Parkman Healthcare Partners LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Parkman Healthcare Partners LLC disclosed 91 US equity positions worth $843.1m in its Q1 2025 13F filing. The largest position was PODD at 4.1% of the reported book, followed by CVS and LLY. Against the Q4 2024 filing, it opened 10 new positions, added to 26 and reduced 12 among the top 50 holdings.
What did Parkman Healthcare Partners LLC own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | PODD INSULET CORP | Healthcare | 4.1% | $34.3m | 130,514 | 4% | added |
| 2 | CVS CVS HEALTH CORP | Healthcare | 4.0% | $33.7m | 496,736 | 176% | added |
| 3 | LLY ELI LILLY & CO | Healthcare | 3.8% | $32.4m | 39,191 | 39% | added |
| 4 | SYK STRYKER CORPORATION | Healthcare | 3.4% | $28.9m | 77,690 | -0% | held |
| 5 | THC TENET HEALTHCARE CORP | Healthcare | 3.4% | $28.7m | 213,418 | 99% | added |
| 6 | BDX BECTON DICKINSON & CO | Healthcare | 3.3% | $27.6m | 120,283 | 71% | added |
| 7 | COO COOPER COS INC | Healthcare | 3.1% | $26.4m | 312,650 | 14% | added |
| 8 | UNH UNITEDHEALTH GROUP INC | Healthcare | 3.1% | $26.3m | 50,213 | 151% | added |
| 9 | GILD GILEAD SCIENCES INC | Healthcare | 2.9% | $24.5m | 218,950 | -42% | reduced |
| 10 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 2.7% | $22.8m | 225,990 | -33% | reduced |
| 11 | ZBH ZIMMER BIOMET HOLDINGS INC | Healthcare | 2.7% | $22.7m | 200,500 | – | new |
| 12 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 2.3% | $19.6m | 277,252 | – | new |
| 13 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.2% | $18.6m | 168,382 | 45% | added |
| 14 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.2% | $18.6m | 68,938 | 78% | added |
| 15 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.0% | $17.1m | 954,071 | -15% | reduced |
| 16 | KINIKSA PHARMACEUTICALS INTL | 2.0% | $16.9m | 762,621 | -0% | held | |
| 17 | VRNA VERONA PHARMA PLC | 2.0% | $16.5m | 260,421 | -64% | reduced | |
| 18 | RXST RXSIGHT INC | Healthcare | 1.9% | $15.9m | 631,238 | 110% | added |
| 19 | CVRX CVRX INC | 1.8% | $15.0m | 1,229,522 | 33% | added | |
| 20 | MCK MCKESSON CORP | Healthcare | 1.8% | $14.9m | 22,101 | -4% | reduced |
| 21 | RVTY REVVITY INC | Healthcare | 1.8% | $14.8m | 139,557 | – | new |
| 22 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 1.7% | $14.6m | 200,819 | 38% | added |
| 23 | QIAGEN NV | 1.7% | $14.4m | 359,644 | – | new | |
| 24 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.7% | $14.3m | 1,064,506 | -2% | reduced |
| 25 | PTCT PTC THERAPEUTICS INC | Healthcare | 1.7% | $14.3m | 280,314 | 58% | added |
| 26 | DHR DANAHER CORPORATION | Healthcare | 1.5% | $13.0m | 63,250 | – | new |
| 27 | MNKD MANNKIND CORP | Healthcare | 1.5% | $12.5m | 2,493,836 | -20% | reduced |
| 28 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 1.3% | $11.0m | 304,244 | 204% | added |
| 29 | DGX QUEST DIAGNOSTICS INC | Healthcare | 1.3% | $10.6m | 62,593 | -31% | reduced |
| 30 | AXGN AXOGEN INC | Healthcare | 1.2% | $9.9m | 536,832 | 47% | added |
| 31 | XERS XERIS BIOPHARMA HOLDINGS INC | Healthcare | 1.2% | $9.8m | 1,780,454 | 208% | added |
| 32 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 1.1% | $9.5m | 1,215,629 | -5% | reduced |
| 33 | SDGR SCHRODINGER INC | Healthcare | 1.1% | $9.5m | 481,470 | -14% | reduced |
| 34 | EWTX EDGEWISE THERAPEUTICS INC | 1.1% | $9.4m | 425,407 | 12% | added | |
| 35 | REPL REPLIMUNE GROUP INC | Healthcare | 1.1% | $9.3m | 950,399 | 9% | added |
| 36 | DXCM DEXCOM INC | Healthcare | 1.1% | $8.9m | 130,367 | 66% | added |
| 37 | 4XC1 KALVISTA PHARMACEUTICALS INC | 1.0% | $8.7m | 753,752 | – | new | |
| 38 | DAWNGBX DAY ONE BIOPHARMACEUTICALS I | 1.0% | $8.3m | 1,043,162 | 4% | added | |
| 39 | NUVALENT INC | 0.9% | $7.8m | 109,988 | 366% | added | |
| 40 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 0.9% | $7.5m | 1,000,562 | 361% | added |
| 41 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 0.9% | $7.3m | 594,987 | 13% | added |
| 42 | ANIP ANI PHARMACEUTICALS INC | Healthcare | 0.8% | $7.0m | 105,000 | – | new |
| 43 | CSTL CASTLE BIOSCIENCES INC | Healthcare | 0.8% | $7.0m | 350,551 | 15% | added |
| 44 | LIVN LIVANOVA PLC | Healthcare | 0.8% | $6.6m | 166,871 | -5% | reduced |
| 45 | QDEL QUIDELORTHO CORP | Healthcare | 0.8% | $6.4m | 183,678 | 5% | added |
| 46 | TMCI TREACE MED CONCEPTS INC | Healthcare | 0.7% | $6.0m | 713,539 | – | new |
| 47 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.7% | $5.9m | 174,576 | -10% | reduced |
| 48 | DOCS DOXIMITY INC | Healthcare | 0.6% | $5.4m | 93,500 | – | new |
| 49 | RMD RESMED INC | Healthcare | 0.6% | $5.1m | 22,622 | – | new |
| 50 | VCYT VERACYTE INC | Healthcare | 0.6% | $4.9m | 166,278 | 66% | added |
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.