Parkman Healthcare Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Parkman Healthcare Partners LLC reported 76 stock positions worth $973.7 million. Its top holding was MBX Biosciences (MBX) at 4.5% of the portfolio, followed by Eli Lilly (LLY, 4.3%) and CVS Health (CVS, 4.2%). Compared with Q1 2026, it opened 17 new positions, sold out of 30, added to 27 and reduced 30. The biggest buy was a new position in Inhibrx Biosciences (INBX) and the biggest sale an exit from Kalvista Pharmaceuticals (KALV).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001777015
- Portfolio Value
- $973.7M (Q2 2026)
- SEC Filing
- 0001420506-26-001734 ↗ filed Aug 14, 2026
Holdings Value
Holdings 76 stocks · $973.7M
| MBX MBX Biosciences Inc. | 4.54% | 800,173 | $44.2M | Add +0.0% |
| LLY Eli Lilly & Co. | 4.31% | 35,000 | $42.0M | Add +1.1% |
| CVS CVS Health Corp. | 4.16% | 391,791 | $40.5M | Add +1.2% |
| DXCM Dexcom Inc. | 3.70% | 534,767 | $36.0M | Reduce -22.5% |
| PTCT PTC Therapeutics Inc. | 3.65% | 435,691 | $35.5M | Add +1.0% |
| RCUS Arcus Biosciences Inc. | 2.91% | 919,266 | $28.3M | Reduce -23.9% |
| GPCR Structure Therapeutics Inc. | 2.68% | 485,661 | $26.1M | Add +109.3% |
| VRDN Viridian Therapeutics Inc. | 2.60% | 1,377,576 | $25.3M | Add +146.9% |
| AGIO Agios Pharmaceuticals Inc. | 2.55% | 669,046 | $24.8M | Add +65.8% |
| INBX Inhibrx Biosciences Inc. | 2.50% | 256,950 | $24.3M | New |
| XENE Xenon Pharmaceuticals Inc. | 2.46% | 397,379 | $24.0M | Reduce -20.1% |
| EWTX Edgewise Therapeutics Inc. | 2.41% | 577,036 | $23.4M | Add +78.7% |
| UNH Unitedhealth Group Inc. | 2.39% | 55,921 | $23.2M | New |
| SYK Stryker Corp. | 2.20% | 67,973 | $21.4M | Reduce -56.1% |
| IQV Iqvia Holdings Inc. | 2.10% | 105,811 | $20.4M | Add +22.0% |
| ZBH Zimmer Biomet Holdings Inc. | 2.06% | 232,557 | $20.0M | Reduce -13.7% |
| PODD Insulet Corp. | 2.05% | 131,378 | $20.0M | Reduce -16.1% |
| ASMB Assembly Biosciences Inc. | 2.04% | 721,181 | $19.8M | Add +75.4% |
| SNDX Syndax Pharmaceuticals Inc. | 1.97% | 877,256 | $19.2M | Reduce -2.7% |
| EYPT Eyepoint Inc. | 1.89% | 1,288,163 | $18.4M | Reduce -4.9% |
| THC Tenet Healthcare Corp. | 1.87% | 97,280 | $18.2M | Add +94.1% |
| LIVN Livanova PLC | 1.78% | 210,529 | $17.3M | Reduce -47.9% |
| ANIP Ani Pharmaceuticals Inc. | 1.73% | 202,907 | $16.8M | Reduce -27.7% |
| BCRX Biocryst Pharmaceuticals Inc. | 1.67% | 1,624,279 | $16.2M | Reduce -4.9% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.57% | 50,672 | $15.3M | Add +88.3% |
| INDV Indivior Pharmaceuticals Inc. | 1.53% | 364,269 | $14.9M | New |
| NVST Envista Holdings Corp. | 1.50% | 553,916 | $14.6M | Reduce -22.2% |
| DRUG Bright Minds Biosciences Inc. | 1.48% | 205,053 | $14.4M | Add +411.4% |
| XERS Xeris Biopharma Holdings Inc. | 1.47% | 1,807,621 | $14.3M | Add +5.0% |
| AVTX Avalo Therapeutics Inc. | 1.45% | 766,290 | $14.2M | New |
| FDMT 4D Molecular Therapeutics Inc. | 1.30% | 948,184 | $12.6M | Add +81.4% |
| IMNM Immunome Inc. | 1.29% | 594,202 | $12.6M | Add +47.3% |
