13F HOLDINGS REPORT
Parkman Healthcare Partners LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002082
Total Value
$870.1M
Positions
88
Other Managers
0
Confidential Omitted
No
Holdings (88)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CVS HEALTH CORP | CVS | 517,807 | $35.7M | 4.11% |
| 2 | INSULET CORP | PODD | 105,762 | $33.2M | 3.82% |
| 3 | BOSTON SCIENTIFIC CORP | BSX | 283,166 | $30.4M | 3.50% |
| 4 | ALNYLAM PHARMACEUTICALS INC | ALNY | 92,338 | $30.1M | 3.46% |
| 5 | TENET HEALTHCARE CORP | THC | 168,884 | $29.7M | 3.42% |
| 6 | COOPER COS INC | 216648501 | 385,479 | $27.4M | 3.15% |
| 7 | ELI LILLY & CO | LLY | 33,296 | $26.0M | 2.98% |
| 8 | QIAGEN NV | QGEN | 498,107 | $23.9M | 2.75% |
| 9 | ZIMMER BIOMET HOLDINGS INC | ZBH | 240,395 | $21.9M | 2.52% |
| 10 | DANAHER CORPORATION | 235851102 | 110,090 | $21.7M | 2.50% |
| 11 | NEUROCRINE BIOSCIENCES INC | NBIX | 166,010 | $20.9M | 2.40% |
| 12 | STRYKER CORPORATION | SYK | 50,376 | $19.9M | 2.29% |
| 13 | DEXCOM INC | DXCM | 225,875 | $19.7M | 2.27% |
| 14 | EDWARDS LIFESCIENCES CORP | EW | 251,741 | $19.7M | 2.26% |
| 15 | VERONA PHARMA PLC | 925050106 | 197,898 | $18.7M | 2.15% |
| 16 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,298,825 | $18.2M | 2.09% |
| 17 | IQVIA HLDGS INC | IQV | 109,500 | $17.3M | 1.98% |
| 18 | GENEDX HOLDINGS CORP | WGSWW | 175,000 | $16.2M | 1.86% |
| 19 | REVVITY INC | RVTY | 157,196 | $15.2M | 1.75% |
| 20 | GILEAD SCIENCES INC | GILD | 131,675 | $14.6M | 1.68% |
| 21 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 488,796 | $13.5M | 1.55% |
| 22 | MCKESSON CORP | MCK | 17,458 | $12.8M | 1.47% |
| 23 | BIOMARIN PHARMACEUTICAL INC | BMRN | 225,150 | $12.4M | 1.42% |
| 24 | TRAVERE THERAPEUTICS INC | TVTX | 827,060 | $12.2M | 1.41% |
| 25 | SCHRODINGER INC | SDGR | 587,556 | $11.8M | 1.36% |
| 26 | ARCELLX INC | ACLX | 174,276 | $11.5M | 1.32% |
| 27 | QUIDELORTHO CORP | QDEL | 386,646 | $11.1M | 1.28% |
| 28 | OUTSET MED INC | OM | 549,052 | $10.5M | 1.21% |
| 29 | MBX BIOSCIENCES INC | MBX | 871,933 | $9.9M | 1.14% |
| 30 | XERIS BIOPHARMA HOLDINGS INC | XERS | 2,107,483 | $9.8M | 1.13% |
| 31 | NUVALENT INC | NUVL | 119,623 | $9.1M | 1.05% |
| 32 | BIOCRYST PHARMACEUTICALS INC | BCRX | 1,007,992 | $9.0M | 1.04% |
| 33 | PTC THERAPEUTICS INC | PTCT | 181,643 | $8.9M | 1.02% |
| 34 | MERUS N V | N5749R100 | 162,980 | $8.6M | 0.99% |
| 35 | EDGEWISE THERAPEUTICS INC | EWTX | 647,331 | $8.5M | 0.98% |
| 36 | ANI PHARMACEUTICALS INC | ANIP | 128,478 | $8.4M | 0.96% |
| 37 | REPLIMUNE GROUP INC | REPL | 896,710 | $8.3M | 0.96% |
| 38 | RXSIGHT INC | RXST | 633,874 | $8.2M | 0.95% |
| 39 | SYNDAX PHARMACEUTICALS INC | SNDX | 867,813 | $8.1M | 0.93% |
| 40 | LIVANOVA PLC | LIVN | 175,000 | $7.9M | 0.91% |
| 41 | UPSTREAM BIO INC | UPB | 715,504 | $7.9M | 0.90% |
| 42 | KALVISTA PHARMACEUTICALS INC | KALV | 679,063 | $7.7M | 0.88% |
