Q1 2025 · 13F-HR
Parkman Healthcare Partners LLCholdings as filed
Filed 2025-05-15 · accession 0001420506-25-001258
$843.1M
Reported value
91
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45784P101 | PODD | INSULET CORP | $34.3M | 4.07% | 130,514 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $33.7M | 3.99% | 496,736 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $32.4M | 3.84% | 39,191 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $28.9M | 3.43% | 77,690 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $28.7M | 3.40% | 213,418 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $27.6M | 3.27% | 120,283 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $26.4M | 3.13% | 312,650 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $26.3M | 3.12% | 50,213 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $24.5M | 2.91% | 218,950 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $22.8M | 2.70% | 225,990 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HOLDINGS INC | $22.7M | 2.69% | 200,500 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $19.6M | 2.32% | 277,252 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $18.6M | 2.21% | 168,382 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $18.6M | 2.21% | 68,938 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $17.1M | 2.03% | 954,071 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $16.9M | 2.01% | 762,621 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $16.5M | 1.96% | 260,421 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $15.9M | 1.89% | 631,238 | Common | SOLE |
| 126638105 | CVRX | CVRX INC | $15.0M | 1.78% | 1,229,522 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $14.9M | 1.76% | 22,101 | Common | SOLE |
| 714046109 | RVTY | REVVITY INC | $14.8M | 1.75% | 139,557 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $14.6M | 1.73% | 200,819 | Common | SOLE |
| N72482206 | QGEN | QIAGEN NV | $14.4M | 1.71% | 359,644 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $14.3M | 1.70% | 1,064,506 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $14.3M | 1.69% | 280,314 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $13.0M | 1.54% | 63,250 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $12.5M | 1.49% | 2,493,836 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $11.0M | 1.31% | 304,244 | Common | SOLE |
| 74834L100 | DGX | QUEST DIAGNOSTICS INC | $10.6M | 1.26% | 62,593 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC | $9.9M | 1.18% | 536,832 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $9.8M | 1.16% | 1,780,454 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $9.5M | 1.13% | 1,215,629 | Common | SOLE |
| 80810D103 | SDGR | SCHRODINGER INC | $9.5M | 1.13% | 481,470 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $9.4M | 1.11% | 425,407 | Common | SOLE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $9.3M | 1.10% | 950,399 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $8.9M | 1.06% | 130,367 | Common | SOLE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $8.7M | 1.03% | 753,752 | Common | SOLE |
| 23954D109 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | $8.3M | 0.98% | 1,043,162 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $7.8M | 0.93% | 109,988 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $7.5M | 0.89% | 1,000,562 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $7.3M | 0.87% | 594,987 | Common | SOLE |
| 00182C103 | ANIP | ANI PHARMACEUTICALS INC | $7.0M | 0.83% | 105,000 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $7.0M | 0.83% | 350,551 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $6.6M | 0.78% | 166,871 | Common | SOLE |
| 219798105 | QDEL | QUIDELORTHO CORP | $6.4M | 0.76% | 183,678 | Common | SOLE |
| 89455T109 | TMCI | TREACE MED CONCEPTS INC | $6.0M | 0.71% | 713,539 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $5.9M | 0.69% | 174,576 | Common | SOLE |
| 26622P107 | DOCS | DOXIMITY INC | $5.4M | 0.64% | 93,500 | Common | SOLE |
| 761152107 | RMD | RESMED INC | $5.1M | 0.60% | 22,622 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $4.9M | 0.58% | 166,278 | Common | SOLE |
| 74017N105 | PGEN | PRECIGEN INC | $4.8M | 0.56% | 3,191,343 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $4.7M | 0.55% | 293,928 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $4.6M | 0.55% | 568,952 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $4.5M | 0.54% | 446,106 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $4.4M | 0.52% | 67,390 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $4.3M | 0.52% | 393,153 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $4.2M | 0.49% | 350,420 | Common | SOLE |
| 745848101 | LUNG | PULMONX CORP | $4.1M | 0.49% | 611,875 | Common | SOLE |
| 68401U204 | OPRX | OPTIMIZERX CORP | $4.1M | 0.49% | 475,000 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $3.8M | 0.45% | 89,329 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $3.5M | 0.42% | 93,431 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $3.2M | 0.38% | 231,109 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $3.2M | 0.37% | 10,232 | Common | SOLE |
| 45779A846 | NSPR | INSPIREMD INC | $3.2M | 0.37% | 1,171,416 | Common | SOLE |
| 71377E105 | PFMTUSD | PERFORMANT HEALTHCARE INC | $3.1M | 0.37% | 1,060,601 | Common | SOLE |
| 268158201 | DVAX | DYNAVAX TECHNOLOGIES CORP | $3.0M | 0.36% | 234,784 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $2.9M | 0.34% | 37,901 | Common | SOLE |
| 228903100 | AORT | ARTIVION INC | $2.7M | 0.33% | 111,652 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $2.6M | 0.31% | 959,703 | Common | SOLE |
| 690145206 | OM | OUTSET MED INC | $2.6M | 0.30% | 231,099 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $2.4M | 0.29% | 328,323 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $2.2M | 0.26% | 217,753 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $2.2M | 0.26% | 203,833 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $2.1M | 0.25% | 63,940 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $2.1M | 0.25% | 100,955 | Common | SOLE |
| 75340L104 | RPID | RAPID MICRO BIOSYSTEMS INC | $1.9M | 0.23% | 735,621 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $1.8M | 0.22% | 76,125 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $1.7M | 0.21% | 46,663 | Common | SOLE |
| 44934S206 | ICADUSD | ICAD INC | $1.6M | 0.19% | 781,670 | Common | SOLE |
| 56600D107 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $1.5M | 0.17% | 660,000 | Common | SOLE |
| 91678A107 | UPB | UPSTREAM BIO INC | $1.4M | 0.17% | 233,563 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $1.2M | 0.14% | 28,230 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $1.1M | 0.13% | 401,746 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $1.1M | 0.13% | 203,006 | Common | SOLE |
| 039697107 | ARDX | ARDELYX INC | $1.0M | 0.12% | 209,581 | Common | SOLE |
| M40527109 | ENTX | ENTERA BIO LTD | $747,374 | 0.09% | 439,632 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $678,271 | 0.08% | 351,436 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $492,696 | 0.06% | 188,052 | Common | SOLE |
| 92941V308 | VYNE | VYNE THERAPEUTICS INC | $344,405 | 0.04% | 217,978 | Common | SOLE |
| 268311107 | EDAP | EDAP TMS S A | $303,471 | 0.04% | 154,832 | Common | SOLE |
| 46333X108 | IRWD | IRONWOOD PHARMACEUTICALS INC | $301,476 | 0.04% | 205,086 | 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.