13F HOLDINGS REPORT
Parkman Healthcare Partners LLC
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001420506-23-001502
Total Value
$576.9M
Positions
95
Other Managers
0
Confidential Omitted
No
Holdings (95)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP DEL | UTHR | 122,978 | $27.1M | 4.71% |
| 2 | BOSTON SCIENTIFIC CORP | BSX | 473,105 | $25.6M | 4.44% |
| 3 | SCHRODINGER INC | SDGR | 482,626 | $24.1M | 4.18% |
| 4 | BECTON DICKINSON & CO | BDX | 83,646 | $22.1M | 3.83% |
| 5 | TENET HEALTHCARE CORP | THC | 254,037 | $20.7M | 3.58% |
| 6 | LANTHEUS HLDGS INC | LNTH | 245,547 | $20.6M | 3.57% |
| 7 | INSULET CORP | PODD | 58,051 | $16.7M | 2.90% |
| 8 | AMERISOURCEBERGEN CORP | COR | 86,250 | $16.6M | 2.88% |
| 9 | IMMUNOGEN INC | 45253H101 | 840,811 | $15.9M | 2.75% |
| 10 | COOPER COS INC | 216648402 | 40,123 | $15.4M | 2.67% |
| 11 | DANAHER CORPORATION | 235851102 | 60,696 | $14.6M | 2.53% |
| 12 | RXSIGHT INC | RXST | 498,631 | $14.4M | 2.49% |
| 13 | NEUROCRINE BIOSCIENCES INC | NBIX | 139,735 | $13.2M | 2.28% |
| 14 | VAXCYTE INC | PCVX | 228,505 | $11.4M | 1.98% |
| 15 | KEROS THERAPEUTICS INC | KROS | 276,815 | $11.1M | 1.93% |
| 16 | DEXCOM INC | DXCM | 85,126 | $10.9M | 1.90% |
| 17 | WATERS CORP | 941848103 | 40,688 | $10.8M | 1.88% |
| 18 | KARUNA THERAPEUTICS INC | 48576A100 | 49,233 | $10.7M | 1.85% |
| 19 | SILK RD MED INC | 82710M100 | 307,525 | $10.0M | 1.73% |
| 20 | HAEMONETICS CORP MASS | HAE | 115,061 | $9.8M | 1.70% |
| 21 | ANI PHARMACEUTICALS INC | ANIP | 174,477 | $9.4M | 1.63% |
| 22 | VERONA PHARMA PLC | 925050106 | 400,987 | $8.5M | 1.47% |
| 23 | XENON PHARMACEUTICALS INC | XENE | 217,740 | $8.4M | 1.45% |
| 24 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 573,239 | $8.1M | 1.40% |
| 25 | MANNKIND CORP | MNKD | 1,816,581 | $7.4M | 1.28% |
| 26 | X4 PHARMACEUTICALS INC | XFOR | 3,766,593 | $7.3M | 1.27% |
| 27 | 89BIO INC | 282559103 | 348,875 | $6.6M | 1.15% |
| 28 | IONIS PHARMACEUTICALS INC | IONS | 153,052 | $6.3M | 1.09% |
| 29 | ARCELLX INC | ACLX | 195,260 | $6.2M | 1.07% |
| 30 | CATALENT INC | 148806102 | 141,250 | $6.1M | 1.06% |
| 31 | SUPERNUS PHARMACEUTICALS INC | SUPN | 190,179 | $5.7M | 0.99% |
| 32 | TG THERAPEUTICS INC | TGTX | 220,634 | $5.5M | 0.95% |
| 33 | VERACYTE INC | VCYT | 211,960 | $5.4M | 0.94% |
| 34 | SUTRO BIOPHARMA INC | STRO | 1,143,861 | $5.3M | 0.92% |
| 35 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 428,279 | $5.1M | 0.89% |
| 36 | HUMANA INC | HUM | 11,160 | $5.0M | 0.87% |
| 37 | INSPIRE MED SYS INC | 457730109 | 14,470 | $4.7M | 0.81% |
| 38 | BICYCLE THERAPEUTICS PLC | BCYC | 172,285 | $4.4M | 0.76% |
| 39 | SYNDAX PHARMACEUTICALS INC | SNDX | 208,266 | $4.4M | 0.76% |
| 40 | SEAGEN INC | SE | 22,602 | $4.3M | 0.75% |
| 41 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 325,500 | $4.3M | 0.75% |
| 42 | MAXIMUS INC | MMS | 50,381 | $4.3M | 0.74% |
| 43 | IMMUNOVANT INC | IMVT | 216,868 | $4.1M | 0.71% |
| 44 | KINIKSA PHARMACEUTICALS LTD | KNSA | 291,703 | $4.1M | 0.71% |
| 45 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 80,000 | $4.1M | 0.71% |
| 46 | ESTABLISHMENT LABS HLDGS INC | ESTA | 58,083 | $4.0M | 0.69% |
