Parkman Healthcare Partners LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1777015) · Explore on the interactive board
Parkman Healthcare Partners LLC disclosed 76 US equity positions worth $973.7m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is MBX at 4.5% of the reported book, followed by LLY, CVS. The top ten holdings are 33.6% of the book, and the portfolio behaves like about 46 equal-weight positions. Versus the prior filing it opened 17 new positions, added to 25, reduced 30 and exited 25. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Parkman Healthcare Partners LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 17 new, 25 added, 30 reduced, 25 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | MBX MBX BIOSCIENCES INC | Healthcare | 4.5% | $44.2m | 800,173 | 0% | held |
| 2 | LLY ELI LILLY & CO | Healthcare | 4.3% | $42.0m | 35,000 | 1% | added |
| 3 | CVS CVS HEALTH CORP | Healthcare | 4.2% | $40.5m | 391,791 | 1% | added |
| 4 | DXCM DEXCOM INC | Healthcare | 3.7% | $36.0m | 534,767 | -22% | reduced |
| 5 | PTCT PTC THERAPEUTICS INC | Healthcare | 3.6% | $35.5m | 435,691 | 1% | added |
| 6 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 2.9% | $28.3m | 919,266 | -24% | reduced |
| 7 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 2.7% | $26.1m | 485,661 | 109% | added |
| 8 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 2.6% | $25.3m | 1,377,576 | 147% | added |
| 9 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 2.5% | $24.8m | 669,046 | 66% | added |
| 10 | INBX INHIBRX BIOSCIENCES INC | Healthcare | 2.5% | $24.3m | 256,950 | – | new |
| 11 | XENE XENON PHARMACEUTICALS INC | Healthcare | 2.5% | $24.0m | 397,379 | -20% | reduced |
| 12 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 2.4% | $23.4m | 577,036 | 79% | added |
| 13 | UNH UNITEDHEALTH GROUP INC | Healthcare | 2.4% | $23.2m | 55,921 | – | new |
| 14 | SYK STRYKER CORPORATION | Healthcare | 2.2% | $21.4m | 67,973 | -56% | reduced |
| 15 | IQV IQVIA HLDGS INC | Healthcare | 2.1% | $20.4m | 105,811 | 22% | added |
| 16 | ZBH ZIMMER BIOMET HOLDINGS INC | Healthcare | 2.1% | $20.0m | 232,557 | -14% | reduced |
| 17 | PODD INSULET CORP | Healthcare | 2.1% | $20.0m | 131,378 | -16% | reduced |
| 18 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 2.0% | $19.8m | 721,181 | 75% | added |
| 19 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 2.0% | $19.2m | 877,256 | -3% | reduced |
| 20 | EYPT EYEPOINT INC | Healthcare | 1.9% | $18.4m | 1,288,163 | -5% | reduced |
| 21 | THC TENET HEALTHCARE CORP | Healthcare | 1.9% | $18.2m | 97,280 | 94% | added |
| 22 | LIVN LIVANOVA PLC | Healthcare | 1.8% | $17.3m | 210,529 | -48% | reduced |
| 23 | ANIP ANI PHARMACEUTICALS INC | Healthcare | 1.7% | $16.8m | 202,907 | -28% | reduced |
| 24 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.7% | $16.2m | 1,624,279 | -5% | reduced |
| 25 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.6% | $15.3m | 50,672 | 88% | added |
| 26 | INDV INDIVIOR PHARMACEUTICALS INC | Healthcare | 1.5% | $14.9m | 364,269 | – | new |
| 27 | NVST ENVISTA HOLDINGS CORPORATION | Healthcare | 1.5% | $14.6m | 553,916 | -22% | reduced |
| 28 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 1.5% | $14.4m | 205,053 | 411% | added |
| 29 | XERS XERIS BIOPHARMA HOLDINGS INC | Healthcare | 1.5% | $14.3m | 1,807,621 | 5% | added |
| 30 | AVTX AVALO THERAPEUTICS INC | Healthcare | 1.5% | $14.2m | 766,290 | – | new |
