Q2 2023 · 13F-HR
Parkman Healthcare Partners LLCholdings as filed
Filed 2023-08-11 · accession 0001420506-23-001502
$576.9M
Reported value
95
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $27.1M | 4.71% | 122,978 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $25.6M | 4.44% | 473,105 | Common | SOLE |
| 80810D103 | SDGR | SCHRODINGER INC | $24.1M | 4.18% | 482,626 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $22.1M | 3.83% | 83,646 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $20.7M | 3.58% | 254,037 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $20.6M | 3.57% | 245,547 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $16.7M | 2.90% | 58,051 | Common | SOLE |
| 03073E105 | COR | AMERISOURCEBERGEN CORP | $16.6M | 2.88% | 86,250 | Common | SOLE |
| 45253H101 | IMGNEUR | IMMUNOGEN INC | $15.9M | 2.75% | 840,811 | Common | SOLE |
| 216648402 | — | COOPER COS INC | $15.4M | 2.67% | 40,123 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $14.6M | 2.53% | 60,696 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $14.4M | 2.49% | 498,631 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $13.2M | 2.28% | 139,735 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $11.4M | 1.98% | 228,505 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $11.1M | 1.93% | 276,815 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $10.9M | 1.90% | 85,126 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $10.8M | 1.88% | 40,688 | Common | SOLE |
| 48576A100 | — | KARUNA THERAPEUTICS INC | $10.7M | 1.85% | 49,233 | Common | SOLE |
| 82710M100 | SILKUSD | SILK RD MED INC | $10.0M | 1.73% | 307,525 | Common | SOLE |
| 405024100 | HAE | HAEMONETICS CORP MASS | $9.8M | 1.70% | 115,061 | Common | SOLE |
| 00182C103 | ANIP | ANI PHARMACEUTICALS INC | $9.4M | 1.63% | 174,477 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $8.5M | 1.47% | 400,987 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $8.4M | 1.45% | 217,740 | Common | SOLE |
| 24344T101 | DCPHEUR | DECIPHERA PHARMACEUTICALS IN | $8.1M | 1.40% | 573,239 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $7.4M | 1.28% | 1,816,581 | Common | SOLE |
| 98420X103 | ASNSUSD | X4 PHARMACEUTICALS INC | $7.3M | 1.27% | 3,766,593 | Common | SOLE |
| 282559103 | ETNBGBP | 89BIO INC | $6.6M | 1.15% | 348,875 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $6.3M | 1.09% | 153,052 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $6.2M | 1.07% | 195,260 | Common | SOLE |
| 148806102 | CTLTEUR | CATALENT INC | $6.1M | 1.06% | 141,250 | Common | SOLE |
| 868459108 | SUPN | SUPERNUS PHARMACEUTICALS INC | $5.7M | 0.99% | 190,179 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $5.5M | 0.95% | 220,634 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $5.4M | 0.94% | 211,960 | Common | SOLE |
| 869367102 | — | SUTRO BIOPHARMA INC | $5.3M | 0.92% | 1,143,861 | Common | SOLE |
| 23954D109 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | $5.1M | 0.89% | 428,279 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $5.0M | 0.87% | 11,160 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $4.7M | 0.81% | 14,470 | Common | SOLE |
| 088786108 | BCYC | BICYCLE THERAPEUTICS PLC | $4.4M | 0.76% | 172,285 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $4.4M | 0.76% | 208,266 | Common | SOLE |
| 81181C104 | — | SEAGEN INC | $4.3M | 0.75% | 22,602 | Common | SOLE |
| 69404D108 | PACB | PACIFIC BIOSCIENCES CALIF IN | $4.3M | 0.75% | 325,500 | Common | SOLE |
| 577933104 | MMS | MAXIMUS INC | $4.3M | 0.74% | 50,381 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $4.1M | 0.71% | 216,868 | Common | SOLE |
| G5269C101 | — | KINIKSA PHARMACEUTICALS LTD | $4.1M | 0.71% | 291,703 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $4.1M | 0.71% | 80,000 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $4.0M | 0.69% | 58,083 | Common | SOLE |
| 71377E105 | PFMTUSD | PERFORMANT FINL CORP | $3.9M | 0.68% | 1,446,415 | Common | SOLE |
