Parkman Healthcare Partners LLC

CIK

1777015

Location

STAMFORD, CT

Portfolio Value

Small $963,241,457

Diversification

Diversified

Filing Date

Global Rank

#1,995 / 8,700 ▲ 411

Top Industry

Biotechnology 53.0%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

76 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.6%

−1.0 pts

Top 5

20.6%

−0.1 pts

Top 10

34.0%

−1.7 pts

HHI

219

Diversified−1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	98.7%	$950,673,192	74
Industrials	0.8%	$7,980,686	1
Unclassified	0.5%	$4,587,579	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VRDN	Viridian Therapeutics, Inc.\DE	+819,640	1,377,576	$25,306,071
FDMT	4D Molecular Therapeutics, Inc.	+425,607	948,184	$12,610,847
ASMB	Assembly Biosciences, Inc.	+309,954	721,181	$19,818,053
AGIO	Agios Pharmaceuticals, Inc.	+265,521	669,046	$24,828,297
EWTX	Edgewise Therapeutics, Inc.	+254,208	577,036	$23,444,972
GPCR	Structure Therapeutics Inc.	+253,568	485,661	$26,065,425
AMRX	Amneal Pharmaceuticals, Inc.	+240,438	541,190	$9,367,998
IMNM	Immunome Inc.	+190,715	594,202	$12,591,140
DRUG	Bright Minds Biosciences Inc.	+164,955	205,053	$14,394,720
COGT	Cogent Biosciences, Inc.	+153,239	253,365	$9,805,225
UPB	Upstream Bio, Inc.	+148,464	935,247	$6,471,909
XERS	Xeris Biopharma Holdings, Inc.	+86,357	1,807,621	$14,316,358
CARL	Carlsmed, Inc.	+76,195	597,318	$6,200,160
THC	Tenet Healthcare Corp	+47,157	97,280	$18,199,142
IRTC	iRhythm Holdings, Inc.	+27,142	67,267	$8,001,409
ALNY	Alnylam Pharmaceuticals, Inc.	+23,756	50,672	$15,253,792
IQV	Iqvia Holdings Inc.	+19,109	105,811	$20,444,801
STOK	Stoke Therapeutics, Inc.	+18,924	355,443	$11,630,094
CSTL	Castle Biosciences Inc	+18,641	144,791	$3,453,265
ALGN	Align Technology Inc	+15,730	36,963	$6,234,179
CVS	CVS HEALTH Corp	+4,485	391,791	$40,530,778
PTCT	Ptc Therapeutics, Inc.	+4,327	435,691	$35,539,314
WAT	Waters Corp /De/	+3,759	30,206	$11,328,458
QURE	uniQure N.V.	+1,328	208,170	$9,588,310
LLY	ELI LILLY & Co	+384	35,000	$41,980,053
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABSI	Absci Corp	−970,432	894,374	$10,365,794
OPRX	OptimizeRx Corp	−379,022	350,347	$2,003,984
ATEC	Alphatec Holdings, Inc.	−373,820	449,943	$3,892,006
RCUS	Arcus Biosciences, Inc.	−288,008	919,266	$28,340,970
BSX	Boston Scientific Corp	−268,287	180,481	$7,702,929
WAY	Waystar Holding Corp.	−239,072	203,986	$4,187,832
AMLX	Amylyx Pharmaceuticals, Inc.	−222,676	398,782	$7,162,124
LIVN	LivaNova PLC	−193,436	210,529	$17,311,799
NVST	Envista Holdings Corp	−157,777	553,916	$14,595,686
DXCM	Dexcom Inc	−155,055	534,767	$36,016,557
ERAS	Erasca, Inc.	−148,018	258,684	$4,739,090
AORT	Artivion, Inc.	−113,074	138,940	$3,121,981
LUNG	Pulmonx Corp	−109,072	646,564	$840,533
URGN	UroGen Pharma Ltd.	−100,936	174,064	$6,405,555
