13F HOLDINGS REPORT
Parkman Healthcare Partners LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001258
Total Value
$843.1M
Positions
91
Other Managers
0
Confidential Omitted
No
Holdings (91)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSULET CORP | PODD | 130,514 | $34.3M | 4.07% |
| 2 | CVS HEALTH CORP | CVS | 496,736 | $33.7M | 3.99% |
| 3 | ELI LILLY & CO | LLY | 39,191 | $32.4M | 3.84% |
| 4 | STRYKER CORPORATION | SYK | 77,690 | $28.9M | 3.43% |
| 5 | TENET HEALTHCARE CORP | THC | 213,418 | $28.7M | 3.40% |
| 6 | BECTON DICKINSON & CO | BDX | 120,283 | $27.6M | 3.27% |
| 7 | COOPER COS INC | 216648501 | 312,650 | $26.4M | 3.13% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 50,213 | $26.3M | 3.12% |
| 9 | GILEAD SCIENCES INC | GILD | 218,950 | $24.5M | 2.91% |
| 10 | BOSTON SCIENTIFIC CORP | BSX | 225,990 | $22.8M | 2.70% |
| 11 | ZIMMER BIOMET HOLDINGS INC | ZBH | 200,500 | $22.7M | 2.69% |
| 12 | BIOMARIN PHARMACEUTICAL INC | BMRN | 277,252 | $19.6M | 2.32% |
| 13 | NEUROCRINE BIOSCIENCES INC | NBIX | 168,382 | $18.6M | 2.21% |
| 14 | ALNYLAM PHARMACEUTICALS INC | ALNY | 68,938 | $18.6M | 2.21% |
| 15 | TRAVERE THERAPEUTICS INC | TVTX | 954,071 | $17.1M | 2.03% |
| 16 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 762,621 | $16.9M | 2.01% |
| 17 | VERONA PHARMA PLC | 925050106 | 260,421 | $16.5M | 1.96% |
| 18 | RXSIGHT INC | RXST | 631,238 | $15.9M | 1.89% |
| 19 | CVRX INC | CVRX | 1,229,522 | $15.0M | 1.78% |
| 20 | MCKESSON CORP | MCK | 22,101 | $14.9M | 1.76% |
| 21 | REVVITY INC | RVTY | 139,557 | $14.8M | 1.75% |
| 22 | EDWARDS LIFESCIENCES CORP | EW | 200,819 | $14.6M | 1.73% |
| 23 | QIAGEN NV | QGEN | 359,644 | $14.4M | 1.71% |
| 24 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,064,506 | $14.3M | 1.70% |
| 25 | PTC THERAPEUTICS INC | PTCT | 280,314 | $14.3M | 1.69% |
| 26 | DANAHER CORPORATION | 235851102 | 63,250 | $13.0M | 1.54% |
| 27 | MANNKIND CORP | MNKD | 2,493,836 | $12.5M | 1.49% |
| 28 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 304,244 | $11.0M | 1.31% |
| 29 | QUEST DIAGNOSTICS INC | DGX | 62,593 | $10.6M | 1.26% |
| 30 | AXOGEN INC | AXGN | 536,832 | $9.9M | 1.18% |
| 31 | XERIS BIOPHARMA HOLDINGS INC | XERS | 1,780,454 | $9.8M | 1.16% |
| 32 | ARCUS BIOSCIENCES INC | RCUS | 1,215,629 | $9.5M | 1.13% |
| 33 | SCHRODINGER INC | SDGR | 481,470 | $9.5M | 1.13% |
| 34 | EDGEWISE THERAPEUTICS INC | EWTX | 425,407 | $9.4M | 1.11% |
| 35 | REPLIMUNE GROUP INC | REPL | 950,399 | $9.3M | 1.10% |
| 36 | DEXCOM INC | DXCM | 130,367 | $8.9M | 1.06% |
| 37 | KALVISTA PHARMACEUTICALS INC | KALV | 753,752 | $8.7M | 1.03% |
| 38 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 1,043,162 | $8.3M | 0.98% |
| 39 | NUVALENT INC | NUVL | 109,988 | $7.8M | 0.93% |
| 40 | BIOCRYST PHARMACEUTICALS INC | BCRX | 1,000,562 | $7.5M | 0.89% |
| 41 | SYNDAX PHARMACEUTICALS INC | SNDX | 594,987 | $7.3M | 0.87% |
| 42 | ANI PHARMACEUTICALS INC | ANIP | 105,000 | $7.0M | 0.83% |
| 43 | CASTLE BIOSCIENCES INC | CSTL | 350,551 | $7.0M | 0.83% |
