13F HOLDINGS REPORT
Parkman Healthcare Partners LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001420506-24-002511
Total Value
$783.4M
Positions
93
Other Managers
0
Confidential Omitted
No
Holdings (93)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BOSTON SCIENTIFIC CORP | BSX | 447,196 | $37.5M | 4.78% |
| 2 | INSULET CORP | PODD | 159,689 | $37.2M | 4.74% |
| 3 | ELI LILLY & CO | LLY | 40,384 | $35.8M | 4.57% |
| 4 | COOPER COS INC | 216648501 | 292,593 | $32.3M | 4.12% |
| 5 | KEROS THERAPEUTICS INC | KROS | 421,782 | $24.5M | 3.13% |
| 6 | TELEFLEX INCORPORATED | TFX | 96,144 | $23.8M | 3.04% |
| 7 | UNITED THERAPEUTICS CORP DEL | UTHR | 64,031 | $22.9M | 2.93% |
| 8 | MANNKIND CORP | MNKD | 3,304,085 | $20.8M | 2.65% |
| 9 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 755,244 | $18.9M | 2.41% |
| 10 | VERONA PHARMA PLC | 925050106 | 626,452 | $18.0M | 2.30% |
| 11 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 241,575 | $17.7M | 2.26% |
| 12 | EDGEWISE THERAPEUTICS INC | EWTX | 657,070 | $17.5M | 2.24% |
| 13 | LONGBOARD PHARMACEUTICALS IN | 54300N103 | 491,272 | $16.4M | 2.09% |
| 14 | ARCUS BIOSCIENCES INC | RCUS | 1,025,754 | $15.7M | 2.00% |
| 15 | TENET HEALTHCARE CORP | THC | 93,753 | $15.6M | 1.99% |
| 16 | TRAVERE THERAPEUTICS INC | TVTX | 1,086,067 | $15.2M | 1.94% |
| 17 | NEUROCRINE BIOSCIENCES INC | NBIX | 129,840 | $15.0M | 1.91% |
| 18 | VAXCYTE INC | PCVX | 130,249 | $14.9M | 1.90% |
| 19 | BECTON DICKINSON & CO | BDX | 60,011 | $14.5M | 1.85% |
| 20 | ABBOTT LABS | ABLZF | 123,601 | $14.1M | 1.80% |
| 21 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 924,140 | $12.9M | 1.64% |
| 22 | AGIOS PHARMACEUTICALS INC | AGIO | 285,099 | $12.7M | 1.62% |
| 23 | GILEAD SCIENCES INC | GILD | 129,025 | $10.8M | 1.38% |
| 24 | SCHRODINGER INC | SDGR | 559,105 | $10.4M | 1.32% |
| 25 | STRYKER CORPORATION | SYK | 28,000 | $10.1M | 1.29% |
| 26 | BICYCLE THERAPEUTICS PLC | BCYC | 445,396 | $10.1M | 1.29% |
| 27 | NURIX THERAPEUTICS INC | NRIX | 438,971 | $9.9M | 1.26% |
| 28 | SYNDAX PHARMACEUTICALS INC | SNDX | 508,283 | $9.8M | 1.25% |
| 29 | VIRIDIAN THERAPEUTICS INC | VRDN | 425,000 | $9.7M | 1.23% |
| 30 | QIAGEN NV | QGEN | 210,769 | $9.6M | 1.23% |
| 31 | RXSIGHT INC | RXST | 184,320 | $9.1M | 1.16% |
| 32 | SILENCE THERAPEUTICS PLC | SLNCF | 497,870 | $9.1M | 1.16% |
| 33 | QUEST DIAGNOSTICS INC | DGX | 55,000 | $8.5M | 1.09% |
| 34 | CASTLE BIOSCIENCES INC | CSTL | 296,071 | $8.4M | 1.08% |
| 35 | REPLIMUNE GROUP INC | REPL | 763,747 | $8.4M | 1.07% |
| 36 | AVID BIOSERVICES INC | 05368M106 | 719,965 | $8.2M | 1.05% |
| 37 | JAZZ PHARMACEUTICALS PLC | JAZZ | 72,256 | $8.1M | 1.03% |
| 38 | APPLIED THERAPEUTICS INC | 03828A101 | 907,294 | $7.7M | 0.98% |
| 39 | XENON PHARMACEUTICALS INC | XENE | 191,658 | $7.5M | 0.96% |
| 40 | ICON PLC | ICLR | 26,212 | $7.5M | 0.96% |
| 41 | PTC THERAPEUTICS INC | PTCT | 195,000 | $7.2M | 0.92% |
| 42 | ALNYLAM PHARMACEUTICALS INC | ALNY | 25,485 | $7.0M | 0.89% |
| 43 | AMICUS THERAPEUTICS INC | FOLD | 605,318 | $6.5M | 0.83% |
| 44 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 109,468 | $6.1M | 0.78% |
