Parkman Healthcare Partners LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Parkman Healthcare Partners LLC disclosed 90 US equity positions worth $910.7m in its Q3 2025 13F filing. The largest position was BSX at 4.7% of the reported book, followed by ALNY and PODD. Against the Q2 2025 filing, it opened 1 new position, added to 23 and reduced 21 among the top 50 holdings.
What did Parkman Healthcare Partners LLC own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 4.7% | $42.4m | 434,377 | 53% | added |
| 2 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 4.4% | $40.0m | 87,690 | -5% | reduced |
| 3 | PODD INSULET CORP | Healthcare | 3.9% | $35.9m | 116,238 | 10% | added |
| 4 | CVS CVS HEALTH CORP | Healthcare | 3.1% | $28.6m | 379,486 | -27% | reduced |
| 5 | KINIKSA PHARMACEUTICALS INTL | 2.9% | $26.1m | 671,592 | 37% | added | |
| 6 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 2.7% | $24.9m | 1,154,487 | -11% | reduced |
| 7 | ZBH ZIMMER BIOMET HOLDINGS INC | Healthcare | 2.7% | $24.8m | 251,420 | 5% | added |
| 8 | SYK STRYKER CORPORATION | Healthcare | 2.6% | $23.7m | 64,108 | 27% | added |
| 9 | QIAGEN NV | 2.5% | $22.3m | 500,159 | 0% | held | |
| 10 | MCK MCKESSON CORP | Healthcare | 2.4% | $22.0m | 28,542 | 63% | added |
| 11 | DHR DANAHER CORPORATION | Healthcare | 2.4% | $21.9m | 110,541 | 0% | held |
| 12 | 4XC1 KALVISTA PHARMACEUTICALS INC | 2.3% | $21.1m | 1,735,003 | 155% | added | |
| 13 | QURE UNIQURE NV | 2.2% | $20.2m | 345,356 | -22% | reduced | |
| 14 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.2% | $19.9m | 141,822 | -15% | reduced |
| 15 | BIIB BIOGEN INC | Healthcare | 2.0% | $18.2m | 130,165 | – | new |
| 16 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.9% | $17.3m | 455,523 | -2% | reduced |
| 17 | UPB UPSTREAM BIO INC | 1.7% | $15.9m | 843,502 | 18% | added | |
| 18 | THC TENET HEALTHCARE CORP | Healthcare | 1.7% | $15.1m | 74,330 | -56% | reduced |
| 19 | XERS XERIS BIOPHARMA HOLDINGS INC | Healthcare | 1.6% | $14.6m | 1,791,674 | -15% | reduced |
| 20 | LIVN LIVANOVA PLC | Healthcare | 1.6% | $14.4m | 275,811 | 58% | added |
| 21 | MBX MBX BIOSCIENCES INC | Healthcare | 1.5% | $13.5m | 773,304 | -11% | reduced |
| 22 | AM6 AMICUS THERAPEUTICS INC | 1.5% | $13.3m | 1,687,318 | 177% | added | |
| 23 | DOCS DOXIMITY INC | Healthcare | 1.4% | $13.1m | 178,970 | 48% | added |
| 24 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 1.4% | $13.0m | 846,899 | -2% | reduced |
| 25 | PTCT PTC THERAPEUTICS INC | Healthcare | 1.4% | $12.4m | 202,363 | 11% | added |
| 26 | ACLXGBX ARCELLX INC | 1.4% | $12.3m | 149,848 | -14% | reduced | |
| 27 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 1.3% | $12.1m | 155,766 | -38% | reduced |
| 28 | COO COOPER COS INC | Healthcare | 1.3% | $12.1m | 176,523 | -54% | reduced |
| 29 | WAY WAYSTAR HLDG CORP | Healthcare | 1.3% | $11.6m | 306,027 | 119% | added |
| 30 | DXCM DEXCOM INC | Healthcare | 1.3% | $11.5m | 171,628 | -24% | reduced |
| 31 | CSTL CASTLE BIOSCIENCES INC | Healthcare | 1.2% | $10.8m | 475,568 | 35% | added |
| 32 | OPRX OPTIMIZERX CORP | Healthcare | 1.1% | $10.4m | 509,611 | 0% | held |
| 33 | NUVALENT INC | 1.1% | $10.4m | 120,190 | 0% | held | |
| 34 | ATEC ALPHATEC HLDGS INC | Healthcare | 1.1% | $10.1m | 696,980 | 7% | added |
| 35 | AORT ARTIVION INC | Healthcare | 1.0% | $9.4m | 221,044 | 15% | added |
| 36 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 1.0% | $9.2m | 22,000 | 150% | added |
| 37 | AXGN AXOGEN INC | Healthcare | 1.0% | $9.0m | 501,832 | -26% | reduced |
| 38 | EWTX EDGEWISE THERAPEUTICS INC | 1.0% | $8.9m | 550,173 | -15% | reduced | |
| 39 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 1.0% | $8.9m | 652,680 | 9% | added |
| 40 | INCY INCYTE CORP | Healthcare | 0.9% | $8.5m | 100,442 | 34% | added |
| 41 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 0.9% | $8.1m | 339,764 | -59% | reduced |
| 42 | URGN UROGEN PHARMA LTD | Healthcare | 0.9% | $8.0m | 402,595 | 128% | added |
| 43 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.9% | $8.0m | 40,343 | -4% | reduced |
| 44 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.9% | $7.9m | 579,174 | -11% | reduced |
| 45 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 0.8% | $7.7m | 1,012,664 | 0% | held |
| 46 | VCYT VERACYTE INC | Healthcare | 0.8% | $7.7m | 223,065 | 1% | added |
| 47 | LLY ELI LILLY & CO | Healthcare | 0.8% | $7.6m | 10,000 | -70% | reduced |
| 48 | QDEL QUIDELORTHO CORP | Healthcare | 0.8% | $7.4m | 252,817 | -35% | reduced |
| 49 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.8% | $7.1m | 176,137 | 17% | added |
| 50 | 430 TERNS PHARMACEUTICALS INC | 0.8% | $7.0m | 934,760 | 14% | 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.