Q2 2025 · 13F-HR
Parkman Healthcare Partners LLCholdings as filed
Filed 2025-08-14 · accession 0001420506-25-002082
$870.1M
Reported value
88
Positions
2025-06-30
Period end
The Brief · Parkman Healthcare Partners LLC · Q2 2025
AI · grounded in 13F
Parkman Healthcare Partners LLC established a new position in CVS valued at $35.7M. The fund also initiated new stakes in PODD for $33.2M and BSX for $30.4M. Additional new positions include ALNY at $30.1M and THC at $29.7M. The fund ended the period with 88 positions and total AUM of $870.1M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 126650100 | CVS | CVS HEALTH CORP | $35.7M | 4.11% | 517,807 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $33.2M | 3.82% | 105,762 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $30.4M | 3.50% | 283,166 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $30.1M | 3.46% | 92,338 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $29.7M | 3.42% | 168,884 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $27.4M | 3.15% | 385,479 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $26.0M | 2.98% | 33,296 | Common | SOLE |
| N72482206 | QGEN | QIAGEN NV | $23.9M | 2.75% | 498,107 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HOLDINGS INC | $21.9M | 2.52% | 240,395 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $21.7M | 2.50% | 110,090 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $20.9M | 2.40% | 166,010 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $19.9M | 2.29% | 50,376 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $19.7M | 2.27% | 225,875 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $19.7M | 2.26% | 251,741 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $18.7M | 2.15% | 197,898 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $18.2M | 2.09% | 1,298,825 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $17.3M | 1.98% | 109,500 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $16.2M | 1.86% | 175,000 | Common | SOLE |
| 714046109 | RVTY | REVVITY INC | $15.2M | 1.75% | 157,196 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $14.6M | 1.68% | 131,675 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $13.5M | 1.55% | 488,796 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $12.8M | 1.47% | 17,458 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $12.4M | 1.42% | 225,150 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $12.2M | 1.41% | 827,060 | Common | SOLE |
| 80810D103 | SDGR | SCHRODINGER INC | $11.8M | 1.36% | 587,556 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $11.5M | 1.32% | 174,276 | Common | SOLE |
| 219798105 | QDEL | QUIDELORTHO CORP | $11.1M | 1.28% | 386,646 | Common | SOLE |
| 690145206 | OM | OUTSET MED INC | $10.5M | 1.21% | 549,052 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $9.9M | 1.14% | 871,933 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $9.8M | 1.13% | 2,107,483 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $9.1M | 1.05% | 119,623 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $9.0M | 1.04% | 1,007,992 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $8.9M | 1.02% | 181,643 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $8.6M | 0.99% | 162,980 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $8.5M | 0.98% | 647,331 | Common | SOLE |
| 00182C103 | ANIP | ANI PHARMACEUTICALS INC | $8.4M | 0.96% | 128,478 | Common | SOLE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $8.3M | 0.96% | 896,710 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $8.2M | 0.95% | 633,874 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $8.1M | 0.93% | 867,813 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $7.9M | 0.91% | 175,000 | Common | SOLE |
| 91678A107 | UPB | UPSTREAM BIO INC | $7.9M | 0.90% | 715,504 | Common | SOLE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $7.7M | 0.88% | 679,063 | Common | SOLE |
| 26622P107 | DOCS | DOXIMITY INC | $7.4M | 0.85% | 120,834 | Common | SOLE |
| 74834L100 | DGX | QUEST DIAGNOSTICS INC | $7.4M | 0.85% | 40,997 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC | $7.3M | 0.84% | 674,551 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $7.3M | 0.84% | 42,108 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $7.2M | 0.83% | 648,871 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $7.2M | 0.83% | 352,262 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $7.1M | 0.82% | 1,900,918 | Common | SOLE |
| 68401U204 | OPRX | OPTIMIZERX CORP | $6.9M | 0.79% | 507,423 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $6.8M | 0.78% | 362,008 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $6.3M | 0.72% | 463,601 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $6.2M | 0.71% | 443,422 | Common | SOLE |
| 228903100 | AORT | ARTIVION INC | $6.0M | 0.69% | 192,705 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $6.0M | 0.68% | 220,387 | Common | SOLE |
| 15687V109 | CERT | CERTARA INC | $5.8M | 0.67% | 500,000 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $5.7M | 0.66% | 200,000 | PUT | SOLE |
| 946784105 | WAY | WAYSTAR HLDG CORP | $5.7M | 0.66% | 140,000 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $5.4M | 0.62% | 147,980 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORP | $5.1M | 0.59% | 75,000 | Common | SOLE |
| 89455T109 | TMCI | TREACE MED CONCEPTS INC | $5.0M | 0.57% | 843,998 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $4.9M | 0.56% | 599,610 | Common | SOLE |
| 71377E105 | PFMTUSD | PERFORMANT HEALTHCARE INC | $4.9M | 0.56% | 1,214,272 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $4.7M | 0.54% | 150,373 | Common | SOLE |
| 126638105 | CVRX | CVRX INC | $4.6M | 0.53% | 789,099 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $4.2M | 0.48% | 650,000 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $3.5M | 0.40% | 608,637 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $3.4M | 0.39% | 515,992 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $3.4M | 0.39% | 61,596 | Common | SOLE |
| 23954D109 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | $3.3M | 0.37% | 500,000 | Common | SOLE |
| 75340L104 | RPID | RAPID MICRO BIOSYSTEMS INC | $3.2M | 0.36% | 913,443 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $3.1M | 0.35% | 817,808 | Common | SOLE |
| 45779A846 | NSPR | INSPIREMD INC | $2.8M | 0.32% | 1,235,305 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $2.7M | 0.32% | 116,343 | Common | SOLE |
| 268158201 | DVAX | DYNAVAX TECHNOLOGIES CORP | $2.7M | 0.31% | 270,131 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $2.6M | 0.30% | 228,271 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $2.5M | 0.29% | 8,811 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $2.4M | 0.28% | 176,702 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $2.4M | 0.28% | 55,404 | Common | SOLE |
| 74017N105 | PGEN | PRECIGEN INC | $2.2M | 0.25% | 1,542,823 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $2.1M | 0.24% | 73,412 | Common | SOLE |
| 745848101 | LUNG | PULMONX CORP | $1.6M | 0.18% | 605,029 | Common | SOLE |
| 039697107 | ARDX | ARDELYX INC | $1.2M | 0.14% | 301,086 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $970,066 | 0.11% | 404,194 | Common | SOLE |
| 002120202 | ATYR | ATYR PHARMA INC | $760,500 | 0.09% | 150,000 | Common | SOLE |
| 65443P102 | MASS | 908 DEVICES INC | $713,000 | 0.08% | 100,000 | Common | SOLE |
| M40527109 | ENTX | ENTERA BIO LTD | $676,062 | 0.08% | 355,822 | Common | SOLE |
| 268311107 | EDAP | EDAP TMS S A | $255,473 | 0.03% | 154,832 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.