| 45 | CVRX INC | CVRX | 682,897 | $6.0M | 0.77% |
| 46 | SUTRO BIOPHARMA INC | STRO | 1,716,132 | $5.9M | 0.76% |
| 47 | AXOGEN INC | AXGN | 412,888 | $5.8M | 0.74% |
| 48 | ARCELLX INC | ACLX | 66,492 | $5.6M | 0.71% |
| 49 | PERFORMANT FINL CORP | 71377E105 | 1,440,838 | $5.4M | 0.69% |
| 50 | LIVANOVA PLC | LIVN | 101,729 | $5.3M | 0.68% |
| 51 | OSCAR HEALTH INC | OSCR | 250,000 | $5.3M | 0.68% |
| 52 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 102,813 | $5.2M | 0.66% |
| 53 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 285,294 | $5.1M | 0.66% |
| 54 | DEXCOM INC | DXCM | 70,588 | $4.7M | 0.60% |
| 55 | ANAPTYSBIO INC | ANABV | 138,100 | $4.6M | 0.59% |
| 56 | TERNS PHARMACEUTICALS INC | TERN | 545,751 | $4.6M | 0.58% |
| 57 | UROGEN PHARMA LTD | URGN | 347,541 | $4.4M | 0.56% |
| 58 | VERACYTE INC | VCYT | 129,260 | $4.4M | 0.56% |
| 59 | CRINETICS PHARMACEUTICALS IN | CRNX | 77,623 | $4.0M | 0.51% |
| 60 | BIOCRYST PHARMACEUTICALS INC | BCRX | 464,048 | $3.5M | 0.45% |
| 61 | QUIDELORTHO CORP | QDEL | 75,000 | $3.4M | 0.44% |
| 62 | AVADEL PHARMACEUTICALS PLC | G29687103 | 254,827 | $3.3M | 0.43% |
| 63 | LENZ THERAPEUTICS INC | LENZ | 139,357 | $3.3M | 0.42% |
| 64 | THIRD HARMONIC BIO INC | 88427A107 | 237,820 | $3.2M | 0.41% |
| 65 | LIFESTANCE HEALTH GROUP INC | LFST | 450,000 | $3.1M | 0.40% |
| 66 | TG THERAPEUTICS INC | TGTX | 126,471 | $3.0M | 0.38% |
| 67 | SI-BONE INC | SIBN | 185,316 | $2.6M | 0.33% |
| 68 | INSMED INC | INSM | 35,433 | $2.6M | 0.33% |
| 69 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 219,451 | $2.4M | 0.31% |
| 70 | NUVALENT INC | NUVL | 23,400 | $2.4M | 0.31% |
| 71 | ARVINAS INC | ARVN | 96,183 | $2.4M | 0.30% |
| 72 | MERUS N V | N5749R100 | 45,349 | $2.3M | 0.29% |
| 73 | ALPHATEC HLDGS INC | ATEC | 396,336 | $2.2M | 0.28% |
| 74 | ESSA PHARMA INC | 29668H708 | 345,902 | $2.1M | 0.27% |
| 75 | ANNEXON INC | ANNX | 328,613 | $1.9M | 0.25% |
| 76 | ELANCO ANIMAL HEALTH INC | ELAN | 127,812 | $1.9M | 0.24% |
| 77 | IRONWOOD PHARMACEUTICALS INC | IRWD | 455,477 | $1.9M | 0.24% |
| 78 | INARI MED INC | 45332Y109 | 44,301 | $1.8M | 0.23% |
| 79 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 105,334 | $1.7M | 0.22% |
| 80 | PULMONX CORP | LUNG | 206,444 | $1.7M | 0.22% |
| 81 | ETON PHARMACEUTICALS INC | ETON | 260,226 | $1.6M | 0.20% |
| 82 | ESPERION THERAPEUTICS INC NE | ESPR | 903,140 | $1.5M | 0.19% |
| 83 | ELIEM THERAPEUTICS INC | CLYM | 278,775 | $1.4M | 0.18% |
| 84 | ALPHA TEKNOVA INC | TKNO | 251,026 | $1.2M | 0.16% |
| 85 | AKOYA BIOSCIENCES INC | 00974H104 | 376,131 | $1.0M | 0.13% |
| 86 | ARDELYX INC | ARDX | 126,940 | $874,617 | 0.11% |
| 87 | ENTERA BIO LTD | ENTX | 411,076 | $781,044 | 0.10% |
| 88 | REVIVA PHARMACEUTCLS HLDGS I | 76152G100 | 512,202 | $737,571 | 0.09% |
| 89 | X4 PHARMACEUTICALS INC | XFOR | 818,727 | $547,974 | 0.07% |
| 90 | EDAP TMS S A | EDAP | 154,832 | $394,822 | 0.05% |
| 91 | VYNE THERAPEUTICS INC | VYNE | 202,973 | $381,589 | 0.05% |
| 92 | XERIS BIOPHARMA HOLDINGS INC | XERS | 102,393 | $291,820 | 0.04% |
| 93 | INSPIREMD INC | NSPR | 104,081 | $278,937 | 0.04% |