| STOK Stoke Therapeutics Inc. | 1.19% | 355,443 | $11.6M | Add +5.6% |
| WAT Waters Corp. | 1.16% | 30,206 | $11.3M | Add +14.2% |
| ANRO Alto Neuroscience Inc. | 1.16% | 429,035 | $11.3M | New |
| ORKA Oruka Therapeutics Inc. | 1.11% | 113,188 | $10.8M | New |
| ADPT Adaptive Biotechnologies | 1.07% | 486,984 | $10.4M | Reduce -11.8% |
| ABSI Absci Corp. | 1.06% | 894,374 | $10.4M | Reduce -52.0% |
| MLYS Mineralys Therapeutics Inc. | 1.05% | 380,354 | $10.3M | Add +0.1% |
| COGT Cogent Biosciences Inc. | 1.01% | 253,365 | $9.8M | Add +153.1% |
| QURE Uniqure NV | 0.98% | 208,170 | $9.6M | Add +0.6% |
| TARS Tarsus Pharmaceuticals Inc. | 0.97% | 150,000 | $9.4M | New |
| AMRX Amneal Pharmaceuticals Inc. | 0.96% | 541,190 | $9.4M | Add +80.0% |
| IRTC Irhythm Holdings Inc. | 0.82% | 67,267 | $8.0M | Add +67.6% |
| CYRX Cryoport Inc. | 0.82% | 508,324 | $8.0M | New |
| BSX Boston Scientific Corp. | 0.79% | 180,481 | $7.7M | Reduce -59.8% |
| CLYM Climb Bio Inc. | 0.75% | 563,484 | $7.3M | New |
| AMLX Amylyx Pharmaceuticals Inc. | 0.74% | 398,782 | $7.2M | Reduce -35.8% |
| UPB Upstream Bio Inc. | 0.66% | 935,247 | $6.5M | Add +18.9% |
| RMD Resmed Inc. | 0.66% | 32,983 | $6.4M | New |
| URGN Urogen Pharma Ltd. | 0.66% | 174,064 | $6.4M | Reduce -36.7% |
| ALGN Align Technology Inc. | 0.64% | 36,963 | $6.2M | Add +74.1% |
| CARL Carlsmed Inc. | 0.64% | 597,318 | $6.2M | Add +14.6% |
| AVAH Aveanna Healthcare Holdings | 0.63% | 714,451 | $6.1M | New |
| CDNA Caredx Inc. | 0.59% | 202,417 | $5.8M | Reduce -30.5% |
| SIBN Si-Bone Inc. | 0.55% | 328,686 | $5.4M | Reduce -12.0% |
| VIR Vir Biotechnology Inc. | 0.50% | 475,279 | $4.8M | Reduce -4.9% |
| ERAS Erasca Inc. | 0.49% | 258,684 | $4.7M | Reduce -36.4% |
| SI Shoulder Innovations Inc. | 0.47% | 226,212 | $4.6M | New |
| WAY Waystar Holding Corp. | 0.43% | 203,986 | $4.2M | Reduce -54.0% |
| ATEC Alphatec Holdings Inc. | 0.40% | 449,943 | $3.9M | Reduce -45.4% |
| ANNX Annexon Inc. | 0.38% | 641,029 | $3.7M | Reduce -4.9% |
| CSTL Castle Biosciences Inc. | 0.35% | 144,791 | $3.5M | Add +14.8% |
| MMED Minimed Group Inc. | 0.35% | 226,446 | $3.4M | Reduce -28.6% |
| EIKN Eikon Therapeutics Inc. | 0.34% | 256,053 | $3.3M | New |
| VTRS Viatris Inc. | 0.33% | 200,000 | $3.2M | New |
| AORT Artivion Inc. | 0.32% | 138,940 | $3.1M | Reduce -44.9% |
| AXSM Axsome Therapeutics Inc. | 0.25% | 10,000 | $2.4M | New |
| OPRX Optimizerx Corp. | 0.21% | 350,347 | $2.0M | Reduce -52.0% |
| NSPR Inspiremd Inc. | 0.17% | 2,416,518 | $1.7M | No change |
| COAG Hemab Therapeutics Holdings | 0.17% | 45,000 | $1.7M | New |
| LUNG Pulmonx Corp. | 0.09% | 646,564 | $841K | Reduce -14.4% |
| SPRY Ars Pharmaceuticals Inc. | 0.08% | 102,700 | $823K | New |
| FOCL Edap TMS SA -ADR | 0.08% | 154,832 | $802K | No change |
| OVID Ovid Therapeutics Inc. | 0.05% | 197,947 | $532K | Reduce -4.9% |
| ENTX Entera Bio Ltd. | 0.05% | 274,497 | $486K | Reduce -4.9% |
Options reported separately and not counted above: GRAIL INC puts ($3.1M).
