Parkman Healthcare Partners LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Parkman Healthcare Partners LLC disclosed 87 US equity positions worth $864.4m in its Q2 2025 13F filing. The largest position was CVS at 4.1% of the reported book, followed by PODD and BSX. Against the Q1 2025 filing, it opened 3 new positions, added to 29 and reduced 16 among the top 50 holdings.
What did Parkman Healthcare Partners LLC own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CVS CVS HEALTH CORP | Healthcare | 4.1% | $35.7m | 517,807 | 4% | added |
| 2 | PODD INSULET CORP | Healthcare | 3.8% | $33.2m | 105,762 | -19% | reduced |
| 3 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 3.5% | $30.4m | 283,166 | 25% | added |
| 4 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 3.5% | $30.1m | 92,338 | 34% | added |
| 5 | THC TENET HEALTHCARE CORP | Healthcare | 3.4% | $29.7m | 168,884 | -21% | reduced |
| 6 | COO COOPER COS INC | Healthcare | 3.2% | $27.4m | 385,479 | 23% | added |
| 7 | LLY ELI LILLY & CO | Healthcare | 3.0% | $26.0m | 33,296 | -15% | reduced |
| 8 | QIAGEN NV | 2.8% | $23.9m | 498,107 | 39% | added | |
| 9 | ZBH ZIMMER BIOMET HOLDINGS INC | Healthcare | 2.5% | $21.9m | 240,395 | 20% | added |
| 10 | DHR DANAHER CORPORATION | Healthcare | 2.5% | $21.7m | 110,090 | 74% | added |
| 11 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.4% | $20.9m | 166,010 | -1% | reduced |
| 12 | SYK STRYKER CORPORATION | Healthcare | 2.3% | $19.9m | 50,376 | -35% | reduced |
| 13 | DXCM DEXCOM INC | Healthcare | 2.3% | $19.7m | 225,875 | 73% | added |
| 14 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 2.3% | $19.7m | 251,741 | 25% | added |
| 15 | VRNA VERONA PHARMA PLC | 2.2% | $18.7m | 197,898 | -24% | reduced | |
| 16 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 2.1% | $18.2m | 1,298,825 | 22% | added |
| 17 | IQV IQVIA HLDGS INC | Healthcare | 2.0% | $17.3m | 109,500 | – | new |
| 18 | WGS GENEDX HOLDINGS CORP | Healthcare | 1.9% | $16.2m | 175,000 | – | new |
| 19 | RVTY REVVITY INC | Healthcare | 1.8% | $15.2m | 157,196 | 13% | added |
| 20 | GILD GILEAD SCIENCES INC | Healthcare | 1.7% | $14.6m | 131,675 | -40% | reduced |
| 21 | KINIKSA PHARMACEUTICALS INTL | 1.6% | $13.5m | 488,796 | -36% | reduced | |
| 22 | MCK MCKESSON CORP | Healthcare | 1.5% | $12.8m | 17,458 | -21% | reduced |
| 23 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 1.4% | $12.4m | 225,150 | -19% | reduced |
| 24 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 1.4% | $12.2m | 827,060 | -13% | reduced |
| 25 | SDGR SCHRODINGER INC | Healthcare | 1.4% | $11.8m | 587,556 | 22% | added |
| 26 | ACLXGBX ARCELLX INC | 1.3% | $11.5m | 174,276 | 159% | added | |
| 27 | QDEL QUIDELORTHO CORP | Healthcare | 1.3% | $11.1m | 386,646 | 111% | added |
| 28 | OM OUTSET MED INC | 1.2% | $10.5m | 549,052 | 138% | added | |
| 29 | MBX MBX BIOSCIENCES INC | Healthcare | 1.2% | $9.9m | 871,933 | 166% | added |
| 30 | XERS XERIS BIOPHARMA HOLDINGS INC | Healthcare | 1.1% | $9.8m | 2,107,483 | 18% | added |
| 31 | NUVALENT INC | 1.1% | $9.1m | 119,623 | 9% | added | |
| 32 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.0% | $9.0m | 1,007,992 | 1% | added |
| 33 | PTCT PTC THERAPEUTICS INC | Healthcare | 1.0% | $8.9m | 181,643 | -35% | reduced |
| 34 | MERUS N V | 1.0% | $8.6m | 162,980 | 477% | added | |
| 35 | EWTX EDGEWISE THERAPEUTICS INC | 1.0% | $8.5m | 647,331 | 52% | added | |
| 36 | ANIP ANI PHARMACEUTICALS INC | Healthcare | 1.0% | $8.4m | 128,478 | 22% | added |
| 37 | REPL REPLIMUNE GROUP INC | Healthcare | 1.0% | $8.3m | 896,710 | -6% | reduced |
| 38 | RXST RXSIGHT INC | Healthcare | 1.0% | $8.2m | 633,874 | 0% | held |
| 39 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 0.9% | $8.1m | 867,813 | 46% | added |
| 40 | LIVN LIVANOVA PLC | Healthcare | 0.9% | $7.9m | 175,000 | 5% | added |
| 41 | UPB UPSTREAM BIO INC | 0.9% | $7.9m | 715,504 | 206% | added | |
| 42 | 4XC1 KALVISTA PHARMACEUTICALS INC | 0.9% | $7.7m | 679,063 | -10% | reduced | |
| 43 | DOCS DOXIMITY INC | Healthcare | 0.9% | $7.4m | 120,834 | 29% | added |
| 44 | DGX QUEST DIAGNOSTICS INC | Healthcare | 0.9% | $7.4m | 40,997 | -35% | reduced |
| 45 | AXGN AXOGEN INC | Healthcare | 0.8% | $7.3m | 674,551 | 26% | added |
| 46 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.8% | $7.3m | 42,108 | – | new |
| 47 | ATEC ALPHATEC HLDGS INC | Healthcare | 0.8% | $7.2m | 648,871 | 45% | added |
| 48 | CSTL CASTLE BIOSCIENCES INC | Healthcare | 0.8% | $7.2m | 352,262 | 0% | held |
| 49 | MNKD MANNKIND CORP | Healthcare | 0.8% | $7.1m | 1,900,918 | -24% | reduced |
| 50 | OPRX OPTIMIZERX CORP | Healthcare | 0.8% | $6.9m | 507,423 | 7% | 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.