Parkman Healthcare Partners LLC
13F Reported Value
ⓘ$969.6M
incl. option notional
Equity Holdings
ⓘ$964.6M
Option Notional
ⓘ$5.1M
$5.1M puts / $0 calls
Holdings
90
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Parkman Healthcare Partners LLC disclosed 90 positions worth $969.6M in its Form 13F-HR for Q1 2026 — $964.6M in common stock plus $5.1M of put/call option positions (reported at underlying notional value, not premium at risk), led by $SYK (STRYKER CORP) at 5.3% of the equity portfolio, followed by $DXCM and $KALV. During the quarter the fund opened 17 new positions and exited 27 — including a new stake in $LLY and a full exit from $MASI. The portfolio is most concentrated in Healthcare (93.1% 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
ConcentratingSector 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 — Q1 2026
Click any card to unlockTop Holdings
- 69.8#347
Quality
$50.9M154,771 sh - 77.9#74
Quality
$43.3M689,822 sh - 25.9#2,530
Quality
$36.9M1,835,506 sh - 70.4
Quality
$32.9M156,561 sh - 89.3
Quality
$31.8M34,616 sh - 80.0
Quality
$29.4M431,364 sh - 12.9
Quality
$28.9M497,035 sh - 79.9
Quality
$28.2M448,768 sh - 51.3
Quality
$27.8M387,306 sh - 12.0
Quality
$26.1M1,207,274 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 STRYKER CORP$SYK | 69.8#347 | $50.9M | 154,771 |
 DEXCOM INC$DXCM | 77.9#74 | $43.3M | 689,822 |
 KalVista Pharmaceuticals, Inc.$KALV | 25.9#2,530 | $36.9M | 1,835,506 |
 INSULET CORP$PODD | 70.4 | $32.9M | 156,561 |
 ELI LILLY & Co$LLY | 89.3 | $31.8M | 34,616 |
 PTC THERAPEUTICS, INC.$PTCT | 80.0 | $29.4M | 431,364 |
 Xenon Pharmaceuticals Inc.$XENE | 12.9 | $28.9M | 497,035 |
 BOSTON SCIENTIFIC CORP$BSX | 79.9 | $28.2M | 448,768 |
 CVS HEALTH Corp$CVS | 51.3 | $27.8M | 387,306 |
 Arcus Biosciences, Inc.$RCUS | 12.0 | $26.1M | 1,207,274 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Parkman Healthcare Partners LLC's 90 positions.
Showing top 10 of 90 holdings.
Sector Allocation
Healthcare
$898.2M
Technology
$50.8M
Consumer Staples
$11.0M
Industrials
$4.6M
Full Holdings — Parkman Healthcare Partners LLC (Q1 2026)
All 90 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 | $SYK | STRYKER CORP | $50.9M | 5.3% | +47% | 69.8 |
| 2 | $DXCM | DEXCOM INC | $43.3M | 4.5% | +17% | 77.9 |
| 3 | $KALV | KalVista Pharmaceuticals, Inc. | $36.9M | 3.8% | +4% | 25.9 |
| 4 | $PODD | INSULET CORP | $32.9M | 3.4% | +11% | 70.4 |
| 5 | $LLY | ELI LILLY & Co | $31.8M | 3.3% | NEW | 89.3 |
| 6 | $PTCT | PTC THERAPEUTICS, INC. | $29.4M | 3.0% | +169% | 80 |
| 7 | $XENE | Xenon Pharmaceuticals Inc. | $28.9M | 3.0% | +222% | 12.9 |
| 8 | $BSX | BOSTON SCIENTIFIC CORP | $28.2M | 2.9% | -10% | 79.9 |
| 9 | $CVS | CVS HEALTH Corp | $27.8M | 2.9% | -14% | 51.3 |
| 10 | $RCUS | Arcus Biosciences, Inc. | $26.1M | 2.7% | +25% | 12 |
| 11 |  $LIVN | LivaNova PLC | $25.7M | 2.7% | -2% | — |
| 12 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $24.4M | 2.5% | +78% | 64.9 |
| 13 |  $MBX | MBX Biosciences, Inc. | $23.9M | 2.5% | -10% | — |
| 14 |  $ANIP | ANI PHARMACEUTICALS INC | $21.6M | 2.2% | +94% | 68.6 |
| 15 |  $SNDX | Syndax Pharmaceuticals Inc | $21.1M | 2.2% | +57% | 30 |
| 16 |  $QGEN | QIAGEN N.V. | $20.0M | 2.1% | +1% | — |
| 17 |  $NVST | Envista Holdings Corp | $18.1M | 1.9% | NEW | 49.8 |
| 18 |  $EYPT | EyePoint, Inc. | $17.5M | 1.8% | +25% | 10.3 |
| 19 |  $ABBV | AbbVie Inc. | $16.3M | 1.7% | NEW | 59.3 |
| 20 |  $BCRX | BIOCRYST PHARMACEUTICALS INC | $16.3M | 1.7% | +90% | 37.2 |
| 21 |  $IQV | IQVIA HOLDINGS INC. | $14.8M | 1.5% | +146% | 59.7 |
| 22 |  $AGIO | AGIOS PHARMACEUTICALS, INC. | $13.7M | 1.4% | +305% | 26.3 |
| 23 |  $ILMN | ILLUMINA, INC. | $13.6M | 1.4% | NEW | 62.5 |
| 24 |  $EW | Edwards Lifesciences Corp | $13.4M | 1.4% | +11% | 67.6 |
| 25 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $13.1M | 1.4% | -14% | 75.4 |
| 26 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $12.5M | 1.3% | -61% | — |
| 27 |  $ASMB | ASSEMBLY BIOSCIENCES, INC. | $11.4M | 1.2% | +65% | 26.6 |
| 28 |  $GPCR | Structure Therapeutics Inc. | $11.2M | 1.2% | +322% | — |
| 29 |  $MCK | MCKESSON CORP | $11.0M | 1.1% | -65% | 63.7 |
| 30 |  $STOK | Stoke Therapeutics, Inc. | $11.0M | 1.1% | -22% | 53.4 |
| 31 |  $VRDN | Viridian Therapeutics, Inc.\DE | $10.9M | 1.1% | -29% | 30.5 |
| 32 |  $WAY | Waystar Holding Corp. | $10.7M | 1.1% | +20% | 71.4 |
| 33 |  $MLYS | Mineralys Therapeutics, Inc. | $10.3M | 1.1% | -7% | — |
| 34 |  $EWTX | Edgewise Therapeutics, Inc. | $10.2M | 1.1% | -25% | — |
| 35 |  $XERS | Xeris Biopharma Holdings, Inc. | $10.0M | 1.0% | +2% | 45.5 |
| 36 |  $THC | TENET HEALTHCARE CORP | $9.5M | 1.0% | -17% | 66.6 |
| 37 |  $AORT | ARTIVION, INC. | $9.2M | 1.0% | +15% | 48.8 |
| 38 |  $NUVL | Nuvalent, Inc. | $9.0M | 0.9% | -26% | — |
| 39 |  $ATEC | Alphatec Holdings, Inc. | $9.0M | 0.9% | +197% | 37.7 |
| 40 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $8.9M | 0.9% | -44% | 60.9 |
| 41 |  $AXGN | Axogen, Inc. | $8.9M | 0.9% | +7% | 38 |
| 42 |  $IMNM | Immunome Inc. | $8.8M | 0.9% | +45% | 5.8 |
| 43 |  $AMLX | Amylyx Pharmaceuticals, Inc. | $8.6M | 0.9% | +63% | — |
| 44 |  $IDXX | IDEXX LABORATORIES INC /DE | $8.4M | 0.9% | NEW | 73.6 |
| 45 |  $WAT | WATERS CORP /DE/ | $7.9M | 0.8% | -37% | 69.9 |
| 46 |  $ADPT | Adaptive Biotechnologies Corp | $7.7M | 0.8% | +37% | 35.2 |
| 47 |  $UPB | Upstream Bio, Inc. | $7.1M | 0.7% | -6% | 22.6 |
| 48 |  $ERAS | Erasca, Inc. | $6.6M | 0.7% | NEW | — |
| 49 |  $APGE | Apogee Therapeutics, Inc. | $6.5M | 0.7% | -40% | — |
| 50 |  $COO | COOPER COMPANIES, INC. | $6.4M | 0.7% | -28% | 55.8 |
| 51 |  $ABSI | Absci Corp | $5.6M | 0.6% | +28% | 4.4 |
| 52 |  $TNGX | Tango Therapeutics, Inc. | $5.6M | 0.6% | NEW | 26.9 |
| 53 |  $MRNAPUT | Moderna, Inc. | $5.1M | — | NEW | 15.9 |
| 54 |  $CDNA | CareDx, Inc. | $5.1M | 0.5% | +6% | 44.8 |
| 55 |  $URGN | UroGen Pharma Ltd. | $4.9M | 0.5% | +63% | — |
| 56 |  $RARE | Ultragenyx Pharmaceutical Inc. | $4.9M | 0.5% | +279% | 31 |
| 57 |  $FDMT | 4D Molecular Therapeutics, Inc. | $4.9M | 0.5% | +4% | 23.2 |
| 58 |  $IRTC | iRhythm Holdings, Inc. | $4.7M | 0.5% | NEW | 41.1 |
| 59 |  $MMED | MiniMed Group, Inc. | $4.7M | 0.5% | NEW | — |
| 60 |  $SIBN | SI-BONE, Inc. | $4.7M | 0.5% | -0% | 37.7 |
| 61 |  $CARL | CARLSMED, INC. | $4.7M | 0.5% | NEW | 45.1 |
| 62 |  $OPRX | OptimizeRx Corp | $4.6M | 0.5% | +35% | 51.3 |
| 63 |  $VIR | Vir Biotechnology, Inc. | $4.5M | 0.5% | NEW | 5.6 |
| 64 |  $SUPN | SUPERNUS PHARMACEUTICALS, INC. | $4.4M | 0.5% | NEW | 45.3 |
| 65 |  $CAI | Caris Life Sciences, Inc. | $4.1M | 0.4% | +84% | 32 |
| 66 |  $CVRX | CVRx, Inc. | $4.1M | 0.4% | +4% | 24.3 |
| 67 |  $NSPR | InspireMD, Inc. | $3.9M | 0.4% | +0% | — |
| 68 |  $COGT | Cogent Biosciences, Inc. | $3.9M | 0.4% | NEW | — |
| 69 |  $AMRX | Amneal Pharmaceuticals, Inc. | $3.7M | 0.4% | NEW | 58.9 |
| 70 |  $ANNX | Annexon, Inc. | $3.7M | 0.4% | +12% | — |
| 71 |  $ALGN | ALIGN TECHNOLOGY INC | $3.6M | 0.4% | -16% | 58.2 |
| 72 |  $QURE | uniQure N.V. | $3.4M | 0.3% | -20% | — |
| 73 |  $WGS | GeneDx Holdings Corp. | $3.3M | 0.3% | +29% | 38.6 |
| 74 |  $VCYT | VERACYTE, INC. | $3.3M | 0.3% | +1% | 59.5 |
| 75 |  $CSTL | CASTLE BIOSCIENCES INC | $3.1M | 0.3% | -16% | 37.7 |
| 76 |  $CMPS | COMPASS Pathways plc | $3.1M | 0.3% | +457% | — |
| 77 |  $DRUG | BRIGHT MINDS BIOSCIENCES INC. | $2.9M | 0.3% | NEW | — |
| 78 |  $SLDB | Solid Biosciences Inc. | $2.2M | 0.2% | -26% | — |
| 79 |  $BFLY | Butterfly Network, Inc. | $2.2M | 0.2% | +440% | 29.5 |
| 80 |  $QDEL | QuidelOrtho Corp | $1.7M | 0.2% | -45% | 26.4 |
| 81 |  $RXST | RxSight, Inc. | $1.5M | 0.2% | -29% | 32 |
| 82 |  $QTRX | Quanterix Corp | $1.2M | 0.1% | +4% | 22.2 |
| 83 |  $PLSE | PULSE BIOSCIENCES, INC. | $1.1M | 0.1% | NEW | — |
| 84 |  $LUNG | Pulmonx Corp | $974,770 | 0.1% | +4% | 23.9 |
| 85 |  $MAZE | Maze Therapeutics, Inc. | $950,543 | 0.1% | -85% | 19.7 |
| 86 |  $ADMA | ADMA BIOLOGICS, INC. | $742,811 | 0.1% | -59% | 76 |
| 87 |  $FOCL | EDAP TMS SA | $575,975 | 0.1% | +0% | — |
| 88 |  $OVID | Ovid Therapeutics Inc. | $462,215 | 0.1% | +4% | 13.1 |
| 89 |  $ARAY | ACCURAY INC | $343,305 | 0.0% | +4% | 22.7 |
| 90 |  $ENTX | Entera Bio Ltd. | $320,424 | 0.0% | +5% | — |
New Positions (17)
$LLY ELI LILLY & Co$31.8M$NVST Envista Holdings Corp$18.1M$ABBV AbbVie Inc.$16.3M$ILMN ILLUMINA, INC.$13.6M$IDXX IDEXX LABORATORIES INC /DE$8.4M$ERAS Erasca, Inc.$6.6M$TNGX Tango Therapeutics, Inc.$5.6M$MRNAPUT Moderna, Inc.$5.1M$IRTC iRhythm Holdings, Inc.$4.7M$MMED MiniMed Group, Inc.$4.7M$CARL CARLSMED, INC.$4.7M$VIR Vir Biotechnology, Inc.$4.5M$SUPN SUPERNUS PHARMACEUTICALS, INC.$4.4M$COGT Cogent Biosciences, Inc.$3.9M$AMRX Amneal Pharmaceuticals, Inc.$3.7MExited Positions (27)
$MASI MASIMO CORP
$TERN Terns Pharmaceuticals, Inc.
$FOLD AMICUS THERAPEUTICS, INC.
$MTD METTLER TOLEDO INTERNATIONAL INC/
$A AGILENT TECHNOLOGIES, INC.
$DHR DANAHER CORP /DE/
$UNH UNITEDHEALTH GROUP INC
$ACLX Arcellx, Inc.
$DOCS Doximity, Inc.
$BIIB BIOGEN INC.
$DAWN Day One Biopharmaceuticals, Inc.
$TMDX TransMedics Group, Inc.
$SDGR Schrodinger, Inc.
$VERA Vera Therapeutics, Inc.
$PGEN PRECIGEN, INC.Browse Top Institutional Investors
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