Portfolio Sells Q1 2026 → Q2 2026
| KALV Kalvista Pharmaceuticals Inc. | Sold out | 0.00% | −3.83 |
| SYK Stryker Corp. | Reduce -56.1% | 2.20% | −3.07 |
| BSX Boston Scientific Corp. | Reduce -59.8% | 0.79% | −2.13 |
| QGEN Qiagen N.V. | Sold out | 0.00% | −2.08 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −1.69 |
| ILMN Illumina Inc. | Sold out | 0.00% | −1.41 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −1.39 |
| NBIX Neurocrine Biosciences Inc. | Sold out | 0.00% | −1.35 |
| PODD Insulet Corp. | Reduce -16.1% | 2.05% | −1.35 |
| KNSA Kiniksa Pharmaceuticals Inte | Sold out | 0.00% | −1.29 |
| MCK McKesson Corp. | Sold out | 0.00% | −1.14 |
| NUVL Nuvalent Inc. Class A | Sold out | 0.00% | −0.94 |
| AXGN Axogen Inc. | Sold out | 0.00% | −0.92 |
| LIVN Livanova PLC | Reduce -47.9% | 1.78% | −0.88 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.87 |
| DXCM Dexcom Inc. | Reduce -22.5% | 3.70% | −0.79 |
| APGE Apogee Therapeutics Inc. | Sold out | 0.00% | −0.68 |
| WAY Waystar Holding Corp. | Reduce -54.0% | 0.43% | −0.68 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.67 |
| AORT Artivion Inc. | Reduce -44.9% | 0.32% | −0.64 |
| TNGX Tango Therapeutics Inc. | Sold out | 0.00% | −0.58 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -20.1% | 2.46% | −0.53 |
| ATEC Alphatec Holdings Inc. | Reduce -45.4% | 0.40% | −0.53 |
| ANIP Ani Pharmaceuticals Inc. | Reduce -27.7% | 1.73% | −0.51 |
| RARE Ultragenyx Pharmaceutical Inc. | Sold out | 0.00% | −0.51 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -13.7% | 2.06% | −0.47 |
| SUPN Supernus Pharmaceuticals Inc. | Sold out | 0.00% | −0.46 |
| CAI Caris Life Sciences Inc. | Sold out | 0.00% | −0.43 |
| CVRX CVRX Inc. | Sold out | 0.00% | −0.42 |
| NVST Envista Holdings Corp. | Reduce -22.2% | 1.50% | −0.37 |
| WGS Genedx Holdings Corp. | Sold out | 0.00% | −0.34 |
| VCYT Veracyte Inc. | Sold out | 0.00% | −0.34 |
| CMPS Compass Pathways PLC | Sold out | 0.00% | −0.32 |
| OPRX Optimizerx Corp. | Reduce -52.0% | 0.21% | −0.27 |
| SLDB Solid Biosciences Inc. | Sold out | 0.00% | −0.23 |
| BFLY Butterfly Network Inc. | Sold out | 0.00% | −0.23 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -2.7% | 1.97% | −0.21 |
| ERAS Erasca Inc. | Reduce -36.4% | 0.49% | −0.20 |
| QDEL Quidelortho Corp. | Sold out | 0.00% | −0.17 |
| AMLX Amylyx Pharmaceuticals Inc. | Reduce -35.8% | 0.74% | −0.16 |
| RXST Rxsight Inc. | Sold out | 0.00% | −0.16 |
| MMED Minimed Group Inc. | Reduce -28.6% | 0.35% | −0.14 |
| QTRX Quanterix Corp. | Sold out | 0.00% | −0.12 |
| PLSE Pulse Biosciences Inc. | Sold out | 0.00% | −0.11 |
| MAZE Maze Therapeutics Inc. | Sold out | 0.00% | −0.10 |
| ADMA Adma Biologics Inc. | Sold out | 0.00% | −0.08 |
| ARAY Accuray Inc. | Sold out | 0.00% | −0.04 |
| BCRX Biocryst Pharmaceuticals Inc. | Reduce -4.9% | 1.67% | −0.02 |
| LUNG Pulmonx Corp. | Reduce -14.4% | 0.09% | −0.01 |
| ANNX Annexon Inc. | Reduce -4.9% | 0.38% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| INBX Inhibrx Biosciences Inc. | New | 2.50% | +2.50 |
| UNH Unitedhealth Group Inc. | New | 2.39% | +2.39 |
