Q4 2025 · 13F-HR
Parkman Healthcare Partners LLCholdings as filed
Filed 2026-02-17 · accession 0001420506-26-000499
$1.05B
Reported value
100
Positions
2025-12-31
Period end
The Brief · Parkman Healthcare Partners LLC · Q4 2025
AI · grounded in 13F
Parkman Healthcare Partners LLC closed its position in QQQ, reducing exposure by $48.0M. The fund established new positions in MASI for $26.0M, EYPT for $19.9M, and WAT for $15.9M. Additionally, the fund increased its stake in DXCM by 242.3% and exited its position in UTHR for $9.2M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $47.7M | 4.54% | 500,529 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $40.0M | 3.81% | 140,860 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $39.0M | 3.71% | 587,475 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $37.1M | 3.53% | 105,472 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $35.7M | 3.40% | 450,212 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $29.8M | 2.84% | 36,355 | Common | SOLE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $28.6M | 2.72% | 1,768,508 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $27.9M | 2.66% | 885,639 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $27.4M | 2.61% | 665,208 | Common | SOLE |
| 574795100 | MASI | MASIMO CORP | $26.0M | 2.48% | 200,000 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $25.3M | 2.41% | 410,912 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $25.1M | 2.39% | 620,877 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $24.5M | 2.33% | 788,076 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $23.1M | 2.20% | 968,602 | Common | SOLE |
| 91678A107 | UPB | UPSTREAM BIO INC | $22.7M | 2.16% | 834,559 | Common | SOLE |
| N72482206 | QGEN | QIAGEN NV | $22.2M | 2.12% | 494,351 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $21.2M | 2.02% | 1,487,283 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT INC | $19.9M | 1.89% | 1,088,033 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $19.0M | 1.81% | 47,703 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $16.3M | 1.55% | 114,712 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $15.9M | 1.51% | 41,899 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $15.3M | 1.46% | 10,988 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $14.9M | 1.42% | 410,249 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $13.7M | 1.30% | 430,155 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $13.6M | 1.30% | 100,000 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HOLDINGS INC | $13.6M | 1.29% | 151,049 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $13.5M | 1.28% | 58,889 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $13.3M | 1.26% | 1,691,585 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $12.9M | 1.23% | 150,985 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $12.2M | 1.16% | 160,179 | Common | SOLE |
| 946784105 | WAY | WAYSTAR HLDG CORP | $12.1M | 1.15% | 369,023 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $12.1M | 1.15% | 574,023 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $12.0M | 1.14% | 60,514 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $11.9M | 1.14% | 118,712 | Common | SOLE |
| 00182C103 | ANIP | ANI PHARMACEUTICALS INC | $11.4M | 1.09% | 145,000 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $10.6M | 1.01% | 427,690 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $10.5M | 1.00% | 31,875 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $10.3M | 0.98% | 125,335 | Common | SOLE |
| 228903100 | AORT | ARTIVION INC | $10.0M | 0.95% | 218,669 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $9.8M | 0.93% | 130,069 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $8.7M | 0.83% | 209,266 | Common | SOLE |
| 045396207 | ASMB | ASSEMBLY BIOSCIENCES INC | $8.5M | 0.81% | 249,357 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $8.4M | 0.80% | 128,111 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC | $8.2M | 0.78% | 250,318 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $7.9M | 0.76% | 35,230 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $7.4M | 0.70% | 374,382 | Common | SOLE |
