Q1 2026 · 13F-HR
Parkman Healthcare Partners LLCholdings as filed
Filed 2026-05-15 · accession 0001420506-26-001072
$969.6M
Reported value
90
Positions
2026-03-31
Period end
The Brief · Parkman Healthcare Partners LLC · Q1 2026
AI · grounded in 13F
Parkman Healthcare Partners LLC initiated a new position in Eli Lilly & Co LLY valued at $31.8M. The fund also opened new stakes in QIAGEN NV QGEN for $20M and Envista Holdings Corporation NVST for $18.1M. On the sell side, the fund closed its positions in Masimo Corp MASI and Terns Pharmaceuticals Inc 430, reducing those holdings by $26M and $25.1M respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 863667101 | SYK | STRYKER CORPORATION | $50.9M | 5.24% | 154,771 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $43.3M | 4.47% | 689,822 | Common | SOLE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $36.9M | 3.81% | 1,835,506 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $32.9M | 3.39% | 156,561 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $31.8M | 3.28% | 34,616 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $29.4M | 3.03% | 431,364 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $28.9M | 2.98% | 497,035 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $28.2M | 2.90% | 448,768 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $27.8M | 2.87% | 387,306 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $26.1M | 2.69% | 1,207,274 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $25.7M | 2.65% | 403,965 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HOLDINGS INC | $24.4M | 2.51% | 269,557 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $23.9M | 2.46% | 800,037 | Common | SOLE |
| 00182C103 | ANIP | ANI PHARMACEUTICALS INC | $21.6M | 2.23% | 280,575 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $21.1M | 2.17% | 901,511 | Common | SOLE |
| N72482156 | QGEN | QIAGEN NV | $20.0M | 2.06% | 500,000 | Common | SOLE |
| 29415F104 | NVST | ENVISTA HOLDINGS CORPORATION | $18.1M | 1.86% | 711,693 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT INC | $17.5M | 1.80% | 1,354,800 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $16.3M | 1.68% | 75,000 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $16.3M | 1.68% | 1,708,099 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $14.8M | 1.52% | 86,702 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $13.7M | 1.41% | 403,525 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $13.6M | 1.40% | 110,370 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $13.4M | 1.38% | 167,155 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $13.1M | 1.35% | 99,069 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $12.5M | 1.29% | 259,184 | Common | SOLE |
| 045396207 | ASMB | ASSEMBLY BIOSCIENCES INC | $11.4M | 1.18% | 411,227 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $11.2M | 1.15% | 232,093 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $11.0M | 1.13% | 12,676 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $11.0M | 1.13% | 336,519 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $10.9M | 1.13% | 557,936 | Common | SOLE |
| 946784105 | WAY | WAYSTAR HLDG CORP | $10.7M | 1.10% | 443,058 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $10.3M | 1.06% | 380,137 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $10.2M | 1.05% | 322,828 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $10.0M | 1.03% | 1,721,264 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $9.5M | 0.98% | 50,123 | Common | SOLE |
| 228903100 | AORT | ARTIVION INC | $9.2M | 0.95% | 252,014 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $9.0M | 0.93% | 88,078 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $9.0M | 0.92% | 823,763 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $8.9M | 0.92% | 26,916 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC | $8.9M | 0.92% | 268,160 | Common | SOLE |
| 45257U108 | IMNM | IMMUNOME INC | $8.8M | 0.91% | 403,487 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $8.6M | 0.89% | 621,458 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $8.4M | 0.87% | 15,000 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $7.9M | 0.81% | 26,447 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $7.7M | 0.79% | 551,815 | Common | SOLE |
| 91678A107 | UPB | UPSTREAM BIO INC | $7.1M | 0.73% | 786,783 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $6.6M | 0.68% | 406,702 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $6.5M | 0.67% | 77,686 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $6.4M | 0.66% | 89,883 | Common | SOLE |
| 00091E109 | ABSI | ABSCI CORPORATION | $5.6M | 0.58% | 1,864,806 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $5.6M | 0.57% | 266,127 | Common | SOLE |
| 60770K957 | MRNA | MODERNA INC | $5.1M | 0.52% | 100,000 | PUT | SOLE |
| 14167L103 | CDNA | CAREDX INC | $5.1M | 0.52% | 291,378 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $4.9M | 0.51% | 275,000 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $4.9M | 0.51% | 235,000 | Common | SOLE |
| 35104E100 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $4.9M | 0.50% | 522,577 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM HOLDINGS INC | $4.7M | 0.49% | 40,125 | Common | SOLE |
| 60365F109 | MMED | MINIMED GROUP INC | $4.7M | 0.49% | 317,324 | Common | SOLE |
| 825704109 | SIBN | SI BONE INC | $4.7M | 0.49% | 373,553 | Common | SOLE |
| 14280C105 | CARL | CARLSMED INC | $4.7M | 0.49% | 521,123 | Common | SOLE |
| 68401U204 | OPRX | OPTIMIZERX CORP | $4.6M | 0.47% | 729,369 | Common | SOLE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $4.5M | 0.46% | 500,000 | Common | SOLE |
| 868459108 | SUPN | SUPERNUS PHARMACEUTICALS | $4.4M | 0.45% | 85,062 | Common | SOLE |
| 142152107 | CAI | CARIS LIFE SCIENCES INC | $4.1M | 0.42% | 229,912 | Common | SOLE |
| 126638105 | CVRX | CVRX INC | $4.1M | 0.42% | 429,507 | Common | SOLE |
| 45779A846 | NSPR | INSPIREMD INC | $3.9M | 0.41% | 2,416,518 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $3.9M | 0.40% | 100,126 | Common | SOLE |
| 03168L105 | AMRX | AMNEAL PHARMACEUTICALS INC | $3.7M | 0.39% | 300,752 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $3.7M | 0.39% | 674,013 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $3.6M | 0.38% | 21,233 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $3.4M | 0.35% | 206,842 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $3.3M | 0.34% | 50,778 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $3.3M | 0.34% | 101,237 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $3.1M | 0.32% | 126,150 | Common | SOLE |
| 20451W101 | CMPS | COMPASS PATHWAYS PLC | $3.1M | 0.32% | 554,411 | Common | SOLE |
| 10919W405 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $2.9M | 0.30% | 40,098 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $2.2M | 0.23% | 308,844 | Common | SOLE |
| 124155102 | BFLY | BUTTERFLY NETWORK INC | $2.2M | 0.23% | 544,477 | Common | SOLE |
| 219798105 | QDEL | QUIDELORTHO CORP | $1.7M | 0.17% | 101,764 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $1.5M | 0.16% | 249,989 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $1.2M | 0.12% | 341,453 | Common | SOLE |
| 74587B101 | PLSE | PULSE BIOSCIENCES INC | $1.1M | 0.11% | 50,125 | Common | SOLE |
| 745848101 | LUNG | PULMONX CORP | $974,770 | 0.10% | 755,636 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $950,543 | 0.10% | 31,844 | Common | SOLE |
| 000899104 | ADMA | ADMA BIOLOGICS INC | $742,811 | 0.08% | 82,443 | Common | SOLE |
| 268311107 | EDAP | EDAP TMS S A | $575,975 | 0.06% | 154,832 | Common | SOLE |
| 690469101 | OVID | OVID THERAPEUTICS INC | $462,215 | 0.05% | 208,205 | Common | SOLE |
| 004397105 | ARAY | ACCURAY INC DEL | $343,305 | 0.04% | 884,578 | Common | SOLE |
| M40527109 | ENTX | ENTERA BIO LTD | $320,424 | 0.03% | 288,670 | 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.