Parkman Healthcare Partners
STAMFORD, CTfiles as Parkman Healthcare Partners LLC
$974m in 76 US stocks at the end of 30 June 2026. The top 10 are 33.6% of the money. It changed about 36.2% of the portfolio this quarter.
Value
$974m
Stocks
76
Top 10 share
33.6%
Turnover
36.2%
What changed this quarter
New
Bought for the first time this quarter.
- Inhibrx BiosciencesINBX2.5% of the fund
- UnitedHealth GroupUNH2.4% of the fund
- Indivior PharmaceuticalsINDV1.5% of the fund
- Avalo TherapeuticsAVTX1.5% of the fund
- Alto NeuroscienceANRO1.2% of the fund
- Oruka TherapeuticsORKA1.1% of the fund
- Tarsus PharmaceuticalsTARS1.0% of the fund
- CryoportCYRX0.8% of the fund
- Climb BioCLYM0.8% of the fund
- ResmedRMD0.7% of the fund
- Aveanna Healthcare HoldingsAVAH0.6% of the fund
- Shoulder InnovationsSI0.5% of the fund
- Eikon TherapeuticsEIKN0.3% of the fund
- ViatrisVTRS0.3% of the fund
- Axsome TherapeuticsAXSM0.3% of the fund
- Hemab Therapeutics HoldingsCOAG0.2% of the fund
- ARS PharmaceuticalsSPRY<0.1% of the fund
Added
Bought more of a stock they already held.
- Structure TherapeuticsGPCR2.7% of the fund+109%
- Viridian TherapeuticsVRDN2.6% of the fund+147%
- Agios PharmaceuticalsAGIO2.5% of the fund+66%
- Edgewise TherapeuticsEWTX2.4% of the fund+79%
- Iqvia HoldingsIQV2.1% of the fund+22%
- Assembly BiosciencesASMB2.0% of the fund+75%
- Tenet HealthcareTHC1.9% of the fund+94%
- Alnylam PharmaceuticalsALNY1.6% of the fund+88%
- Bright Minds BiosciencesDRUG1.5% of the fund+411%
- Xeris Biopharma HoldingsXERS1.5% of the fund+5%
- 4D Molecular TherapeuticsFDMT1.3% of the fund+81%
- ImmunomeIMNM1.3% of the fund+47%
- Stoke TherapeuticsSTOK1.2% of the fund+6%
- WatersWAT1.2% of the fund+14%
- Cogent BiosciencesCOGT1.0% of the fund+153%
- Amneal PharmaceuticalsAMRX1.0% of the fund+80%
- iRhythm HoldingsIRTC0.8% of the fund+68%
- Upstream BioUPB0.7% of the fund+19%
- Align TechnologyALGN0.6% of the fund+74%
- CarlsmedCARL0.6% of the fund+15%
- Castle BiosciencesCSTL0.4% of the fund+15%
Cut
Sold some of their stake.
- DexcomDXCM3.7% of the fund-22%
- Arcus BiosciencesRCUS2.9% of the fund-24%
- Xenon PharmaceuticalsXENE2.5% of the fund-20%
- StrykerSYK2.2% of the fund-56%
- Zimmer Biomet HoldingsZBH2.1% of the fund-14%
- InsuletPODD2.1% of the fund-16%
- Syndax PharmaceuticalsSNDX2.0% of the fund-3%
- EyePointEYPT1.9% of the fund-5%
- LivaNovaLIVN1.8% of the fund-48%
- ANI PharmaceuticalsANIP1.7% of the fund-28%
- Biocryst PharmaceuticalsBCRX1.7% of the fund-5%
- Envista HoldingsNVST1.5% of the fund-22%
- Adaptive BiotechnologiesADPT1.1% of the fund-12%
- AbsciABSI1.1% of the fund-52%
- Boston ScientificBSX0.8% of the fund-60%
- Amylyx PharmaceuticalsAMLX0.7% of the fund-36%
- UroGen PharmaURGN0.7% of the fund-37%
- CareDxCDNA0.6% of the fund-31%
- Si-BoneSIBN0.6% of the fund-12%
- Vir BiotechnologyVIR0.5% of the fund-5%
- ErascaERAS0.5% of the fund-36%
- Waystar HoldingWAY0.4% of the fund-54%
- Alphatec HoldingsATEC0.4% of the fund-45%
- AnnexonANNX0.4% of the fund-5%
- MiniMed GroupMMED0.3% of the fund-29%
Sold out
Sold their entire stake.
