13F HOLDINGS REPORT
Parkman Healthcare Partners LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002103
Total Value
$545.8M
Positions
102
Other Managers
0
Confidential Omitted
No
Holdings (102)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BOSTON SCIENTIFIC CORP | BSX | 597,260 | $31.5M | 5.78% |
| 2 | UNITED THERAPEUTICS CORP DEL | UTHR | 138,328 | $31.2M | 5.72% |
| 3 | BECTON DICKINSON & CO | BDX | 97,952 | $25.3M | 4.64% |
| 4 | DEXCOM INC | DXCM | 265,518 | $24.8M | 4.54% |
| 5 | COOPER COS INC | 216648402 | 65,321 | $20.8M | 3.81% |
| 6 | CENCORA INC | COR | 96,845 | $17.4M | 3.19% |
| 7 | TENET HEALTHCARE CORP | THC | 226,141 | $14.9M | 2.73% |
| 8 | HCA HEALTHCARE INC | HCA | 56,160 | $13.8M | 2.53% |
| 9 | VAXCYTE INC | PCVX | 238,132 | $12.1M | 2.22% |
| 10 | IMMUNOGEN INC | 45253H101 | 717,920 | $11.4M | 2.09% |
| 11 | RXSIGHT INC | RXST | 381,331 | $10.6M | 1.95% |
| 12 | SCHRODINGER INC | SDGR | 368,654 | $10.4M | 1.91% |
| 13 | HUMANA INC | HUM | 21,311 | $10.4M | 1.90% |
| 14 | KEROS THERAPEUTICS INC | KROS | 298,475 | $9.5M | 1.74% |
| 15 | NEUROCRINE BIOSCIENCES INC | NBIX | 83,845 | $9.4M | 1.73% |
| 16 | KINIKSA PHARMACEUTICALS LTD | KNSA | 509,810 | $8.9M | 1.62% |
| 17 | KARUNA THERAPEUTICS INC | 48576A100 | 51,311 | $8.7M | 1.59% |
| 18 | CHARLES RIV LABS INTL INC | 159864107 | 44,160 | $8.7M | 1.59% |
| 19 | MANNKIND CORP | MNKD | 2,068,947 | $8.5M | 1.57% |
| 20 | HAEMONETICS CORP MASS | HAE | 88,962 | $8.0M | 1.46% |
| 21 | ZIMMER BIOMET HOLDINGS INC | ZBH | 71,000 | $8.0M | 1.46% |
| 22 | THERMO FISHER SCIENTIFIC INC | TMO | 15,332 | $7.8M | 1.42% |
| 23 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 597,403 | $7.6M | 1.39% |
| 24 | XENON PHARMACEUTICALS INC | XENE | 216,644 | $7.4M | 1.36% |
| 25 | ARCELLX INC | ACLX | 203,482 | $7.3M | 1.34% |
| 26 | IONIS PHARMACEUTICALS INC | IONS | 159,503 | $7.2M | 1.33% |
| 27 | VERONA PHARMA PLC | 925050106 | 417,933 | $6.8M | 1.25% |
| 28 | INSULET CORP | PODD | 42,025 | $6.7M | 1.23% |
| 29 | ANI PHARMACEUTICALS INC | ANIP | 111,802 | $6.5M | 1.19% |
| 30 | AKERO THERAPEUTICS INC | 00973Y108 | 116,107 | $5.9M | 1.08% |
| 31 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 466,408 | $5.7M | 1.05% |
| 32 | 89BIO INC | 282559103 | 363,553 | $5.6M | 1.03% |
| 33 | AMGEN INC | AMGN | 20,000 | $5.4M | 0.98% |
| 34 | INSPIRE MED SYS INC | 457730109 | 26,923 | $5.3M | 0.98% |
| 35 | TRAVERE THERAPEUTICS INC | TVTX | 577,494 | $5.2M | 0.95% |
| 36 | VERACYTE INC | VCYT | 225,872 | $5.0M | 0.92% |
| 37 | APPLIED THERAPEUTICS INC | 03828A101 | 1,750,000 | $4.4M | 0.80% |
| 38 | SUTRO BIOPHARMA INC | STRO | 1,182,168 | $4.1M | 0.75% |
| 39 | CULLINAN ONCOLOGY INC | CGEM | 438,745 | $4.0M | 0.73% |
| 40 | SUPERNUS PHARMACEUTICALS INC | SUPN | 138,172 | $3.8M | 0.70% |
| 41 | CASTLE BIOSCIENCES INC | CSTL | 224,592 | $3.8M | 0.70% |
| 42 | SILK RD MED INC | 82710M100 | 249,341 | $3.7M | 0.68% |
| 43 | ARCUS BIOSCIENCES INC | RCUS | 205,109 | $3.7M | 0.67% |
| 44 | CATALENT INC | 148806102 | 80,646 | $3.7M | 0.67% |
| 45 | IDEAYA BIOSCIENCES INC | IDYA | 132,701 | $3.6M | 0.66% |
| 46 | LANTHEUS HLDGS INC | LNTH | 49,889 | $3.5M | 0.64% |
| 47 | CVRX INC | CVRX | 222,120 | $3.4M | 0.62% |
| 48 | SI-BONE INC | SIBN | 155,046 | $3.3M | 0.60% |
| 49 | INSMED INC | INSM | 125,000 | $3.2M | 0.58% |
| 50 | SYNDAX PHARMACEUTICALS INC | SNDX | 212,448 | $3.1M | 0.57% |
| 51 | MERUS N V | N5749R100 | 130,735 | $3.1M | 0.56% |
