Parkman Healthcare Partners LLC
Q2 2026 13F filing
Updated 27 days ago77 disclosed positions worth $976.8M
Full holdings
Every line item disclosed in 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% | — |
| 21 | T THC TENET HEALTHCARE CORP | $18.2M | 97.3K | 1.86% | — |
| 22 | L LIVN LIVANOVA PLC | $17.3M | 210.5K | 1.77% | — |
| 23 | A ANIP ANI PHARMACEUTICALS INC | $16.8M | 202.9K | 1.72% | — |
| 24 | B BCRX BIOCRYST PHARMACEUTICALS INC | $16.2M | 1.62M | 1.66% | — |
| 25 | A ALNY ALNYLAM PHARMACEUTICALS INC | $15.3M | 50.7K | 1.56% | — |
| 26 | I INDV INDIVIOR PHARMACEUTICALS INC | $14.9M | 364.3K | 1.53% | — |
| 27 | N NVST ENVISTA HOLDINGS CORPORATION | $14.6M | 553.9K | 1.49% | — |
| 28 | D DRUG BRIGHT MINDS BIOSCIENCES INC | $14.4M | 205.1K | 1.47% | — |
| 29 | X XERS XERIS BIOPHARMA HOLDINGS INC | $14.3M | 1.81M | 1.47% | — |
| 30 | A AVTX AVALO THERAPEUTICS INC | $14.2M | 766.3K | 1.45% | — |
| 31 | F FDMT 4D MOLECULAR THERAPEUTICS IN | $12.6M | 948.2K | 1.29% | — |
| 32 | I IMNM IMMUNOME INC | $12.6M | 594.2K | 1.29% | — |
| 33 | S STOK STOKE THERAPEUTICS INC | $11.6M | 355.4K | 1.19% | — |
| 34 | W WAT WATERS CORP | $11.3M | 30.2K | 1.16% | — |
| 35 | A ANRO ALTO NEUROSCIENCE INC | $11.3M | 429.0K | 1.16% | — |
| 36 | O ORKA ORUKA THERAPEUTICS INC | $10.8M | 113.2K | 1.10% | — |
| 37 | A ADPT ADAPTIVE BIOTECHNOLOGIES COR | $10.4M | 487.0K | 1.07% | — |
| 38 | A ABSI ABSCI CORPORATION | $10.4M | 894.4K | 1.06% | — |
| 39 | M MLYS MINERALYS THERAPEUTICS INC | $10.3M | 380.4K | 1.05% | — |
| 40 | C COGT COGENT BIOSCIENCES INC | $9.8M | 253.4K | 1.00% | — |
| 41 | Q QURE UNIQURE NV | $9.6M | 208.2K | 0.98% | — |
| 42 | T TARS TARSUS PHARMACEUTICALS INC | $9.4M | 150.0K | 0.97% | — |
| 43 | A AMRX AMNEAL PHARMACEUTICALS INC | $9.4M | 541.2K | 0.96% | — |
| 44 | I IRTC IRHYTHM HOLDINGS INC | $8M | 67.3K | 0.82% | — |
| 45 | C CYRX CRYOPORT INC | $8M | 508.3K | 0.82% | — |
| 46 | B BSX BOSTON SCIENTIFIC CORP | $7.7M | 180.5K | 0.79% | — |
| 47 | ? N/A CLIMB BIO INC | $7.3M | 563.5K | 0.75% | — |
| 48 | A AMLX AMYLYX PHARMACEUTICALS INC | $7.2M | 398.8K | 0.73% | — |
| 49 | ? N/A UPSTREAM BIO INC | $6.5M | 935.2K | 0.66% | — |
| 50 | R RSMDF RESMED INC | $6.4M | 33.0K | 0.66% | — |