WAYSTAR HLDG CORP | WAY | $4.2M | 203,986 | -0.67pp | 5q | -54.0%-$4.9M | |
| ALPHATEC HLDGS INC | ATEC | $3.9M | 449,943 | -0.53pp | 10q | -45.4%-$3.2M | |
| ANNEXON INC | ANNX | $3.7M | 641,029 | -0.01pp | 10q | -4.9%-$188.3K | |
| CASTLE BIOSCIENCES INC | CSTL | $3.5M | 144,791 | +0.03pp | 13q | +14.8%+$444.6K | |
| MINIMED GROUP INC | MMED | $3.4M | 226,446 | -0.14pp | 2q | -28.6%-$1.4M | |
| EIKON THERAPEUTICS INC | EIKN | $3.3M | 256,053 | - | new | NEW | |
| VIATRIS INC | VTRS | $3.2M | 200,000 | - | new | NEW | |
| GRAIL INC OPT | GRAL | $3.1M | options only | - | new | OPTIONS | |
| ARTIVION INC | AORT | $3.1M | 138,940 | -0.63pp | 6q | -44.9%-$2.5M | |
| AXSOME THERAPEUTICS INC | AXSM | $2.4M | 10,000 | - | new | NEW | |
| OPTIMIZERX CORP | OPRX | $2.0M | 350,347 | -0.27pp | 6q | -52.0%-$2.2M | |
| INSPIREMD INC | NSPR | $1.7M | 2,416,518 | -0.23pp | 8q | HELD | |
| HEMAB THERAPEUTICS HLDGS INC | $1.7M | 45,000 | - | new | NEW | ||
| PULMONX CORP | LUNG | $840.5K | 646,564 | -0.01pp | 8q | -14.4%-$141.8K | |
| ARS PHARMACEUTICALS INC | SPRY | $822.6K | 102,700 | - | new | NEW | |
| EDAP TMS S A | FOCL | $802.0K | 154,832 | +0.02pp | 8q | HELD | |
| OVID THERAPEUTICS INC | OVID | $532.5K | 197,947 | +0.01pp | 4q | -4.9%-$27.6K | |
| ENTERA BIO LTD | ENTX | $485.9K | 274,497 | +0.02pp | 9q | -4.9%-$25.1K |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Biotech & Pharma | $680.9M | 69.7% |
| Medical Devices | $187.6M | 19.2% |
| Healthcare Services | $77.2M | 7.9% |
| Insurance | $23.2M | 2.4% |
| Other sectors | $6.2M | 0.6% |
| Not classified | $1.7M | 0.2% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $976.8M | 77 | 18 | 25 | 30 | 31 | 33.5% | 45 |
| Q1 2026 | $969.6M | 90 | 18 | 43 | 26 | 28 | 34.7% | 45 |
| Q4 2025 | $1.1B | 100 | 20 | 23 | 56 | 11 | 32.3% | 48 |
| Q3 2025 | $958.7M | 91 | 15 | 28 | 35 | 12 | 33.0% | 45 |
| Q2 2025 | $870.1M | 88 | 12 | 45 | 28 | 15 | 32.2% | 45 |
| Q1 2025 | $843.1M | 91 | 21 | 43 | 24 | 19 | 33.9% | 45 |
| Q4 2024 | $750.9M | 89 | 11 | 45 | 31 | 15 | 35.6% | 45 |
| Q3 2024 | $783.4M | 93 | 16 | 36 | 39 | 13 | 34.7% | 45 |
| Q2 2024 | $746.6M | 90 | 14 | 25 | 33 | 23 | 35.3% | 45 |
| Q1 2024 | $815.0M | 99 | 30 | 34 | 32 | 20 | 31.5% | 45 |
| Q4 2023 | $709.9M | 89 | 12 | 54 | 23 | 25 | 36.2% | 45 |
| Q3 2023 | $545.8M | 102 | 22 | 53 | 27 | 15 | 37.3% | 45 |
| Q2 2023 | $576.9M | 95 | 25 | 53 | 16 | 13 | 35.5% | 42 |
| Q1 2023 | $459.8M | 83 | 18 | 56 | 8 | 16 | 35.0% | 42 |
| Q4 2022 | $375.5M | 81 | 13 | 42 | 25 | 21 | 36.6% | 44 |
| Q3 2022 | $351.7M | 89 | 24 | 44 | 21 | 11 | 34.9% | 45 |
| Q2 2022 | $271.5M | 76 | 13 | 34 | 25 | 17 | 40.8% | 43 |
| Q1 2022 | $341.7M | 80 | 15 | 34 | 31 | 19 | 35.9% | 43 |
| Q4 2021 | $453.2M | 84 | 18 | 38 | 28 | 8 | 37.0% | 42 |
| Q3 2021 | $395.3M | 74 | 11 | 18 | 29 | 19 | 40.8% | 43 |
| Q2 2021 | $457.4M | 82 | 16 | 32 | 27 | 17 | 38.2% | 44 |
| Q1 2021 | $430.9M | 83 | 21 | 36 | 26 | 21 | 39.2% | 44 |
| Q4 2020 | $390.3M | 83 | 16 | 29 | 38 | 17 | 30.3% | 43 |
| Q3 2020 | $377.7M | 84 | 18 | 25 | 31 | 13 | 31.7% | 44 |
| Q2 2020 | $355.0M | 79 | 23 | 24 | 19 | 10 | 32.7% | 44 |
| Q1 2020 | $215.8M | 66 | 16 | 18 | 28 | 19 | 42.5% | 45 |
| Q4 2019 | $346.4M | 69 | 0 | 0 | 0 | 0 | 37.8% | 44 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.