Parkman Healthcare Partners LLC — 13F Holdings & Portfolio
CIK 1777015 · latest 13F-HR filed 2026-08-14
Parkman Healthcare Partners LLC manages $976.8M in 13F-reported U.S. long-equity assets across 77 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MBX (4.52%), LLY (4.30%), CVS (4.15%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions, exited 30, added to 36, and trimmed 20.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
2ND FLOOR
STAMFORD, CT 06902
$976.8M
Long-equity book
77
Distinct positions
2026-06-30
Filed 2026-08-14
+17 / −30 / ↑36 / ↓20
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MBX BIOSCIENCES INC$20.3M +85.0%
- STRUCTURE THERAPEUTICS INC$14.9M +133.0%
- VIRIDIAN THERAPEUTICS INC$14.4M +131.9%
- EDGEWISE THERAPEUTICS INC$13.3M +130.6%
- CVS HEALTH CORP$12.7M +45.7%
Top Trims
- STRYKER CORPORATION-$29.5M -57.9%
- BOSTON SCIENTIFIC CORP-$20.5M -72.6%
- INSULET CORP-$12.9M -39.1%
- LIVANOVA PLC-$8.4M -32.6%
- DEXCOM INC-$7.3M -16.9%
New Positions
- INHIBRX BIOSCIENCES INC$24.3M
- UNITEDHEALTH GROUP INC$23.2M
- INDIVIOR PHARMACEUTICALS INC$14.9M
- AVALO THERAPEUTICS INC$14.2M
- ALTO NEUROSCIENCE INC$11.3M
Exited Positions
- KALVISTA PHARMACEUTICALS INC$36.9M
- QIAGEN NV$20.0M
- ABBVIE INC$16.3M
- ILLUMINA INC$13.6M
- EDWARDS LIFESCIENCES CORP$13.4M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MBX BIOSCIENCES INC | MBX | 55287L101 | $44.2M | 4.52% | 800,173 | SH |
| 2 | ELI LILLY & CO | LLY | 532457108 | $42.0M | 4.30% | 35,000 | SH |
| 3 | CVS HEALTH CORP | CVS | 126650100 | $40.5M | 4.15% | 391,791 | SH |
| 4 | DEXCOM INC | DXCM | 252131107 | $36.0M | 3.69% | 534,767 | SH |
| 5 | PTC THERAPEUTICS INC | PTCT | 69366J200 | $35.5M | 3.64% | 435,691 | SH |
| 6 | ARCUS BIOSCIENCES INC | RCUS | 03969F109 | $28.3M | 2.90% | 919,266 | SH |
| 7 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $26.1M | 2.67% | 485,661 | SH |
| 8 | VIRIDIAN THERAPEUTICS INC | VRDN | 92790C104 | $25.3M | 2.59% | 1,377,576 | SH |
| 9 | AGIOS PHARMACEUTICALS INC | AGIO | 00847X104 | $24.8M | 2.54% | 669,046 | SH |
| 10 | INHIBRX BIOSCIENCES INC | INBX | 45720N103 | $24.3M | 2.49% | 256,950 | SH |
| 11 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $24.0M | 2.46% | 397,379 | SH |
| 12 | EDGEWISE THERAPEUTICS INC | EWTX | 28036F105 | $23.4M | 2.40% | 577,036 | SH |
| 13 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $23.2M | 2.38% | 55,921 | SH |
| 14 | STRYKER CORPORATION | SYK | 863667101 | $21.4M | 2.19% | 67,973 | SH |
| 15 | IQVIA HLDGS INC | IQV | 46266C105 | $20.4M | 2.09% | 105,811 | SH |
| 16 | ZIMMER BIOMET HOLDINGS INC | ZBH | 98956P102 | $20.0M | 2.05% | 232,557 | SH |
| 17 | INSULET CORP | PODD | 45784P101 | $20.0M | 2.05% | 131,378 | SH |
| 18 | ASSEMBLY BIOSCIENCES INC | ASMB | 045396207 | $19.8M | 2.03% | 721,181 | SH |
| 19 | SYNDAX PHARMACEUTICALS INC | SNDX | 87164F105 | $19.2M | 1.96% | 877,256 | SH |