| 43 | DOXIMITY INC | DOCS | 120,834 | $7.4M | 0.85% |
| 44 | QUEST DIAGNOSTICS INC | DGX | 40,997 | $7.4M | 0.85% |
| 45 | AXOGEN INC | AXGN | 674,551 | $7.3M | 0.84% |
| 46 | ASCENDIS PHARMA A/S | ASND | 42,108 | $7.3M | 0.84% |
| 47 | ALPHATEC HLDGS INC | ATEC | 648,871 | $7.2M | 0.83% |
| 48 | CASTLE BIOSCIENCES INC | CSTL | 352,262 | $7.2M | 0.83% |
| 49 | MANNKIND CORP | MNKD | 1,900,918 | $7.1M | 0.82% |
| 50 | OPTIMIZERX CORP | OPRX | 507,423 | $6.9M | 0.79% |
| 51 | SI-BONE INC | SIBN | 362,008 | $6.8M | 0.78% |
| 52 | MINERALYS THERAPEUTICS INC | MLYS | 463,601 | $6.3M | 0.72% |
| 53 | UNIQURE NV | QURE | 443,422 | $6.2M | 0.71% |
| 54 | ARTIVION INC | AORT | 192,705 | $6.0M | 0.69% |
| 55 | VERACYTE INC | VCYT | 220,387 | $6.0M | 0.68% |
| 56 | CERTARA INC | CERT | 500,000 | $5.8M | 0.67% |
| 57 | ALKERMES PLC | ALKS | 200,000 | $5.7M | 0.66% |
| 58 | WAYSTAR HLDG CORP | WAY | 140,000 | $5.7M | 0.66% |
| 59 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 147,980 | $5.4M | 0.62% |
| 60 | INCYTE CORP | INCY | 75,000 | $5.1M | 0.59% |
| 61 | TREACE MED CONCEPTS INC | 89455T109 | 843,998 | $5.0M | 0.57% |
| 62 | ARCUS BIOSCIENCES INC | RCUS | 599,610 | $4.9M | 0.56% |
| 63 | PERFORMANT HEALTHCARE INC | 71377E105 | 1,214,272 | $4.9M | 0.56% |
| 64 | XENON PHARMACEUTICALS INC | XENE | 150,373 | $4.7M | 0.54% |
| 65 | CVRX INC | CVRX | 789,099 | $4.6M | 0.53% |
| 66 | AMYLYX PHARMACEUTICALS INC | AMLX | 650,000 | $4.2M | 0.48% |
| 67 | AMICUS THERAPEUTICS INC | FOLD | 608,637 | $3.5M | 0.40% |
| 68 | QUANTERIX CORP | QTRX | 515,992 | $3.4M | 0.39% |
| 69 | PROTAGONIST THERAPEUTICS INC | PTGX | 61,596 | $3.4M | 0.39% |
| 70 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 500,000 | $3.3M | 0.37% |
| 71 | RAPID MICRO BIOSYSTEMS INC | RPID | 913,443 | $3.2M | 0.36% |
| 72 | TERNS PHARMACEUTICALS INC | TERN | 817,808 | $3.1M | 0.35% |
| 73 | INSPIREMD INC | NSPR | 1,235,305 | $2.8M | 0.32% |
| 74 | VERA THERAPEUTICS INC | VERA | 116,343 | $2.7M | 0.32% |
| 75 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 270,131 | $2.7M | 0.31% |
| 76 | NURIX THERAPEUTICS INC | NRIX | 228,271 | $2.6M | 0.30% |
| 77 | UNITED THERAPEUTICS CORP DEL | UTHR | 8,811 | $2.5M | 0.29% |
| 78 | UROGEN PHARMA LTD | URGN | 176,702 | $2.4M | 0.28% |
| 79 | APOGEE THERAPEUTICS INC | APGE | 55,404 | $2.4M | 0.28% |
| 80 | PRECIGEN INC | PGEN | 1,542,823 | $2.2M | 0.25% |
| 81 | CRINETICS PHARMACEUTICALS IN | CRNX | 73,412 | $2.1M | 0.24% |
| 82 | PULMONX CORP | LUNG | 605,029 | $1.6M | 0.18% |
| 83 | ARDELYX INC | ARDX | 301,086 | $1.2M | 0.14% |
| 84 | ANNEXON INC | ANNX | 404,194 | $970,066 | 0.11% |
| 85 | ATYR PHARMA INC | ATYR | 150,000 | $760,500 | 0.09% |
| 86 | 908 DEVICES INC | MASS | 100,000 | $713,000 | 0.08% |
| 87 | ENTERA BIO LTD | ENTX | 355,822 | $676,062 | 0.08% |
| 88 | EDAP TMS S A | EDAP | 154,832 | $255,473 | 0.03% |