Institutional
Parkman Healthcare Partners LLC
CIK 0001777015
$969.6M
Reported AUM
90
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Parkman Healthcare Partners LLC · Q1 2026
AI · grounded in 13F
Parkman Healthcare Partners LLC initiated a new position in Eli Lilly & Co LLY valued at $31.8M. The fund also opened new stakes in QIAGEN NV QGEN for $20M and Envista Holdings Corporation NVST for $18.1M. On the sell side, the fund closed its positions in Masimo Corp MASI and Terns Pharmaceuticals Inc 430, reducing those holdings by $26M and $25.1M respectively.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | $352.25 | 1.63% | -6.40% | 33.06% | $50.9M | 5.24% | — | HELD |
| 2 | DXCM | DEXCOM INC | $75.14 | 0.39% | -4.67% | -42.90% | $43.3M | 4.47% | — | HELD |
| 3 | KALV | KALVISTA PHARMACEUTICALS INC | — | — | — | — | $36.9M | 3.81% | — | HELD |
| 4 | PODD | INSULET CORP | $170.62 | 1.88% | -41.22% | -43.77% | $32.9M | 3.39% | — | HELD |
| 5 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | 61.25% | 393.83% | $31.8M | 3.28% | — | HELD |
| 6 | PTCT | PTC THERAPEUTICS INC | $74.49 | -1.19% | 44.62% | 72.71% | $29.4M | 3.03% | — | HELD |
| 7 | XENE | XENON PHARMACEUTICALS INC | $63.10 | -2.83% | 112.92% | 267.93% | $28.9M | 2.98% | — | HELD |
| 8 | BSX | BOSTON SCIENTIFIC CORP | $46.04 | -0.04% | -56.36% | 1.88% | $28.2M | 2.90% | — | HELD |
| 9 | CVS | CVS HEALTH CORP | $105.92 | -3.13% | 80.58% | 49.40% | $27.8M | 2.87% | — | HELD |
| 10 | RCUS | ARCUS BIOSCIENCES INC | $26.45 | -2.22% | 191.81% | -8.36% | $26.1M | 2.69% | — | HELD |
| 11 | LIVN | LIVANOVA PLC | $81.43 | -0.80% | 101.00% | -0.02% | $25.7M | 2.65% | — | HELD |
| 12 | ZBH | ZIMMER BIOMET HOLDINGS INC | $97.15 | 1.46% | 6.77% | -31.55% | $24.4M | 2.51% | — | HELD |
| 13 | MBX | MBX BIOSCIENCES INC | $63.96 | 6.49% | 357.24% | 174.54% | $23.9M | 2.46% | — | HELD |
| 14 | ANIP | ANI PHARMACEUTICALS INC | $81.78 | 0.91% | 27.92% | 169.63% | $21.6M | 2.23% | — | HELD |
| 15 | SNDX | SYNDAX PHARMACEUTICALS INC | $19.22 | -2.09% | 90.28% | 8.58% | $21.1M | 2.17% | — | HELD |
| 16 | QGEN | QIAGEN NV | $41.81 | -1.11% | -14.57% | -23.25% | $20.0M | 2.06% | — | HELD |
| 17 | NVST | ENVISTA HOLDINGS CORPORATION | $28.37 | 5.23% | 36.20% | -33.70% | $18.1M | 1.86% | — | HELD |
| 18 | EYPT | EYEPOINT INC | $11.92 | -0.33% | 23.17% | 9.32% | $17.5M | 1.80% | — | HELD |
| 19 | ABBV | ABBVIE INC | $263.30 | 0.04% | 40.72% | 165.04% | $16.3M | 1.68% | — | HELD |
| 20 | BCRX | BIOCRYST PHARMACEUTICALS INC | $9.53 | -2.16% | 20.19% | -39.98% | $16.3M | 1.68% | — | HELD |
| 21 | IQV | IQVIA HLDGS INC | $247.56 | 1.90% | 33.15% | -6.46% | $14.8M | 1.52% | — | HELD |
| 22 | AGIO | AGIOS PHARMACEUTICALS INC | $35.01 | -2.72% | 1.14% | -20.77% | $13.7M | 1.41% | — | HELD |
| 23 | ILMN | ILLUMINA INC | $194.82 | 0.95% | 105.81% | -56.19% | $13.6M | 1.40% | — | HELD |
| 24 | EW | EDWARDS LIFESCIENCES CORP | $85.76 | 2.49% | 5.91% | -28.30% | $13.4M | 1.38% | — | HELD |
