13F HOLDINGS REPORT
Parkman Healthcare Partners LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001420506-24-000960
Total Value
$815.0M
Positions
99
Other Managers
0
Confidential Omitted
No
Holdings (99)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TENET HEALTHCARE CORP | THC | 283,853 | $29.8M | 3.66% |
| 2 | UNITED THERAPEUTICS CORP DEL | UTHR | 128,199 | $29.4M | 3.61% |
| 3 | BOSTON SCIENTIFIC CORP | BSX | 425,473 | $29.1M | 3.58% |
| 4 | COOPER COS INC | 216648501 | 285,399 | $29.0M | 3.55% |
| 5 | SCHRODINGER INC | SDGR | 1,000,014 | $27.0M | 3.31% |
| 6 | ELI LILLY & CO | LLY | 32,117 | $25.0M | 3.07% |
| 7 | DEXCOM INC | DXCM | 171,665 | $23.8M | 2.92% |
| 8 | CENCORA INC | COR | 97,905 | $23.8M | 2.92% |
| 9 | RXSIGHT INC | RXST | 412,432 | $21.3M | 2.61% |
| 10 | SYNDAX PHARMACEUTICALS INC | SNDX | 784,811 | $18.7M | 2.29% |
| 11 | NEUROCRINE BIOSCIENCES INC | NBIX | 131,951 | $18.2M | 2.23% |
| 12 | INSPIRE MED SYS INC | 457730109 | 81,183 | $17.4M | 2.14% |
| 13 | FORTREA HLDGS INC | FTRE | 427,804 | $17.2M | 2.11% |
| 14 | INSULET CORP | PODD | 90,949 | $15.6M | 1.91% |
| 15 | SILK RD MED INC | 82710M100 | 848,897 | $15.6M | 1.91% |
| 16 | LONGBOARD PHARMACEUTICALS IN | 54300N103 | 693,144 | $15.0M | 1.84% |
| 17 | ABBOTT LABS | ABLZF | 121,689 | $13.8M | 1.70% |
| 18 | QIAGEN NV | QGEN | 313,954 | $13.5M | 1.66% |
| 19 | BICYCLE THERAPEUTICS PLC | BCYC | 524,253 | $13.1M | 1.60% |
| 20 | KINIKSA PHARMACEUTICALS LTD | KNSA | 646,163 | $12.7M | 1.56% |
| 21 | APPLIED THERAPEUTICS INC | 03828A101 | 1,854,763 | $12.6M | 1.55% |
| 22 | OSCAR HEALTH INC | OSCR | 831,283 | $12.4M | 1.52% |
| 23 | EDGEWISE THERAPEUTICS INC | EWTX | 653,653 | $11.9M | 1.46% |
| 24 | KEROS THERAPEUTICS INC | KROS | 178,335 | $11.8M | 1.45% |
| 25 | HCA HEALTHCARE INC | HCA | 35,283 | $11.8M | 1.44% |
| 26 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 729,230 | $11.5M | 1.41% |
| 27 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 691,812 | $11.4M | 1.40% |
| 28 | BECTON DICKINSON & CO | BDX | 45,597 | $11.3M | 1.38% |
| 29 | MANNKIND CORP | MNKD | 2,405,936 | $10.9M | 1.34% |
| 30 | ARCELLX INC | ACLX | 156,598 | $10.9M | 1.34% |
| 31 | VAXCYTE INC | PCVX | 149,956 | $10.2M | 1.26% |
| 32 | SUTRO BIOPHARMA INC | STRO | 1,790,051 | $10.1M | 1.24% |
| 33 | XENON PHARMACEUTICALS INC | XENE | 223,942 | $9.6M | 1.18% |
| 34 | THERMO FISHER SCIENTIFIC INC | TMO | 15,572 | $9.1M | 1.11% |
| 35 | VERONA PHARMA PLC | 925050106 | 529,520 | $8.5M | 1.05% |
| 36 | CASTLE BIOSCIENCES INC | CSTL | 367,408 | $8.1M | 1.00% |
| 37 | LIVANOVA PLC | LIVN | 145,000 | $8.1M | 1.00% |
| 38 | ELEVANCE HEALTH INC | ELV | 15,164 | $7.9M | 0.96% |
| 39 | HAEMONETICS CORP MASS | HAE | 90,962 | $7.8M | 0.95% |
| 40 | TRAVERE THERAPEUTICS INC | TVTX | 968,420 | $7.5M | 0.92% |
| 41 | IRONWOOD PHARMACEUTICALS INC | IRWD | 850,000 | $7.4M | 0.91% |
| 42 | DISC MEDICINE INC | IRON | 107,593 | $6.7M | 0.82% |
| 43 | VENTYX BIOSCIENCES INC | 92332V107 | 1,208,099 | $6.6M | 0.82% |
| 44 | AVADEL PHARMACEUTICALS PLC | 05337M104 | 387,770 | $6.5M | 0.80% |
| 45 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 453,590 | $6.4M | 0.79% |
| 46 | IONIS PHARMACEUTICALS INC | IONS | 141,499 | $6.1M | 0.75% |
| 47 | CVRX INC | CVRX | 332,090 | $6.0M | 0.74% |
| 48 | INARI MED INC | 45332Y109 | 125,338 | $6.0M | 0.74% |