XENE	Xenon Pharmaceuticals Inc.	−99,656	397,379	$23,985,796
MMED	MiniMed Group, Inc.	−90,878	226,446	$3,385,367
CDNA	CareDx, Inc.	−88,961	202,417	$5,768,884
SYK	Stryker Corp	−86,798	67,973	$21,400,619
BCRX	Biocryst Pharmaceuticals Inc	−83,820	1,624,279	$16,242,790
ANIP	Ani Pharmaceuticals Inc	−77,668	202,907	$16,796,641
EYPT	EyePoint, Inc.	−66,637	1,288,163	$18,420,730
ADPT	Adaptive Biotechnologies Corp	−64,831	486,984	$0
SIBN	SI-BONE, Inc.	−44,867	328,686	$5,364,155
ZBH	Zimmer Biomet Holdings, Inc.	−37,000	232,557	$20,020,832
ANNX	Annexon, Inc.	−32,984	641,029	$3,660,275
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
INBX	Inhibrx Biosciences, Inc.	256,950	$24,346,012
UNH	Unitedhealth Group Inc	55,921	$23,242,445
INDV	Indivior Pharmaceuticals, Inc.	364,269	$14,945,957
AVTX	Avalo Therapeutics, Inc.	766,290	$14,161,039
ANRO	Alto Neuroscience, Inc.	429,035	$11,322,233
ORKA	Oruka Therapeutics, Inc.	113,188	$10,772,101
TARS	Tarsus Pharmaceuticals, Inc.	150,000	$9,441,000
CYRX	Cryoport, Inc.	508,324	$7,980,686
CLYM	Climb Bio, Inc.	563,484	$7,347,831
RMD	Resmed Inc	32,983	$6,427,727
AVAH	Aveanna Healthcare Holdings, Inc.	714,451	$6,122,845
SI	Shoulder Innovations, Inc.	226,212	$4,587,579
EIKN	Eikon Therapeutics, Inc.	256,053	$3,341,491
VTRS	Viatris Inc	200,000	$3,176,000
AXSM	Axsome Therapeutics, Inc.	10,000	$2,447,700
COAG	Hemab Therapeutics Holdings, Inc.	45,000	$1,652,850
SPRY	ARS Pharmaceuticals, Inc.	102,700	$822,627
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
QGEN	Qiagen N.V.	500,000	$20,020,000
ABBV	AbbVie Inc.	75,000	$16,311,750
ILMN	Illumina, Inc.	110,370	$13,604,206
EW	Edwards Lifesciences Corp	167,155	$13,385,772
NBIX	Neurocrine Biosciences Inc	99,069	$13,051,350
KNSA	Kiniksa Pharmaceuticals International, plc	259,184	$12,479,709
MCK	Mckesson Corp	12,676	$10,969,303
AXGN	Axogen, Inc.	268,160	$8,884,140
IDXX	Idexx Laboratories Inc /De	15,000	$8,428,350
APGE	Apogee Therapeutics, Inc.	77,686	$6,538,830
COO	Cooper Companies, Inc.	89,883	$6,426,634
TNGX	Tango Therapeutics, Inc.	266,127	$5,567,376
RARE	Ultragenyx Pharmaceutical Inc.	235,000	$4,923,250
SUPN	Supernus Pharmaceuticals, Inc.	85,062	$4,396,854
CAI	Caris Life Sciences, Inc.	229,912	$4,110,826
CVRX	CVRx, Inc.	429,507	$4,063,136
WGS	GeneDx Holdings Corp.	50,778	$3,260,963
VCYT	Veracyte, Inc.	101,237	$3,260,843
CMPS	COMPASS Pathways plc	554,411	$3,065,892
SLDB	Solid Biosciences Inc.	308,844	$2,223,676
BFLY	Butterfly Network, Inc.	544,477	$2,199,687
QDEL	QuidelOrtho Corp	101,764	$1,671,982
RXST	RxSight, Inc.	249,989	$1,539,932
QTRX	Quanterix Corp	341,453	$1,201,914
PLSE	Pulse Biosciences, Inc.	50,125	$1,082,198
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 tracked positions · $963,241,457 total · filing declares 77 positions · $976,827,960 · as of Jun 30, 2026