- Kalvista Pharmaceuticals-100%
- QiagenQGEN-100%
- AbbVieABBV-100%
- IlluminaILMN-100%
- Edwards LifesciencesEW-100%
- Neurocrine BiosciencesNBIX-100%
- Kiniksa Pharmaceuticals InternationalKNSA-100%
- MckessonMCK-100%
- Nuvalent-100%
- AxogenAXGN-100%
- Idexx LaboratoriesIDXX-100%
- Apogee TherapeuticsAPGE-100%
- Cooper CompaniesCOO-100%
- Tango TherapeuticsTNGX-100%
- Ultragenyx PharmaceuticalRARE-100%
- Supernus PharmaceuticalsSUPN-100%
- Caris Life SciencesCAI-100%
- CVRxCVRX-100%
- GeneDx HoldingsWGS-100%
- VeracyteVCYT-100%
- COMPASS PathwaysCMPS-100%
- Solid BiosciencesSLDB-100%
- Butterfly NetworkBFLY-100%
- QuidelOrthoQDEL-100%
- RxSightRXST-100%
Holdings
- Structure TherapeuticsGPCR
- Share
- 2.7%
- Value
- $26m
- Shares
- 485,661
+109%
- Bright Minds BiosciencesDRUG
- Share
- 1.5%
- Value
- $14m
- Shares
- 205,053
+411%
- Hemab Therapeutics HoldingsCOAG
- Share
- 0.2%
- Value
- $2m
- Shares
- 45,000
New
- Edap TMS S AFOCL
- Share
- <0.1%
- Value
- $802,030
- Shares
- 154,832
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MBX BiosciencesMBX | 4.5% | $44m | 800,173 | Held |
| Eli LillyLLY | 4.3% | $42m | 35,000 | Held |
| CVS HealthCVS | 4.2% | $41m | 391,791 | Held |
| DexcomDXCM | 3.7% | $36m | 534,767 | -22% |
| PTC TherapeuticsPTCT | 3.6% | $36m | 435,691 | Held |
| Arcus BiosciencesRCUS | 2.9% | $28m | 919,266 | -24% |
| Structure TherapeuticsGPCR | 2.7% | $26m | 485,661 | +109% |
| Viridian TherapeuticsVRDN | 2.6% | $25m | 1,377,576 | +147% |
| Agios PharmaceuticalsAGIO | 2.5% | $25m | 669,046 | +66% |
| Inhibrx BiosciencesINBX | 2.5% | $24m | 256,950 | New |
| Xenon PharmaceuticalsXENE | 2.5% | $24m | 397,379 | -20% |
| Edgewise TherapeuticsEWTX | 2.4% | $23m | 577,036 | +79% |
| UnitedHealth GroupUNH | 2.4% | $23m | 55,921 | New |
| StrykerSYK | 2.2% | $21m | 67,973 | -56% |
| Iqvia HoldingsIQV | 2.1% | $20m | 105,811 | +22% |
| Zimmer Biomet HoldingsZBH | 2.1% | $20m | 232,557 | -14% |
| InsuletPODD | 2.1% | $20m | 131,378 | -16% |
| Assembly BiosciencesASMB | 2.0% | $20m | 721,181 | +75% |
| Syndax PharmaceuticalsSNDX | 2.0% | $19m | 877,256 | -3% |
| EyePointEYPT | 1.9% | $18m | 1,288,163 | -5% |
| Tenet HealthcareTHC | 1.9% | $18m | 97,280 | +94% |
| LivaNovaLIVN | 1.8% | $17m | 210,529 | -48% |
| ANI PharmaceuticalsANIP | 1.7% | $17m | 202,907 | -28% |
| Biocryst PharmaceuticalsBCRX | 1.7% | $16m | 1,624,279 | -5% |
| Alnylam PharmaceuticalsALNY | 1.6% | $15m | 50,672 | +88% |
| Indivior PharmaceuticalsINDV | 1.5% | $15m | 364,269 | New |
| Envista HoldingsNVST | 1.5% | $15m | 553,916 | -22% |
| Bright Minds BiosciencesDRUG | 1.5% | $14m | 205,053 | +411% |
| Xeris Biopharma HoldingsXERS | 1.5% | $14m | 1,807,621 | +5% |
| Avalo TherapeuticsAVTX | 1.5% | $14m | 766,290 | New |
