Parkman Healthcare Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Parkman Healthcare Partners LLC reported 99 stock positions worth $815.0 million. Its top holding was Tenet Healthcare (THC) at 3.7% of the portfolio, followed by United Therapeutics (UTHR, 3.6%) and Boston Scientific (BSX, 3.6%). Compared with Q4 2023, it opened 28 new positions, sold out of 17, added to 36 and reduced 33. The biggest buy was a new position in Eli Lilly (LLY) and the biggest sale an exit from Amgen (AMGN).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001777015
- Portfolio Value
- $815.0M (Q1 2024)
- SEC Filing
- 0001420506-24-000960 ↗ filed May 15, 2024
Holdings Value
Holdings 99 stocks · $815.0M
| THC Tenet Healthcare Corp. | 3.66% | 283,853 | $29.8M | Reduce -20.4% |
| UTHR United Therapeutics Corp. | 3.61% | 128,199 | $29.4M | Reduce -20.6% |
| BSX Boston Scientific Corp. | 3.58% | 425,473 | $29.1M | Reduce -34.8% |
| COO The Cooper Cos Inc. | 3.55% | 285,399 | $29.0M | Reduce -5.1% |
| SDGR Schrodinger Inc. | 3.31% | 1,000,014 | $27.0M | Add +146.8% |
| LLY Eli Lilly & Co. | 3.07% | 32,117 | $25.0M | New |
| DXCM Dexcom Inc. | 2.92% | 171,665 | $23.8M | Reduce -23.9% |
| COR Cencora Inc. | 2.92% | 97,905 | $23.8M | Reduce -4.8% |
| RXST Rxsight Inc. | 2.61% | 412,432 | $21.3M | Reduce -19.6% |
| SNDX Syndax Pharmaceuticals Inc. | 2.29% | 784,811 | $18.7M | Add +6.3% |
| NBIX Neurocrine Biosciences Inc. | 2.23% | 131,951 | $18.2M | Reduce -5.8% |
| INSP Inspire Medical Systems Inc. | 2.14% | 81,183 | $17.4M | Reduce -21.8% |
| FTRE Fortrea Holdings Inc. | 2.11% | 427,804 | $17.2M | New |
| PODD Insulet Corp. | 1.91% | 90,949 | $15.6M | Add +2.6% |
| SILK Silk Road Medical Inc. filed as SILK RD MED INC | 1.91% | 848,897 | $15.6M | Add +55.7% |
| LBPH Longboard Pharmaceuticals Inc. | 1.84% | 693,144 | $15.0M | Add +61.2% |
| ABT Abbott Laboratories | 1.70% | 121,689 | $13.8M | Reduce -22.4% |
| QGEN Qiagen NV | 1.66% | 313,954 | $13.5M | Add +29.5% |
| BCYC Bicycle Therapeutics PLC-ADR | 1.60% | 524,253 | $13.1M | Add +67.5% |
| KNSA Kiniksa Pharmaceuticals Ltd. | 1.56% | 646,163 | $12.7M | Add +5.0% |
| APLT Applied Therapeutics Inc. | 1.55% | 1,854,763 | $12.6M | Add +82.0% |
| OSCR Oscar Health Inc. Class A | 1.52% | 831,283 | $12.4M | New |
| EWTX Edgewise Therapeutics Inc. | 1.46% | 653,653 | $11.9M | Add +0.3% |
| KROS Keros Therapeutics Inc. | 1.45% | 178,335 | $11.8M | Reduce -50.5% |
| HCA HCA Healthcare Inc. | 1.44% | 35,283 | $11.8M | New |
| DCPH Deciphera Pharmaceuticals Inc. | 1.41% | 729,230 | $11.5M | Add +30.0% |
| DAWN Day One Biopharmaceuticals I | 1.40% | 691,812 | $11.4M | Add +10.6% |
