Parkman Healthcare Partners LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Parkman Healthcare Partners LLC disclosed 93 US equity positions worth $783.4m in its Q3 2024 13F filing. The largest position was BSX at 4.8% of the reported book, followed by PODD and LLY.
What did Parkman Healthcare Partners LLC own in Q3 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 4.8% | $37.5m | 447,196 | – | |
| 2 | PODD INSULET CORP | Healthcare | 4.7% | $37.2m | 159,689 | – | |
| 3 | LLY ELI LILLY & CO | Healthcare | 4.6% | $35.8m | 40,384 | – | |
| 4 | COO COOPER COS INC | Healthcare | 4.1% | $32.3m | 292,593 | – | |
| 5 | KROS KEROS THERAPEUTICS INC | Healthcare | 3.1% | $24.5m | 421,782 | – | |
| 6 | TFX TELEFLEX INCORPORATED | Healthcare | 3.0% | $23.8m | 96,144 | – | |
| 7 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.9% | $22.9m | 64,031 | – | |
| 8 | MNKD MANNKIND CORP | Healthcare | 2.7% | $20.8m | 3,304,085 | – | |
| 9 | KINIKSA PHARMACEUTICALS INTL | 2.4% | $18.9m | 755,244 | – | ||
| 10 | VRNA VERONA PHARMA PLC | 2.3% | $18.0m | 626,452 | – | ||
| 11 | ITCIEUR INTRA-CELLULAR THERAPIES INC | 2.3% | $17.7m | 241,575 | – | ||
| 12 | EWTX EDGEWISE THERAPEUTICS INC | 2.2% | $17.5m | 657,070 | – | ||
| 13 | LONGBOARD PHARMACEUTICALS IN | 2.1% | $16.4m | 491,272 | – | ||
| 14 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 2.0% | $15.7m | 1,025,754 | – | |
| 15 | THC TENET HEALTHCARE CORP | Healthcare | 2.0% | $15.6m | 93,753 | – | |
| 16 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 1.9% | $15.2m | 1,086,067 | – | |
| 17 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.9% | $15.0m | 129,840 | – | |
| 18 | PCVX VAXCYTE INC | Healthcare | 1.9% | $14.9m | 130,249 | – | |
| 19 | BDX BECTON DICKINSON & CO | Healthcare | 1.8% | $14.5m | 60,011 | – | |
| 20 | ABT ABBOTT LABS | Healthcare | 1.8% | $14.1m | 123,601 | – | |
| 21 | DAWNGBX DAY ONE BIOPHARMACEUTICALS I | 1.6% | $12.9m | 924,140 | – | ||
| 22 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 1.6% | $12.7m | 285,099 | – | |
| 23 | GILD GILEAD SCIENCES INC | Healthcare | 1.4% | $10.8m | 129,025 | – | |
| 24 | SDGR SCHRODINGER INC | Healthcare | 1.3% | $10.4m | 559,105 | – | |
| 25 | SYK STRYKER CORPORATION | Healthcare | 1.3% | $10.1m | 28,000 | – | |
| 26 | BCYC BICYCLE THERAPEUTICS PLC | Healthcare | 1.3% | $10.1m | 445,396 | – | |
| 27 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.3% | $9.9m | 438,971 | – | |
| 28 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 1.2% | $9.8m | 508,283 | – | |
| 29 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.2% | $9.7m | 425,000 | – | |
| 30 | QIAGEN NV | 1.2% | $9.6m | 210,769 | – | ||
| 31 | RXST RXSIGHT INC | Healthcare | 1.2% | $9.1m | 184,320 | – | |
| 32 | SLN SILENCE THERAPEUTICS PLC | 1.2% | $9.1m | 497,870 | – | ||
| 33 | DGX QUEST DIAGNOSTICS INC | Healthcare | 1.1% | $8.5m | 55,000 | – | |
| 34 | CSTL CASTLE BIOSCIENCES INC | Healthcare | 1.1% | $8.4m | 296,071 | – | |
| 35 | REPL REPLIMUNE GROUP INC | Healthcare | 1.1% | $8.4m | 763,747 | – | |
| 36 | PPHMEUR AVID BIOSERVICES INC | 1.0% | $8.2m | 719,965 | – | ||
| 37 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 1.0% | $8.1m | 72,256 | – | |
| 38 | APLT APPLIED THERAPEUTICS INC | 1.0% | $7.7m | 907,294 | – | ||
| 39 | XENE XENON PHARMACEUTICALS INC | Healthcare | 1.0% | $7.5m | 191,658 | – | |
| 40 | ICLR ICON PLC | Healthcare | 1.0% | $7.5m | 26,212 | – | |
| 41 | PTCT PTC THERAPEUTICS INC | Healthcare | 0.9% | $7.2m | 195,000 | – | |
| 42 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 0.9% | $7.0m | 25,485 | – | |
| 43 | AM6 AMICUS THERAPEUTICS INC | 0.8% | $6.5m | 605,318 | – | ||
| 44 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 0.8% | $6.1m | 109,468 | – | |
| 45 | CVRX CVRX INC | 0.8% | $6.0m | 682,897 | – | ||
| 46 | STRO SUTRO BIOPHARMA INC | Healthcare | 0.8% | $5.9m | 1,716,132 | – | |
| 47 | AXGN AXOGEN INC | Healthcare | 0.7% | $5.8m | 412,888 | – | |
| 48 | ACLXGBX ARCELLX INC | 0.7% | $5.6m | 66,492 | – | ||
| 49 | PFMTUSD PERFORMANT FINL CORP | 0.7% | $5.4m | 1,440,838 | – | ||
| 50 | LIVN LIVANOVA PLC | Healthcare | 0.7% | $5.3m | 101,729 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.