| 25 | NBIX | NEUROCRINE BIOSCIENCES INC | $180.79 | -1.12% | 40.25% | 89.91% | $13.1M | 1.35% | — | HELD |
| 26 | KNSA | KINIKSA PHARMACEUTICALS INTL | $80.92 | 1.86% | 153.03% | 543.24% | $12.5M | 1.29% | — | HELD |
| 27 | ASMB | ASSEMBLY BIOSCIENCES INC | $25.11 | -1.80% | 38.97% | -43.93% | $11.4M | 1.18% | — | HELD |
| 28 | GPCR | STRUCTURE THERAPEUTICS INC | $47.35 | -1.13% | 172.26% | 101.30% | $11.2M | 1.15% | — | HELD |
| 29 | MCK | MCKESSON CORP | $888.56 | -0.11% | 28.83% | 350.21% | $11.0M | 1.13% | — | HELD |
| 30 | STOK | STOKE THERAPEUTICS INC | $29.48 | 0.31% | 128.35% | 12.61% | $11.0M | 1.13% | — | HELD |
| 31 | VRDN | VIRIDIAN THERAPEUTICS INC | $19.88 | 1.90% | — | — | $10.9M | 1.13% | — | HELD |
| 32 | WAY | WAYSTAR HLDG CORP | $24.52 | 3.50% | — | — | $10.7M | 1.10% | — | HELD |
| 33 | MLYS | MINERALYS THERAPEUTICS INC | $26.35 | -2.23% | — | — | $10.3M | 1.06% | — | HELD |
| 34 | EWTX | EDGEWISE THERAPEUTICS INC | $39.75 | -1.49% | — | — | $10.2M | 1.05% | — | HELD |
| 35 | XERS | XERIS BIOPHARMA HOLDINGS INC | $8.38 | 1.70% | — | — | $10.0M | 1.03% | — | HELD |
| 36 | THC | TENET HEALTHCARE CORP | $257.62 | -1.91% | — | — | $9.5M | 0.98% | — | HELD |
| 37 | AORT | ARTIVION INC | $27.55 | 2.00% | — | — | $9.2M | 0.95% | — | HELD |
| 38 | NUVL | NUVALENT INC | — | — | — | — | $9.0M | 0.93% | — | HELD |
| 39 | ATEC | ALPHATEC HLDGS INC | $9.65 | 3.54% | — | — | $9.0M | 0.92% | — | HELD |
| 40 | ALNY | ALNYLAM PHARMACEUTICALS INC | $286.62 | -0.62% | — | — | $8.9M | 0.92% | — | HELD |
| 41 | AXGN | AXOGEN INC | $41.37 | 0.53% | — | — | $8.9M | 0.92% | — | HELD |
| 42 | IMNM | IMMUNOME INC | $23.11 | -0.47% | — | — | $8.8M | 0.91% | — | HELD |
| 43 | AMLX | AMYLYX PHARMACEUTICALS INC | $19.73 | 0.92% | — | — | $8.6M | 0.89% | — | HELD |
| 44 | IDXX | IDEXX LABS INC | $569.77 | 0.04% | — | — | $8.4M | 0.87% | — | HELD |
| 45 | WAT | WATERS CORP | $379.48 | -1.15% | — | — | $7.9M | 0.81% | — | HELD |
| 46 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $22.56 | 0.18% | — | — | $7.7M | 0.79% | — | HELD |
| 47 | UPB | UPSTREAM BIO INC | $6.41 | 0.16% | — | — | $7.1M | 0.73% | — | HELD |
| 48 | ERAS | ERASCA INC | $17.72 | -2.42% | — | — | $6.6M | 0.68% | — | HELD |
| 49 | APGE | APOGEE THERAPEUTICS INC | $134.20 | 0.02% | — | — | $6.5M | 0.67% | — | HELD |
| 50 | COO | COOPER COS INC | $73.06 | 1.39% | — | — | $6.4M | 0.66% | — | HELD |
| 51 | ABSI | ABSCI CORPORATION | $6.90 | -3.23% | — | — | $5.6M | 0.58% | — | HELD |
| 52 | TNGX | TANGO THERAPEUTICS INC | $25.85 | -3.00% | — | — | $5.6M | 0.57% | — | HELD |
| 53 | MRNA | MODERNA INC | $54.49 | -2.36% | — | — | $5.1M | 0.52% | — | HELD |
| 54 | CDNA | CAREDX INC | $35.41 | -0.95% | — | — | $5.1M | 0.52% | — | HELD |
| 55 | URGN | UROGEN PHARMA LTD | $40.45 | -1.05% | — | — | $4.9M | 0.51% | — | HELD |
| 56 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $25.00 | -3.77% | — | — | $4.9M | 0.51% | — | HELD |
| 57 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $9.61 | -2.44% | — | — | $4.9M | 0.50% | — | HELD |
