Q2 2024 · 13F-HR
Parkman Healthcare Partners LLCholdings as filed
Filed 2024-08-14 · accession 0001420506-24-001560
$746.6M
Reported value
90
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $42.5M | 5.69% | 551,592 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $36.2M | 4.85% | 179,305 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $35.5M | 4.75% | 111,381 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $28.7M | 3.84% | 31,654 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $26.9M | 3.61% | 308,398 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $19.8M | 2.65% | 148,927 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $19.2M | 2.58% | 446,416 | Common | SOLE |
| 54300N103 | — | LONGBOARD PHARMACEUTICALS IN | $18.8M | 2.51% | 694,178 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $17.9M | 2.39% | 296,739 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $17.8M | 2.38% | 156,855 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $15.9M | 2.13% | 68,167 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $15.9M | 2.12% | 115,170 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $15.0M | 2.01% | 27,751 | Common | SOLE |
| 80810D103 | SDGR | SCHRODINGER INC | $14.0M | 1.87% | 721,373 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $12.7M | 1.70% | 185,028 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $12.7M | 1.70% | 121,913 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $12.6M | 1.68% | 2,409,599 | Common | SOLE |
| 23954D109 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | $12.5M | 1.68% | 908,822 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $12.4M | 1.66% | 100,000 | PUT | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $12.3M | 1.65% | 600,698 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $12.1M | 1.62% | 647,142 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $11.6M | 1.56% | 37,056 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $11.3M | 1.52% | 150,191 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $11.2M | 1.50% | 30,037 | Common | SOLE |
| 088786108 | BCYC | BICYCLE THERAPEUTICS PLC | $10.8M | 1.45% | 535,063 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $10.3M | 1.39% | 574,517 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $9.9M | 1.33% | 474,679 | Common | SOLE |
| N72482149 | — | QIAGEN NV | $9.6M | 1.29% | 234,267 | Common | SOLE |
| 45332Y109 | NARIUSD | INARI MED INC | $9.4M | 1.26% | 195,567 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $9.1M | 1.22% | 198,627 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $8.9M | 1.19% | 852,416 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $8.7M | 1.16% | 156,843 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $8.6M | 1.15% | 595,389 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $8.6M | 1.15% | 125,000 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $8.6M | 1.15% | 38,014 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $8.3M | 1.11% | 200,000 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $8.2M | 1.09% | 209,290 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $8.0M | 1.07% | 969,892 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $7.7M | 1.03% | 161,705 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $6.4M | 0.86% | 256,307 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $6.3M | 0.85% | 141,375 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $6.3M | 0.85% | 415,535 | Common | SOLE |
| 405024100 | HAE | HAEMONETICS CORP MASS | $6.3M | 0.84% | 76,079 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $6.0M | 0.81% | 277,895 | Common | SOLE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $5.8M | 0.77% | 353,942 | Common | SOLE |
| 46333X108 | IRWD | IRONWOOD PHARMACEUTICALS INC | $5.7M | 0.77% | 876,268 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $5.5M | 0.74% | 289,841 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $5.4M | 0.72% | 80,271 | Common | SOLE |
| 126638105 | CVRX | CVRX INC | $5.4M | 0.72% | 447,620 | Common | SOLE |
| 03828A101 | APLT | APPLIED THERAPEUTICS INC | $5.4M | 0.72% | 1,148,307 | Common | SOLE |
| G29687103 | AVDL | AVADEL PHARMACEUTICALS PLC | $5.3M | 0.71% | 378,289 | Common | SOLE |
| 869367102 | — | SUTRO BIOPHARMA INC | $5.3M | 0.70% | 1,792,740 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $5.0M | 0.67% | 502,463 | Common | SOLE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $4.7M | 0.63% | 525,000 | Common | SOLE |
| 71377E105 | PFMTUSD | PERFORMANT FINL CORP | $4.7M | 0.63% | 1,623,199 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $4.7M | 0.63% | 85,159 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $4.6M | 0.62% | 274,465 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $4.5M | 0.61% | 209,475 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $4.5M | 0.60% | 101,224 | Common | SOLE |
| 05368M106 | PPHMEUR | AVID BIOSERVICES INC | $4.4M | 0.59% | 621,091 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $4.1M | 0.55% | 100,000 | Common | SOLE |
| 34965K107 | FTRE | FORTREA HLDGS INC | $3.6M | 0.48% | 152,769 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $3.3M | 0.45% | 125,161 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $3.3M | 0.44% | 42,888 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $3.2M | 0.43% | 180,320 | Common | SOLE |
| 92332V107 | VTYXUSD | VENTYX BIOSCIENCES INC | $2.7M | 0.36% | 1,160,022 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $2.7M | 0.36% | 45,152 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $2.7M | 0.36% | 390,270 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $2.6M | 0.35% | 135,376 | Common | SOLE |
| 29664W105 | ESPR | ESPERION THERAPEUTICS INC NE | $2.5M | 0.34% | 1,144,646 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $2.5M | 0.33% | 400,448 | Common | SOLE |
| 268158201 | DVAX | DYNAVAX TECHNOLOGIES CORP | $2.4M | 0.33% | 216,822 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $2.3M | 0.31% | 176,377 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $2.0M | 0.27% | 153,015 | Common | SOLE |
| 28414H103 | ELAN | ELANCO ANIMAL HEALTH INC | $1.8M | 0.24% | 126,042 | Common | SOLE |
| 88427A107 | — | THIRD HARMONIC BIO INC | $1.7M | 0.23% | 133,325 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $1.6M | 0.21% | 326,845 | Common | SOLE |
| 29668H708 | EPIEUR | ESSA PHARMA INC | $1.3M | 0.18% | 252,072 | Common | SOLE |
| 039697107 | ARDX | ARDELYX INC | $1.1M | 0.15% | 150,192 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $1.1M | 0.14% | 20,372 | Common | SOLE |
| 00974H104 | — | AKOYA BIOSCIENCES INC | $878,754 | 0.12% | 375,536 | Common | SOLE |
| 29772L108 | ETON | ETON PHARMACEUTICALS INC | $833,018 | 0.11% | 253,197 | Common | SOLE |
| M40527109 | ENTX | ENTERA BIO LTD | $738,793 | 0.10% | 401,518 | Common | SOLE |
| 92941V308 | VYNE | VYNE THERAPEUTICS INC | $680,056 | 0.09% | 345,206 | Common | SOLE |
| 76152G100 | — | REVIVA PHARMACEUTCLS HLDGS I | $645,888 | 0.09% | 504,600 | Common | SOLE |
| 05105P107 | AUGX | AUGMEDIX INC | $498,824 | 0.07% | 566,845 | Common | SOLE |
| 98420X103 | ASNSUSD | X4 PHARMACEUTICALS INC | $467,837 | 0.06% | 806,616 | Common | SOLE |
| 872381108 | TELA | TELA BIO INC | $459,735 | 0.06% | 97,816 | Common | SOLE |
| 02080L102 | TKNO | ALPHA TEKNOVA INC | $406,413 | 0.05% | 296,652 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $226,868 | 0.03% | 100,830 | 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.