| 26622P107 | DOCS | DOXIMITY INC | $7.2M | 0.68% | 162,276 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $7.0M | 0.67% | 900,057 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $6.9M | 0.66% | 154,184 | Common | SOLE |
| 68401U204 | OPRX | OPTIMIZERX CORP | $6.6M | 0.63% | 538,649 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $6.5M | 0.62% | 401,730 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $6.2M | 0.59% | 35,425 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $6.2M | 0.59% | 257,382 | Common | SOLE |
| 23954D109 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | $6.0M | 0.57% | 645,544 | Common | SOLE |
| 45257U108 | IMNM | IMMUNOME INC | $6.0M | 0.57% | 277,812 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $5.9M | 0.56% | 150,558 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $5.8M | 0.56% | 277,181 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $5.5M | 0.52% | 45,174 | Common | SOLE |
| 80810D103 | SDGR | SCHRODINGER INC | $5.3M | 0.51% | 298,939 | Common | SOLE |
| 219798105 | QDEL | QUIDELORTHO CORP | $5.3M | 0.50% | 184,491 | Common | SOLE |
| 14167L103 | CDNA | CAREDX INC | $5.2M | 0.50% | 276,154 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $5.1M | 0.49% | 39,272 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $5.1M | 0.48% | 100,564 | Common | SOLE |
| 00091E109 | ABSI | ABSCI CORPORATION | $5.1M | 0.48% | 1,458,652 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $4.6M | 0.44% | 381,760 | Common | SOLE |
| 45779A846 | NSPR | INSPIREMD INC | $4.3M | 0.41% | 2,416,518 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $4.2M | 0.40% | 100,269 | Common | SOLE |
| 74017N105 | PGEN | PRECIGEN INC | $4.2M | 0.40% | 1,002,826 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $4.1M | 0.39% | 124,485 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $4.0M | 0.38% | 168,768 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $3.9M | 0.38% | 25,285 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $3.8M | 0.36% | 55,000 | Common | SOLE |
| 35104E100 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $3.8M | 0.36% | 503,431 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $3.7M | 0.35% | 351,655 | Common | SOLE |
| 000899104 | ADMA | ADMA BIOLOGICS INC | $3.6M | 0.35% | 200,000 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $3.6M | 0.35% | 640,356 | Common | SOLE |
| 142152107 | CAI | CARIS LIFE SCIENCES INC | $3.4M | 0.32% | 125,000 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $3.3M | 0.31% | 86,297 | Common | SOLE |
| 15687V109 | CERT | CERTARA INC | $3.1M | 0.29% | 348,750 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $3.0M | 0.29% | 601,202 | Common | SOLE |
| 126638105 | CVRX | CVRX INC | $2.9M | 0.28% | 413,018 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $2.7M | 0.26% | 99,604 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $2.4M | 0.22% | 418,371 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $2.3M | 0.22% | 25,973 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $2.1M | 0.20% | 328,956 | Common | SOLE |
| 745848101 | LUNG | PULMONX CORP | $1.6M | 0.15% | 727,781 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $1.4M | 0.14% | 62,030 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $1.4M | 0.14% | 100,000 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $1.4M | 0.13% | 15,000 | Common | SOLE |
| 81727U303 | SENS | SENSEONICS HLDGS INC | $1.1M | 0.11% | 206,793 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $1.1M | 0.10% | 22,852 | Common | SOLE |
| 75340L104 | RPID | RAPID MICRO BIOSYSTEMS INC | $1.0M | 0.10% | 354,465 | Common | SOLE |
| 58507V107 | MDLN | MEDLINE INC | $863,436 | 0.08% | 20,558 | Common | SOLE |
| 004397105 | ARAY | ACCURAY INC | $702,569 | 0.07% | 852,012 | Common | SOLE |
| 20451W101 | CMPS | COMPASS PATHWAYS PLC | $686,357 | 0.07% | 99,472 | Common | SOLE |
| M40527109 | ENTX | ENTERA BIO LTD | $533,642 | 0.05% | 275,073 | Common | SOLE |
| 268311107 | EDAP | EDAP TMS S A | $509,397 | 0.05% | 154,832 | Common | SOLE |
| 89455T109 | TMCI | TREACE MED CONCEPTS INC | $488,513 | 0.05% | 199,393 | Common | SOLE |
| 124155102 | BFLY | BUTTERFLY NETWORK INC | $383,173 | 0.04% | 100,835 | Common | SOLE |
| 690469101 | OVID | OVID THERAPEUTICS INC | $327,689 | 0.03% | 201,036 | 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.