| 47 | PERFORMANT FINL CORP | 71377E105 | 1,446,415 | $3.9M | 0.68% |
| 48 | NEOGENOMICS INC | NEO | 235,847 | $3.8M | 0.66% |
| 49 | SI-BONE INC | SIBN | 138,915 | $3.7M | 0.65% |
| 50 | CULLINAN ONCOLOGY INC | CGEM | 346,781 | $3.7M | 0.65% |
| 51 | NATERA INC | NTRA | 75,039 | $3.7M | 0.63% |
| 52 | EVOLENT HEALTH INC | EVH | 119,492 | $3.6M | 0.63% |
| 53 | EDGEWISE THERAPEUTICS INC | EWTX | 454,247 | $3.5M | 0.61% |
| 54 | AKOYA BIOSCIENCES INC | 00974H104 | 471,000 | $3.5M | 0.60% |
| 55 | SAGE THERAPEUTICS INC | 78667J108 | 70,033 | $3.3M | 0.57% |
| 56 | KORU MEDICAL SYSTEMS INC | KRMD | 899,063 | $3.1M | 0.54% |
| 57 | LEXICON PHARMACEUTICALS INC | LXRX | 1,330,616 | $3.0M | 0.53% |
| 58 | IDEAYA BIOSCIENCES INC | IDYA | 127,339 | $3.0M | 0.52% |
| 59 | ESPERION THERAPEUTICS INC NE | ESPR | 2,132,309 | $3.0M | 0.51% |
| 60 | SHOCKWAVE MED INC | 82489T104 | 10,076 | $2.9M | 0.50% |
| 61 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 239,051 | $2.8M | 0.49% |
| 62 | BLACK DIAMOND THERAPEUTICS I | BDTX | 500,000 | $2.5M | 0.44% |
| 63 | LONGBOARD PHARMACEUTICALS IN | 54300N103 | 341,587 | $2.5M | 0.43% |
| 64 | AVID BIOSERVICES INC | 05368M106 | 177,900 | $2.5M | 0.43% |
| 65 | ARVINAS INC | ARVN | 100,000 | $2.5M | 0.43% |
| 66 | LYRA THERAPEUTICS INC | LYRA | 600,000 | $2.5M | 0.43% |
| 67 | ARCUS BIOSCIENCES INC | RCUS | 120,049 | $2.4M | 0.42% |
| 68 | ACADIA PHARMACEUTICALS INC | ACAD | 100,000 | $2.4M | 0.42% |
| 69 | AXOGEN INC | AXGN | 260,858 | $2.4M | 0.41% |
| 70 | TRAVERE THERAPEUTICS INC | TVTX | 146,323 | $2.2M | 0.39% |
| 71 | DISC MEDICINE INC | IRON | 50,000 | $2.2M | 0.38% |
| 72 | LIQUIDIA CORPORATION | LQDA | 281,134 | $2.2M | 0.38% |
| 73 | COGENT BIOSCIENCES INC | COGT | 185,782 | $2.2M | 0.38% |
| 74 | CVRX INC | CVRX | 140,763 | $2.2M | 0.38% |
| 75 | CASTLE BIOSCIENCES INC | CSTL | 148,002 | $2.0M | 0.35% |
| 76 | ACLARIS THERAPEUTICS INC | ACRS | 193,597 | $2.0M | 0.35% |
| 77 | MARINUS PHARMACEUTICALS INC | 56854Q200 | 171,075 | $1.9M | 0.32% |
| 78 | ASLAN PHARMACEUTICALS LTD | 04522R200 | 506,621 | $1.8M | 0.32% |
| 79 | MERUS N V | N5749R100 | 67,881 | $1.8M | 0.31% |
| 80 | GALERA THERAPEUTICS INC | GRTX | 540,847 | $1.7M | 0.29% |
| 81 | AKERO THERAPEUTICS INC | 00973Y108 | 35,000 | $1.6M | 0.28% |
| 82 | MIRUM PHARMACEUTICALS INC | MIRM | 62,410 | $1.6M | 0.28% |
| 83 | TELA BIO INC | TELA | 159,026 | $1.6M | 0.28% |
| 84 | IMMUNIC INC | IMUX | 539,753 | $1.4M | 0.23% |
| 85 | QUANTERIX CORP | QTRX | 50,144 | $1.1M | 0.20% |
| 86 | SILENCE THERAPEUTICS PLC | SLNCF | 185,078 | $1.0M | 0.18% |
| 87 | INOZYME PHARMA INC | 45790W108 | 168,790 | $940,160 | 0.16% |
| 88 | TERNS PHARMACEUTICALS INC | TERN | 102,425 | $896,219 | 0.16% |
| 89 | NANOSTRING TECHNOLOGIES INC | 63009R109 | 187,500 | $759,375 | 0.13% |
| 90 | ACUTUS MED INC | 005111109 | 762,025 | $676,678 | 0.12% |
| 91 | VOYAGER THERAPEUTICS INC | VYGR | 57,881 | $662,737 | 0.11% |
| 92 | SAVARA INC | SVRA | 206,607 | $660,109 | 0.11% |
| 93 | ALPHA TEKNOVA INC | TKNO | 176,314 | $470,758 | 0.08% |
| 94 | MINERALYS THERAPEUTICS INC | MLYS | 11,658 | $198,769 | 0.03% |
| 95 | CIDARA THERAPEUTICS INC | 171757107 | 136,011 | $153,692 | 0.03% |