| 4D Molecular TherapeuticsFDMT | 1.3% | $13m | 948,184 | +81% |
| ImmunomeIMNM | 1.3% | $13m | 594,202 | +47% |
| Stoke TherapeuticsSTOK | 1.2% | $12m | 355,443 | +6% |
| WatersWAT | 1.2% | $11m | 30,206 | +14% |
| Alto NeuroscienceANRO | 1.2% | $11m | 429,035 | New |
| Oruka TherapeuticsORKA | 1.1% | $11m | 113,188 | New |
| Adaptive BiotechnologiesADPT | 1.1% | $10m | 486,984 | -12% |
| AbsciABSI | 1.1% | $10m | 894,374 | -52% |
| Mineralys TherapeuticsMLYS | 1.1% | $10m | 380,354 | Held |
| Cogent BiosciencesCOGT | 1.0% | $10m | 253,365 | +153% |
| uniQureQURE | 1.0% | $10m | 208,170 | Held |
| Tarsus PharmaceuticalsTARS | 1.0% | $9m | 150,000 | New |
| Amneal PharmaceuticalsAMRX | 1.0% | $9m | 541,190 | +80% |
| iRhythm HoldingsIRTC | 0.8% | $8m | 67,267 | +68% |
| CryoportCYRX | 0.8% | $8m | 508,324 | New |
| Boston ScientificBSX | 0.8% | $8m | 180,481 | -60% |
| Climb BioCLYM | 0.8% | $7m | 563,484 | New |
| Amylyx PharmaceuticalsAMLX | 0.7% | $7m | 398,782 | -36% |
| Upstream BioUPB | 0.7% | $6m | 935,247 | +19% |
| ResmedRMD | 0.7% | $6m | 32,983 | New |
| UroGen PharmaURGN | 0.7% | $6m | 174,064 | -37% |
| Align TechnologyALGN | 0.6% | $6m | 36,963 | +74% |
| CarlsmedCARL | 0.6% | $6m | 597,318 | +15% |
| Aveanna Healthcare HoldingsAVAH | 0.6% | $6m | 714,451 | New |
| CareDxCDNA | 0.6% | $6m | 202,417 | -31% |
| Si-BoneSIBN | 0.6% | $5m | 328,686 | -12% |
| Vir BiotechnologyVIR | 0.5% | $5m | 475,279 | -5% |
| ErascaERAS | 0.5% | $5m | 258,684 | -36% |
| Shoulder InnovationsSI | 0.5% | $5m | 226,212 | New |
| Waystar HoldingWAY | 0.4% | $4m | 203,986 | -54% |
| Alphatec HoldingsATEC | 0.4% | $4m | 449,943 | -45% |
| AnnexonANNX | 0.4% | $4m | 641,029 | -5% |
| Castle BiosciencesCSTL | 0.4% | $3m | 144,791 | +15% |
| MiniMed GroupMMED | 0.3% | $3m | 226,446 | -29% |
| Eikon TherapeuticsEIKN | 0.3% | $3m | 256,053 | New |
| ViatrisVTRS | 0.3% | $3m | 200,000 | New |
| ArtivionAORT | 0.3% | $3m | 138,940 | -45% |
| Axsome TherapeuticsAXSM | 0.3% | $2m | 10,000 | New |
| OptimizeRxOPRX | 0.2% | $2m | 350,347 | -52% |
| InspireMDNSPR | 0.2% | $2m | 2,416,518 | Held |
| Hemab Therapeutics HoldingsCOAG | 0.2% | $2m | 45,000 | New |
| PulmonxLUNG | <0.1% | $840,533 | 646,564 | -14% |
| ARS PharmaceuticalsSPRY | <0.1% | $822,627 | 102,700 | New |
| Edap TMS S AFOCL | <0.1% | $802,030 | 154,832 | Held |
| Ovid TherapeuticsOVID | <0.1% | $532,477 | 197,947 | -5% |
| Entera BioENTX | <0.1% | $485,860 | 274,497 | -5% |
Options (1)
- Grail
- Type
- Put
- Value
- $3m
- Contracts
- 46,000
| Company | Type | Value | Contracts |
|---|---|---|---|
| Grail | Put | $3m | 46,000 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 12.6% since 30 June 2025.
Where the money is
Health care96.6%
Technology0.6%
Other2.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.