Parkman Healthcare Partners LLC

Parkman Healthcare Partners LLC reported 77 holdings worth US$977M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Parkman Healthcare Partners LLC reported 77 holdings worth US$977M as of Jun 30, 2026. Largest: Mbx Biosciences, Inc., Eli Lilly And Company and Cvs Health Corporation. Filed Aug 14, 2026 (Form 13F).

Holdings
77
Value as reported
US$977M

The filing in full

CompanySharesValue as reported% of portfolio
Mbx Biosciences, Inc.800KUS$44.2M4.5%
Eli Lilly And Company35,000US$42M4.3%
Cvs Health Corporation392KUS$40.5M4.1%
Dexcom, Inc.535KUS$36M3.7%
Ptc Therapeutics, Inc.436KUS$35.5M3.6%
Arcus Biosciences, Inc.919KUS$28.3M2.9%
Viridian Therapeutics, Inc.1.38MUS$25.3M2.6%
Agios Pharmaceuticals, Inc.669KUS$24.8M2.5%
Inhibrx Biosciences, Inc.257KUS$24.3M2.5%
Xenon Pharmaceuticals Inc.397KUS$24M2.5%
Edgewise Therapeutics, Inc.577KUS$23.4M2.4%
Unitedhealth Group Incorporated55,921US$23.2M2.4%
Stryker Corporation67,973US$21.4M2.2%
Iqvia Holdings, Inc.106KUS$20.4M2.1%
Zimmer Biomet Holdings, Inc.233KUS$20M2.0%
Insulet Corporation131KUS$20M2.0%
Assembly Biosciences, Inc.721KUS$19.8M2.0%
Syndax Pharmaceuticals, Inc.877KUS$19.2M2.0%
Eyepoint, Inc.1.29MUS$18.4M1.9%
Tenet Healthcare Corporation97,280US$18.2M1.9%
Ani Pharmaceuticals, Inc.203KUS$16.8M1.7%
Biocryst Pharmaceuticals, Inc.1.62MUS$16.2M1.7%
Alnylam Pharmaceuticals, Inc.50,672US$15.3M1.6%
Indivior Pharmaceuticals, Inc.364KUS$14.9M1.5%
Envista Holdings Corporation554KUS$14.6M1.5%
Bright Minds Biosciences Inc.205KUS$14.4M1.5%
Xeris Biopharma Holdings, Inc.1.81MUS$14.3M1.5%
Avalo Therapeutics, Inc.766KUS$14.2M1.4%
4d Molecular Therapeutics, Inc.948KUS$12.6M1.3%
Immunome, Inc.594KUS$12.6M1.3%
Stoke Therapeutics, Inc.355KUS$11.6M1.2%
Waters Corporation30,206US$11.3M1.2%
Alto Neuroscience, Inc.429KUS$11.3M1.2%
Oruka Therapeutics, Inc.113KUS$10.8M1.1%
Adaptive Biotechnologies Corporation487KUS$10.4M1.1%
Absci Corporation894KUS$10.4M1.1%
Mineralys Therapeutics, Inc.380KUS$10.3M1.1%
Cogent Biosciences, Inc.253KUS$9.81M1.0%
Tarsus Pharmaceuticals, Inc.150KUS$9.44M0.97%
Amneal Pharmaceuticals, Inc.541KUS$9.37M0.96%
Irhythm Holdings, Inc.67,267US$8M0.82%
Cryoport, Inc.508KUS$7.98M0.82%
Boston Scientific Corporation180KUS$7.7M0.79%
Climb Bio, Inc.563KUS$7.35M0.75%
Amylyx Pharmaceuticals, Inc.399KUS$7.16M0.73%
Upstream Bio, Inc.935KUS$6.47M0.66%
Resmed Inc.32,983US$6.43M0.66%
Align Technology, Inc.36,963US$6.23M0.64%
Carlsmed, Inc.597KUS$6.2M0.63%
Aveanna Healthcare Holdings Inc.714KUS$6.12M0.63%
Caredx, Inc.202KUS$5.77M0.59%
Si-bone, Inc.329KUS$5.36M0.55%
Vir Biotechnology, Inc.475KUS$4.84M0.50%
Erasca, Inc.259KUS$4.74M0.49%
Shoulder Innovations, Inc.226KUS$4.59M0.47%
Waystar Holding Corp.204KUS$4.19M0.43%
Alphatec Holdings, Inc.450KUS$3.89M0.40%
Annexon, Inc.641KUS$3.66M0.37%
Castle Biosciences, Inc.145KUS$3.45M0.35%
Minimed Group, Inc.226KUS$3.39M0.35%
Eikon Therapeutics, Inc.256KUS$3.34M0.34%
Viatris Inc.200KUS$3.18M0.33%
Artivion, Inc.139KUS$3.12M0.32%
Axsome Therapeutics, Inc.10,000US$2.45M0.25%
Optimizerx Corporation350KUS$2M0.21%
Inspiremd Inc.2.42MUS$1.69M0.17%
Hemab Therapeutics Holdings, Inc.45,000US$1.65M0.17%
Pulmonx Corporation647KUS$841K0.09%
Ars Pharmaceuticals, Inc.103KUS$823K0.08%
Ovid Therapeutics Inc.198KUS$532K0.05%
Illumina, Inc.0US$00.00%
Kalvista Pharmaceuticals, Inc.0US$00.00%
Maze Therapeutics, Inc.0US$00.00%
Mckesson Corporation0US$00.00%
Neurocrine Biosciences, Inc.0US$00.00%
Nuvalent, Inc.0US$00.00%
Pulse Biosciences, Inc0US$00.00%
Quanterix Corporation0US$00.00%
Quidelortho Corporation0US$00.00%
Rxsight, Inc.0US$00.00%
Solid Biosciences Inc.0US$00.00%
Supernus Pharmaceuticals, Inc.0US$00.00%
Tango Therapeutics, Inc.0US$00.00%
Ultragenyx Pharmaceutical Inc.0US$00.00%
Veracyte, Inc.0US$00.00%
Abbvie Inc.0US$00.00%
Accuray Incorporated0US$00.00%
Adma Biologics Inc0US$00.00%
Apogee Therapeutics, Inc.0US$00.00%
Axogen, Inc.0US$00.00%
Butterfly Network, Inc.0US$00.00%
Caris Life Sciences, Inc.0US$00.00%
The Cooper Companies, Inc.0US$00.00%
Cvrx, Inc.0US$00.00%
Edwards Lifesciences Corporation0US$00.00%
Genedx Holdings Corp.0US$00.00%
Idexx Laboratories, Inc.0US$00.00%

Source

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