Q3 2025 · 13F-HR
Parkman Healthcare Partners LLCholdings as filed
Filed 2025-11-14 · accession 0001420506-25-003321
$958.7M
Reported value
91
Positions
2025-09-30
Period end
The Brief · Parkman Healthcare Partners LLC · Q3 2025
AI · grounded in 13F
Parkman Healthcare Partners LLC established a new position in QQQ valued at $48.0M. The fund also initiated new stakes in BSX for $42.4M and ALNY for $39.9M. Additional new positions include PODD at $35.8M and CVS at $28.6M. The fund ended the period with 91 positions and total AUM of $958.7M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46090E103 | QQQ | INVESCO QQQ TR | $48.0M | 5.01% | 80,000 | PUT | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $42.4M | 4.42% | 434,377 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $40.0M | 4.17% | 87,690 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $35.9M | 3.74% | 116,238 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $28.6M | 2.98% | 379,486 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $26.1M | 2.72% | 671,592 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $24.9M | 2.60% | 1,154,487 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HOLDINGS INC | $24.8M | 2.58% | 251,420 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $23.7M | 2.47% | 64,108 | Common | SOLE |
| N72482206 | QGEN | QIAGEN NV | $22.3M | 2.33% | 500,159 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $22.0M | 2.30% | 28,542 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $21.9M | 2.29% | 110,541 | Common | SOLE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $21.1M | 2.20% | 1,735,003 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $20.2M | 2.10% | 345,356 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $19.9M | 2.08% | 141,822 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $18.2M | 1.90% | 130,165 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $17.3M | 1.80% | 455,523 | Common | SOLE |
| 91678A107 | UPB | UPSTREAM BIO INC | $15.9M | 1.65% | 843,502 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $15.1M | 1.57% | 74,330 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $14.6M | 1.52% | 1,791,674 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $14.4M | 1.51% | 275,811 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $13.5M | 1.41% | 773,304 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $13.3M | 1.39% | 1,687,318 | Common | SOLE |
| 26622P107 | DOCS | DOXIMITY INC | $13.1M | 1.37% | 178,970 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $13.0M | 1.36% | 846,899 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $12.4M | 1.30% | 202,363 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $12.3M | 1.28% | 149,848 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $12.1M | 1.26% | 155,766 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $12.1M | 1.26% | 176,523 | Common | SOLE |
| 946784105 | WAY | WAYSTAR HLDG CORP | $11.6M | 1.21% | 306,027 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $11.5M | 1.20% | 171,628 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $10.8M | 1.13% | 475,568 | Common | SOLE |
| 68401U204 | OPRX | OPTIMIZERX CORP | $10.4M | 1.09% | 509,611 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $10.4M | 1.08% | 120,190 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $10.1M | 1.06% | 696,980 | Common | SOLE |
| 228903100 | AORT | ARTIVION INC | $9.4M | 0.98% | 221,044 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $9.2M | 0.96% | 22,000 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC | $9.0M | 0.93% | 501,832 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $8.9M | 0.93% | 550,173 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $8.9M | 0.93% | 652,680 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORP | $8.5M | 0.89% | 100,442 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $8.1M | 0.85% | 339,764 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $8.0M | 0.84% | 402,595 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $8.0M | 0.84% | 40,343 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $7.9M | 0.82% | 579,174 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $7.7M | 0.80% | 1,012,664 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $7.7M | 0.80% | 223,065 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $7.6M | 0.80% | 10,000 | Common | SOLE |
| 219798105 | QDEL | QUIDELORTHO CORP | $7.4M | 0.78% | 252,817 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $7.1M | 0.74% | 176,137 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $7.0M | 0.73% | 934,760 | Common | SOLE |
| 74017N105 | PGEN | PRECIGEN INC | $6.9M | 0.72% | 2,101,715 | Common | SOLE |
| 80810D103 | SDGR | SCHRODINGER INC | $6.8M | 0.71% | 340,187 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $6.8M | 0.71% | 125,949 | Common | SOLE |
| 15687V109 | CERT | CERTARA INC | $6.7M | 0.70% | 551,850 | Common | SOLE |
| 045396207 | ASMB | ASSEMBLY BIOSCIENCES INC | $6.4M | 0.67% | 250,981 | Common | SOLE |
| 690145206 | OM | OUTSET MED INC | $6.4M | 0.67% | 454,512 | Common | SOLE |
| 45779A846 | NSPR | INSPIREMD INC | $5.9M | 0.61% | 2,440,633 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $5.9M | 0.61% | 250,000 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $5.7M | 0.59% | 30,000 | Common | SOLE |
| 89455T109 | TMCI | TREACE MED CONCEPTS INC | $5.7M | 0.59% | 847,675 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $5.6M | 0.58% | 378,583 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $5.2M | 0.54% | 200,000 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $4.9M | 0.51% | 45,250 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $4.7M | 0.49% | 55,197 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $4.2M | 0.44% | 105,831 | Common | SOLE |
| 45257U108 | IMNM | IMMUNOME INC | $4.1M | 0.43% | 351,131 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $4.1M | 0.43% | 61,849 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $4.0M | 0.42% | 100,380 | Common | SOLE |
| 126638105 | CVRX | CVRX INC | $4.0M | 0.41% | 491,408 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $3.5M | 0.37% | 656,084 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $3.4M | 0.36% | 380,713 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $3.4M | 0.35% | 200,753 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $3.1M | 0.32% | 73,725 | Common | SOLE |
| 75340L104 | RPID | RAPID MICRO BIOSYSTEMS INC | $3.1M | 0.32% | 913,443 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $2.8M | 0.29% | 96,737 | Common | SOLE |
| 268158201 | DVAX | DYNAVAX TECHNOLOGIES CORP | $2.7M | 0.28% | 271,306 | Common | SOLE |
| 140755307 | TVRD | TVARDI THERAPEUTICS INC | $2.5M | 0.26% | 65,000 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $2.4M | 0.26% | 396,396 | Common | SOLE |
| 23954D109 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | $2.1M | 0.22% | 301,746 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $2.1M | 0.22% | 68,636 | Common | SOLE |
| 35104E100 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $1.7M | 0.18% | 200,000 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $1.4M | 0.14% | 252,211 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $1.2M | 0.13% | 405,953 | Common | SOLE |
| 124155102 | BFLY | BUTTERFLY NETWORK INC | $1.2M | 0.12% | 602,192 | Common | SOLE |
| 65443P102 | MASS | 908 DEVICES INC | $879,224 | 0.09% | 100,368 | Common | SOLE |
| 745848101 | LUNG | PULMONX CORP | $811,072 | 0.08% | 500,662 | Common | SOLE |
| 20451W101 | CMPS | COMPASS PATHWAYS PLC | $573,000 | 0.06% | 100,000 | Common | SOLE |
| M40527109 | ENTX | ENTERA BIO LTD | $539,178 | 0.06% | 280,822 | Common | SOLE |
| 268311107 | EDAP | EDAP TMS S A | $354,565 | 0.04% | 154,832 | Common | SOLE |
| 690469101 | OVID | OVID THERAPEUTICS INC | $263,871 | 0.03% | 202,978 | 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.