Parkman Healthcare Partners LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Parkman Healthcare Partners LLC disclosed 76 US equity positions worth $973.7m in its Q2 2026 13F filing. The largest position was MBX at 4.5% of the reported book, followed by LLY and CVS. Against the Q1 2026 filing, it opened 10 new positions, added to 22 and reduced 16 among the top 50 holdings.
What did Parkman Healthcare Partners LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MBX MBX BIOSCIENCES INC | Healthcare | 4.5% | $44.2m | 800,173 | 0% | held |
| 2 | LLY ELI LILLY & CO | Healthcare | 4.3% | $42.0m | 35,000 | 1% | added |
| 3 | CVS CVS HEALTH CORP | Healthcare | 4.2% | $40.5m | 391,791 | 1% | added |
| 4 | DXCM DEXCOM INC | Healthcare | 3.7% | $36.0m | 534,767 | -22% | reduced |
| 5 | PTCT PTC THERAPEUTICS INC | Healthcare | 3.6% | $35.5m | 435,691 | 1% | added |
| 6 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 2.9% | $28.3m | 919,266 | -24% | reduced |
| 7 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 2.7% | $26.1m | 485,661 | 109% | added |
| 8 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 2.6% | $25.3m | 1,377,576 | 147% | added |
| 9 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 2.5% | $24.8m | 669,046 | 66% | added |
| 10 | INBX INHIBRX BIOSCIENCES INC | Healthcare | 2.5% | $24.3m | 256,950 | – | new |
| 11 | XENE XENON PHARMACEUTICALS INC | Healthcare | 2.5% | $24.0m | 397,379 | -20% | reduced |
| 12 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 2.4% | $23.4m | 577,036 | 79% | added |
| 13 | UNH UNITEDHEALTH GROUP INC | Healthcare | 2.4% | $23.2m | 55,921 | – | new |
| 14 | SYK STRYKER CORPORATION | Healthcare | 2.2% | $21.4m | 67,973 | -56% | reduced |
| 15 | IQV IQVIA HLDGS INC | Healthcare | 2.1% | $20.4m | 105,811 | 22% | added |
| 16 | ZBH ZIMMER BIOMET HOLDINGS INC | Healthcare | 2.1% | $20.0m | 232,557 | -14% | reduced |
| 17 | PODD INSULET CORP | Healthcare | 2.1% | $20.0m | 131,378 | -16% | reduced |
| 18 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 2.0% | $19.8m | 721,181 | 75% | added |
| 19 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 2.0% | $19.2m | 877,256 | -3% | reduced |
| 20 | EYPT EYEPOINT INC | Healthcare | 1.9% | $18.4m | 1,288,163 | -5% | reduced |
| 21 | THC TENET HEALTHCARE CORP | Healthcare | 1.9% | $18.2m | 97,280 | 94% | added |
| 22 | LIVN LIVANOVA PLC | Healthcare | 1.8% | $17.3m | 210,529 | -48% | reduced |
| 23 | ANIP ANI PHARMACEUTICALS INC | Healthcare | 1.7% | $16.8m | 202,907 | -28% | reduced |
| 24 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.7% | $16.2m | 1,624,279 | -5% | reduced |
| 25 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.6% | $15.3m | 50,672 | 88% | added |
| 26 | INDV INDIVIOR PHARMACEUTICALS INC | Healthcare | 1.5% | $14.9m | 364,269 | – | new |
| 27 | NVST ENVISTA HOLDINGS CORPORATION | Healthcare | 1.5% | $14.6m | 553,916 | -22% | reduced |
| 28 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 1.5% | $14.4m | 205,053 | 411% | added |
| 29 | XERS XERIS BIOPHARMA HOLDINGS INC | Healthcare | 1.5% | $14.3m | 1,807,621 | 5% | added |
| 30 | AVTX AVALO THERAPEUTICS INC | Healthcare | 1.5% | $14.2m | 766,290 | – | new |
| 31 | FDMT 4D MOLECULAR THERAPEUTICS IN | Healthcare | 1.3% | $12.6m | 948,184 | 81% | added |
| 32 | IMNM IMMUNOME INC | Healthcare | 1.3% | $12.6m | 594,202 | 47% | added |
| 33 | STOK STOKE THERAPEUTICS INC | Healthcare | 1.2% | $11.6m | 355,443 | 6% | added |
| 34 | WAT WATERS CORP | Healthcare | 1.2% | $11.3m | 30,206 | 14% | added |
| 35 | ANRO ALTO NEUROSCIENCE INC | Healthcare | 1.2% | $11.3m | 429,035 | – | new |
| 36 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 1.1% | $10.8m | 113,188 | – | new |
| 37 | ADPT ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 1.1% | $10.4m | 486,984 | -12% | reduced |
| 38 | ABSI ABSCI CORPORATION | Healthcare | 1.1% | $10.4m | 894,374 | -52% | reduced |
| 39 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.1% | $10.3m | 380,354 | 0% | held |
| 40 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.0% | $9.8m | 253,365 | 153% | added |
| 41 | UNIQURE NV | 1.0% | $9.6m | 208,170 | 1% | added | |
| 42 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 1.0% | $9.4m | 150,000 | – | new |
| 43 | AMRX AMNEAL PHARMACEUTICALS INC | Healthcare | 1.0% | $9.4m | 541,190 | 80% | added |
| 44 | IRTC IRHYTHM HOLDINGS INC | Healthcare | 0.8% | $8.0m | 67,267 | 68% | added |
| 45 | CYRX CRYOPORT INC | Industrials | 0.8% | $8.0m | 508,324 | – | new |
| 46 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 0.8% | $7.7m | 180,481 | -60% | reduced |
| 47 | CLYM CLIMB BIO INC | Healthcare | 0.8% | $7.3m | 563,484 | – | new |
| 48 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.7% | $7.2m | 398,782 | -36% | reduced |
| 49 | UPB UPSTREAM BIO INC | 0.7% | $6.5m | 935,247 | 19% | added | |
| 50 | RMD RESMED INC | Healthcare | 0.7% | $6.4m | 32,983 | – | new |
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.