| 20 | EYEPOINT INC | EYPT | 30233G209 | $18.4M | 1.89% | 1,288,163 | SH |
| 21 | TENET HEALTHCARE CORP | THC | 88033G407 | $18.2M | 1.86% | 97,280 | SH |
| 22 | LIVANOVA PLC | LIVN | G5509L101 | $17.3M | 1.77% | 210,529 | SH |
| 23 | ANI PHARMACEUTICALS INC | ANIP | 00182C103 | $16.8M | 1.72% | 202,907 | SH |
| 24 | BIOCRYST PHARMACEUTICALS INC | BCRX | 09058V103 | $16.2M | 1.66% | 1,624,279 | SH |
| 25 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $15.3M | 1.56% | 50,672 | SH |
| 26 | INDIVIOR PHARMACEUTICALS INC | INDV | 45579U109 | $14.9M | 1.53% | 364,269 | SH |
| 27 | ENVISTA HOLDINGS CORPORATION | NVST | 29415F104 | $14.6M | 1.49% | 553,916 | SH |
| 28 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 10919W405 | $14.4M | 1.47% | 205,053 | SH |
| 29 | XERIS BIOPHARMA HOLDINGS INC | XERS | 98422E103 | $14.3M | 1.47% | 1,807,621 | SH |
| 30 | AVALO THERAPEUTICS INC | AVTX | 05338F306 | $14.2M | 1.45% | 766,290 | SH |
| 31 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 35104E100 | $12.6M | 1.29% | 948,184 | SH |
| 32 | IMMUNOME INC | IMNM | 45257U108 | $12.6M | 1.29% | 594,202 | SH |
| 33 | STOKE THERAPEUTICS INC | STOK | 86150R107 | $11.6M | 1.19% | 355,443 | SH |
| 34 | WATERS CORP | WAT | 941848103 | $11.3M | 1.16% | 30,206 | SH |
| 35 | ALTO NEUROSCIENCE INC | ANRO | 02157Q109 | $11.3M | 1.16% | 429,035 | SH |
| 36 | ORUKA THERAPEUTICS INC | ORKA | 687604108 | $10.8M | 1.10% | 113,188 | SH |
| 37 | ADAPTIVE BIOTECHNOLOGIES COR | ADPT | 00650F109 | $10.4M | 1.07% | 486,984 | SH |
| 38 | ABSCI CORPORATION | ABSI | 00091E109 | $10.4M | 1.06% | 894,374 | SH |
| 39 | MINERALYS THERAPEUTICS INC | MLYS | 603170101 | $10.3M | 1.05% | 380,354 | SH |
| 40 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $9.8M | 1.00% | 253,365 | SH |
| 41 | UNIQURE NV | QURE | N90064101 | $9.6M | 0.98% | 208,170 | SH |
| 42 | TARSUS PHARMACEUTICALS INC | TARS | 87650L103 | $9.4M | 0.97% | 150,000 | SH |
| 43 | AMNEAL PHARMACEUTICALS INC | AMRX | 03168L105 | $9.4M | 0.96% | 541,190 | SH |
| 44 | IRHYTHM HOLDINGS INC | IRTC | 450056106 | $8.0M | 0.82% | 67,267 | SH |
| 45 | CRYOPORT INC | CYRX | 229050307 | $8.0M | 0.82% | 508,324 | SH |
| 46 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $7.7M | 0.79% | 180,481 | SH |
| 47 | CLIMB BIO INC | CLYM | 28658R106 | $7.3M | 0.75% | 563,484 | SH |
| 48 | AMYLYX PHARMACEUTICALS INC | AMLX | 03237H101 | $7.2M | 0.73% | 398,782 | SH |
| 49 | UPSTREAM BIO INC | UPB | 91678A107 | $6.5M | 0.66% | 935,247 | SH |
| 50 | RESMED INC | RMD | 761152107 | $6.4M | 0.66% | 32,983 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $976.8M | 77 | 0001420506-26-001734 |
| 2026-03-31 | 2026-05-15 | $969.6M | 90 | 0001420506-26-001072 |
| 2025-12-31 | 2026-02-17 | $1.05B | 100 | 0001420506-26-000499 |
| 2025-09-30 | 2025-11-14 | $958.7M | 91 | 0001420506-25-003321 |