Parkman Healthcare Partners LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Parkman Healthcare Partners LLC disclosed 100 US equity positions worth $1.1bn in its Q4 2025 13F filing. The largest position was BSX at 4.5% of the reported book, followed by PODD and DXCM. Against the Q3 2025 filing, it opened 7 new positions, added to 16 and reduced 27 among the top 50 holdings.
What did Parkman Healthcare Partners LLC own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 4.5% | $47.7m | 500,529 | 15% | added |
| 2 | PODD INSULET CORP | Healthcare | 3.8% | $40.0m | 140,860 | 21% | added |
| 3 | DXCM DEXCOM INC | Healthcare | 3.7% | $39.0m | 587,475 | 242% | added |
| 4 | SYK STRYKER CORPORATION | Healthcare | 3.5% | $37.1m | 105,472 | 65% | added |
| 5 | CVS CVS HEALTH CORP | Healthcare | 3.4% | $35.7m | 450,212 | 19% | added |
| 6 | MCK MCKESSON CORP | Healthcare | 2.8% | $29.8m | 36,355 | 27% | added |
| 7 | 4XC1 KALVISTA PHARMACEUTICALS INC | 2.7% | $28.6m | 1,768,508 | 2% | added | |
| 8 | MBX MBX BIOSCIENCES INC | Healthcare | 2.7% | $27.9m | 885,639 | 15% | added |
| 9 | KINIKSA PHARMACEUTICALS INTL | 2.6% | $27.4m | 665,208 | -1% | reduced | |
| 10 | MASI* MASIMO CORP | 2.5% | $26.0m | 200,000 | – | new | |
| 11 | LIVN LIVANOVA PLC | Healthcare | 2.4% | $25.3m | 410,912 | 49% | added |
| 12 | 430 TERNS PHARMACEUTICALS INC | 2.4% | $25.1m | 620,877 | -34% | reduced | |
| 13 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 2.3% | $24.5m | 788,076 | -32% | reduced |
| 14 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 2.2% | $23.1m | 968,602 | 48% | added |
| 15 | UPB UPSTREAM BIO INC | 2.2% | $22.7m | 834,559 | -1% | reduced | |
| 16 | QIAGEN NV | 2.1% | $22.2m | 494,351 | -1% | reduced | |
| 17 | AM6 AMICUS THERAPEUTICS INC | 2.0% | $21.2m | 1,487,283 | -12% | reduced | |
| 18 | EYPT EYEPOINT INC | Healthcare | 1.9% | $19.9m | 1,088,033 | – | new |
| 19 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.8% | $19.0m | 47,703 | -46% | reduced |
| 20 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.5% | $16.3m | 114,712 | -19% | reduced |
| 21 | WAT WATERS CORP | Healthcare | 1.5% | $15.9m | 41,899 | – | new |
| 22 | MTD METTLER TOLEDO INTERNATIONAL | Healthcare | 1.5% | $15.3m | 10,988 | – | new |
| 23 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.4% | $14.9m | 410,249 | -10% | reduced |
| 24 | STOK STOKE THERAPEUTICS INC | Healthcare | 1.3% | $13.7m | 430,155 | 72% | added |
| 25 | A AGILENT TECHNOLOGIES INC | Healthcare | 1.3% | $13.6m | 100,000 | – | new |
| 26 | ZBH ZIMMER BIOMET HOLDINGS INC | Healthcare | 1.3% | $13.6m | 151,049 | -40% | reduced |
| 27 | DHR DANAHER CORPORATION | Healthcare | 1.3% | $13.5m | 58,889 | -47% | reduced |
| 28 | XERS XERIS BIOPHARMA HOLDINGS INC | Healthcare | 1.3% | $13.3m | 1,691,585 | -6% | reduced |
| 29 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 1.2% | $12.9m | 150,985 | -3% | reduced |
| 30 | PTCT PTC THERAPEUTICS INC | Healthcare | 1.2% | $12.2m | 160,179 | -21% | reduced |
| 31 | WAY WAYSTAR HLDG CORP | Healthcare | 1.2% | $12.1m | 369,023 | 21% | added |
| 32 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 1.1% | $12.1m | 574,023 | -32% | reduced |
| 33 | THC TENET HEALTHCARE CORP | Healthcare | 1.1% | $12.0m | 60,514 | -19% | reduced |
| 34 | NUVALENT INC | 1.1% | $11.9m | 118,712 | -1% | reduced | |
| 35 | ANIP ANI PHARMACEUTICALS INC | Healthcare | 1.1% | $11.4m | 145,000 | – | new |
| 36 | EWTX EDGEWISE THERAPEUTICS INC | 1.0% | $10.6m | 427,690 | -22% | reduced | |
| 37 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.0% | $10.5m | 31,875 | – | new |
| 38 | COO COOPER COS INC | Healthcare | 1.0% | $10.3m | 125,335 | -29% | reduced |
| 39 | AORT ARTIVION INC | Healthcare | 0.9% | $10.0m | 218,669 | -1% | reduced |
| 40 | APGE APOGEE THERAPEUTICS INC | Healthcare | 0.9% | $9.8m | 130,069 | 23% | added |
| 41 | MAZE MAZE THERAPEUTICS INC | 0.8% | $8.7m | 209,266 | 5% | added | |
| 42 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 0.8% | $8.5m | 249,357 | -1% | reduced |
| 43 | ACLXGBX ARCELLX INC | 0.8% | $8.4m | 128,111 | -15% | reduced | |
| 44 | AXGN AXOGEN INC | Healthcare | 0.8% | $8.2m | 250,318 | -50% | reduced |
| 45 | IQV IQVIA HLDGS INC | Healthcare | 0.8% | $7.9m | 35,230 | 17% | added |
| 46 | SIBN SI-BONE INC | Healthcare | 0.7% | $7.4m | 374,382 | -1% | reduced |
| 47 | DOCS DOXIMITY INC | Healthcare | 0.7% | $7.2m | 162,276 | -9% | reduced |
| 48 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 0.7% | $7.0m | 900,057 | -11% | reduced |
| 49 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.7% | $6.9m | 154,184 | -12% | reduced |
| 50 | OPRX OPTIMIZERX CORP | Healthcare | 0.6% | $6.6m | 538,649 | 6% | 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.