| 64049M209 | NEO | NEOGENOMICS INC | $3.8M | 0.66% | 235,847 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $3.7M | 0.65% | 138,915 | Common | SOLE |
| 230031106 | CGEM | CULLINAN ONCOLOGY INC | $3.7M | 0.65% | 346,781 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $3.7M | 0.63% | 75,039 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $3.6M | 0.63% | 119,492 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $3.5M | 0.61% | 454,247 | Common | SOLE |
| 00974H104 | — | AKOYA BIOSCIENCES INC | $3.5M | 0.60% | 471,000 | Common | SOLE |
| 78667J108 | SG7 | SAGE THERAPEUTICS INC | $3.3M | 0.57% | 70,033 | Common | SOLE |
| 759910102 | KRMD | KORU MEDICAL SYSTEMS INC | $3.1M | 0.54% | 899,063 | Common | SOLE |
| 528872302 | LXRX | LEXICON PHARMACEUTICALS INC | $3.0M | 0.53% | 1,330,616 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $3.0M | 0.52% | 127,339 | Common | SOLE |
| 29664W105 | ESPR | ESPERION THERAPEUTICS INC NE | $3.0M | 0.51% | 2,132,309 | Common | SOLE |
| 82489T104 | SWAVUSD | SHOCKWAVE MED INC | $2.9M | 0.50% | 10,076 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $2.8M | 0.49% | 239,051 | Common | SOLE |
| 09203E105 | BDTX | BLACK DIAMOND THERAPEUTICS I | $2.5M | 0.44% | 500,000 | Common | SOLE |
| 54300N103 | — | LONGBOARD PHARMACEUTICALS IN | $2.5M | 0.43% | 341,587 | Common | SOLE |
| 05368M106 | PPHMEUR | AVID BIOSERVICES INC | $2.5M | 0.43% | 177,900 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $2.5M | 0.43% | 100,000 | Common | SOLE |
| 55234L105 | LYRAGBP | LYRA THERAPEUTICS INC | $2.5M | 0.43% | 600,000 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $2.4M | 0.42% | 120,049 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $2.4M | 0.42% | 100,000 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC | $2.4M | 0.41% | 260,858 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $2.2M | 0.39% | 146,323 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $2.2M | 0.38% | 50,000 | Common | SOLE |
| 53635D202 | LQDA | LIQUIDIA CORPORATION | $2.2M | 0.38% | 281,134 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $2.2M | 0.38% | 185,782 | Common | SOLE |
| 126638105 | CVRX | CVRX INC | $2.2M | 0.38% | 140,763 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $2.0M | 0.35% | 148,002 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $2.0M | 0.35% | 193,597 | Common | SOLE |
| 56854Q200 | MRNS* | MARINUS PHARMACEUTICALS INC | $1.9M | 0.32% | 171,075 | Common | SOLE |
| 04522R200 | — | ASLAN PHARMACEUTICALS LTD | $1.8M | 0.32% | 506,621 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $1.8M | 0.31% | 67,881 | Common | SOLE |
| 36338D108 | GRTX | GALERA THERAPEUTICS INC | $1.7M | 0.29% | 540,847 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $1.6M | 0.28% | 35,000 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $1.6M | 0.28% | 62,410 | Common | SOLE |
| 872381108 | TELA | TELA BIO INC | $1.6M | 0.28% | 159,026 | Common | SOLE |
| 4525EP101 | VTLUSD | IMMUNIC INC | $1.4M | 0.23% | 539,753 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $1.1M | 0.20% | 50,144 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $1.0M | 0.18% | 185,078 | Common | SOLE |
| 45790W108 | — | INOZYME PHARMA INC | $940,160 | 0.16% | 168,790 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $896,219 | 0.16% | 102,425 | Common | SOLE |
| 63009R109 | NSTGEUR | NANOSTRING TECHNOLOGIES INC | $759,375 | 0.13% | 187,500 | Common | SOLE |
| 005111109 | AFIB | ACUTUS MED INC | $676,678 | 0.12% | 762,025 | Common | SOLE |
| 92915B106 | VYGR | VOYAGER THERAPEUTICS INC | $662,737 | 0.11% | 57,881 | Common | SOLE |
| 805111101 | SVRA | SAVARA INC | $660,109 | 0.11% | 206,607 | Common | SOLE |
| 02080L102 | TKNO | ALPHA TEKNOVA INC | $470,758 | 0.08% | 176,314 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $198,769 | 0.03% | 11,658 | Common | SOLE |
| 171757107 | — | CIDARA THERAPEUTICS INC | $153,692 | 0.03% | 136,011 | 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.