Q3 2023 · 13F-HR
Parkman Healthcare Partners LLCholdings as filed
Filed 2023-11-14 · accession 0001420506-23-002103
$545.8M
Reported value
102
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $31.5M | 5.78% | 597,260 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $31.2M | 5.72% | 138,328 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $25.3M | 4.64% | 97,952 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $24.8M | 4.54% | 265,518 | Common | SOLE |
| 216648402 | — | COOPER COS INC | $20.8M | 3.81% | 65,321 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $17.4M | 3.19% | 96,845 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $14.9M | 2.73% | 226,141 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $13.8M | 2.53% | 56,160 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $12.1M | 2.22% | 238,132 | Common | SOLE |
| 45253H101 | IMGNEUR | IMMUNOGEN INC | $11.4M | 2.09% | 717,920 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $10.6M | 1.95% | 381,331 | Common | SOLE |
| 80810D103 | SDGR | SCHRODINGER INC | $10.4M | 1.91% | 368,654 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $10.4M | 1.90% | 21,311 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $9.5M | 1.74% | 298,475 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $9.4M | 1.73% | 83,845 | Common | SOLE |
| G5269C101 | — | KINIKSA PHARMACEUTICALS LTD | $8.9M | 1.62% | 509,810 | Common | SOLE |
| 48576A100 | — | KARUNA THERAPEUTICS INC | $8.7M | 1.59% | 51,311 | Common | SOLE |
| 159864107 | CRL | CHARLES RIV LABS INTL INC | $8.7M | 1.59% | 44,160 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $8.5M | 1.57% | 2,068,947 | Common | SOLE |
| 405024100 | HAE | HAEMONETICS CORP MASS | $8.0M | 1.46% | 88,962 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HOLDINGS INC | $8.0M | 1.46% | 71,000 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $7.8M | 1.42% | 15,332 | Common | SOLE |
| 24344T101 | DCPHEUR | DECIPHERA PHARMACEUTICALS IN | $7.6M | 1.39% | 597,403 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $7.4M | 1.36% | 216,644 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $7.3M | 1.34% | 203,482 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $7.2M | 1.33% | 159,503 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $6.8M | 1.25% | 417,933 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $6.7M | 1.23% | 42,025 | Common | SOLE |
| 00182C103 | ANIP | ANI PHARMACEUTICALS INC | $6.5M | 1.19% | 111,802 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $5.9M | 1.08% | 116,107 | Common | SOLE |
| 23954D109 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | $5.7M | 1.05% | 466,408 | Common | SOLE |
| 282559103 | ETNBGBP | 89BIO INC | $5.6M | 1.03% | 363,553 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $5.4M | 0.98% | 20,000 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $5.3M | 0.98% | 26,923 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $5.2M | 0.95% | 577,494 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $5.0M | 0.92% | 225,872 | Common | SOLE |
| 03828A101 | APLT | APPLIED THERAPEUTICS INC | $4.4M | 0.80% | 1,750,000 | Common | SOLE |
| 869367102 | — | SUTRO BIOPHARMA INC | $4.1M | 0.75% | 1,182,168 | Common | SOLE |
| 230031106 | CGEM | CULLINAN ONCOLOGY INC | $4.0M | 0.73% | 438,745 | Common | SOLE |
| 868459108 | SUPN | SUPERNUS PHARMACEUTICALS INC | $3.8M | 0.70% | 138,172 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $3.8M | 0.70% | 224,592 | Common | SOLE |
| 82710M100 | SILKUSD | SILK RD MED INC | $3.7M | 0.68% | 249,341 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $3.7M | 0.67% | 205,109 | Common | SOLE |
| 148806102 | CTLTEUR | CATALENT INC | $3.7M | 0.67% | 80,646 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $3.6M | 0.66% | 132,701 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $3.5M | 0.64% | 49,889 | Common | SOLE |
| 126638105 | CVRX | CVRX INC | $3.4M | 0.62% | 222,120 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $3.3M | 0.60% | 155,046 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $3.2M | 0.58% | 125,000 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $3.1M | 0.57% | 212,448 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $3.1M | 0.56% | 130,735 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $3.0M | 0.56% | 53,293 | Common | SOLE |
