Parkman Healthcare Partners LLC
Parkman Healthcare Partners LLC reported 76 US-listed holdings worth $973.7 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: MBX Biosciences Inc. (4.5%), Eli Lilly & Co. (4.3%) and CVS Health Corp. (4.2%). Against the quarter before, it opened 17 positions, added to 25, trimmed 30 and sold out of 30.
Reported holdings$973.7M+0.9% on Q1 2026
Positions76-13 on Q1 2026
The largest ten33.6%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeldTrimmed
The 14 largest of its 76 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +25.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 17Added 25Held 4Trimmed 30Sold out 30
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 17
- Inhibrx Biosciences Inc. INBX$24.3 million
- UnitedHealth Group Inc. UNH$23.2 million
- Indivior Pharmaceuticals, Inc. INDV$14.9 million
- Avalo Therapeutics Inc. AVTX$14.2 million
- Alto Neuroscience Inc. ANRO$11.3 million
- Oruka Therapeutics Inc. ORKA$10.8 million
- Tarsus Pharmaceuticals Inc. TARS$9.4 million
- Cryoport Inc. CYRX$8.0 million
and 9 more in the table below
Added to 25
- Viridian Therapeutics Inc. VRDN+819,640 shares · +147%
- Structure Therapeutics Inc. GPCR+253,568 shares · +109%
- Bright Minds Biosciences Inc. DRUG+164,955 shares · +411%
- Edgewise Therapeutics Inc. EWTX+254,208 shares · +79%
- Agios Pharmaceuticals Inc. AGIO+265,521 shares · +66%
- Tenet Healthcare Corp. THC+47,157 shares · +94%
- Assembly Biosciences Inc. ASMB+309,954 shares · +75%
- Alnylam Pharmaceuticals Inc ALNY+23,756 shares · +88%
and 17 more in the table below
Trimmed 30
- Stryker Corp. SYK-86,798 shares · -56%
- LivaNova plc LIVN-193,436 shares · -48%
- Boston Scientific Corp. BSX-268,287 shares · -60%
- Absci Corporation ABSI-970,432 shares · -52%
- Dexcom Inc. DXCM-155,055 shares · -22%
- Arcus Biosciences, Inc. RCUS-288,008 shares · -24%
- ANI Pharmaceuticals Inc. ANIP-77,668 shares · -28%
- Xenon Pharmaceuticals Inc. XENE-99,656 shares · -20%
and 22 more in the table below
Sold out of 30
- Kalvista Pharmaceuticals Inc. KALV$36.9 million last quarter
- Qiagen NV Ord Shares QGEN$20.0 million last quarter
- AbbVie Inc. ABBV$16.3 million last quarter
- Illumina, Inc. ILMN$13.6 million last quarter
- Edwards Lifesciences Corp. EW$13.4 million last quarter
- Neurocrine Biosciences Inc. NBIX$13.1 million last quarter
- Kiniksa Pharmaceuticals Intl KNSA$12.5 million last quarter
- McKesson Corp. MCK$11.0 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| MBX Biosciences Inc. MBX | 800.2K | $44.2 million | 4.54% | +136 |
| Eli Lilly & Co. LLY | 35.0K | $42.0 million | 4.31% | +384 |
| CVS Health Corp. CVS | 391.8K | $40.5 million | 4.16% | +4.5K |
| Dexcom Inc. DXCM | 534.8K | $36.0 million | 3.70% | -155.1K |
| PTC Therapeutics, Inc. PTCT | 435.7K | $35.5 million | 3.65% | +4.3K |
| Arcus Biosciences, Inc. RCUS | 919.3K | $28.3 million | 2.91% | -288.0K |
| Structure Therapeutics Inc. GPCR | 485.7K | $26.1 million | 2.68% | +253.6K |
| Viridian Therapeutics Inc. VRDN | 1.4M | $25.3 million | 2.60% | +819.6K |
| Agios Pharmaceuticals Inc. AGIO | 669.0K | $24.8 million | 2.55% | +265.5K |
| Inhibrx Biosciences Inc. INBX | 256.9K | $24.3 million | 2.50% | new |
| Xenon Pharmaceuticals Inc. XENE | 397.4K | $24.0 million | 2.46% | -99.7K |
| Edgewise Therapeutics Inc. EWTX | 577.0K | $23.4 million | 2.41% | +254.2K |
| UnitedHealth Group Inc. UNH | 55.9K | $23.2 million | 2.39% | new |
| Stryker Corp. SYK | 68.0K | $21.4 million | 2.20% | -86.8K |
| IQVIA Holdings Inc. IQV | 105.8K | $20.4 million | 2.10% | +19.1K |
| Zimmer Biomet Holdings, Inc. ZBH | 232.6K | $20.0 million | 2.06% | -37.0K |
| Insulet Corp. PODD | 131.4K | $20.0 million | 2.05% | -25.2K |
| Assembly Biosciences Inc. ASMB | 721.2K | $19.8 million | 2.04% | +310.0K |
| Syndax Pharmaceuticals Inc. SNDX | 877.3K | $19.2 million | 1.97% | -24.3K |
| Eyepoint Pharmaceuticals Inc. EYPT | 1.3M | $18.4 million | 1.89% | -66.6K |
| Tenet Healthcare Corp. THC | 97.3K | $18.2 million | 1.87% | +47.2K |