| 44 | LIVANOVA PLC | LIVN | 166,871 | $6.6M | 0.78% |
| 45 | QUIDELORTHO CORP | QDEL | 183,678 | $6.4M | 0.76% |
| 46 | TREACE MED CONCEPTS INC | 89455T109 | 713,539 | $6.0M | 0.71% |
| 47 | XENON PHARMACEUTICALS INC | XENE | 174,576 | $5.9M | 0.69% |
| 48 | DOXIMITY INC | DOCS | 93,500 | $5.4M | 0.64% |
| 49 | RESMED INC | RSMDF | 22,622 | $5.1M | 0.60% |
| 50 | VERACYTE INC | VCYT | 166,278 | $4.9M | 0.58% |
| 51 | PRECIGEN INC | PGEN | 3,191,343 | $4.8M | 0.56% |
| 52 | MINERALYS THERAPEUTICS INC | MLYS | 293,928 | $4.7M | 0.55% |
| 53 | AMICUS THERAPEUTICS INC | FOLD | 568,952 | $4.6M | 0.55% |
| 54 | ALPHATEC HLDGS INC | ATEC | 446,106 | $4.5M | 0.54% |
| 55 | ARCELLX INC | ACLX | 67,390 | $4.4M | 0.52% |
| 56 | UROGEN PHARMA LTD | URGN | 393,153 | $4.3M | 0.52% |
| 57 | NURIX THERAPEUTICS INC | NRIX | 350,420 | $4.2M | 0.49% |
| 58 | PULMONX CORP | LUNG | 611,875 | $4.1M | 0.49% |
| 59 | OPTIMIZERX CORP | OPRX | 475,000 | $4.1M | 0.49% |
| 60 | GUARDANT HEALTH INC | GH | 89,329 | $3.8M | 0.45% |
| 61 | VAXCYTE INC | PCVX | 93,431 | $3.5M | 0.42% |
| 62 | SI-BONE INC | SIBN | 231,109 | $3.2M | 0.38% |
| 63 | UNITED THERAPEUTICS CORP DEL | UTHR | 10,232 | $3.2M | 0.37% |
| 64 | INSPIREMD INC | NSPR | 1,171,416 | $3.2M | 0.37% |
| 65 | PERFORMANT HEALTHCARE INC | 71377E105 | 1,060,601 | $3.1M | 0.37% |
| 66 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 234,784 | $3.0M | 0.36% |
| 67 | INSMED INC | INSM | 37,901 | $2.9M | 0.34% |
| 68 | ARTIVION INC | AORT | 111,652 | $2.7M | 0.33% |
| 69 | TERNS PHARMACEUTICALS INC | TERN | 959,703 | $2.6M | 0.31% |
| 70 | OUTSET MED INC | OM | 231,099 | $2.6M | 0.30% |
| 71 | MBX BIOSCIENCES INC | MBX | 328,323 | $2.4M | 0.29% |
| 72 | KEROS THERAPEUTICS INC | KROS | 217,753 | $2.2M | 0.26% |
| 73 | UNIQURE NV | QURE | 203,833 | $2.2M | 0.26% |
| 74 | CRINETICS PHARMACEUTICALS IN | CRNX | 63,940 | $2.1M | 0.25% |
| 75 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 100,955 | $2.1M | 0.25% |
| 76 | RAPID MICRO BIOSYSTEMS INC | RPID | 735,621 | $1.9M | 0.23% |
| 77 | VERA THERAPEUTICS INC | VERA | 76,125 | $1.8M | 0.22% |
| 78 | APOGEE THERAPEUTICS INC | APGE | 46,663 | $1.7M | 0.21% |
| 79 | ICAD INC | 44934S206 | 781,670 | $1.6M | 0.19% |
| 80 | MARAVAI LIFESCIENCES HLDGS I | MARA | 660,000 | $1.5M | 0.17% |
| 81 | UPSTREAM BIO INC | UPB | 233,563 | $1.4M | 0.17% |
| 82 | MERUS N V | N5749R100 | 28,230 | $1.2M | 0.14% |
| 83 | SILENCE THERAPEUTICS PLC | SLNCF | 401,746 | $1.1M | 0.13% |
| 84 | ORIC PHARMACEUTICALS INC | ORIC | 203,006 | $1.1M | 0.13% |
| 85 | ARDELYX INC | ARDX | 209,581 | $1.0M | 0.12% |
| 86 | ENTERA BIO LTD | ENTX | 439,632 | $747,374 | 0.09% |
| 87 | ANNEXON INC | ANNX | 351,436 | $678,271 | 0.08% |
| 88 | RELAY THERAPEUTICS INC | RLAY | 188,052 | $492,696 | 0.06% |
| 89 | VYNE THERAPEUTICS INC | VYNE | 217,978 | $344,405 | 0.04% |
| 90 | EDAP TMS S A | EDAP | 154,832 | $303,471 | 0.04% |
| 91 | IRONWOOD PHARMACEUTICALS INC | IRWD | 205,086 | $301,476 | 0.04% |