13F HOLDINGS REPORT
Parkman Healthcare Partners LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001420506-24-001560
Total Value
$746.6M
Positions
90
Other Managers
0
Confidential Omitted
No
Holdings (90)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BOSTON SCIENTIFIC CORP | BSX | 551,592 | $42.5M | 5.69% |
| 2 | INSULET CORP | PODD | 179,305 | $36.2M | 4.85% |
| 3 | UNITED THERAPEUTICS CORP DEL | UTHR | 111,381 | $35.5M | 4.75% |
| 4 | ELI LILLY & CO | LLY | 31,654 | $28.7M | 3.84% |
| 5 | COOPER COS INC | 216648501 | 308,398 | $26.9M | 3.61% |
| 6 | TENET HEALTHCARE CORP | THC | 148,927 | $19.8M | 2.65% |
| 7 | AGIOS PHARMACEUTICALS INC | AGIO | 446,416 | $19.2M | 2.58% |
| 8 | LONGBOARD PHARMACEUTICALS IN | 54300N103 | 694,178 | $18.8M | 2.51% |
| 9 | RXSIGHT INC | RXST | 296,739 | $17.9M | 2.39% |
| 10 | DEXCOM INC | DXCM | 156,855 | $17.8M | 2.38% |
| 11 | BECTON DICKINSON & CO | BDX | 68,167 | $15.9M | 2.13% |
| 12 | NEUROCRINE BIOSCIENCES INC | NBIX | 115,170 | $15.9M | 2.12% |
| 13 | ELEVANCE HEALTH INC | ELV | 27,751 | $15.0M | 2.01% |
| 14 | SCHRODINGER INC | SDGR | 721,373 | $14.0M | 1.87% |
| 15 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 185,028 | $12.7M | 1.70% |
| 16 | ABBOTT LABS | ABLZF | 121,913 | $12.7M | 1.70% |
| 17 | MANNKIND CORP | MNKD | 2,409,599 | $12.6M | 1.68% |
| 18 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 908,822 | $12.5M | 1.68% |
| 19 | MERCK & CO INC | MRK | 100,000 | $12.4M | 1.66% |
| 20 | SYNDAX PHARMACEUTICALS INC | SNDX | 600,698 | $12.3M | 1.65% |
| 21 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 647,142 | $12.1M | 1.62% |
| 22 | ICON PLC | ICLR | 37,056 | $11.6M | 1.56% |
| 23 | VAXCYTE INC | PCVX | 150,191 | $11.3M | 1.52% |
| 24 | HUMANA INC | HUM | 30,037 | $11.2M | 1.50% |
| 25 | BICYCLE THERAPEUTICS PLC | BCYC | 535,063 | $10.8M | 1.45% |
| 26 | EDGEWISE THERAPEUTICS INC | EWTX | 574,517 | $10.3M | 1.39% |
| 27 | NURIX THERAPEUTICS INC | NRIX | 474,679 | $9.9M | 1.33% |
| 28 | QIAGEN NV | QGEN | 234,267 | $9.6M | 1.29% |
| 29 | INARI MED INC | 45332Y109 | 195,567 | $9.4M | 1.26% |
| 30 | KEROS THERAPEUTICS INC | KROS | 198,627 | $9.1M | 1.22% |
| 31 | ALPHATEC HLDGS INC | ATEC | 852,416 | $8.9M | 1.19% |
| 32 | ARCELLX INC | ACLX | 156,843 | $8.7M | 1.16% |
| 33 | VERONA PHARMA PLC | 925050106 | 595,389 | $8.6M | 1.15% |
| 34 | GILEAD SCIENCES INC | GILD | 125,000 | $8.6M | 1.15% |
| 35 | CENCORA INC | COR | 38,014 | $8.6M | 1.15% |
| 36 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 200,000 | $8.3M | 1.11% |
| 37 | XENON PHARMACEUTICALS INC | XENE | 209,290 | $8.2M | 1.09% |
| 38 | TRAVERE THERAPEUTICS INC | TVTX | 969,892 | $8.0M | 1.07% |
| 39 | IONIS PHARMACEUTICALS INC | IONS | 161,705 | $7.7M | 1.03% |
| 40 | ANAPTYSBIO INC | ANABV | 256,307 | $6.4M | 0.86% |
| 41 | CRINETICS PHARMACEUTICALS IN | CRNX | 141,375 | $6.3M | 0.85% |
| 42 | ARCUS BIOSCIENCES INC | RCUS | 415,535 | $6.3M | 0.85% |
| 43 | HAEMONETICS CORP MASS | HAE | 76,079 | $6.3M | 0.84% |
| 44 | CASTLE BIOSCIENCES INC | CSTL | 277,895 | $6.0M | 0.81% |