| 64049M209 | NEO | NEOGENOMICS INC | $3.0M | 0.55% | 245,812 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $3.0M | 0.54% | 100,000 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $3.0M | 0.54% | 60,530 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $3.0M | 0.54% | 100,000 | Common | SOLE |
| 71377E105 | PFMTUSD | PERFORMANT FINL CORP | $2.9M | 0.54% | 1,299,385 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $2.8M | 0.52% | 103,320 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $2.8M | 0.51% | 40,000 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $2.7M | 0.50% | 473,312 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $2.6M | 0.48% | 100,000 | Common | SOLE |
| 088786108 | BCYC | BICYCLE THERAPEUTICS PLC | $2.5M | 0.45% | 122,721 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $2.4M | 0.45% | 52,058 | Common | SOLE |
| 00974H104 | — | AKOYA BIOSCIENCES INC | $2.4M | 0.45% | 525,623 | Common | SOLE |
| 55234L105 | LYRAGBP | LYRA THERAPEUTICS INC | $2.4M | 0.45% | 625,056 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $2.4M | 0.44% | 115,777 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $2.3M | 0.42% | 249,024 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $2.2M | 0.41% | 50,751 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $2.1M | 0.38% | 77,087 | Common | SOLE |
| 00509G209 | ABOS | ACUMEN PHARMACEUTICALS INC | $2.1M | 0.38% | 499,814 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $2.1M | 0.38% | 65,050 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $2.0M | 0.37% | 104,117 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $2.0M | 0.37% | 145,311 | Common | SOLE |
| 54300N103 | — | LONGBOARD PHARMACEUTICALS IN | $2.0M | 0.36% | 355,957 | Common | SOLE |
| 29664W105 | ESPR | ESPERION THERAPEUTICS INC NE | $2.0M | 0.36% | 1,997,071 | Common | SOLE |
| 05105P107 | AUGX | AUGMEDIX INC | $1.9M | 0.35% | 376,082 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $1.9M | 0.35% | 192,879 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $1.9M | 0.35% | 193,637 | Common | SOLE |
| 69404D108 | PACB | PACIFIC BIOSCIENCES CALIF IN | $1.8M | 0.32% | 210,580 | Common | SOLE |
| 05368M106 | PPHMEUR | AVID BIOSERVICES INC | $1.8M | 0.32% | 185,613 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $1.7M | 0.32% | 209,319 | Common | SOLE |
| 02290A102 | — | AMBRX BIOPHARMA INC | $1.7M | 0.32% | 150,000 | Common | SOLE |
| 61775R105 | MORFUSD | MORPHIC HLDG INC | $1.7M | 0.31% | 75,000 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $1.5M | 0.28% | 135,920 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $1.5M | 0.28% | 30,000 | Common | SOLE |
| 09203E105 | BDTX | BLACK DIAMOND THERAPEUTICS I | $1.5M | 0.27% | 520,587 | Common | SOLE |
| 34385P108 | LAB | STANDARD BIOTOOLS INC | $1.4M | 0.27% | 500,000 | Common | SOLE |
| 872381108 | TELA | TELA BIO INC | $1.3M | 0.24% | 166,725 | Common | SOLE |
| 528872302 | LXRX | LEXICON PHARMACEUTICALS INC | $1.2M | 0.23% | 1,136,413 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $971,042 | 0.18% | 141,758 | Common | SOLE |
| 46333X108 | IRWD | IRONWOOD PHARMACEUTICALS INC | $963,000 | 0.18% | 100,000 | Common | SOLE |
| 98420X103 | ASNSUSD | X4 PHARMACEUTICALS INC | $872,000 | 0.16% | 800,000 | Common | SOLE |
| 4525EP101 | VTLUSD | IMMUNIC INC | $826,884 | 0.15% | 562,506 | Common | SOLE |
| 53635D202 | LQDA | LIQUIDIA CORPORATION | $743,384 | 0.14% | 117,253 | Common | SOLE |
| 45790W108 | — | INOZYME PHARMA INC | $738,763 | 0.14% | 175,896 | Common | SOLE |
| 04522R200 | — | ASLAN PHARMACEUTICALS LTD | $700,753 | 0.13% | 372,741 | Common | SOLE |
| 29772L108 | ETON | ETON PHARMACEUTICALS INC | $688,050 | 0.13% | 165,000 | Common | SOLE |
| 02080L102 | TKNO | ALPHA TEKNOVA INC | $652,151 | 0.12% | 233,746 | Common | SOLE |
| 232109108 | CUTREUR | CUTERA INC | $602,000 | 0.11% | 100,000 | Common | SOLE |
| 005111109 | AFIB | ACUTUS MED INC | $553,201 | 0.10% | 794,145 | Common | SOLE |
| 92915B106 | VYGR | VOYAGER THERAPEUTICS INC | $467,496 | 0.09% | 60,322 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $209,892 | 0.04% | 41,728 | 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.