13F HOLDINGS REPORT
Parkman Healthcare Partners LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001420506-23-000391
Total Value
$375.5M
Positions
81
Other Managers
0
Confidential Omitted
No
Holdings (81)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP DEL | UTHR | 100,702 | $28.0M | 7.46% |
| 2 | BOSTON SCIENTIFIC CORP | BSX | 367,933 | $17.0M | 4.53% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 27,742 | $14.7M | 3.92% |
| 4 | NEUROCRINE BIOSCIENCES INC | NBIX | 116,333 | $13.9M | 3.70% |
| 5 | LILLY ELI & CO | LLY | 34,438 | $12.6M | 3.35% |
| 6 | VERONA PHARMA PLC | 925050106 | 414,448 | $10.8M | 2.88% |
| 7 | SEAGEN INC | SE | 81,854 | $10.5M | 2.80% |
| 8 | HAEMONETICS CORP MASS | HAE | 132,378 | $10.4M | 2.77% |
| 9 | DANAHER CORPORATION | 235851102 | 38,393 | $10.2M | 2.71% |
| 10 | XENON PHARMACEUTICALS INC | XENE | 235,491 | $9.3M | 2.47% |
| 11 | HUMANA INC | HUM | 17,439 | $8.9M | 2.38% |
| 12 | CTI BIOPHARMA CORP | 12648L601 | 1,408,642 | $8.5M | 2.25% |
| 13 | VAXCYTE INC | PCVX | 158,048 | $7.6M | 2.02% |
| 14 | DEXCOM INC | DXCM | 62,730 | $7.1M | 1.89% |
| 15 | CONCERT PHARMACEUTICALS INC | 206022105 | 1,203,484 | $7.0M | 1.87% |
| 16 | SUTRO BIOPHARMA INC | STRO | 865,975 | $7.0M | 1.86% |
| 17 | ELEVANCE HEALTH INC | ELV | 12,296 | $6.3M | 1.68% |
| 18 | TENET HEALTHCARE CORP | THC | 126,505 | $6.2M | 1.64% |
| 19 | KEROS THERAPEUTICS INC | KROS | 126,790 | $6.1M | 1.62% |
| 20 | AVID BIOSERVICES INC | 05368M106 | 428,268 | $5.9M | 1.57% |
| 21 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 344,920 | $5.7M | 1.51% |
| 22 | MANNKIND CORP | MNKD | 1,031,109 | $5.4M | 1.45% |
| 23 | IONIS PHARMACEUTICALS INC | IONS | 141,115 | $5.3M | 1.42% |
| 24 | INSULET CORP | PODD | 18,042 | $5.3M | 1.41% |
| 25 | ESPERION THERAPEUTICS INC NE | ESPR | 822,784 | $5.1M | 1.36% |
| 26 | ANI PHARMACEUTICALS INC | ANIP | 126,874 | $5.1M | 1.36% |
| 27 | SILK RD MED INC | 82710M100 | 93,305 | $4.9M | 1.31% |
| 28 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 224,483 | $4.8M | 1.29% |
| 29 | PERFORMANT FINL CORP | 71377E105 | 1,319,675 | $4.8M | 1.27% |
| 30 | PROCEPT BIOROBOTICS CORP | PRCT | 112,318 | $4.7M | 1.24% |
| 31 | LANTHEUS HLDGS INC | LNTH | 90,923 | $4.6M | 1.23% |
| 32 | RHYTHM PHARMACEUTICALS INC | RYTM | 157,862 | $4.6M | 1.22% |
| 33 | LEGEND BIOTECH CORP | LEGN | 91,932 | $4.6M | 1.22% |
| 34 | SAREPTA THERAPEUTICS INC | SRPT | 35,314 | $4.6M | 1.22% |
| 35 | SCHRODINGER INC | SDGR | 227,951 | $4.3M | 1.13% |
| 36 | 89BIO INC | 282559103 | 332,880 | $4.2M | 1.13% |
| 37 | BIOGEN INC | BIIB | 15,217 | $4.2M | 1.12% |
| 38 | EDWARDS LIFESCIENCES CORP | EW | 54,579 | $4.1M | 1.08% |
