Q1 2024 · 13F-HR
Parkman Healthcare Partners LLCholdings as filed
Filed 2024-05-15 · accession 0001420506-24-000960
$815.0M
Reported value
99
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88033G407 | THC | TENET HEALTHCARE CORP | $29.8M | 3.66% | 283,853 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $29.4M | 3.61% | 128,199 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $29.1M | 3.58% | 425,473 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $29.0M | 3.55% | 285,399 | Common | SOLE |
| 80810D103 | SDGR | SCHRODINGER INC | $27.0M | 3.31% | 1,000,014 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $25.0M | 3.07% | 32,117 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $23.8M | 2.92% | 171,665 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $23.8M | 2.92% | 97,905 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $21.3M | 2.61% | 412,432 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $18.7M | 2.29% | 784,811 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $18.2M | 2.23% | 131,951 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $17.4M | 2.14% | 81,183 | Common | SOLE |
| 34965K107 | FTRE | FORTREA HLDGS INC | $17.2M | 2.11% | 427,804 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $15.6M | 1.91% | 90,949 | Common | SOLE |
| 82710M100 | SILKUSD | SILK RD MED INC | $15.6M | 1.91% | 848,897 | Common | SOLE |
| 54300N103 | — | LONGBOARD PHARMACEUTICALS IN | $15.0M | 1.84% | 693,144 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $13.8M | 1.70% | 121,689 | Common | SOLE |
| N72482149 | — | QIAGEN NV | $13.5M | 1.66% | 313,954 | Common | SOLE |
| 088786108 | BCYC | BICYCLE THERAPEUTICS PLC | $13.1M | 1.60% | 524,253 | Common | SOLE |
| G5269C101 | — | KINIKSA PHARMACEUTICALS LTD | $12.7M | 1.56% | 646,163 | Common | SOLE |
| 03828A101 | APLT | APPLIED THERAPEUTICS INC | $12.6M | 1.55% | 1,854,763 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $12.4M | 1.52% | 831,283 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $11.9M | 1.46% | 653,653 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $11.8M | 1.45% | 178,335 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $11.8M | 1.44% | 35,283 | Common | SOLE |
| 24344T101 | DCPHEUR | DECIPHERA PHARMACEUTICALS IN | $11.5M | 1.41% | 729,230 | Common | SOLE |
| 23954D109 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | $11.4M | 1.40% | 691,812 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $11.3M | 1.38% | 45,597 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $10.9M | 1.34% | 2,405,936 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $10.9M | 1.34% | 156,598 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $10.2M | 1.26% | 149,956 | Common | SOLE |
| 869367102 | — | SUTRO BIOPHARMA INC | $10.1M | 1.24% | 1,790,051 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $9.6M | 1.18% | 223,942 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $9.1M | 1.11% | 15,572 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $8.5M | 1.05% | 529,520 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $8.1M | 1.00% | 367,408 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $8.1M | 1.00% | 145,000 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $7.9M | 0.96% | 15,164 | Common | SOLE |
| 405024100 | HAE | HAEMONETICS CORP MASS | $7.8M | 0.95% | 90,962 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $7.5M | 0.92% | 968,420 | Common | SOLE |
| 46333X108 | IRWD | IRONWOOD PHARMACEUTICALS INC | $7.4M | 0.91% | 850,000 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $6.7M | 0.82% | 107,593 | Common | SOLE |
| 92332V107 | VTYXUSD | VENTYX BIOSCIENCES INC | $6.6M | 0.82% | 1,208,099 | Common | SOLE |
| 05337M104 | — | AVADEL PHARMACEUTICALS PLC | $6.5M | 0.80% | 387,770 | Common | SOLE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $6.4M | 0.79% | 453,590 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $6.1M | 0.75% | 141,499 | Common | SOLE |
| 126638105 | CVRX | CVRX INC | $6.0M | 0.74% | 332,090 | Common | SOLE |