| 52 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 53,293 | $3.0M | 0.56% |
| 53 | NEOGENOMICS INC | NEO | 245,812 | $3.0M | 0.55% |
| 54 | CRINETICS PHARMACEUTICALS IN | CRNX | 100,000 | $3.0M | 0.54% |
| 55 | ESTABLISHMENT LABS HLDGS INC | ESTA | 60,530 | $3.0M | 0.54% |
| 56 | SOLENO THERAPEUTICS INC | SLNO | 100,000 | $3.0M | 0.54% |
| 57 | PERFORMANT FINL CORP | 71377E105 | 1,299,385 | $2.9M | 0.54% |
| 58 | EVOLENT HEALTH INC | EVH | 103,320 | $2.8M | 0.52% |
| 59 | EDWARDS LIFESCIENCES CORP | EW | 40,000 | $2.8M | 0.51% |
| 60 | EDGEWISE THERAPEUTICS INC | EWTX | 473,312 | $2.7M | 0.50% |
| 61 | BRIDGEBIO PHARMA INC | BBIO | 100,000 | $2.6M | 0.48% |
| 62 | BICYCLE THERAPEUTICS PLC | BCYC | 122,721 | $2.5M | 0.45% |
| 63 | DISC MEDICINE INC | IRON | 52,058 | $2.4M | 0.45% |
| 64 | AKOYA BIOSCIENCES INC | 00974H104 | 525,623 | $2.4M | 0.45% |
| 65 | LYRA THERAPEUTICS INC | LYRA | 625,056 | $2.4M | 0.45% |
| 66 | ACADIA PHARMACEUTICALS INC | ACAD | 115,777 | $2.4M | 0.44% |
| 67 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 249,024 | $2.3M | 0.42% |
| 68 | NATERA INC | NTRA | 50,751 | $2.2M | 0.41% |
| 69 | QUANTERIX CORP | QTRX | 77,087 | $2.1M | 0.38% |
| 70 | ACUMEN PHARMACEUTICALS INC | ABOS | 499,814 | $2.1M | 0.38% |
| 71 | MIRUM PHARMACEUTICALS INC | MIRM | 65,050 | $2.1M | 0.38% |
| 72 | ARVINAS INC | ARVN | 104,117 | $2.0M | 0.37% |
| 73 | UROGEN PHARMA LTD | URGN | 145,311 | $2.0M | 0.37% |
| 74 | LONGBOARD PHARMACEUTICALS IN | 54300N103 | 355,957 | $2.0M | 0.36% |
| 75 | ESPERION THERAPEUTICS INC NE | ESPR | 1,997,071 | $2.0M | 0.36% |
| 76 | AUGMEDIX INC | 05105P107 | 376,082 | $1.9M | 0.35% |
| 77 | SILENCE THERAPEUTICS PLC | SLNCF | 192,879 | $1.9M | 0.35% |
| 78 | COGENT BIOSCIENCES INC | COGT | 193,637 | $1.9M | 0.35% |
| 79 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 210,580 | $1.8M | 0.32% |
| 80 | AVID BIOSERVICES INC | 05368M106 | 185,613 | $1.8M | 0.32% |
| 81 | TG THERAPEUTICS INC | TGTX | 209,319 | $1.7M | 0.32% |
| 82 | AMBRX BIOPHARMA INC | 02290A102 | 150,000 | $1.7M | 0.32% |
| 83 | MORPHIC HLDG INC | 61775R105 | 75,000 | $1.7M | 0.31% |
| 84 | TANGO THERAPEUTICS INC | TNGX | 135,920 | $1.5M | 0.28% |
| 85 | STRUCTURE THERAPEUTICS INC | GPCR | 30,000 | $1.5M | 0.28% |
| 86 | BLACK DIAMOND THERAPEUTICS I | BDTX | 520,587 | $1.5M | 0.27% |
| 87 | STANDARD BIOTOOLS INC | LAB | 500,000 | $1.4M | 0.27% |
| 88 | TELA BIO INC | TELA | 166,725 | $1.3M | 0.24% |
| 89 | LEXICON PHARMACEUTICALS INC | LXRX | 1,136,413 | $1.2M | 0.23% |
| 90 | ACLARIS THERAPEUTICS INC | ACRS | 141,758 | $971,042 | 0.18% |
| 91 | IRONWOOD PHARMACEUTICALS INC | IRWD | 100,000 | $963,000 | 0.18% |
| 92 | X4 PHARMACEUTICALS INC | XFOR | 800,000 | $872,000 | 0.16% |
| 93 | IMMUNIC INC | IMUX | 562,506 | $826,884 | 0.15% |
| 94 | LIQUIDIA CORPORATION | LQDA | 117,253 | $743,384 | 0.14% |
| 95 | INOZYME PHARMA INC | 45790W108 | 175,896 | $738,763 | 0.14% |
| 96 | ASLAN PHARMACEUTICALS LTD | 04522R200 | 372,741 | $700,753 | 0.13% |
| 97 | ETON PHARMACEUTICALS INC | ETON | 165,000 | $688,050 | 0.13% |
| 98 | ALPHA TEKNOVA INC | TKNO | 233,746 | $652,151 | 0.12% |
| 99 | CUTERA INC | 232109108 | 100,000 | $602,000 | 0.11% |
| 100 | ACUTUS MED INC | 005111109 | 794,145 | $553,201 | 0.10% |
| 101 | VOYAGER THERAPEUTICS INC | VYGR | 60,322 | $467,496 | 0.09% |
| 102 | TERNS PHARMACEUTICALS INC | TERN | 41,728 | $209,892 | 0.04% |