| LivaNova plc LIVN | 210.5K | $17.3 million | 1.78% | -193.4K |
| ANI Pharmaceuticals Inc. ANIP | 202.9K | $16.8 million | 1.73% | -77.7K |
| Biocryst Pharmaceuticals Inc. BCRX | 1.6M | $16.2 million | 1.67% | -83.8K |
| Alnylam Pharmaceuticals Inc ALNY | 50.7K | $15.3 million | 1.57% | +23.8K |
| Indivior Pharmaceuticals, Inc. INDV | 364.3K | $14.9 million | 1.53% | new |
| Envista Holdings Corp. NVST | 553.9K | $14.6 million | 1.50% | -157.8K |
| Bright Minds Biosciences Inc. DRUG | 205.1K | $14.4 million | 1.48% | +165.0K |
| Xeris Biopharma Holdings Inc. XERS | 1.8M | $14.3 million | 1.47% | +86.4K |
| Avalo Therapeutics Inc. AVTX | 766.3K | $14.2 million | 1.45% | new |
| 4D Molecular Therapeutics in FDMT | 948.2K | $12.6 million | 1.30% | +425.6K |
| Immunome Inc. IMNM | 594.2K | $12.6 million | 1.29% | +190.7K |
| Stoke Therapeutics Inc. STOK | 355.4K | $11.6 million | 1.19% | +18.9K |
| Waters Corp. WAT | 30.2K | $11.3 million | 1.16% | +3.8K |
| Alto Neuroscience Inc. ANRO | 429.0K | $11.3 million | 1.16% | new |
| Oruka Therapeutics Inc. ORKA | 113.2K | $10.8 million | 1.11% | new |
| Adaptive Biotechnologies Corporation ADPT | 487.0K | $10.4 million | 1.07% | -64.8K |
| Absci Corporation ABSI | 894.4K | $10.4 million | 1.06% | -970.4K |
| Mineralys Therapeutics Inc. MLYS | 380.4K | $10.3 million | 1.05% | +217 |
| Cogent Biosciences Inc. COGT | 253.4K | $9.8 million | 1.01% | +153.2K |
| Uniqure NV QURE | 208.2K | $9.6 million | 0.98% | +1.3K |
| Tarsus Pharmaceuticals Inc. TARS | 150.0K | $9.4 million | 0.97% | new |
| Amneal Pharmaceuticals Inc. AMRX | 541.2K | $9.4 million | 0.96% | +240.4K |
| Irhythm Technologies Inc. IRTC | 67.3K | $8.0 million | 0.82% | +27.1K |
| Cryoport Inc. CYRX | 508.3K | $8.0 million | 0.82% | new |
| Boston Scientific Corp. BSX | 180.5K | $7.7 million | 0.79% | -268.3K |
| Eliem Therapeutics Inc. CLYM | 563.5K | $7.3 million | 0.75% | new |
| Amylyx Pharmaceuticals Inc. AMLX | 398.8K | $7.2 million | 0.74% | -222.7K |
| Upstream Bio Inc. UPB | 935.2K | $6.5 million | 0.66% | +148.5K |
| Resmed Inc. RMD | 33.0K | $6.4 million | 0.66% | new |
| Urogen Pharma Ltd URGN | 174.1K | $6.4 million | 0.66% | -100.9K |
| Align Technology Inc. ALGN | 37.0K | $6.2 million | 0.64% | +15.7K |
| Carlsmed Inc. CARL | 597.3K | $6.2 million | 0.64% | +76.2K |
| Aveanna Healthcare Hldgs Inc. AVAH | 714.5K | $6.1 million | 0.63% | new |
| Caredx Inc. CDNA | 202.4K | $5.8 million | 0.59% | -89.0K |
| Si-Bone Inc. SIBN | 328.7K | $5.4 million | 0.55% | -44.9K |
| Vir Biotechnology, Inc. VIR | 475.3K | $4.8 million | 0.50% | -24.7K |
| Erasca Inc. ERAS | 258.7K | $4.7 million | 0.49% | -148.0K |
| Shoulder Innovations Inc. SI | 226.2K | $4.6 million | 0.47% | new |
| Waystar Holding Corp. WAY | 204.0K | $4.2 million | 0.43% | -239.1K |
| Alphatec Hldgs Inc. ATEC | 449.9K | $3.9 million | 0.40% | -373.8K |
| Annexon Inc. ANNX | 641.0K | $3.7 million | 0.38% | -33.0K |
| Castle Biosciences Inc. CSTL | 144.8K | $3.5 million | 0.35% | +18.6K |
| Minimed Group Inc. MMED | 226.4K | $3.4 million | 0.35% | -90.9K |
| Eikon Therapeutics Inc. EIKN | 256.1K | $3.3 million | 0.34% | new |
| Viatris Inc. VTRS | 200.0K | $3.2 million | 0.33% | new |
| Artivion, Inc. AORT | 138.9K | $3.1 million | 0.32% | -113.1K |
| Axsome Therapeutics Inc. AXSM | 10.0K | $2.4 million | 0.25% | new |
| OptimizeRx Corp OPRX | 350.3K | $2.0 million | 0.21% | -379.0K |
| Inspiremd Inc. NSPR | 2.4M | $1.7 million | 0.17% | no change |
| Hemab Therapeutics Hldgs Inc. COAG | 45.0K | $1.7 million | 0.17% | new |
| Pulmonx Corp. LUNG | 646.6K | $840,533 | 0.09% | -109.1K |
| Ars Pharmaceuticals Inc. SPRY | 102.7K | $822,627 | 0.08% | new |
| Edap TMS S A FOCL | 154.8K | $802,030 | 0.08% | no change |
| Ovid Therapeutics Inc. OVID | 197.9K | $532,477 | 0.05% | -10.3K |
| Entera Bio Ltd ENTX | 274.5K | $485,860 | 0.05% | -14.2K |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 30 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Grail Inc. | Puts | 46.0K | $3.1 million |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.