| 58 | IRTC | IRHYTHM HOLDINGS INC | $122.44 | 4.32% | — | — | $4.7M | 0.49% | — | HELD |
| 59 | MMED | MINIMED GROUP INC | $18.40 | 4.31% | — | — | $4.7M | 0.49% | — | HELD |
| 60 | SIBN | SI BONE INC | $18.44 | 2.84% | — | — | $4.7M | 0.49% | — | HELD |
| 61 | CARL | CARLSMED INC | $12.78 | 3.82% | — | — | $4.7M | 0.49% | — | HELD |
| 62 | OPRX | OPTIMIZERX CORP | $6.37 | 0.47% | — | — | $4.6M | 0.47% | — | HELD |
| 63 | VIR | VIR BIOTECHNOLOGY INC | $8.64 | -2.37% | — | — | $4.5M | 0.46% | — | HELD |
| 64 | SUPN | SUPERNUS PHARMACEUTICALS | $46.57 | -2.43% | — | — | $4.4M | 0.45% | — | HELD |
| 65 | CAI | CARIS LIFE SCIENCES INC | $15.59 | 0.00% | — | — | $4.1M | 0.42% | — | HELD |
| 66 | CVRX | CVRX INC | $4.95 | 0.00% | — | — | $4.1M | 0.42% | — | HELD |
| 67 | NSPR | INSPIREMD INC | $0.67 | -1.47% | — | — | $3.9M | 0.41% | — | HELD |
| 68 | COGT | COGENT BIOSCIENCES INC | $39.57 | -2.70% | — | — | $3.9M | 0.40% | — | HELD |
| 69 | AMRX | AMNEAL PHARMACEUTICALS INC | $19.10 | 1.81% | — | — | $3.7M | 0.39% | — | HELD |
| 70 | ANNX | ANNEXON INC | $4.86 | -2.21% | — | — | $3.7M | 0.39% | — | HELD |
| 71 | ALGN | ALIGN TECHNOLOGY INC | $180.08 | 2.55% | — | — | $3.6M | 0.38% | — | HELD |
| 72 | QURE | UNIQURE NV | $40.07 | 9.30% | — | — | $3.4M | 0.35% | — | HELD |
| 73 | WGS | GENEDX HOLDINGS CORP | $63.69 | 2.92% | — | — | $3.3M | 0.34% | — | HELD |
| 74 | VCYT | VERACYTE INC | $55.71 | 0.11% | — | — | $3.3M | 0.34% | — | HELD |
| 75 | CSTL | CASTLE BIOSCIENCES INC | $24.46 | 2.39% | — | — | $3.1M | 0.32% | — | HELD |
| 76 | CMPS | COMPASS PATHWAYS PLC | $10.90 | 0.46% | — | — | $3.1M | 0.32% | — | HELD |
| 77 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $71.06 | -1.25% | — | — | $2.9M | 0.30% | — | HELD |
| 78 | SLDB | SOLID BIOSCIENCES INC | $8.04 | 0.88% | — | — | $2.2M | 0.23% | — | HELD |
| 79 | BFLY | BUTTERFLY NETWORK INC | $7.10 | -0.98% | — | — | $2.2M | 0.23% | — | HELD |
| 80 | QDEL | QUIDELORTHO CORP | $16.50 | -1.02% | — | — | $1.7M | 0.17% | — | HELD |
| 81 | RXST | RXSIGHT INC | $6.13 | 1.32% | — | — | $1.5M | 0.16% | — | HELD |
| 82 | QTRX | QUANTERIX CORP | $3.38 | -3.15% | — | — | $1.2M | 0.12% | — | HELD |
| 83 | PLSE | PULSE BIOSCIENCES INC | $34.25 | -3.44% | — | — | $1.1M | 0.11% | — | HELD |
| 84 | LUNG | PULMONX CORP | $1.25 | 0.00% | — | — | $975K | 0.10% | — | HELD |
| 85 | MAZE | MAZE THERAPEUTICS INC | $27.27 | -2.19% | — | — | $951K | 0.10% | — | HELD |
| 86 | ADMA | ADMA BIOLOGICS INC | $8.71 | -0.91% | — | — | $743K | 0.08% | — | HELD |
| 87 | EDAP | EDAP TMS S A | — | — | — | — | $576K | 0.06% | — | HELD |
| 88 | OVID | OVID THERAPEUTICS INC | $2.29 | -2.97% | — | — | $462K | 0.05% | — | HELD |
| 89 | ARAY | ACCURAY INC DEL | $0.23 | -4.17% | — | — | $343K | 0.04% | — | HELD |
| 90 | ENTX | ENTERA BIO LTD | $3.00 | -7.98% | — | — | $320K | 0.03% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-001072. 13F discloses long positions only — shorts, foreign equities, and options are excluded.