Institutional
Parkman Healthcare Partners LLC
CIK 0001777015
$969.6M
Reported AUM
90
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | $50.9M | 5.24% | +49,299 | +46.7% |
| 2 | DXCM | DEXCOM INC | $43.3M | 4.47% | +102,347 | +17.4% |
| 3 | KALV | KALVISTA PHARMACEUTICALS INC | $36.9M | 3.81% | +66,998 | +3.8% |
| 4 | PODD | INSULET CORP | $32.9M | 3.39% | +15,701 | +11.1% |
| 5 | LLY | ELI LILLY & CO | $31.8M | 3.28% | +34,616 | NEW |
| 6 | PTCT | PTC THERAPEUTICS INC | $29.4M | 3.03% | +271,185 | +169.3% |
| 7 | XENE | XENON PHARMACEUTICALS INC | $28.9M | 2.98% | +342,851 | +222.4% |
| 8 | BSX | BOSTON SCIENTIFIC CORP | $28.2M | 2.90% | -51,761 | -10.3% |
| 9 | CVS | CVS HEALTH CORP | $27.8M | 2.87% | -62,906 | -14.0% |
| 10 | RCUS | ARCUS BIOSCIENCES INC | $26.1M | 2.69% | +238,672 | +24.6% |
| 11 | LIVN | LIVANOVA PLC | $25.7M | 2.65% | -6,947 | -1.7% |
| 12 | ZBH | ZIMMER BIOMET HOLDINGS INC | $24.4M | 2.51% | +118,508 | +78.5% |
| 13 | MBX | MBX BIOSCIENCES INC | $23.9M | 2.46% | -85,602 | -9.7% |
| 14 | ANIP | ANI PHARMACEUTICALS INC | $21.6M | 2.23% | +135,575 | +93.5% |
| 15 | SNDX | SYNDAX PHARMACEUTICALS INC | $21.1M | 2.17% | +327,488 | +57.1% |
| 16 | QGEN | QIAGEN NV | $20.0M | 2.06% | +500,000 | NEW |
| 17 | NVST | ENVISTA HOLDINGS CORPORATION | $18.1M | 1.86% | +711,693 | NEW |
| 18 | EYPT | EYEPOINT INC | $17.5M | 1.80% | +266,767 | +24.5% |
| 19 | ABBV | ABBVIE INC | $16.3M | 1.68% | +75,000 | NEW |
| 20 | BCRX | BIOCRYST PHARMACEUTICALS INC | $16.3M | 1.68% | +808,042 | +89.8% |
| 21 | IQV | IQVIA HLDGS INC | $14.8M | 1.52% | +51,472 | +146.1% |
| 22 | AGIO | AGIOS PHARMACEUTICALS INC | $13.7M | 1.41% | +303,921 | +305.1% |
| 23 | ILMN | ILLUMINA INC | $13.6M | 1.40% | +110,370 | NEW |
| 24 | EW | EDWARDS LIFESCIENCES CORP | $13.4M | 1.38% | +16,170 | +10.7% |
| 25 | NBIX | NEUROCRINE BIOSCIENCES INC | $13.1M | 1.35% | -15,643 | -13.6% |
| 26 | KNSA | KINIKSA PHARMACEUTICALS INTL | $12.5M | 1.29% | -406,024 | -61.0% |
| 27 | ASMB | ASSEMBLY BIOSCIENCES INC | $11.4M | 1.18% | +161,870 | +64.9% |
| 28 | GPCR | STRUCTURE THERAPEUTICS INC | $11.2M | 1.15% | +177,093 | +322.0% |
| 29 | MCK | MCKESSON CORP | $11.0M | 1.13% | -23,679 | -65.1% |
| 30 | STOK | STOKE THERAPEUTICS INC | $11.0M | 1.13% | -93,636 | -21.8% |
| 31 | VRDN | VIRIDIAN THERAPEUTICS INC | $10.9M | 1.13% | -230,140 | -29.2% |
| 32 | WAY | WAYSTAR HLDG CORP | $10.7M | 1.10% | +74,035 | +20.1% |
| 33 | MLYS | MINERALYS THERAPEUTICS INC | $10.3M | 1.06% | -30,112 | -7.3% |
| 34 | EWTX | EDGEWISE THERAPEUTICS INC | $10.2M | 1.05% | -104,862 | -24.5% |
| 35 | XERS | XERIS BIOPHARMA HOLDINGS INC | $10.0M | 1.03% | +29,679 | +1.8% |
| 36 | THC | TENET HEALTHCARE CORP | $9.5M | 0.98% | -10,391 | -17.2% |
| 37 | AORT | ARTIVION INC | $9.2M | 0.95% | +33,345 | +15.2% |
| 38 | NUVL | NUVALENT INC | $9.0M | 0.93% | -30,634 | -25.8% |
| 39 | ATEC | ALPHATEC HLDGS INC | $9.0M | 0.92% | +546,582 | +197.2% |
| 40 | ALNY | ALNYLAM PHARMACEUTICALS INC | $8.9M | 0.92% | -20,787 | -43.6% |
| 41 | AXGN | AXOGEN INC | $8.9M | 0.92% | +17,842 | +7.1% |
| 42 | IMNM | IMMUNOME INC | $8.8M | 0.91% | +125,675 | +45.2% |
| 43 | AMLX | AMYLYX PHARMACEUTICALS INC | $8.6M | 0.89% | +239,698 | +62.8% |
| 44 | IDXX | IDEXX LABS INC | $8.4M | 0.87% | +15,000 | NEW |
| 45 | WAT | WATERS CORP | $7.9M | 0.81% | -15,452 | -36.9% |
| 46 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $7.7M | 0.79% | +150,085 | +37.4% |
| 47 | UPB | UPSTREAM BIO INC | $7.1M | 0.73% | -47,776 | -5.7% |
| 48 | ERAS | ERASCA INC | $6.6M | 0.68% | +406,702 | NEW |
| 49 | APGE | APOGEE THERAPEUTICS INC | $6.5M | 0.67% | -52,383 | -40.3% |
| 50 | COO | COOPER COS INC | $6.4M | 0.66% | -35,452 | -28.3% |
| 51 | ABSI | ABSCI CORPORATION | $5.6M | 0.58% | +406,154 | +27.8% |
| 52 | TNGX | TANGO THERAPEUTICS INC | $5.6M | 0.57% | +266,127 | NEW |
| 53 | MRNA | MODERNA INC | $5.1M | 0.52% | +100,000 | NEW |
| 54 | CDNA | CAREDX INC | $5.1M | 0.52% | +15,224 | +5.5% |
| 55 | URGN | UROGEN PHARMA LTD | $4.9M | 0.51% | +106,232 | +62.9% |
| 56 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $4.9M | 0.51% | +172,970 | +278.8% |
| 57 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $4.9M | 0.50% | +19,146 | +3.8% |
| 58 | IRTC | IRHYTHM HOLDINGS INC | $4.7M | 0.49% | +40,125 | NEW |
| 59 | MMED | MINIMED GROUP INC | $4.7M | 0.49% | +317,324 | NEW |
| 60 | SIBN | SI BONE INC | $4.7M | 0.49% | -829 | -0.2% |
| 61 | CARL | CARLSMED INC | $4.7M | 0.49% | +521,123 | NEW |
| 62 | OPRX | OPTIMIZERX CORP | $4.6M | 0.47% | +190,720 | +35.4% |
| 63 | VIR | VIR BIOTECHNOLOGY INC | $4.5M | 0.46% | +500,000 | NEW |
| 64 | SUPN | SUPERNUS PHARMACEUTICALS | $4.4M | 0.45% | +85,062 | NEW |
| 65 | CAI | CARIS LIFE SCIENCES INC | $4.1M | 0.42% | +104,912 | +83.9% |
| 66 | CVRX | CVRX INC | $4.1M | 0.42% | +16,489 | +4.0% |
| 67 | NSPR | INSPIREMD INC | $3.9M | 0.41% | — | HELD |
| 68 | COGT | COGENT BIOSCIENCES INC | $3.9M | 0.40% | +100,126 | NEW |
| 69 | AMRX | AMNEAL PHARMACEUTICALS INC | $3.7M | 0.39% | +300,752 | NEW |
| 70 | ANNX | ANNEXON INC | $3.7M | 0.39% | +72,811 | +12.1% |
| 71 | ALGN | ALIGN TECHNOLOGY INC | $3.6M | 0.38% | -4,052 | -16.0% |
| 72 | QURE | UNIQURE NV | $3.4M | 0.35% | -50,540 | -19.6% |
| 73 | WGS | GENEDX HOLDINGS CORP | $3.3M | 0.34% | +11,506 | +29.3% |
| 74 | VCYT | VERACYTE INC | $3.3M | 0.34% | +968 | +1.0% |
| 75 | CSTL | CASTLE BIOSCIENCES INC | $3.1M | 0.32% | -24,408 | -16.2% |
| 76 | CMPS | COMPASS PATHWAYS PLC | $3.1M | 0.32% | +454,939 | +457.4% |
| 77 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $2.9M | 0.30% | +40,098 | NEW |
