Top Institutional Investors

Parkman Healthcare Partners LLC — 13F Holdings & Portfolio

CIK 1777015 · latest 13F-HR filed 2026-08-14

Backtest portfolio

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 and exited 30; 36 existing positions rose in reported value and 20 fell.

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.

Loading holdings…
AUM
$976.8M

Long-equity book

Holdings
77

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+17 / −30 / ↑36 / ↓20

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
MBX4.5% · 0%LLY4.3% · +1%CVS4.2% · +1%DXCM3.7% · -22%PTCT3.6% · +1%RCUS2.9% · -24%GPCR2.7% · +109%VRDN2.6% · +147%AGIO2.5% · +66%INBX2.5% · newXENE2.5% · -20%EWTX2.4% · +79%UNH2.4% · newSYK2.2% · -56%IQV2.1% · +22%ZBH2.1% · -14%PODD2.1% · -16%ASMB2.0% · +75%SNDX2.0% · -3%EYPT1.9% · -5%THC1.9% · +94%LIVN1.8% · -48%ANIP1.7% · -28%BCRX1.7% · -5%ALNY1.6% · +88%INDV1.5% · newNVST1.5% · -22%DRUG1.5% · +411%XERS1.5% · +5%AVTX1.5% · newFDMT1.3% · +81%IMNM1.3% · +47%STOK1.2% · +6%WAT1.2% · +14%ANRO1.2% · newORKA1.1% · newADPT1.1% · -12%ABSI1.1% · -52%MLYS1.1% · +0%COGT1.0% · +153%QURE1.0% · +1%TARS1.0% · newAMRX1.0% · +80%IRTC0.8% · +68%CYRX0.8% · newBSX0.8% · -60%CLYM0.8% · newAMLX0.7% · -36%UPB0.7% · +19%RMD0.7% · newURGN0.7% · -37%ALGN0.6% · +74%CARL0.6% · +15%AVAH0.6% · newCDNA0.6% · -30%SIBN0.6% · -12%VIR0.5% · -5%ERAS0.5% · -36%SI0.5% · newWAY0.4% · -54%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Assets Under Management
$1.74B
Discretionary
$1.74B
Employees
12
Accounts
7
Address
700 CANAL STREET
2ND FLOOR
STAMFORD, CT 06902
Phone
(203) 516-3690
Website
Name Title / Status Ownership Type
ELGORT, MICHAEL, EVAN ControlCHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERLess than 5%Individual
MARTINEZ, GREGORY, ARTHUR ControlCHIEF INVESTMENT OFFICERLess than 5%Individual
MARTINEZ, GREGORY, ARTHUR ControlLIMITED PARTNER50–75%Individual
MARTINEZ, GREGORY, ARTHUR ControlMANAGING MEMBER75% or moreIndividual
PARKMAN HEALTHCARE PARTNERS HOLDINGS GP LLC ControlGENERAL PARTNERGeneral partnerDomestic Entity
PARKMAN HEALTHCARE PARTNERS HOLDINGS LP ControlSOLE OWNER75% or moreDomestic Entity

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Parkman Healthcare Partners LLC Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
700 CANAL STREET
2ND FLOOR
STAMFORD, CT 06902
Phone
(203) 516-3690
Filing Manager
Parkman Healthcare Partners LLC
STAMFORD, CT
Signatory
Michael Elgort
CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER