Parkman Healthcare Partners LLC
13F Reported Value
ⓘ$976.8M
incl. option notional
Equity Holdings
ⓘ$973.7M
Option Notional
ⓘ$3.1M
$3.1M puts / $0 calls
Holdings
77
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Parkman Healthcare Partners LLC disclosed 77 positions worth $976.8M in its Form 13F-HR for Q2 2026 — $973.7M in common stock plus $3.1M of put/call option positions (reported at underlying notional value, not premium at risk), led by $MBX (MBX Biosciences, Inc.) at 4.5% of the equity portfolio, followed by $LLY and $CVS. During the quarter the fund opened 18 new positions and exited 31 — including a new stake in $INBX and a full exit from $KALV. The portfolio is most concentrated in Healthcare (96.3% of disclosed assets). All figures are sourced directly from Parkman Healthcare Partners LLC’s Form 13F-HR filing with the SEC under CIK 1777015.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$44.2M800,173 sh - 87.5#2
Quality
$42.0M35,000 sh - 59.4#928
Quality
$40.5M391,791 sh - 76.0
Quality
$36.0M534,767 sh - 35.4
Quality
$35.5M435,691 sh - 8.5
Quality
$28.3M919,266 sh - —
Quality
$26.1M485,661 sh - 27.2
Quality
$25.3M1,377,576 sh - 26.9
Quality
$24.8M669,046 sh - 30.0
Quality
$24.3M256,950 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MBX Biosciences, Inc.$MBX | — | $44.2M | 800,173 |
 ELI LILLY & Co$LLY | 87.5#2 | $42.0M | 35,000 |
 CVS HEALTH Corp$CVS | 59.4#928 | $40.5M | 391,791 |
 DEXCOM INC$DXCM | 76.0 | $36.0M | 534,767 |
 PTC THERAPEUTICS, INC.$PTCT | 35.4 | $35.5M | 435,691 |
 Arcus Biosciences, Inc.$RCUS | 8.5 | $28.3M | 919,266 |
 Structure Therapeutics Inc.$GPCR | — | $26.1M | 485,661 |
 Viridian Therapeutics, Inc.\DE$VRDN | 27.2 | $25.3M | 1,377,576 |
 AGIOS PHARMACEUTICALS, INC.$AGIO | 26.9 | $24.8M | 669,046 |
 Inhibrx Biosciences, Inc.$INBX | 30.0 | $24.3M | 256,950 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Parkman Healthcare Partners LLC's 77 positions.
Showing top 10 of 77 holdings.
Sector Allocation
Healthcare
$937.7M
Technology
$33.9M
Industrials
$2.0M
Full Holdings — Parkman Healthcare Partners LLC (Q2 2026)
All 77 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MBX | MBX Biosciences, Inc. | $44.2M | 4.5% | +0% | — |
| 2 | $LLY | ELI LILLY & Co | $42.0M | 4.3% | +1% | 87.5 |
| 3 | $CVS | CVS HEALTH Corp | $40.5M | 4.2% | +1% | 59.4 |
| 4 | $DXCM | DEXCOM INC | $36.0M | 3.7% | -22% | 76 |
| 5 | $PTCT | PTC THERAPEUTICS, INC. | $35.5M | 3.6% | +1% | 35.4 |
| 6 | $RCUS | Arcus Biosciences, Inc. | $28.3M | 2.9% | -24% | 8.5 |
| 7 | $GPCR | Structure Therapeutics Inc. | $26.1M | 2.7% | +109% | — |
| 8 | $VRDN | Viridian Therapeutics, Inc.\DE | $25.3M | 2.6% | +147% | 27.2 |
| 9 | $AGIO | AGIOS PHARMACEUTICALS, INC. | $24.8M | 2.5% | +66% | 26.9 |
| 10 | $INBX | Inhibrx Biosciences, Inc. | $24.3M | 2.5% | NEW | 30 |
| 11 |  $XENE | Xenon Pharmaceuticals Inc. | $24.0M | 2.5% | -20% | 24 |
| 12 |  $EWTX | Edgewise Therapeutics, Inc. | $23.4M | 2.4% | +79% | — |
| 13 |  $UNH | UNITEDHEALTH GROUP INC | $23.2M | 2.4% | NEW | 62.7 |
| 14 |  $SYK | STRYKER CORP | $21.4M | 2.2% | -56% | 72.1 |
| 15 |  $IQV | IQVIA HOLDINGS INC. | $20.4M | 2.1% | +22% | 61.4 |
| 16 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $20.0M | 2.1% | -14% | 65.7 |
| 17 |  $PODD | INSULET CORP | $20.0M | 2.0% | -16% | 71.3 |
| 18 |  $ASMB | ASSEMBLY BIOSCIENCES, INC. | $19.8M | 2.0% | +75% | 41.5 |
| 19 |  $SNDX | Syndax Pharmaceuticals Inc | $19.2M | 2.0% | -3% | 33.8 |
| 20 |  $EYPT | EyePoint, Inc. | $18.4M | 1.9% | -5% | 3.5 |
| 21 |  $THC | TENET HEALTHCARE CORP | $18.2M | 1.9% | +94% | 66.2 |
| 22 |  $LIVN | LivaNova PLC | $17.3M | 1.8% | -48% | — |
| 23 |  $ANIP | ANI PHARMACEUTICALS INC | $16.8M | 1.7% | -28% | 72.5 |
| 24 |  $BCRX | BIOCRYST PHARMACEUTICALS INC | $16.2M | 1.7% | -5% | 53.2 |
| 25 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $15.3M | 1.6% | +88% | 71.4 |
| 26 |  $INDV | Indivior Pharmaceuticals, Inc. | $14.9M | 1.5% | NEW | 58.5 |
| 27 |  $NVST | Envista Holdings Corp | $14.6M | 1.5% | -22% | 54.9 |
| 28 |  $DRUG | BRIGHT MINDS BIOSCIENCES INC. | $14.4M | 1.5% | +411% | — |
| 29 |  $XERS | Xeris Biopharma Holdings, Inc. | $14.3M | 1.5% | +5% | 56.5 |
| 30 |  $AVTX | Avalo Therapeutics, Inc. | $14.2M | 1.4% | NEW | 11.7 |
| 31 |  $FDMT | 4D Molecular Therapeutics, Inc. | $12.6M | 1.3% | +81% | 34.5 |
| 32 |  $IMNM | Immunome Inc. | $12.6M | 1.3% | +47% | 25.3 |
| 33 |  $STOK | Stoke Therapeutics, Inc. | $11.6M | 1.2% | +6% | 24.9 |
| 34 |  $WAT | WATERS CORP /DE/ | $11.3M | 1.2% | +14% | 60.4 |
| 35 |  $ANRO | Alto Neuroscience, Inc. | $11.3M | 1.2% | NEW | — |
| 36 |  $ORKA | Oruka Therapeutics, Inc. | $10.8M | 1.1% | NEW | — |
| 37 |  $ADPT | Adaptive Biotechnologies Corp | $10.4M | 1.1% | -12% | 41.4 |
| 38 |  $ABSI | Absci Corp | $10.4M | 1.1% | -52% | 7 |
| 39 |  $MLYS | Mineralys Therapeutics, Inc. | $10.3M | 1.1% | +0% | — |
| 40 |  $COGT | Cogent Biosciences, Inc. | $9.8M | 1.0% | +153% | — |
| 41 |  $QURE | uniQure N.V. | $9.6M | 1.0% | +1% | — |
| 42 |  $TARS | Tarsus Pharmaceuticals, Inc. | $9.4M | 1.0% | NEW | 55 |
| 43 |  $AMRX | Amneal Pharmaceuticals, Inc. | $9.4M | 1.0% | +80% | 58.5 |
| 44 |  $IRTC | iRhythm Holdings, Inc. | $8.0M | 0.8% | +68% | 54.8 |
| 45 |  $CYRX | Cryoport, Inc. | $8.0M | 0.8% | NEW | 29 |
| 46 |  $BSX | BOSTON SCIENTIFIC CORP | $7.7M | 0.8% | -60% | 77.5 |
| 47 |  $CLYM | Climb Bio, Inc. | $7.3M | 0.8% | NEW | — |
| 48 |  $AMLX | Amylyx Pharmaceuticals, Inc. | $7.2M | 0.7% | -36% | 8.7 |
| 49 |  $UPB | Upstream Bio, Inc. | $6.5M | 0.7% | +19% | 19.7 |
| 50 |  $RMD | RESMED INC | $6.4M | 0.7% | NEW | 74.3 |
| 51 |  $URGN | UroGen Pharma Ltd. | $6.4M | 0.7% | -37% | — |
| 52 |  $ALGN | ALIGN TECHNOLOGY INC | $6.2M | 0.6% | +74% | 58.9 |
| 53 |  $CARL | CARLSMED, INC. | $6.2M | 0.6% | +15% | 28.6 |
| 54 |  $AVAH | Aveanna Healthcare Holdings, Inc. | $6.1M | 0.6% | NEW | 65.6 |
| 55 |  $CDNA | CareDx, Inc. | $5.8M | 0.6% | -31% | 67.5 |
| 56 |  $SIBN | SI-BONE, Inc. | $5.4M | 0.6% | -12% | 42.7 |
| 57 |  $VIR | Vir Biotechnology, Inc. | $4.8M | 0.5% | -5% | 38.2 |
| 58 |  $ERAS | Erasca, Inc. | $4.7M | 0.5% | -36% | — |
| 59 |  $SI | SHOULDER INNOVATIONS, INC. | $4.6M | 0.5% | NEW | 29.5 |
| 60 |  $WAY | Waystar Holding Corp. | $4.2M | 0.4% | -54% | 65.5 |
| 61 |  $ATEC | Alphatec Holdings, Inc. | $3.9M | 0.4% | -45% | 43.3 |
| 62 |  $ANNX | Annexon, Inc. | $3.7M | 0.4% | -5% | — |
| 63 |  $CSTL | CASTLE BIOSCIENCES INC | $3.5M | 0.3% | +15% | 40.7 |
| 64 |  $MMED | MiniMed Group, Inc. | $3.4M | 0.3% | -29% | 44.2 |
| 65 |  $EIKN | Eikon Therapeutics, Inc. | $3.3M | 0.3% | NEW | — |
| 66 |  $VTRS | Viatris Inc | $3.2M | 0.3% | NEW | 45.4 |
| 67 |  $GRALPUT | GRAIL, Inc. | $3.1M | — | NEW | 31.6 |
| 68 |  $AORT | ARTIVION, INC. | $3.1M | 0.3% | -45% | 48.1 |
| 69 |  $AXSM | Axsome Therapeutics, Inc. | $2.4M | 0.3% | NEW | 40.8 |
| 70 |  $OPRX | OptimizeRx Corp | $2.0M | 0.2% | -52% | 57.4 |
| 71 |  $NSPR | InspireMD, Inc. | $1.7M | 0.2% | +0% | — |
| 72 |  $COAG | Hemab Therapeutics Holdings, Inc. | $1.7M | 0.2% | NEW | — |
| 73 |  $LUNG | Pulmonx Corp | $840,533 | 0.1% | -14% | 23.4 |
| 74 |  $SPRY | ARS Pharmaceuticals, Inc. | $822,627 | 0.1% | NEW | 20.3 |
| 75 |  $FOCL | EDAP TMS SA | $802,030 | 0.1% | +0% | 17.8 |
| 76 |  $OVID | Ovid Therapeutics Inc. | $532,477 | 0.1% | -5% | 26.4 |
| 77 |  $ENTX | Entera Bio Ltd. | $485,860 | 0.1% | -5% | — |
New Positions (18)
$INBX Inhibrx Biosciences, Inc.$24.3M$UNH UNITEDHEALTH GROUP INC$23.2M$INDV Indivior Pharmaceuticals, Inc.$14.9M$AVTX Avalo Therapeutics, Inc.$14.2M$ANRO Alto Neuroscience, Inc.$11.3M$ORKA Oruka Therapeutics, Inc.$10.8M$TARS Tarsus Pharmaceuticals, Inc.$9.4M$CYRX Cryoport, Inc.$8.0M$CLYM Climb Bio, Inc.$7.3M$RMD RESMED INC$6.4M$AVAH Aveanna Healthcare Holdings, Inc.$6.1M$SI SHOULDER INNOVATIONS, INC.$4.6M$EIKN Eikon Therapeutics, Inc.$3.3M$VTRS Viatris Inc$3.2M$GRALPUT GRAIL, Inc.$3.1MExited Positions (31)
$KALV KalVista Pharmaceuticals, Inc.
$QGEN QIAGEN N.V.
$ABBV AbbVie Inc.
$ILMN ILLUMINA, INC.
$EW Edwards Lifesciences Corp
$NBIX NEUROCRINE BIOSCIENCES INC
$KNSA Kiniksa Pharmaceuticals International, plc
$MCK MCKESSON CORP
$NUVL Nuvalent, Inc.
$AXGN Axogen, Inc.
$IDXX IDEXX LABORATORIES INC /DE
$APGE Apogee Therapeutics, Inc.
$COO COOPER COMPANIES, INC.
$TNGX Tango Therapeutics, Inc.
$MRNAPUT Moderna, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Parkman Healthcare Partners LLC including:
Track Parkman Healthcare Partners LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Parkman Healthcare Partners LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Parkman Healthcare Partners LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Parkman Healthcare Partners LLC (SEC CIK: 1777015), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Parkman Healthcare Partners LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.