13F HOLDINGS REPORT
Parkman Healthcare Partners LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001420506-23-000981
Total Value
$459.8M
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP DEL | UTHR | 108,072 | $24.2M | 5.26% |
| 2 | NEUROCRINE BIOSCIENCES INC | NBIX | 217,838 | $22.0M | 4.80% |
| 3 | BOSTON SCIENTIFIC CORP | BSX | 428,231 | $21.4M | 4.66% |
| 4 | COOPER COS INC | 216648402 | 52,384 | $19.6M | 4.25% |
| 5 | LANTHEUS HLDGS INC | LNTH | 187,187 | $15.5M | 3.36% |
| 6 | SEAGEN INC | SE | 73,100 | $14.8M | 3.22% |
| 7 | HAEMONETICS CORP MASS | HAE | 140,740 | $11.6M | 2.53% |
| 8 | TENET HEALTHCARE CORP | THC | 185,832 | $11.0M | 2.40% |
| 9 | SCHRODINGER INC | SDGR | 399,170 | $10.5M | 2.29% |
| 10 | SHOCKWAVE MED INC | 82489T104 | 46,855 | $10.2M | 2.21% |
| 11 | ELEVANCE HEALTH INC | ELV | 21,643 | $10.0M | 2.16% |
| 12 | XENON PHARMACEUTICALS INC | XENE | 277,283 | $9.9M | 2.16% |
| 13 | BECTON DICKINSON & CO | BDX | 39,788 | $9.8M | 2.14% |
| 14 | VERONA PHARMA PLC | 925050106 | 487,995 | $9.8M | 2.13% |
| 15 | LILLY ELI & CO | LLY | 27,671 | $9.5M | 2.07% |
| 16 | SILK RD MED INC | 82710M100 | 239,864 | $9.4M | 2.04% |
| 17 | DEXCOM INC | DXCM | 78,927 | $9.2M | 1.99% |
| 18 | INSULET CORP | PODD | 28,744 | $9.2M | 1.99% |
| 19 | IQVIA HLDGS INC | IQV | 45,643 | $9.1M | 1.97% |
| 20 | HUMANA INC | HUM | 17,837 | $8.7M | 1.88% |
| 21 | AVID BIOSERVICES INC | 05368M106 | 453,952 | $8.5M | 1.85% |
| 22 | ZIMMER BIOMET HOLDINGS INC | ZBH | 65,000 | $8.4M | 1.83% |
| 23 | KEROS THERAPEUTICS INC | KROS | 179,290 | $7.7M | 1.67% |
| 24 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 491,772 | $7.6M | 1.65% |
| 25 | CTI BIOPHARMA CORP | 12648L601 | 1,753,630 | $7.4M | 1.60% |
| 26 | KARUNA THERAPEUTICS INC | 48576A100 | 39,307 | $7.1M | 1.55% |
| 27 | RXSIGHT INC | RXST | 427,793 | $7.1M | 1.55% |
| 28 | VAXCYTE INC | PCVX | 186,097 | $7.0M | 1.52% |
| 29 | NATERA INC | NTRA | 125,043 | $6.9M | 1.51% |
| 30 | MADRIGAL PHARMACEUTICALS INC | MDGL | 25,840 | $6.3M | 1.36% |
| 31 | EVOLENT HEALTH INC | EVH | 186,923 | $6.1M | 1.32% |
| 32 | MANNKIND CORP | MNKD | 1,474,098 | $6.0M | 1.31% |
| 33 | IONIS PHARMACEUTICALS INC | IONS | 151,161 | $5.4M | 1.17% |
| 34 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 400,220 | $5.4M | 1.16% |
| 35 | PERFORMANT FINL CORP | 71377E105 | 1,553,875 | $5.3M | 1.15% |
| 36 | SUTRO BIOPHARMA INC | STRO | 1,100,038 | $5.1M | 1.11% |
| 37 | BIOGEN INC | BIIB | 17,920 | $5.0M | 1.08% |
| 38 | SUPERNUS PHARMACEUTICALS INC | SUPN | 131,878 | $4.8M | 1.04% |
| 39 | ARCELLX INC | ACLX | 147,646 | $4.5M | 0.99% |
| 40 | TG THERAPEUTICS INC | TGTX | 275,641 | $4.1M | 0.90% |
| 41 | ANI PHARMACEUTICALS INC | ANIP | 100,000 | $4.0M | 0.86% |