| 78 | SLDB | SOLID BIOSCIENCES INC | $2.2M | 0.23% | -109,527 | -26.2% |
| 79 | BFLY | BUTTERFLY NETWORK INC | $2.2M | 0.23% | +443,642 | +440.0% |
| 80 | QDEL | QUIDELORTHO CORP | $1.7M | 0.17% | -82,727 | -44.8% |
| 81 | RXST | RXSIGHT INC | $1.5M | 0.16% | -101,666 | -28.9% |
| 82 | QTRX | QUANTERIX CORP | $1.2M | 0.12% | +12,497 | +3.8% |
| 83 | PLSE | PULSE BIOSCIENCES INC | $1.1M | 0.11% | +50,125 | NEW |
| 84 | LUNG | PULMONX CORP | $975K | 0.10% | +27,855 | +3.8% |
| 85 | MAZE | MAZE THERAPEUTICS INC | $951K | 0.10% | -177,422 | -84.8% |
| 86 | ADMA | ADMA BIOLOGICS INC | $743K | 0.08% | -117,557 | -58.8% |
| 87 | EDAP | EDAP TMS S A | $576K | 0.06% | — | HELD |
| 88 | OVID | OVID THERAPEUTICS INC | $462K | 0.05% | +7,169 | +3.6% |
| 89 | ARAY | ACCURAY INC DEL | $343K | 0.04% | +32,566 | +3.8% |
| 90 | ENTX | ENTERA BIO LTD | $320K | 0.03% | +13,597 | +4.9% |
| 91 | MASI | MASIMO CORP | — | — | -200,000 | EXITED |
| 92 | 430 | TERNS PHARMACEUTICALS INC | — | — | -620,877 | EXITED |
| 93 | QGEN | QIAGEN NV | — | — | -494,351 | EXITED |
| 94 | AM6 | AMICUS THERAPEUTICS INC | — | — | -1,487,283 | EXITED |
| 95 | MTD | METTLER TOLEDO INTERNATIONAL | — | — | -10,988 | EXITED |
| 96 | A | AGILENT TECHNOLOGIES INC | — | — | -100,000 | EXITED |
| 97 | DHR | DANAHER CORPORATION | — | — | -58,889 | EXITED |
| 98 | UNH | UNITEDHEALTH GROUP INC | — | — | -31,875 | EXITED |
| 99 | ACLXGBX | ARCELLX INC | — | — | -128,111 | EXITED |
| 100 | DOCS | DOXIMITY INC | — | — | -162,276 | EXITED |
| 101 | BIIB | BIOGEN INC | — | — | -35,425 | EXITED |
| 102 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | — | — | -645,544 | EXITED |
| 103 | TMDX | TRANSMEDICS GROUP INC | — | — | -45,174 | EXITED |
| 104 | SDGR | SCHRODINGER INC | — | — | -298,939 | EXITED |
| 105 | VERA | VERA THERAPEUTICS INC | — | — | -100,564 | EXITED |
| 106 | PGEN | PRECIGEN INC | — | — | -1,002,826 | EXITED |
| 107 | SYRE | SPYRE THERAPEUTICS INC | — | — | -124,485 | EXITED |
| 108 | MNKD | MANNKIND CORP | — | — | -640,356 | EXITED |
| 109 | TVTX | TRAVERE THERAPEUTICS INC | — | — | -86,297 | EXITED |
| 110 | CERT | CERTARA INC | — | — | -348,750 | EXITED |
| 111 | PTGX | PROTAGONIST THERAPEUTICS INC | — | — | -25,973 | EXITED |
| 112 | ACHC | ACADIA HEALTHCARE COMPANY IN | — | — | -100,000 | EXITED |
| 113 | INSP | INSPIRE MED SYS INC | — | — | -15,000 | EXITED |
| 114 | SENS | SENSEONICS HLDGS INC | — | — | -206,793 | EXITED |
| 115 | CRNX | CRINETICS PHARMACEUTICALS IN | — | — | -22,852 | EXITED |
| 116 | RPID | RAPID MICRO BIOSYSTEMS INC | — | — | -354,465 | EXITED |
| 117 | MDLN | MEDLINE INC | — | — | -20,558 | EXITED |
| 118 | TMCI | TREACE MED CONCEPTS INC | — | — | -199,393 | EXITED |
Source: SEC EDGAR · accession 0001420506-26-001072. 13F discloses long positions only — shorts, foreign equities, and options are excluded.