| 31 | FDMT 4D MOLECULAR THERAPEUTICS IN | Healthcare | 1.3% | $12.6m | 948,184 | 81% | added |
| 32 | IMNM IMMUNOME INC | Healthcare | 1.3% | $12.6m | 594,202 | 47% | added |
| 33 | STOK STOKE THERAPEUTICS INC | Healthcare | 1.2% | $11.6m | 355,443 | 6% | added |
| 34 | WAT WATERS CORP | Healthcare | 1.2% | $11.3m | 30,206 | 14% | added |
| 35 | ANRO ALTO NEUROSCIENCE INC | Healthcare | 1.2% | $11.3m | 429,035 | – | new |
| 36 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 1.1% | $10.8m | 113,188 | – | new |
| 37 | ADPT ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 1.1% | $10.4m | 486,984 | -12% | reduced |
| 38 | ABSI ABSCI CORPORATION | Healthcare | 1.1% | $10.4m | 894,374 | -52% | reduced |
| 39 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.1% | $10.3m | 380,354 | 0% | held |
| 40 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.0% | $9.8m | 253,365 | 153% | added |
| 41 | UNIQURE NV | 1.0% | $9.6m | 208,170 | 1% | added | |
| 42 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 1.0% | $9.4m | 150,000 | – | new |
| 43 | AMRX AMNEAL PHARMACEUTICALS INC | Healthcare | 1.0% | $9.4m | 541,190 | 80% | added |
| 44 | IRTC IRHYTHM HOLDINGS INC | Healthcare | 0.8% | $8.0m | 67,267 | 68% | added |
| 45 | CYRX CRYOPORT INC | Industrials | 0.8% | $8.0m | 508,324 | – | new |
| 46 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 0.8% | $7.7m | 180,481 | -60% | reduced |
| 47 | CLYM CLIMB BIO INC | Healthcare | 0.8% | $7.3m | 563,484 | – | new |
| 48 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.7% | $7.2m | 398,782 | -36% | reduced |
| 49 | UPB UPSTREAM BIO INC | 0.7% | $6.5m | 935,247 | 19% | added | |
| 50 | RMD RESMED INC | Healthcare | 0.7% | $6.4m | 32,983 | – | new |
What did Parkman Healthcare Partners LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| 4XC1 KALVISTA PHARMACEUTICALS INC | 16.7% | $36.9m |
| QGEN QIAGEN NV | 9.1% | $20.0m |
| ABBV ABBVIE INC | 7.4% | $16.3m |
| ILMN ILLUMINA INC | 6.2% | $13.6m |
| EW EDWARDS LIFESCIENCES CORP | 6.1% | $13.4m |
| NBIX NEUROCRINE BIOSCIENCES INC | 5.9% | $13.1m |
| KINIKSA PHARMACEUTICALS INTL | 5.7% | $12.5m |
| MCK MCKESSON CORP | 5.0% | $11.0m |
| NUVALENT INC | 4.1% | $9.0m |
| AXGN AXOGEN INC | 4.0% | $8.9m |
| IDXX IDEXX LABS INC | 3.8% | $8.4m |
| APGE APOGEE THERAPEUTICS INC | 3.0% | $6.5m |
| COO COOPER COS INC | 2.9% | $6.4m |
| TNGX TANGO THERAPEUTICS INC | 2.5% | $5.6m |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 2.2% | $4.9m |
| SUPN SUPERNUS PHARMACEUTICALS | 2.0% | $4.4m |
| CAI CARIS LIFE SCIENCES INC | 1.9% | $4.1m |
| CVRX CVRX INC | 1.8% | $4.1m |
| WGS GENEDX HOLDINGS CORP | 1.5% | $3.3m |
| VCYT VERACYTE INC | 1.5% | $3.3m |
| CMPS COMPASS PATHWAYS PLC | 1.4% | $3.1m |
| SLDB SOLID BIOSCIENCES INC | 1.0% | $2.2m |
| BFLY BUTTERFLY NETWORK INC | 1.0% | $2.2m |
| QDEL QUIDELORTHO CORP | 0.8% | $1.7m |
| RXST RXSIGHT INC | 0.7% | $1.5m |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 95.3% |
| Industrials | 0.8% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Parkman Healthcare Partners LLC's portfolio?
Across every quarter Parkman Healthcare Partners LLC has filed, its median largest position is 4.9% of the book and its median top-ten weight is 34.2%, which WhaleCreep classifies as diversified (the gate is a median largest position of 5%). Of 30.0 completed holding spells, the median lasted 1.0 quarters; 76.0 positions are still open and their final length is unknown.