| 42 | DANAHER CORPORATION | 235851102 | 15,216 | $3.8M | 0.83% |
| 43 | 89BIO INC | 282559103 | 246,956 | $3.8M | 0.82% |
| 44 | WATERS CORP | 941848103 | 11,867 | $3.7M | 0.80% |
| 45 | KORU MEDICAL SYSTEMS INC | KRMD | 851,375 | $3.6M | 0.78% |
| 46 | TRAVERE THERAPEUTICS INC | TVTX | 141,887 | $3.2M | 0.69% |
| 47 | BICYCLE THERAPEUTICS PLC | BCYC | 147,799 | $3.1M | 0.68% |
| 48 | ESPERION THERAPEUTICS INC NE | ESPR | 1,878,857 | $3.0M | 0.65% |
| 49 | IMMUNOVANT INC | IMVT | 186,045 | $2.9M | 0.63% |
| 50 | KINIKSA PHARMACEUTICALS LTD | KNSA | 250,257 | $2.7M | 0.59% |
| 51 | VERACYTE INC | VCYT | 118,622 | $2.6M | 0.58% |
| 52 | X4 PHARMACEUTICALS INC | XFOR | 2,797,147 | $2.4M | 0.53% |
| 53 | IVERIC BIO INC | 46583P102 | 97,082 | $2.4M | 0.51% |
| 54 | LEGEND BIOTECH CORP | LEGN | 47,608 | $2.3M | 0.50% |
| 55 | LIQUIDIA CORPORATION | LQDA | 326,965 | $2.3M | 0.49% |
| 56 | AXOGEN INC | AXGN | 223,783 | $2.1M | 0.46% |
| 57 | COGENT BIOSCIENCES INC | COGT | 181,896 | $2.0M | 0.43% |
| 58 | PROCEPT BIOROBOTICS CORP | PRCT | 67,252 | $1.9M | 0.42% |
| 59 | ARCUS BIOSCIENCES INC | RCUS | 102,987 | $1.9M | 0.41% |
| 60 | CULLINAN ONCOLOGY INC | CGEM | 169,886 | $1.7M | 0.38% |
| 61 | MARINUS PHARMACEUTICALS INC | 56854Q200 | 250,000 | $1.7M | 0.38% |
| 62 | ESTABLISHMENT LABS HLDGS INC | ESTA | 25,000 | $1.7M | 0.37% |
| 63 | APELLIS PHARMACEUTICALS INC | APLS | 25,000 | $1.6M | 0.36% |
| 64 | AKOYA BIOSCIENCES INC | 00974H104 | 201,385 | $1.6M | 0.36% |
| 65 | LEXICON PHARMACEUTICALS INC | LXRX | 675,328 | $1.6M | 0.36% |
| 66 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 115,000 | $1.5M | 0.33% |
| 67 | MIRUM PHARMACEUTICALS INC | MIRM | 62,118 | $1.5M | 0.32% |
| 68 | TELA BIO INC | TELA | 137,372 | $1.5M | 0.32% |
| 69 | GALERA THERAPEUTICS INC | GRTX | 525,000 | $1.3M | 0.29% |
| 70 | ACLARIS THERAPEUTICS INC | ACRS | 166,020 | $1.3M | 0.29% |
| 71 | SAGE THERAPEUTICS INC | 78667J108 | 25,321 | $1.1M | 0.23% |
| 72 | SILENCE THERAPEUTICS PLC | SLNCF | 158,774 | $984,399 | 0.21% |
| 73 | TERNS PHARMACEUTICALS INC | TERN | 75,000 | $888,000 | 0.19% |
| 74 | CIDARA THERAPEUTICS INC | 171757107 | 600,000 | $762,000 | 0.17% |
| 75 | INOZYME PHARMA INC | 45790W108 | 125,000 | $716,250 | 0.16% |
| 76 | IMMUNIC INC | IMUX | 459,770 | $685,057 | 0.15% |
| 77 | AADI BIOSCIENCE INC | WHWK | 75,961 | $549,958 | 0.12% |
| 78 | ACUTUS MED INC | 005111109 | 653,721 | $492,906 | 0.11% |
| 79 | ALPHA TEKNOVA INC | TKNO | 151,255 | $447,715 | 0.10% |
| 80 | GRITSTONE BIO INC | 39868T105 | 151,921 | $422,340 | 0.09% |
| 81 | EDGEWISE THERAPEUTICS INC | EWTX | 62,283 | $415,428 | 0.09% |
| 82 | SAVARA INC | SVRA | 177,243 | $345,624 | 0.08% |
| 83 | MINERALYS THERAPEUTICS INC | MLYS | 10,000 | $156,600 | 0.03% |