13F HOLDINGS REPORT
Parkman Healthcare Partners LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000552
Total Value
$750.9M
Positions
89
Other Managers
0
Confidential Omitted
No
Holdings (89)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GILEAD SCIENCES INC | GILD | 374,825 | $34.6M | 4.61% |
| 2 | VERONA PHARMA PLC | 925050106 | 720,657 | $33.5M | 4.46% |
| 3 | INSULET CORP | PODD | 125,761 | $32.8M | 4.37% |
| 4 | BOSTON SCIENTIFIC CORP | BSX | 337,354 | $30.1M | 4.01% |
| 5 | STRYKER CORPORATION | SYK | 77,717 | $28.0M | 3.73% |
| 6 | COOPER COS INC | 216648501 | 274,569 | $25.2M | 3.36% |
| 7 | ELI LILLY & CO | LLY | 28,163 | $21.7M | 2.90% |
| 8 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,087,634 | $20.8M | 2.78% |
| 9 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 243,123 | $20.3M | 2.70% |
| 10 | MANNKIND CORP | MNKD | 3,126,727 | $20.1M | 2.68% |
| 11 | ABBOTT LABS | ABLZF | 176,994 | $20.0M | 2.67% |
| 12 | TRAVERE THERAPEUTICS INC | TVTX | 1,117,792 | $19.5M | 2.59% |
| 13 | ARCUS BIOSCIENCES INC | RCUS | 1,273,789 | $19.0M | 2.53% |
| 14 | BECTON DICKINSON & CO | BDX | 70,404 | $16.0M | 2.13% |
| 15 | NEUROCRINE BIOSCIENCES INC | NBIX | 115,727 | $15.8M | 2.10% |
| 16 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 765,453 | $15.1M | 2.02% |
| 17 | QUEST DIAGNOSTICS INC | DGX | 90,352 | $13.6M | 1.82% |
| 18 | TENET HEALTHCARE CORP | THC | 106,987 | $13.5M | 1.80% |
| 19 | UNITED THERAPEUTICS CORP DEL | UTHR | 37,472 | $13.2M | 1.76% |
| 20 | MCKESSON CORP | MCK | 23,000 | $13.1M | 1.75% |
| 21 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 1,000,474 | $12.7M | 1.69% |
| 22 | QIAGEN NV | QGEN | 277,272 | $12.3M | 1.64% |
| 23 | CVRX INC | CVRX | 921,174 | $11.7M | 1.55% |
| 24 | SCHRODINGER INC | SDGR | 563,091 | $10.9M | 1.45% |
| 25 | EDWARDS LIFESCIENCES CORP | EW | 145,214 | $10.8M | 1.43% |
| 26 | REPLIMUNE GROUP INC | REPL | 869,759 | $10.5M | 1.40% |
| 27 | RXSIGHT INC | RXST | 300,698 | $10.3M | 1.38% |
| 28 | EDGEWISE THERAPEUTICS INC | EWTX | 381,173 | $10.2M | 1.36% |
| 29 | UNITEDHEALTH GROUP INC | UNH | 20,000 | $10.1M | 1.35% |
| 30 | NURIX THERAPEUTICS INC | NRIX | 532,172 | $10.0M | 1.34% |
| 31 | VAXCYTE INC | PCVX | 116,138 | $9.5M | 1.27% |
| 32 | ALNYLAM PHARMACEUTICALS INC | ALNY | 38,672 | $9.1M | 1.21% |
| 33 | CASTLE BIOSCIENCES INC | CSTL | 304,629 | $8.1M | 1.08% |
| 34 | LIVANOVA PLC | LIVN | 174,934 | $8.1M | 1.08% |
| 35 | CVS HEALTH CORP | CVS | 180,000 | $8.1M | 1.08% |
| 36 | PTC THERAPEUTICS INC | PTCT | 177,368 | $8.0M | 1.07% |
| 37 | QUIDELORTHO CORP | QDEL | 175,415 | $7.8M | 1.04% |
| 38 | XENON PHARMACEUTICALS INC | XENE | 193,004 | $7.6M | 1.01% |
| 39 | AMICUS THERAPEUTICS INC | FOLD | 784,376 | $7.4M | 0.98% |
| 40 | SYNDAX PHARMACEUTICALS INC | SNDX | 526,973 | $7.0M | 0.93% |
| 41 | DEXCOM INC | DXCM | 78,550 | $6.1M | 0.81% |
| 42 | AXOGEN INC | AXGN | 365,703 | $6.0M | 0.80% |
| 43 | KEROS THERAPEUTICS INC | KROS | 314,541 | $5.0M | 0.66% |
