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Parkman Healthcare Partners LLC
hedge fundUpdated 27 days agoManaged by Parkman Healthcare Partners Llc • Latest filing Q2 2026
Portfolio value
$976.8M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
99.7%
Weight of largest holdings
Annualized return
35.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $459.8M |
| Q2 2023 | $576.9M |
| Q3 2023 | $545.8M |
| Q4 2023 | $709.9M |
| Q1 2024 | $815M |
| Q2 2024 | $746.6M |
| Q3 2024 | $783.4M |
| Q4 2024 | $750.9M |
| Q1 2025 | $843.1M |
| Q2 2025 | $870.1M |
| Q3 2025 | $958.7M |
| Q4 2025 | $1.1B |
| Q1 2026 | $969.6M |
| Q2 2026 | $976.8M |
Top holdings
77 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MBX MBX BIOSCIENCES INC | $44.2M | 800.2K | 4.52% | — |
| 2 | L LLY ELI LILLY & CO | $42M | 35.0K | 4.30% | — |
| 3 | C CVS CVS HEALTH CORP | $40.5M | 391.8K | 4.15% | — |
| 4 | D DXCM DEXCOM INC | $36M | 534.8K | 3.69% | — |
| 5 | ? N/A PTC THERAPEUTICS INC | $35.5M | 435.7K | 3.64% | — |
| 6 | R RCUS ARCUS BIOSCIENCES INC | $28.3M | 919.3K | 2.90% | — |
| 7 | G GPCR STRUCTURE THERAPEUTICS INC | $26.1M | 485.7K | 2.67% | — |
| 8 | V VRDN VIRIDIAN THERAPEUTICS INC | $25.3M | 1.38M | 2.59% | — |
| 9 | M MGRB AGIOS PHARMACEUTICALS INC | $24.8M | 669.0K | 2.54% | — |
| 10 | I INBX INHIBRX BIOSCIENCES INC | $24.3M | 256.9K | 2.49% | — |
| 11 | X XENE XENON PHARMACEUTICALS INC | $24M | 397.4K | 2.46% | — |
| 12 | E EWTX EDGEWISE THERAPEUTICS INC | $23.4M | 577.0K | 2.40% | — |
| 13 | U UNH UNITEDHEALTH GROUP INC | $23.2M | 55.9K | 2.38% | — |
| 14 | S SYK STRYKER CORPORATION | $21.4M | 68.0K | 2.19% | — |
| 15 | I IQV IQVIA HLDGS INC | $20.4M | 105.8K | 2.09% | — |
| 16 | Z ZBH ZIMMER BIOMET HOLDINGS INC | $20M | 232.6K | 2.05% | — |
| 17 | P PODD INSULET CORP | $20M | 131.4K | 2.05% | — |
| 18 | A ASH ASSEMBLY BIOSCIENCES INC | $19.8M | 721.2K | 2.03% | — |
| 19 | S SNDX SYNDAX PHARMACEUTICALS INC | $19.2M | 877.3K | 1.96% | — |
| 20 | ? N/A EYEPOINT INC | $18.4M | 1.29M | 1.89% | — |