13F Pro13F Pro

Parkman Healthcare Partners LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1777015
Institutional-grade research for retail investors

Sector Allocation

  • Healthcare99.4%$967.5M
  • Technology0.4%$4.2M
  • Industrials0.2%$2.0M

AUM History

13fpro.ai/research/fund/parkman-healthcare-partners-llc-1777015

Conviction and streaks

Diversifying · top 10 = 33.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

MBX$MBXConviction hold4.5% weight · held 7 quartersCVS$CVSConviction hold4.2% weight · held 7 quartersDXCM$DXCMConviction hold3.7% weight · held 10 quartersPTCT$PTCTConviction hold3.6% weight · held 8 quartersRCUS$RCUSConviction hold2.9% weight · held 10 quartersIQV$IQVAccumulating+253% shares · 3 quarters runningFDMT$FDMTAccumulating+374% shares · 3 quarters runningLLY$LLYAccumulating+250% shares · 2 quarters runningPTCT$PTCTAccumulating+172% shares · 2 quarters runningGPCR$GPCRAccumulating+783% shares · 2 quarters runningSIBN$SIBNTrimming-13% shares · 3 quarters runningLIVN$LIVNTrimming-49% shares · 2 quarters runningBSX$BSXTrimming-64% shares · 2 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/parkman-healthcare-partners-llc-1777015

Parkman Healthcare Partners LLC 13F holdings — Q2 2026

$976.8M portfolio (+0.7% QoQ) · 77 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio

Includes $3.1M of put/call options ($3.1M puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $973.7M. Weights use the stock portfolio.

All holdings — Parkman Healthcare Partners LLC (Q2 2026)

77 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
XENE$XENEXenon Pharmaceuticals Inc.$24.0M-20%
EWTX$EWTXEdgewise Therapeutics, Inc.$23.4M+79%
UNH$UNHUNITEDHEALTH GROUP INC$23.2MNew
SYK$SYKSTRYKER CORP$21.4M-56%
IQV$IQVIQVIA HOLDINGS INC.$20.4M+22%
ZBH$ZBHZIMMER BIOMET HOLDINGS, INC.$20.0M-14%
PODD$PODDINSULET CORP$20.0M-16%
ASMB$ASMBASSEMBLY BIOSCIENCES, INC.$19.8M+75%
SNDX$SNDXSyndax Pharmaceuticals Inc$19.2M-3%
EYPT$EYPTEyePoint, Inc.$18.4M-5%
THC$THCTENET HEALTHCARE CORP$18.2M+94%
LIVN$LIVNLivaNova PLC$17.3M-48%
ANIP$ANIPANI PHARMACEUTICALS INC$16.8M-28%
BCRX$BCRXBIOCRYST PHARMACEUTICALS INC$16.2M-5%
ALNY$ALNYALNYLAM PHARMACEUTICALS, INC.$15.3M+88%

What changed in Q2 2026

Against the previous quarter's 13F: 18 new, 27 added to, 30 trimmed, 31 sold out. Share-count changes; largest moves by dollar size first.

New positions (18)

  • INBX$INBXInhibrx Biosciences, Inc.$24.3M

    first bought this quarter

  • UNH$UNHUNITEDHEALTH GROUP INC$23.2M

    first bought this quarter

  • INDV$INDVIndivior Pharmaceuticals, Inc.$14.9M

    first bought this quarter

  • AVTX$AVTXAvalo Therapeutics, Inc.$14.2M

    first bought this quarter

  • ANRO$ANROAlto Neuroscience, Inc.$11.3M

    first bought this quarter

  • ORKA$ORKAOruka Therapeutics, Inc.$10.8M

    first bought this quarter

+12 more in the Excel export

Added to (27)

  • VRDN$VRDNViridian Therapeutics, Inc.\DE+147%

    now $25.3M · held 8 qtrs

  • GPCR$GPCRStructure Therapeutics Inc.+109%

    now $26.1M · held 3 qtrs, 3 adds in a row

  • DRUG$DRUGBRIGHT MINDS BIOSCIENCES INC.+411%

    now $14.4M · held 2 qtrs, 2 adds in a row

  • EWTX$EWTXEdgewise Therapeutics, Inc.+79%

    now $23.4M · held 10+ qtrs

  • AGIO$AGIOAGIOS PHARMACEUTICALS, INC.+66%

    now $24.8M · held 4 qtrs, 2 adds in a row

  • THC$THCTENET HEALTHCARE CORP+94%

    now $18.2M · held 10+ qtrs

+21 more in the Excel export

Trimmed (30)

  • SYK$SYKSTRYKER CORP-56%

    now $21.4M · held 8 qtrs

  • LIVN$LIVNLivaNova PLC-48%

    now $17.3M · held 10+ qtrs, 2 trims in a row

  • BSX$BSXBOSTON SCIENTIFIC CORP-60%

    now $7.7M · held 10+ qtrs, 2 trims in a row

  • ABSI$ABSIAbsci Corp-52%

    now $10.4M · held 3 qtrs

  • DXCM$DXCMDEXCOM INC-22%

    now $36.0M · held 10+ qtrs

  • RCUS$RCUSArcus Biosciences, Inc.-24%

    now $28.3M · held 10+ qtrs

+24 more in the Excel export

Sold out (31)

  • KALV$KALVKalVista Pharmaceuticals, Inc.was $36.9M

    held 5 qtrs

  • QGEN$QGENQIAGEN N.V.was $20.0M

    held 1 qtr

  • ABBV$ABBVAbbVie Inc.was $16.3M

    held 1 qtr

  • ILMN$ILMNILLUMINA, INC.was $13.6M

    held 1 qtr

  • EW$EWEdwards Lifesciences Corpwas $13.4M

    held 6 qtrs

  • NBIX$NBIXNEUROCRINE BIOSCIENCES INCwas $13.1M

+25 more in the Excel export

Firm AUM (Form ADV): $1.7B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Parkman Healthcare Partners LLC has filed, 26 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Parkman Healthcare Partners?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Parkman Healthcare Partners's top 20 holdings: 49/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-13.2%

Value-weighted move of the 10 largest stock positions

Turnover

28%

Last quarter; 102% over the last 4

Top 10 weight

34%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

62%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

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 (99.4% of disclosed assets). All figures are sourced directly from Parkman Healthcare Partners LLC’s Form 13F-HR filing with the SEC under CIK 1777015.

Funds like this

managers whose biggest positions overlap Parkman Healthcare Partners's
ORBIMED ADVISORS LLC$5.40B 13F book · 7 shared top holdingsMBXEWTXGPCRMLYSParadigm Biocapital Advisors LP$5.34B 13F book · 7 shared top holdingsMBXEWTXVRDNALNYDeep Track Capital, LP$6.87B 13F book · 7 shared top holdingsGPCRALNYMBXORKADEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)$9.59B 13F book · 9 shared top holdingsBCRXXENEMLYSCOGTSoleus Capital Management, L.P.$2.90B 13F book · 8 shared top holdingsPODDANIPINDVRCUSDefilade Capital Management, L.P.$746.95M 13F book · 7 shared top holdingsPTCTAGIOZBHPODD

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock

to search all 8,700+ institutional filers.

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 an AI quality ranking built from its SEC filings (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.