Parkman Healthcare Partners LLC — 13F Holdings & Portfolio
CIK 1777015 · latest 13F-HR filed 2026-05-15
Parkman Healthcare Partners LLC manages $969.6M in 13F-reported U.S. long-equity assets across 90 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SYK (5.24%), DXCM (4.47%), KALV (3.81%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 17 new positions, exited 28, added to 30, and trimmed 38.
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.
$969.6M
Long-equity book
90
Distinct positions
2026-03-31
Filed 2026-05-15
+17 / −28 / ↑30 / ↓38
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- XENON PHARMACEUTICALS INC$22.0M +318.2%
- PTC THERAPEUTICS INC$17.2M +141.5%
- STRYKER CORPORATION$13.8M +37.2%
- AGIOS PHARMACEUTICALS INC$10.9M +403.5%
- ZIMMER BIOMET HOLDINGS INC$10.8M +79.4%
Top Trims
- BOSTON SCIENTIFIC CORP-$19.6M -41.0%
- MCKESSON CORP-$18.9M -63.2%
- UPSTREAM BIO INC-$15.6M -68.7%
- KINIKSA PHARMACEUTICALS INTL-$15.0M -54.5%
- VIRIDIAN THERAPEUTICS INC-$13.6M -55.5%
New Positions
- ELI LILLY & CO$31.8M
- QIAGEN NV$20.0M
- ENVISTA HOLDINGS CORPORATION$18.1M
- ABBVIE INC$16.3M
- ILLUMINA INC$13.6M
Exited Positions
- MASIMO CORP$26.0M
- TERNS PHARMACEUTICALS INC$25.1M
- QIAGEN NV$22.2M
- AMICUS THERAPEUTICS INC$21.2M
- METTLER TOLEDO INTERNATIONAL$15.3M
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 | STRYKER CORPORATION | SYK | 863667101 | $50.9M | 5.24% | 154,771 | SH |
| 2 | DEXCOM INC | DXCM | 252131107 | $43.3M | 4.47% | 689,822 | SH |
| 3 | KALVISTA PHARMACEUTICALS INC | KALV | 483497103 | $36.9M | 3.81% | 1,835,506 | SH |
| 4 | INSULET CORP | PODD | 45784P101 | $32.9M | 3.39% | 156,561 | SH |
| 5 | ELI LILLY & CO | LLY | 532457108 | $31.8M | 3.28% | 34,616 | SH |
| 6 | PTC THERAPEUTICS INC | PTCT | 69366J200 | $29.4M | 3.03% | 431,364 | SH |
| 7 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $28.9M | 2.98% | 497,035 | SH |
| 8 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $28.2M | 2.90% | 448,768 | SH |
| 9 | CVS HEALTH CORP | CVS | 126650100 | $27.8M | 2.87% | 387,306 | SH |
| 10 | ARCUS BIOSCIENCES INC | RCUS | 03969F109 | $26.1M | 2.69% | 1,207,274 | SH |
| 11 | LIVANOVA PLC | LIVN | G5509L101 | $25.7M | 2.65% | 403,965 | SH |
| 12 | ZIMMER BIOMET HOLDINGS INC | ZBH | 98956P102 | $24.4M | 2.51% | 269,557 | SH |
| 13 | MBX BIOSCIENCES INC | MBX | 55287L101 | $23.9M | 2.46% | 800,037 | SH |
| 14 | ANI PHARMACEUTICALS INC | ANIP | 00182C103 | $21.6M | 2.23% | 280,575 | SH |
| 15 | SYNDAX PHARMACEUTICALS INC | SNDX | 87164F105 | $21.1M | 2.17% | 901,511 | SH |
| 16 | QIAGEN NV | QGEN | N72482156 | $20.0M | 2.06% | 500,000 | SH |
| 17 | ENVISTA HOLDINGS CORPORATION | NVST | 29415F104 | $18.1M | 1.86% | 711,693 | SH |
