Institutional Manager · CIK 0001777015
Parkman Healthcare Partners LLC
STAMFORD, CT · File #028-19992
Latest AUM
$1.05B
Positions
100
Top-10 Concentration
38.4%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | INVESCO QQQ TR | 46090E103 | -80,000 | -$48.0M | $0 |
| ADD | DEXCOM INC | DXCM | +415,847 | +$27.6M | -$157,898 |
| NEW | MASIMO CORP | MASI | +200,000 | +$26.0M | $0 |
| NEW | EYEPOINT INC | EYPT | +1,088,033 | +$19.9M | $0 |
| REDUCE | BIOGEN INC | BIIB | -94,740 | -$16.7M | +$4.7M |
| NEW | WATERS CORP | 941848103 | +41,899 | +$15.9M | $0 |
| REDUCE | ALNYLAM PHARMACEUTICALS INC | ALNY | -39,987 | -$15.9M | -$5.1M |
| NEW | METTLER TOLEDO INTERNATIONAL | MTD | +10,988 | +$15.3M | $0 |
| ADD | STRYKER CORPORATION | SYK | +41,364 | +$14.5M | -$1.2M |
| NEW | AGILENT TECHNOLOGIES INC | A | +100,000 | +$13.6M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025100 pos · $1.05B
- 13F HOLDINGS REPORTQ/E Sep 202591 pos · $958.7M
- 13F HOLDINGS REPORTQ/E Jun 202588 pos · $870.1M
- 13F HOLDINGS REPORTQ/E Mar 202591 pos · $843.1M
- 13F HOLDINGS REPORTQ/E Dec 202489 pos · $750.9M
- 13F HOLDINGS REPORTQ/E Sep 202493 pos · $783.4M
- 13F HOLDINGS REPORTQ/E Jun 202490 pos · $746.6M
- 13F HOLDINGS REPORTQ/E Mar 202499 pos · $815.0M
- 13F HOLDINGS REPORTQ/E Dec 2023102 pos · $545.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BOSTON SCIENTIFIC CORP | BSX | 500,529 | $47.7M | 5.39% |
| 2 | INSULET CORP | PODD | 140,860 | $40.0M | 4.53% |
| 3 | DEXCOM INC | DXCM | 587,475 | $39.0M | 4.41% |
| 4 | STRYKER CORPORATION | SYK | 105,472 | $37.1M | 4.19% |
| 5 | CVS HEALTH CORP | CVS | 450,212 | $35.7M | 4.04% |
| 6 | MCKESSON CORP | MCK | 36,355 | $29.8M | 3.37% |
| 7 | KALVISTA PHARMACEUTICALS INC | KALV | 1,768,508 | $28.6M | 3.23% |
| 8 | MBX BIOSCIENCES INC | MBX | 885,639 | $27.9M | 3.16% |
| 9 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 665,208 | $27.4M | 3.10% |
| 10 | MASIMO CORP | MASI | 200,000 | $26.0M | 2.94% |
| 11 | LIVANOVA PLC | LIVN | 410,912 | $25.3M | 2.86% |
| 12 | TERNS PHARMACEUTICALS INC | TERN | 620,877 | $25.1M | 2.84% |
| 13 | VIRIDIAN THERAPEUTICS INC | VRDN | 788,076 | $24.5M | 2.77% |
| 14 | ARCUS BIOSCIENCES INC | RCUS | 968,602 | $23.1M | 2.61% |
| 15 | UPSTREAM BIO INC | UPB | 834,559 | $22.7M | 2.56% |
| 16 | QIAGEN NV | QGEN | 494,351 | $22.2M | 2.51% |
| 17 | AMICUS THERAPEUTICS INC | FOLD | 1,487,283 | $21.2M | 2.39% |
| 18 | EYEPOINT INC | EYPT | 1,088,033 | $19.9M | 2.25% |
| 19 | ALNYLAM PHARMACEUTICALS INC | ALNY | 47,703 | $19.0M | 2.14% |
| 20 | NEUROCRINE BIOSCIENCES INC | NBIX | 114,712 | $16.3M | 1.84% |