| 49 | VERACYTE INC | VCYT | 254,092 | $5.6M | 0.69% |
| 50 | SILENCE THERAPEUTICS PLC | SLNCF | 244,471 | $5.3M | 0.65% |
| 51 | ARVINAS INC | ARVN | 124,979 | $5.2M | 0.63% |
| 52 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 101,071 | $5.1M | 0.62% |
| 53 | ARCUS BIOSCIENCES INC | RCUS | 259,920 | $4.9M | 0.60% |
| 54 | PERFORMANT FINL CORP | 71377E105 | 1,659,100 | $4.9M | 0.60% |
| 55 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 69,892 | $4.8M | 0.59% |
| 56 | CHARLES RIV LABS INTL INC | 159864107 | 17,697 | $4.8M | 0.59% |
| 57 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 200,311 | $4.7M | 0.58% |
| 58 | CRINETICS PHARMACEUTICALS IN | CRNX | 101,119 | $4.7M | 0.58% |
| 59 | ALPHATEC HLDGS INC | ATEC | 336,688 | $4.6M | 0.57% |
| 60 | STANDARD BIOTOOLS INC | LAB | 1,670,401 | $4.5M | 0.56% |
| 61 | CENTENE CORP DEL | CNC | 55,794 | $4.4M | 0.54% |
| 62 | AUGMEDIX INC | 05105P107 | 1,066,109 | $4.4M | 0.54% |
| 63 | AKOYA BIOSCIENCES INC | 00974H104 | 917,442 | $4.3M | 0.53% |
| 64 | QUANTERIX CORP | QTRX | 176,112 | $4.1M | 0.51% |
| 65 | LYRA THERAPEUTICS INC | LYRA | 642,245 | $4.0M | 0.49% |
| 66 | NURIX THERAPEUTICS INC | NRIX | 250,000 | $3.7M | 0.45% |
| 67 | MERUS N V | N5749R100 | 80,123 | $3.6M | 0.44% |
| 68 | NUVALENT INC | NUVL | 47,808 | $3.6M | 0.44% |
| 69 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 266,510 | $3.3M | 0.41% |
| 70 | ELANCO ANIMAL HEALTH INC | ELAN | 201,181 | $3.3M | 0.40% |
| 71 | ESPERION THERAPEUTICS INC NE | ESPR | 1,142,897 | $3.1M | 0.38% |
| 72 | CULLINAN ONCOLOGY INC | CGEM | 178,396 | $3.0M | 0.37% |
| 73 | IDEAYA BIOSCIENCES INC | IDYA | 66,332 | $2.9M | 0.36% |
| 74 | UROGEN PHARMA LTD | URGN | 184,184 | $2.8M | 0.34% |
| 75 | NKARTA INC | NKTX | 252,028 | $2.7M | 0.33% |
| 76 | AMICUS THERAPEUTICS INC | FOLD | 226,723 | $2.7M | 0.33% |
| 77 | INSMED INC | INSM | 93,032 | $2.5M | 0.31% |
| 78 | SI-BONE INC | SIBN | 152,781 | $2.5M | 0.31% |
| 79 | ANNEXON INC | ANNX | 346,687 | $2.5M | 0.30% |
| 80 | VIKING THERAPEUTICS INC | VKTX | 30,298 | $2.5M | 0.30% |
| 81 | TG THERAPEUTICS INC | TGTX | 155,039 | $2.4M | 0.29% |
| 82 | ACUMEN PHARMACEUTICALS INC | ABOS | 576,657 | $2.3M | 0.29% |
| 83 | VYNE THERAPEUTICS INC | VYNE | 696,470 | $2.1M | 0.26% |
| 84 | ESSA PHARMA INC | 29668H708 | 251,695 | $2.1M | 0.26% |
| 85 | 89BIO INC | 282559103 | 179,899 | $2.1M | 0.26% |
| 86 | REVIVA PHARMACEUTCLS HLDGS I | 76152G100 | 503,854 | $1.9M | 0.23% |
| 87 | AVID BIOSERVICES INC | 05368M106 | 270,136 | $1.8M | 0.22% |
| 88 | INOZYME PHARMA INC | 45790W108 | 222,943 | $1.7M | 0.21% |
| 89 | ARDELYX INC | ARDX | 200,000 | $1.5M | 0.18% |
| 90 | CYTOKINETICS INC | CYTK | 20,160 | $1.4M | 0.17% |
| 91 | X4 PHARMACEUTICALS INC | XFOR | 805,359 | $1.1M | 0.14% |
| 92 | SOPHIA GENETICS SA | SOPH | 209,896 | $1.0M | 0.13% |
| 93 | BUTTERFLY NETWORK INC | BFLY | 750,000 | $810,000 | 0.10% |
| 94 | ALPHA TEKNOVA INC | TKNO | 296,202 | $784,935 | 0.10% |
| 95 | NOVOCURE LTD | NVCR | 50,000 | $781,500 | 0.10% |
| 96 | ETON PHARMACEUTICALS INC | ETON | 199,168 | $746,880 | 0.09% |
| 97 | TELA BIO INC | TELA | 97,668 | $553,778 | 0.07% |
| 98 | THIRD HARMONIC BIO INC | 88427A107 | 40,000 | $377,600 | 0.05% |
| 99 | XERIS BIOPHARMA HOLDINGS INC | XERS | 100,676 | $222,494 | 0.03% |