| 45 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 353,942 | $5.8M | 0.77% |
| 46 | IRONWOOD PHARMACEUTICALS INC | IRWD | 876,268 | $5.7M | 0.77% |
| 47 | SILENCE THERAPEUTICS PLC | SLNCF | 289,841 | $5.5M | 0.74% |
| 48 | INSMED INC | INSM | 80,271 | $5.4M | 0.72% |
| 49 | CVRX INC | CVRX | 447,620 | $5.4M | 0.72% |
| 50 | APPLIED THERAPEUTICS INC | 03828A101 | 1,148,307 | $5.4M | 0.72% |
| 51 | AVADEL PHARMACEUTICALS PLC | G29687103 | 378,289 | $5.3M | 0.71% |
| 52 | SUTRO BIOPHARMA INC | STRO | 1,792,740 | $5.3M | 0.70% |
| 53 | AMICUS THERAPEUTICS INC | FOLD | 502,463 | $5.0M | 0.67% |
| 54 | REPLIMUNE GROUP INC | REPL | 525,000 | $4.7M | 0.63% |
| 55 | PERFORMANT FINL CORP | 71377E105 | 1,623,199 | $4.7M | 0.63% |
| 56 | LIVANOVA PLC | LIVN | 85,159 | $4.7M | 0.63% |
| 57 | UROGEN PHARMA LTD | URGN | 274,465 | $4.6M | 0.62% |
| 58 | VERACYTE INC | VCYT | 209,475 | $4.5M | 0.61% |
| 59 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 101,224 | $4.5M | 0.60% |
| 60 | AVID BIOSERVICES INC | 05368M106 | 621,091 | $4.4M | 0.59% |
| 61 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 100,000 | $4.1M | 0.55% |
| 62 | FORTREA HLDGS INC | FTRE | 152,769 | $3.6M | 0.48% |
| 63 | ARVINAS INC | ARVN | 125,161 | $3.3M | 0.45% |
| 64 | NUVALENT INC | NUVL | 42,888 | $3.3M | 0.44% |
| 65 | TG THERAPEUTICS INC | TGTX | 180,320 | $3.2M | 0.43% |
| 66 | VENTYX BIOSCIENCES INC | 92332V107 | 1,160,022 | $2.7M | 0.36% |
| 67 | MERUS N V | N5749R100 | 45,152 | $2.7M | 0.36% |
| 68 | TERNS PHARMACEUTICALS INC | TERN | 390,270 | $2.7M | 0.36% |
| 69 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 135,376 | $2.6M | 0.35% |
| 70 | ESPERION THERAPEUTICS INC NE | ESPR | 1,144,646 | $2.5M | 0.34% |
| 71 | BIOCRYST PHARMACEUTICALS INC | BCRX | 400,448 | $2.5M | 0.33% |
| 72 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 216,822 | $2.4M | 0.33% |
| 73 | QUANTERIX CORP | QTRX | 176,377 | $2.3M | 0.31% |
| 74 | SI-BONE INC | SIBN | 153,015 | $2.0M | 0.27% |
| 75 | ELANCO ANIMAL HEALTH INC | ELAN | 126,042 | $1.8M | 0.24% |
| 76 | THIRD HARMONIC BIO INC | 88427A107 | 133,325 | $1.7M | 0.23% |
| 77 | ANNEXON INC | ANNX | 326,845 | $1.6M | 0.21% |
| 78 | ESSA PHARMA INC | 29668H708 | 252,072 | $1.3M | 0.18% |
| 79 | ARDELYX INC | ARDX | 150,192 | $1.1M | 0.15% |
| 80 | VIKING THERAPEUTICS INC | VKTX | 20,372 | $1.1M | 0.14% |
| 81 | AKOYA BIOSCIENCES INC | 00974H104 | 375,536 | $878,754 | 0.12% |
| 82 | ETON PHARMACEUTICALS INC | ETON | 253,197 | $833,018 | 0.11% |
| 83 | ENTERA BIO LTD | ENTX | 401,518 | $738,793 | 0.10% |
| 84 | VYNE THERAPEUTICS INC | VYNE | 345,206 | $680,056 | 0.09% |
| 85 | REVIVA PHARMACEUTCLS HLDGS I | 76152G100 | 504,600 | $645,888 | 0.09% |
| 86 | AUGMEDIX INC | 05105P107 | 566,845 | $498,824 | 0.07% |
| 87 | X4 PHARMACEUTICALS INC | XFOR | 806,616 | $467,837 | 0.06% |
| 88 | TELA BIO INC | TELA | 97,816 | $459,735 | 0.06% |
| 89 | ALPHA TEKNOVA INC | TKNO | 296,652 | $406,413 | 0.05% |
| 90 | XERIS BIOPHARMA HOLDINGS INC | XERS | 100,830 | $226,868 | 0.03% |