Parkman Healthcare Partners LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Parkman Healthcare Partners LLC disclosed 89 US equity positions worth $750.9m in its Q4 2024 13F filing. The largest position was GILD at 4.6% of the reported book, followed by VRNA and PODD. Against the Q3 2024 filing, it opened 5 new positions, added to 28 and reduced 17 among the top 50 holdings.
What did Parkman Healthcare Partners LLC own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GILD GILEAD SCIENCES INC | Healthcare | 4.6% | $34.6m | 374,825 | 191% | added |
| 2 | VRNA VERONA PHARMA PLC | 4.5% | $33.5m | 720,657 | 15% | added | |
| 3 | PODD INSULET CORP | Healthcare | 4.4% | $32.8m | 125,761 | -21% | reduced |
| 4 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 4.0% | $30.1m | 337,354 | -25% | reduced |
| 5 | SYK STRYKER CORPORATION | Healthcare | 3.7% | $28.0m | 77,717 | 178% | added |
| 6 | COO COOPER COS INC | Healthcare | 3.4% | $25.2m | 274,569 | -6% | reduced |
| 7 | LLY ELI LILLY & CO | Healthcare | 2.9% | $21.7m | 28,163 | -30% | reduced |
| 8 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 2.8% | $20.8m | 1,087,634 | 156% | added |
| 9 | ITCIEUR INTRA-CELLULAR THERAPIES INC | 2.7% | $20.3m | 243,123 | 1% | added | |
| 10 | MNKD MANNKIND CORP | Healthcare | 2.7% | $20.1m | 3,126,727 | -5% | reduced |
| 11 | ABT ABBOTT LABS | Healthcare | 2.7% | $20.0m | 176,994 | 43% | added |
| 12 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.6% | $19.5m | 1,117,792 | 3% | added |
| 13 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 2.5% | $19.0m | 1,273,789 | 24% | added |
| 14 | BDX BECTON DICKINSON & CO | Healthcare | 2.1% | $16.0m | 70,404 | 17% | added |
| 15 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.1% | $15.8m | 115,727 | -11% | reduced |
| 16 | KINIKSA PHARMACEUTICALS INTL | 2.0% | $15.1m | 765,453 | 1% | added | |
| 17 | DGX QUEST DIAGNOSTICS INC | Healthcare | 1.8% | $13.6m | 90,352 | 64% | added |
| 18 | THC TENET HEALTHCARE CORP | Healthcare | 1.8% | $13.5m | 106,987 | 14% | added |
| 19 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 1.8% | $13.2m | 37,472 | -41% | reduced |
| 20 | MCK MCKESSON CORP | Healthcare | 1.7% | $13.1m | 23,000 | – | new |
| 21 | DAWNGBX DAY ONE BIOPHARMACEUTICALS I | 1.7% | $12.7m | 1,000,474 | 8% | added | |
| 22 | QIAGEN NV | 1.6% | $12.3m | 277,272 | 32% | added | |
| 23 | CVRX CVRX INC | 1.6% | $11.7m | 921,174 | 35% | added | |
| 24 | SDGR SCHRODINGER INC | Healthcare | 1.4% | $10.9m | 563,091 | 1% | added |
| 25 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 1.4% | $10.8m | 145,214 | – | new |
| 26 | REPL REPLIMUNE GROUP INC | Healthcare | 1.4% | $10.5m | 869,759 | 14% | added |
| 27 | RXST RXSIGHT INC | Healthcare | 1.4% | $10.3m | 300,698 | 63% | added |
| 28 | EWTX EDGEWISE THERAPEUTICS INC | 1.4% | $10.2m | 381,173 | -42% | reduced | |
| 29 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.3% | $10.1m | 20,000 | – | new |
| 30 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.3% | $10.0m | 532,172 | 21% | added |
| 31 | PCVX VAXCYTE INC | Healthcare | 1.3% | $9.5m | 116,138 | -11% | reduced |
| 32 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.2% | $9.1m | 38,672 | 52% | added |
| 33 | CSTL CASTLE BIOSCIENCES INC | Healthcare | 1.1% | $8.1m | 304,629 | 3% | added |
| 34 | LIVN LIVANOVA PLC | Healthcare | 1.1% | $8.1m | 174,934 | 72% | added |
| 35 | CVS CVS HEALTH CORP | Healthcare | 1.1% | $8.1m | 180,000 | – | new |
| 36 | PTCT PTC THERAPEUTICS INC | Healthcare | 1.1% | $8.0m | 177,368 | -9% | reduced |
| 37 | QDEL QUIDELORTHO CORP | Healthcare | 1.0% | $7.8m | 175,415 | 134% | added |
| 38 | XENE XENON PHARMACEUTICALS INC | Healthcare | 1.0% | $7.6m | 193,004 | 1% | added |
| 39 | AM6 AMICUS THERAPEUTICS INC | 1.0% | $7.4m | 784,376 | 30% | added | |
| 40 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 0.9% | $7.0m | 526,973 | 4% | added |
| 41 | DXCM DEXCOM INC | Healthcare | 0.8% | $6.1m | 78,550 | 11% | added |
| 42 | AXGN AXOGEN INC | Healthcare | 0.8% | $6.0m | 365,703 | -11% | reduced |
| 43 | KROS KEROS THERAPEUTICS INC | Healthcare | 0.7% | $5.0m | 314,541 | -25% | reduced |
| 44 | BCYC BICYCLE THERAPEUTICS PLC | Healthcare | 0.7% | $4.9m | 352,481 | -21% | reduced |
| 45 | QURE UNIQURE NV | 0.6% | $4.9m | 275,000 | – | new | |
| 46 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 0.6% | $4.6m | 37,751 | -48% | reduced |
| 47 | 430 TERNS PHARMACEUTICALS INC | 0.6% | $4.6m | 829,105 | 52% | added | |
| 48 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 0.6% | $4.3m | 196,805 | -31% | reduced |
| 49 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 0.6% | $4.2m | 100,159 | -9% | reduced |
| 50 | VCYT VERACYTE INC | Healthcare | 0.5% | $4.0m | 100,301 | -22% | reduced |
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.