| MBX MBX Biosciences Inc. | Add +0.0% | 4.54% | +2.06 |
| INDV Indivior Pharmaceuticals Inc. | New | 1.53% | +1.53 |
| GPCR Structure Therapeutics Inc. | Add +109.3% | 2.68% | +1.52 |
| VRDN Viridian Therapeutics Inc. | Add +146.9% | 2.60% | +1.47 |
| AVTX Avalo Therapeutics Inc. | New | 1.45% | +1.45 |
| EWTX Edgewise Therapeutics Inc. | Add +78.7% | 2.41% | +1.35 |
| CVS CVS Health Corp. | Add +1.2% | 4.16% | +1.28 |
| DRUG Bright Minds Biosciences Inc. | Add +411.4% | 1.48% | +1.18 |
| ANRO Alto Neuroscience Inc. | New | 1.16% | +1.16 |
| AGIO Agios Pharmaceuticals Inc. | Add +65.8% | 2.55% | +1.13 |
| ORKA Oruka Therapeutics Inc. | New | 1.11% | +1.11 |
| LLY Eli Lilly & Co. | Add +1.1% | 4.31% | +1.01 |
| TARS Tarsus Pharmaceuticals Inc. | New | 0.97% | +0.97 |
| THC Tenet Healthcare Corp. | Add +94.1% | 1.87% | +0.89 |
| ASMB Assembly Biosciences Inc. | Add +75.4% | 2.04% | +0.85 |
| CYRX Cryoport Inc. | New | 0.82% | +0.82 |
| FDMT 4D Molecular Therapeutics Inc. | Add +81.4% | 1.30% | +0.79 |
| CLYM Climb Bio Inc. | New | 0.75% | +0.75 |
| RMD Resmed Inc. | New | 0.66% | +0.66 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +88.3% | 1.57% | +0.64 |
| QURE Uniqure NV | Add +0.6% | 0.98% | +0.63 |
| AVAH Aveanna Healthcare Holdings | New | 0.63% | +0.63 |
| COGT Cogent Biosciences Inc. | Add +153.1% | 1.01% | +0.61 |
| PTCT PTC Therapeutics Inc. | Add +1.0% | 3.65% | +0.60 |
| AMRX Amneal Pharmaceuticals Inc. | Add +80.0% | 0.96% | +0.57 |
| IQV Iqvia Holdings Inc. | Add +22.0% | 2.10% | +0.57 |
| SI Shoulder Innovations Inc. | New | 0.47% | +0.47 |
| XERS Xeris Biopharma Holdings Inc. | Add +5.0% | 1.47% | +0.44 |
| IMNM Immunome Inc. | Add +47.3% | 1.29% | +0.38 |
| WAT Waters Corp. | Add +14.2% | 1.16% | +0.35 |
| EIKN Eikon Therapeutics Inc. | New | 0.34% | +0.34 |
| IRTC Irhythm Holdings Inc. | Add +67.6% | 0.82% | +0.33 |
| VTRS Viatris Inc. | New | 0.33% | +0.33 |
| ALGN Align Technology Inc. | Add +74.1% | 0.64% | +0.26 |
| AXSM Axsome Therapeutics Inc. | New | 0.25% | +0.25 |
| COAG Hemab Therapeutics Holdings | New | 0.17% | +0.17 |
| CARL Carlsmed Inc. | Add +14.6% | 0.64% | +0.15 |
| SPRY Ars Pharmaceuticals Inc. | New | 0.08% | +0.08 |
| STOK Stoke Therapeutics Inc. | Add +5.6% | 1.19% | +0.06 |
| CSTL Castle Biosciences Inc. | Add +14.8% | 0.35% | +0.03 |
| MLYS Mineralys Therapeutics Inc. | Add +0.1% | 1.05% | −0.01 |
| UPB Upstream Bio Inc. | Add +18.9% | 0.66% | −0.07 |
Options Activity Q1 2026 → Q2 2026
| MODERNA INC | put | Sold out | 100,000 | $5.1Mbefore exit |
| GRAIL INC | put | New | 46,000 | $3.1M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 76 | $973.7M | MBX, LLY, CVS, DXCM, PTCT |
| Q1 2026 | 89 | $964.6M | SYK, DXCM, KALV, PODD, LLY |
| Q4 2025 | 100 | $1.1B | BSX, PODD, DXCM, SYK, CVS |
| Q3 2025 | 90 | $910.7M | BSX, ALNY, PODD, CVS, KNSA |
| Q2 2025 | 87 | $864.4M | CVS, PODD, BSX, ALNY, THC |
| Q1 2025 | 91 | $843.1M | PODD, CVS, LLY, SYK, THC |
| Q4 2024 | 89 | $750.9M | GILD, VRNA, PODD, BSX, SYK |
| Q3 2024 | 93 | $783.4M | BSX, PODD, LLY, COO, KROS |
| Q2 2024 | 89 | $734.2M | BSX, PODD, UTHR, LLY, COO |
| Q1 2024 | 99 | $815.0M | THC, UTHR, BSX, COO, SDGR |