| 39 | ACLARIS THERAPEUTICS INC | ACRS | 247,159 | $3.9M | 1.04% |
| 40 | ARCELLX INC | ACLX | 121,093 | $3.8M | 1.00% |
| 41 | KARUNA THERAPEUTICS INC | 48576A100 | 18,900 | $3.7M | 0.99% |
| 42 | TRANSMEDICS GROUP INC | TMDX | 55,351 | $3.4M | 0.91% |
| 43 | SUPERNUS PHARMACEUTICALS INC | SUPN | 94,906 | $3.4M | 0.90% |
| 44 | COOPER COS INC | 216648402 | 10,000 | $3.3M | 0.88% |
| 45 | IQVIA HLDGS INC | IQV | 15,374 | $3.1M | 0.84% |
| 46 | WATERS CORP | 941848103 | 8,804 | $3.0M | 0.80% |
| 47 | KINIKSA PHARMACEUTICALS LTD | KNSA | 191,307 | $2.9M | 0.76% |
| 48 | IMMUNOVANT INC | IMVT | 158,006 | $2.8M | 0.75% |
| 49 | ALPHATEC HLDGS INC | ATEC | 226,867 | $2.8M | 0.75% |
| 50 | VERACYTE INC | VCYT | 117,726 | $2.8M | 0.74% |
| 51 | BICYCLE THERAPEUTICS PLC | BCYC | 91,332 | $2.7M | 0.72% |
| 52 | KORU MEDICAL SYSTEMS INC | KRMD | 723,056 | $2.6M | 0.69% |
| 53 | X4 PHARMACEUTICALS INC | XFOR | 2,375,557 | $2.4M | 0.63% |
| 54 | RXSIGHT INC | RXST | 176,421 | $2.2M | 0.60% |
| 55 | NATERA INC | NTRA | 53,492 | $2.1M | 0.57% |
| 56 | MADRIGAL PHARMACEUTICALS INC | MDGL | 7,341 | $2.1M | 0.57% |
| 57 | SILENCE THERAPEUTICS PLC | SLNCF | 134,842 | $2.1M | 0.55% |
| 58 | AXOGEN INC | AXGN | 190,055 | $1.9M | 0.51% |
| 59 | ARCUS BIOSCIENCES INC | RCUS | 87,460 | $1.8M | 0.48% |
| 60 | LIQUIDIA CORPORATION | LQDA | 269,192 | $1.7M | 0.46% |
| 61 | COGENT BIOSCIENCES INC | COGT | 141,582 | $1.6M | 0.44% |
| 62 | IVERIC BIO INC | 46583P102 | 73,958 | $1.6M | 0.42% |
| 63 | FULCRUM THERAPEUTICS INC | FULC | 206,866 | $1.5M | 0.40% |
| 64 | AGIOS PHARMACEUTICALS INC | AGIO | 50,000 | $1.4M | 0.37% |
| 65 | CULLINAN ONCOLOGY INC | CGEM | 131,378 | $1.4M | 0.37% |
| 66 | AKOYA BIOSCIENCES INC | 00974H104 | 141,255 | $1.4M | 0.36% |
| 67 | TELA BIO INC | TELA | 116,668 | $1.3M | 0.36% |
| 68 | LIFECORE BIOMEDICAL INC | LFCR | 203,578 | $1.3M | 0.35% |
| 69 | SIGHT SCIENCES INC | SGHT | 105,102 | $1.3M | 0.34% |
| 70 | OPIANT PHARMACEUTICALS INC | 683750103 | 59,943 | $1.2M | 0.32% |
| 71 | CYTOKINETICS INC | CYTK | 25,000 | $1.1M | 0.31% |
| 72 | MIRUM PHARMACEUTICALS INC | MIRM | 52,754 | $1.0M | 0.27% |
| 73 | GUARDANT HEALTH INC | GH | 35,000 | $952,000 | 0.25% |
| 74 | LEXICON PHARMACEUTICALS INC | LXRX | 421,202 | $804,496 | 0.21% |
| 75 | ALPHA TEKNOVA INC | TKNO | 128,458 | $724,503 | 0.19% |
| 76 | IMMUNIC INC | IMUX | 459,770 | $643,678 | 0.17% |
| 77 | TRAVERE THERAPEUTICS INC | TVTX | 22,835 | $480,220 | 0.13% |
| 78 | EDGEWISE THERAPEUTICS INC | EWTX | 52,896 | $472,890 | 0.13% |
| 79 | PLUS THERAPEUTICS INC | PSTV | 583,467 | $184,959 | 0.05% |
| 80 | UNITY BIOTECHNOLOGY INC | UNTCW | 42,749 | $117,132 | 0.03% |
| 81 | ACUTUS MED INC | 005111109 | 52,027 | $59,831 | 0.02% |