| 44 | BICYCLE THERAPEUTICS PLC | BCYC | 352,481 | $4.9M | 0.66% |
| 45 | UNIQURE NV | QURE | 275,000 | $4.9M | 0.65% |
| 46 | JAZZ PHARMACEUTICALS PLC | JAZZ | 37,751 | $4.6M | 0.62% |
| 47 | TERNS PHARMACEUTICALS INC | TERN | 829,105 | $4.6M | 0.61% |
| 48 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 196,805 | $4.3M | 0.58% |
| 49 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 100,159 | $4.2M | 0.56% |
| 50 | VERACYTE INC | VCYT | 100,301 | $4.0M | 0.53% |
| 51 | INARI MED INC | 45332Y109 | 77,223 | $3.9M | 0.52% |
| 52 | UROGEN PHARMA LTD | URGN | 369,861 | $3.9M | 0.52% |
| 53 | APOGEE THERAPEUTICS INC | APGE | 85,000 | $3.9M | 0.51% |
| 54 | PERFORMANT HEALTHCARE INC | 71377E105 | 1,257,805 | $3.8M | 0.51% |
| 55 | ETON PHARMACEUTICALS INC | ETON | 276,890 | $3.7M | 0.49% |
| 56 | ARCELLX INC | ACLX | 44,492 | $3.4M | 0.45% |
| 57 | SILENCE THERAPEUTICS PLC | SLNCF | 491,080 | $3.4M | 0.45% |
| 58 | ICON PLC | ICLR | 15,874 | $3.3M | 0.44% |
| 59 | SUTRO BIOPHARMA INC | STRO | 1,727,925 | $3.2M | 0.42% |
| 60 | MBX BIOSCIENCES INC | MBX | 170,000 | $3.1M | 0.42% |
| 61 | SI-BONE INC | SIBN | 216,600 | $3.0M | 0.40% |
| 62 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 54,294 | $2.9M | 0.39% |
| 63 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 220,980 | $2.8M | 0.38% |
| 64 | CRINETICS PHARMACEUTICALS IN | CRNX | 51,133 | $2.6M | 0.35% |
| 65 | INSMED INC | INSM | 35,668 | $2.5M | 0.33% |
| 66 | BUTTERFLY NETWORK INC | BFLY | 750,000 | $2.3M | 0.31% |
| 67 | INSPIREMD INC | NSPR | 854,716 | $2.2M | 0.30% |
| 68 | ALPHATEC HLDGS INC | ATEC | 228,334 | $2.1M | 0.28% |
| 69 | RELAY THERAPEUTICS INC | RLAY | 500,548 | $2.1M | 0.27% |
| 70 | ARVINAS INC | ARVN | 106,871 | $2.0M | 0.27% |
| 71 | LIFESTANCE HEALTH GROUP INC | LFST | 277,471 | $2.0M | 0.27% |
| 72 | XERIS BIOPHARMA HOLDINGS INC | XERS | 578,511 | $2.0M | 0.26% |
| 73 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 76,116 | $2.0M | 0.26% |
| 74 | MERUS N V | N5749R100 | 45,680 | $1.9M | 0.26% |
| 75 | MARAVAI LIFESCIENCES HLDGS I | MARA | 350,000 | $1.9M | 0.25% |
| 76 | NUVALENT INC | NUVL | 23,588 | $1.8M | 0.25% |
| 77 | IRONWOOD PHARMACEUTICALS INC | IRWD | 408,535 | $1.8M | 0.24% |
| 78 | ANNEXON INC | ANNX | 330,849 | $1.7M | 0.23% |
| 79 | OSCAR HEALTH INC | OSCR | 125,000 | $1.7M | 0.22% |
| 80 | BIOCRYST PHARMACEUTICALS INC | BCRX | 216,881 | $1.6M | 0.22% |
| 81 | PULMONX CORP | LUNG | 207,853 | $1.4M | 0.19% |
| 82 | REVIVA PHARMACEUTCLS HLDGS I | 76152G100 | 514,273 | $930,834 | 0.12% |
| 83 | ARDELYX INC | ARDX | 177,794 | $901,416 | 0.12% |
| 84 | THIRD HARMONIC BIO INC | 88427A107 | 86,707 | $892,215 | 0.12% |
| 85 | ENTERA BIO LTD | ENTX | 413,732 | $877,112 | 0.12% |
| 86 | CERIBELL INC | CBLL | 32,002 | $828,212 | 0.11% |
| 87 | CLIMB BIO INC | CLYM | 290,491 | $522,884 | 0.07% |
| 88 | VYNE THERAPEUTICS INC | VYNE | 152,973 | $512,460 | 0.07% |
| 89 | EDAP TMS S A | EDAP | 154,832 | $342,179 | 0.05% |