| 45332Y109 | NARIUSD | INARI MED INC | $6.0M | 0.74% | 125,338 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $5.6M | 0.69% | 254,092 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $5.3M | 0.65% | 244,471 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $5.2M | 0.63% | 124,979 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $5.1M | 0.62% | 101,071 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $4.9M | 0.60% | 259,920 | Common | SOLE |
| 71377E105 | PFMTUSD | PERFORMANT FINL CORP | $4.9M | 0.60% | 1,659,100 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $4.8M | 0.59% | 69,892 | Common | SOLE |
| 159864107 | CRL | CHARLES RIV LABS INTL INC | $4.8M | 0.59% | 17,697 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $4.7M | 0.58% | 200,311 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $4.7M | 0.58% | 101,119 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $4.6M | 0.57% | 336,688 | Common | SOLE |
| 34385P108 | LAB | STANDARD BIOTOOLS INC | $4.5M | 0.56% | 1,670,401 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $4.4M | 0.54% | 55,794 | Common | SOLE |
| 05105P107 | AUGX | AUGMEDIX INC | $4.4M | 0.54% | 1,066,109 | Common | SOLE |
| 00974H104 | — | AKOYA BIOSCIENCES INC | $4.3M | 0.53% | 917,442 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $4.1M | 0.51% | 176,112 | Common | SOLE |
| 55234L105 | LYRAGBP | LYRA THERAPEUTICS INC | $4.0M | 0.49% | 642,245 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $3.7M | 0.45% | 250,000 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $3.6M | 0.44% | 80,123 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $3.6M | 0.44% | 47,808 | Common | SOLE |
| 268158201 | DVAX | DYNAVAX TECHNOLOGIES CORP | $3.3M | 0.41% | 266,510 | Common | SOLE |
| 28414H103 | ELAN | ELANCO ANIMAL HEALTH INC | $3.3M | 0.40% | 201,181 | Common | SOLE |
| 29664W105 | ESPR | ESPERION THERAPEUTICS INC NE | $3.1M | 0.38% | 1,142,897 | Common | SOLE |
| 230031106 | CGEM | CULLINAN ONCOLOGY INC | $3.0M | 0.37% | 178,396 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $2.9M | 0.36% | 66,332 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $2.8M | 0.34% | 184,184 | Common | SOLE |
| 65487U108 | NKTX | NKARTA INC | $2.7M | 0.33% | 252,028 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $2.7M | 0.33% | 226,723 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $2.5M | 0.31% | 93,032 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $2.5M | 0.31% | 152,781 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $2.5M | 0.30% | 346,687 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $2.5M | 0.30% | 30,298 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $2.4M | 0.29% | 155,039 | Common | SOLE |
| 00509G209 | ABOS | ACUMEN PHARMACEUTICALS INC | $2.3M | 0.29% | 576,657 | Common | SOLE |
| 92941V308 | VYNE | VYNE THERAPEUTICS INC | $2.1M | 0.26% | 696,470 | Common | SOLE |
| 29668H708 | EPIEUR | ESSA PHARMA INC | $2.1M | 0.26% | 251,695 | Common | SOLE |
| 282559103 | ETNBGBP | 89BIO INC | $2.1M | 0.26% | 179,899 | Common | SOLE |
| 76152G100 | — | REVIVA PHARMACEUTCLS HLDGS I | $1.9M | 0.23% | 503,854 | Common | SOLE |
| 05368M106 | PPHMEUR | AVID BIOSERVICES INC | $1.8M | 0.22% | 270,136 | Common | SOLE |
| 45790W108 | — | INOZYME PHARMA INC | $1.7M | 0.21% | 222,943 | Common | SOLE |
| 039697107 | ARDX | ARDELYX INC | $1.5M | 0.18% | 200,000 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $1.4M | 0.17% | 20,160 | Common | SOLE |
| 98420X103 | ASNSUSD | X4 PHARMACEUTICALS INC | $1.1M | 0.14% | 805,359 | Common | SOLE |
| H82027105 | SOPH | SOPHIA GENETICS SA | $1.0M | 0.13% | 209,896 | Common | SOLE |
| 124155102 | BFLY | BUTTERFLY NETWORK INC | $810,000 | 0.10% | 750,000 | Common | SOLE |
| 02080L102 | TKNO | ALPHA TEKNOVA INC | $784,935 | 0.10% | 296,202 | Common | SOLE |
| G6674U108 | NVCR | NOVOCURE LTD | $781,500 | 0.10% | 50,000 | Common | SOLE |
| 29772L108 | ETON | ETON PHARMACEUTICALS INC | $746,880 | 0.09% | 199,168 | Common | SOLE |
| 872381108 | TELA | TELA BIO INC | $553,778 | 0.07% | 97,668 | Common | SOLE |
| 88427A107 | — | THIRD HARMONIC BIO INC | $377,600 | 0.05% | 40,000 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $222,494 | 0.03% | 100,676 | 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.