All sectors Healthcare Industrials

Showing 1–50 of 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MBX	MBX Biosciences, Inc. Healthcare	Added	800,173	+136	$44,169,549	+85.0%	4.59%
LLY	ELI LILLY & Co Healthcare	Added	35,000	+384	$41,980,053	+31.9%	4.36%
CVS	CVS HEALTH Corp Healthcare	Added	391,791	+4,485	$40,530,778	+45.7%	4.21%
DXCM	Dexcom Inc Healthcare	Reduced	534,767	-155,055	$36,016,557	−16.9%	3.74%
PTCT	Ptc Therapeutics, Inc. Healthcare	Added	435,691	+4,327	$35,539,314	+20.9%	3.69%
RCUS	Arcus Biosciences, Inc. Healthcare	Reduced	919,266	-288,008	$28,340,970	+8.7%	2.94%
GPCR	Structure Therapeutics Inc. Healthcare	Added	485,661	+253,568	$26,065,425	+133.0%	2.71%
VRDN	Viridian Therapeutics, Inc.\DE Healthcare	Added	1,377,576	+819,640	$25,306,071	+131.9%	2.63%
AGIO	Agios Pharmaceuticals, Inc. Healthcare	Added	669,046	+265,521	$24,828,297	+81.9%	2.58%
INBX	Inhibrx Biosciences, Inc. Healthcare	NEW	256,950	NEW	$24,346,012	NEW	2.53%
XENE	Xenon Pharmaceuticals Inc. Healthcare	Reduced	397,379	-99,656	$23,985,796	−17.0%	2.49%
EWTX	Edgewise Therapeutics, Inc. Healthcare	Added	577,036	+254,208	$23,444,972	+130.6%	2.43%
UNH	Unitedhealth Group Inc Healthcare	NEW	55,921	NEW	$23,242,445	NEW	2.41%
SYK	Stryker Corp Healthcare	Reduced	67,973	-86,798	$21,400,619	−57.9%	2.22%
IQV	Iqvia Holdings Inc. Healthcare	Added	105,811	+19,109	$20,444,801	+38.3%	2.12%
ZBH	Zimmer Biomet Holdings, Inc. Healthcare	Reduced	232,557	-37,000	$20,020,832	−17.9%	2.08%
PODD	Insulet Corp Healthcare	Reduced	131,378	-25,183	$20,002,300	−39.1%	2.08%
ASMB	Assembly Biosciences, Inc. Healthcare	Added	721,181	+309,954	$19,818,053	+73.7%	2.06%
SNDX	Syndax Pharmaceuticals Inc Healthcare	Reduced	877,256	-24,255	$19,176,816	−8.9%	1.99%
EYPT	EyePoint, Inc. Healthcare	Reduced	1,288,163	-66,637	$18,420,730	+5.5%	1.91%
THC	Tenet Healthcare Corp Healthcare	Added	97,280	+47,157	$18,199,142	+92.4%	1.89%
LIVN	LivaNova PLC Healthcare	Reduced	210,529	-193,436	$17,311,799	−32.6%	1.80%
ANIP	Ani Pharmaceuticals Inc Healthcare	Reduced	202,907	-77,668	$16,796,641	−22.2%	1.74%
BCRX	Biocryst Pharmaceuticals Inc Healthcare	Reduced	1,624,279	-83,820	$16,242,790	−0.1%	1.69%
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Added	50,672	+23,756	$15,253,792	+71.3%	1.58%
INDV	Indivior Pharmaceuticals, Inc. Healthcare	NEW	364,269	NEW	$14,945,957	NEW	1.55%
NVST	Envista Holdings Corp Healthcare	Reduced	553,916	-157,777	$14,595,686	−19.2%	1.52%
DRUG	Bright Minds Biosciences Inc. Healthcare	Added	205,053	+164,955	$14,394,720	+392.0%	1.49%
XERS	Xeris Biopharma Holdings, Inc. Healthcare	Added	1,807,621	+86,357	$14,316,358	+43.4%	1.49%
AVTX	Avalo Therapeutics, Inc. Healthcare	NEW	766,290	NEW	$14,161,039	NEW	1.47%
FDMT	4D Molecular Therapeutics, Inc. Healthcare	Added	948,184	+425,607	$12,610,847	+159.2%	1.31%
IMNM	Immunome Inc. Healthcare	Added	594,202	+190,715	$12,591,140	+42.7%	1.31%
STOK	Stoke Therapeutics, Inc. Healthcare	Added	355,443	+18,924	$11,630,094	+6.1%	1.21%
WAT	Waters Corp /De/ Healthcare	Added	30,206	+3,759	$11,328,458	+43.8%	1.18%
ANRO	Alto Neuroscience, Inc. Healthcare	NEW	429,035	NEW	$11,322,233	NEW	1.18%
ORKA	Oruka Therapeutics, Inc. Healthcare	NEW	113,188	NEW	$10,772,101	NEW	1.12%
ABSI	Absci Corp Healthcare	Reduced	894,374	-970,432	$10,365,794	+85.3%	1.08%
MLYS	Mineralys Therapeutics, Inc. Healthcare	Added	380,354	+217	$10,261,950	−0.3%	1.07%
COGT	Cogent Biosciences, Inc. Healthcare	Added	253,365	+153,239	$9,805,225	+154.4%	1.02%
QURE	uniQure N.V. Healthcare	Added	208,170	+1,328	$9,588,310	+183.5%	1.00%
TARS	Tarsus Pharmaceuticals, Inc. Healthcare	NEW	150,000	NEW	$9,441,000	NEW	0.98%
AMRX	Amneal Pharmaceuticals, Inc. Healthcare	Added	541,190	+240,438	$9,367,998	+150.6%	0.97%
IRTC	iRhythm Holdings, Inc. Healthcare	Added	67,267	+27,142	$8,001,409	+69.0%	0.83%
CYRX	Cryoport, Inc. Industrials	NEW	508,324	NEW	$7,980,686	NEW	0.83%
BSX	Boston Scientific Corp Healthcare	Reduced	180,481	-268,287	$7,702,929	−72.6%	0.80%
CLYM	Climb Bio, Inc. Healthcare	NEW	563,484	NEW	$7,347,831	NEW	0.76%
AMLX	Amylyx Pharmaceuticals, Inc. Healthcare	Reduced	398,782	-222,676	$7,162,124	−17.1%	0.74%
UPB	Upstream Bio, Inc. Healthcare	Added	935,247	+148,464	$6,471,909	−8.6%	0.67%
RMD	Resmed Inc Healthcare	NEW	32,983	NEW	$6,427,727	NEW	0.67%
URGN	UroGen Pharma Ltd. Healthcare	Reduced	174,064	-100,936	$6,405,555	+29.5%	0.66%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.