| 18 | EYEPOINT INC | EYPT | 30233G209 | $17.5M | 1.80% | 1,354,800 | SH |
| 19 | ABBVIE INC | ABBV | 00287Y109 | $16.3M | 1.68% | 75,000 | SH |
| 20 | BIOCRYST PHARMACEUTICALS INC | BCRX | 09058V103 | $16.3M | 1.68% | 1,708,099 | SH |
| 21 | IQVIA HLDGS INC | IQV | 46266C105 | $14.8M | 1.52% | 86,702 | SH |
| 22 | AGIOS PHARMACEUTICALS INC | AGIO | 00847X104 | $13.7M | 1.41% | 403,525 | SH |
| 23 | ILLUMINA INC | ILMN | 452327109 | $13.6M | 1.40% | 110,370 | SH |
| 24 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $13.4M | 1.38% | 167,155 | SH |
| 25 | NEUROCRINE BIOSCIENCES INC | NBIX | 64125C109 | $13.1M | 1.35% | 99,069 | SH |
| 26 | KINIKSA PHARMACEUTICALS INTL | KNSA | G52694109 | $12.5M | 1.29% | 259,184 | SH |
| 27 | ASSEMBLY BIOSCIENCES INC | ASMB | 045396207 | $11.4M | 1.18% | 411,227 | SH |
| 28 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $11.2M | 1.15% | 232,093 | SH |
| 29 | MCKESSON CORP | MCK | 58155Q103 | $11.0M | 1.13% | 12,676 | SH |
| 30 | STOKE THERAPEUTICS INC | STOK | 86150R107 | $11.0M | 1.13% | 336,519 | SH |
| 31 | VIRIDIAN THERAPEUTICS INC | VRDN | 92790C104 | $10.9M | 1.13% | 557,936 | SH |
| 32 | WAYSTAR HLDG CORP | WAY | 946784105 | $10.7M | 1.10% | 443,058 | SH |
| 33 | MINERALYS THERAPEUTICS INC | MLYS | 603170101 | $10.3M | 1.06% | 380,137 | SH |
| 34 | EDGEWISE THERAPEUTICS INC | EWTX | 28036F105 | $10.2M | 1.05% | 322,828 | SH |
| 35 | XERIS BIOPHARMA HOLDINGS INC | XERS | 98422E103 | $10.0M | 1.03% | 1,721,264 | SH |
| 36 | TENET HEALTHCARE CORP | THC | 88033G407 | $9.5M | 0.98% | 50,123 | SH |
| 37 | ARTIVION INC | AORT | 228903100 | $9.2M | 0.95% | 252,014 | SH |
| 38 | NUVALENT INC | NUVL | 670703107 | $9.0M | 0.93% | 88,078 | SH |
| 39 | ALPHATEC HLDGS INC | ATEC | 02081G201 | $9.0M | 0.92% | 823,763 | SH |
| 40 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $8.9M | 0.92% | 26,916 | SH |
| 41 | AXOGEN INC | AXGN | 05463X106 | $8.9M | 0.92% | 268,160 | SH |
| 42 | IMMUNOME INC | IMNM | 45257U108 | $8.8M | 0.91% | 403,487 | SH |
| 43 | AMYLYX PHARMACEUTICALS INC | AMLX | 03237H101 | $8.6M | 0.89% | 621,458 | SH |
| 44 | IDEXX LABS INC | IDXX | 45168D104 | $8.4M | 0.87% | 15,000 | SH |
| 45 | WATERS CORP | WAT | 941848103 | $7.9M | 0.81% | 26,447 | SH |
| 46 | ADAPTIVE BIOTECHNOLOGIES COR | ADPT | 00650F109 | $7.7M | 0.79% | 551,815 | SH |
| 47 | UPSTREAM BIO INC | UPB | 91678A107 | $7.1M | 0.73% | 786,783 | SH |
| 48 | ERASCA INC | ERAS | 29479A108 | $6.6M | 0.68% | 406,702 | SH |
| 49 | APOGEE THERAPEUTICS INC | APGE | 03770N101 | $6.5M | 0.67% | 77,686 | SH |
| 50 | COOPER COS INC | COO | 216648501 | $6.4M | 0.66% | 89,883 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |