13F HOLDINGS REPORT
Parkman Healthcare Partners LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003321
Total Value
$958.7M
Positions
91
Other Managers
0
Confidential Omitted
No
Holdings (91)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 80,000 | $48.0M | 5.01% |
| 2 | BOSTON SCIENTIFIC CORP | BSX | 434,377 | $42.4M | 4.42% |
| 3 | ALNYLAM PHARMACEUTICALS INC | ALNY | 87,690 | $40.0M | 4.17% |
| 4 | INSULET CORP | PODD | 116,238 | $35.9M | 3.74% |
| 5 | CVS HEALTH CORP | CVS | 379,486 | $28.6M | 2.98% |
| 6 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 671,592 | $26.1M | 2.72% |
| 7 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,154,487 | $24.9M | 2.60% |
| 8 | ZIMMER BIOMET HOLDINGS INC | ZBH | 251,420 | $24.8M | 2.58% |
| 9 | STRYKER CORPORATION | SYK | 64,108 | $23.7M | 2.47% |
| 10 | QIAGEN NV | QGEN | 500,159 | $22.3M | 2.33% |
| 11 | MCKESSON CORP | MCK | 28,542 | $22.0M | 2.30% |
| 12 | DANAHER CORPORATION | 235851102 | 110,541 | $21.9M | 2.29% |
| 13 | KALVISTA PHARMACEUTICALS INC | KALV | 1,735,003 | $21.1M | 2.20% |
| 14 | UNIQURE NV | QURE | 345,356 | $20.2M | 2.10% |
| 15 | NEUROCRINE BIOSCIENCES INC | NBIX | 141,822 | $19.9M | 2.08% |
| 16 | BIOGEN INC | BIIB | 130,165 | $18.2M | 1.90% |
| 17 | MINERALYS THERAPEUTICS INC | MLYS | 455,523 | $17.3M | 1.80% |
| 18 | UPSTREAM BIO INC | UPB | 843,502 | $15.9M | 1.65% |
| 19 | TENET HEALTHCARE CORP | THC | 74,330 | $15.1M | 1.57% |
| 20 | XERIS BIOPHARMA HOLDINGS INC | XERS | 1,791,674 | $14.6M | 1.52% |
| 21 | LIVANOVA PLC | LIVN | 275,811 | $14.4M | 1.51% |
| 22 | MBX BIOSCIENCES INC | MBX | 773,304 | $13.5M | 1.41% |
| 23 | AMICUS THERAPEUTICS INC | FOLD | 1,687,318 | $13.3M | 1.39% |
| 24 | DOXIMITY INC | DOCS | 178,970 | $13.1M | 1.37% |
| 25 | SYNDAX PHARMACEUTICALS INC | SNDX | 846,899 | $13.0M | 1.36% |
| 26 | PTC THERAPEUTICS INC | PTCT | 202,363 | $12.4M | 1.30% |
| 27 | ARCELLX INC | ACLX | 149,848 | $12.3M | 1.28% |
| 28 | EDWARDS LIFESCIENCES CORP | EW | 155,766 | $12.1M | 1.26% |
| 29 | COOPER COS INC | 216648501 | 176,523 | $12.1M | 1.26% |
| 30 | WAYSTAR HLDG CORP | WAY | 306,027 | $11.6M | 1.21% |
| 31 | DEXCOM INC | DXCM | 171,628 | $11.5M | 1.20% |
| 32 | CASTLE BIOSCIENCES INC | CSTL | 475,568 | $10.8M | 1.13% |
| 33 | OPTIMIZERX CORP | OPRX | 509,611 | $10.4M | 1.09% |
| 34 | NUVALENT INC | NUVL | 120,190 | $10.4M | 1.08% |
| 35 | ALPHATEC HLDGS INC | ATEC | 696,980 | $10.1M | 1.06% |
| 36 | ARTIVION INC | AORT | 221,044 | $9.4M | 0.98% |
| 37 | UNITED THERAPEUTICS CORP DEL | UTHR | 22,000 | $9.2M | 0.96% |
| 38 | AXOGEN INC | AXGN | 501,832 | $9.0M | 0.93% |
| 39 | EDGEWISE THERAPEUTICS INC | EWTX | 550,173 | $8.9M | 0.93% |
| 40 | ARCUS BIOSCIENCES INC | RCUS | 652,680 | $8.9M | 0.93% |
| 41 | INCYTE CORP | INCY | 100,442 | $8.5M | 0.89% |
| 42 | TRAVERE THERAPEUTICS INC | TVTX | 339,764 | $8.1M | 0.85% |
| 43 | UROGEN PHARMA LTD | URGN | 402,595 | $8.0M | 0.84% |
| 44 | ASCENDIS PHARMA A/S | ASND | 40,343 | $8.0M | 0.84% |
| 45 | AMYLYX PHARMACEUTICALS INC | AMLX | 579,174 | $7.9M | 0.82% |
| 46 | BIOCRYST PHARMACEUTICALS INC | BCRX | 1,012,664 | $7.7M | 0.80% |
| 47 | VERACYTE INC | VCYT | 223,065 | $7.7M | 0.80% |
| 48 | ELI LILLY & CO | LLY | 10,000 | $7.6M | 0.80% |
| 49 | QUIDELORTHO CORP | QDEL | 252,817 | $7.4M | 0.78% |
| 50 | XENON PHARMACEUTICALS INC | XENE | 176,137 | $7.1M | 0.74% |
| 51 | TERNS PHARMACEUTICALS INC | TERN | 934,760 | $7.0M | 0.73% |
| 52 | PRECIGEN INC | PGEN | 2,101,715 | $6.9M | 0.72% |
| 53 | SCHRODINGER INC | SDGR | 340,187 | $6.8M | 0.71% |
| 54 | BIOMARIN PHARMACEUTICAL INC | BMRN | 125,949 | $6.8M | 0.71% |
| 55 | CERTARA INC | CERT | 551,850 | $6.7M | 0.70% |
| 56 | ASSEMBLY BIOSCIENCES INC | ASMB | 250,981 | $6.4M | 0.67% |
| 57 | OUTSET MED INC | OM | 454,512 | $6.4M | 0.67% |
| 58 | INSPIREMD INC | NSPR | 2,440,633 | $5.9M | 0.61% |
| 59 | STOKE THERAPEUTICS INC | STOK | 250,000 | $5.9M | 0.61% |
| 60 | IQVIA HLDGS INC | IQV | 30,000 | $5.7M | 0.59% |
| 61 | TREACE MED CONCEPTS INC | 89455T109 | 847,675 | $5.7M | 0.59% |
| 62 | SI-BONE INC | SIBN | 378,583 | $5.6M | 0.58% |
| 63 | MAZE THERAPEUTICS INC | MAZE | 200,000 | $5.2M | 0.54% |
| 64 | GENEDX HOLDINGS CORP | WGSWW | 45,250 | $4.9M | 0.51% |
| 65 | ABIVAX SA | AAVXF | 55,197 | $4.7M | 0.49% |
| 66 | APOGEE THERAPEUTICS INC | APGE | 105,831 | $4.2M | 0.44% |
| 67 | IMMUNOME INC | IMNM | 351,131 | $4.1M | 0.43% |
| 68 | PROTAGONIST THERAPEUTICS INC | PTGX | 61,849 | $4.1M | 0.43% |
| 69 | AGIOS PHARMACEUTICALS INC | AGIO | 100,380 | $4.0M | 0.42% |
| 70 | CVRX INC | CVRX | 491,408 | $4.0M | 0.41% |
| 71 | MANNKIND CORP | MNKD | 656,084 | $3.5M | 0.37% |
| 72 | RXSIGHT INC | RXST | 380,713 | $3.4M | 0.36% |
| 73 | SPYRE THERAPEUTICS INC | SYRE | 200,753 | $3.4M | 0.35% |
| 74 | CRINETICS PHARMACEUTICALS IN | CRNX | 73,725 | $3.1M | 0.32% |
| 75 | RAPID MICRO BIOSYSTEMS INC | RPID | 913,443 | $3.1M | 0.32% |
| 76 | VERA THERAPEUTICS INC | VERA | 96,737 | $2.8M | 0.29% |
| 77 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 271,306 | $2.7M | 0.28% |
| 78 | TVARDI THERAPEUTICS INC | TVRD | 65,000 | $2.5M | 0.26% |
| 79 | SOLID BIOSCIENCES INC | SLDB | 396,396 | $2.4M | 0.26% |
| 80 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 301,746 | $2.1M | 0.22% |
| 81 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 68,636 | $2.1M | 0.22% |
| 82 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 200,000 | $1.7M | 0.18% |
| 83 | QUANTERIX CORP | QTRX | 252,211 | $1.4M | 0.14% |
| 84 | ANNEXON INC | ANNX | 405,953 | $1.2M | 0.13% |
| 85 | BUTTERFLY NETWORK INC | BFLY | 602,192 | $1.2M | 0.12% |
| 86 | 908 DEVICES INC | MASS | 100,368 | $879,224 | 0.09% |
| 87 | PULMONX CORP | LUNG | 500,662 | $811,072 | 0.08% |
| 88 | COMPASS PATHWAYS PLC | CMPS | 100,000 | $573,000 | 0.06% |
| 89 | ENTERA BIO LTD | ENTX | 280,822 | $539,178 | 0.06% |
| 90 | EDAP TMS S A | EDAP | 154,832 | $354,565 | 0.04% |
| 91 | OVID THERAPEUTICS INC | OVID | 202,978 | $263,871 | 0.03% |