| BDX Becton Dickinson and Co. | 1.38% | 45,597 | $11.3M | Reduce -32.4% |
| MNKD Mannkind Corp. | 1.34% | 2,405,936 | $10.9M | Reduce -3.7% |
| ACLX Arcellx Inc. | 1.34% | 156,598 | $10.9M | Reduce -6.9% |
| PCVX Vaxcyte Inc. | 1.26% | 149,956 | $10.2M | Reduce -44.0% |
| STRO Sutro Biopharma Inc. Com SHS | 1.24% | 1,790,051 | $10.1M | Add +48.9% |
| XENE Xenon Pharmaceuticals Inc. | 1.18% | 223,942 | $9.6M | Reduce -24.0% |
| TMO Thermo Fisher Scientific Inc. | 1.11% | 15,572 | $9.1M | Add +55.7% |
| VRNA Verona Pharma Ltd. | 1.05% | 529,520 | $8.5M | Add +4.9% |
| CSTL Castle Biosciences Inc. | 1.00% | 367,408 | $8.1M | Add +2.9% |
| LIVN Livanova PLC | 1.00% | 145,000 | $8.1M | New |
| ELV Elevance Health Inc. | 0.96% | 15,164 | $7.9M | New |
| HAE Haemonetics Corp. | 0.95% | 90,962 | $7.8M | Add +30.1% |
| TVTX Travere Therapeutics Inc. | 0.92% | 968,420 | $7.5M | Reduce -5.0% |
| IRWD Ironwood Pharmaceuticals Inc. | 0.91% | 850,000 | $7.4M | Add +604.5% |
| IRON Disc Medicine Inc. | 0.82% | 107,593 | $6.7M | Add +15.8% |
| VTYX Ventyx Biosciences Inc. | 0.82% | 1,208,099 | $6.6M | New |
| AVDL Avadel Pharmaceuticals plc | 0.80% | 387,770 | $6.5M | New |
| TEVA Teva Pharmaceutical-SP ADR | 0.79% | 453,590 | $6.4M | New |
| IONS Ionis Pharmaceuticals Inc. | 0.75% | 141,499 | $6.1M | Reduce -33.1% |
| CVRX CVRX Inc. | 0.74% | 332,090 | $6.0M | Add +38.4% |
| NARI Inari Medical Inc. | 0.74% | 125,338 | $6.0M | New |
| VCYT Veracyte Inc. | 0.69% | 254,092 | $5.6M | Add +7.1% |
| SLN Silence Therapeutics PLC-ADR | 0.65% | 244,471 | $5.3M | Add +5.0% |
| ARVN Arvinas Inc. | 0.63% | 124,979 | $5.2M | Reduce -25.2% |
| MLTX Moonlake Immunotherapeutics | 0.62% | 101,071 | $5.1M | Add +23.2% |
| RCUS Arcus Biosciences Inc. | 0.60% | 259,920 | $4.9M | Add +5.0% |
| PHLT Performant Healthcare Inc. | 0.60% | 1,659,100 | $4.9M | Add +5.0% |
| ITCI Intra-Cellular Therapies Inc. | 0.59% | 69,892 | $4.8M | Reduce -62.5% |
| CRL Charles River Laboratories | 0.59% | 17,697 | $4.8M | New |
| NAMS Newamsterdam Pharma Co. NV | 0.58% | 200,311 | $4.7M | Reduce -33.4% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.58% | 101,119 | $4.7M | Reduce -16.2% |
| ATEC Alphatec Holdings Inc. | 0.57% | 336,688 | $4.6M | New |
| LAB Standard Biotools Inc. | 0.56% | 1,670,401 | $4.5M | Add +176.7% |
| CNC Centene Corp. | 0.54% | 55,794 | $4.4M | New |
| AUGX Augmedix Inc. | 0.54% | 1,066,109 | $4.4M | Add +5.0% |
| AKYA Akoya Biosciences Inc. | 0.53% | 917,442 | $4.3M | Add +36.0% |
| QTRX Quanterix Corp. | 0.51% | 176,112 | $4.1M | Add +20.3% |
| LYRA Lyra Therapeutics Inc. | 0.49% | 642,245 | $4.0M | Reduce -14.9% |
| NRIX Nurix Therapeutics Inc. | 0.45% | 250,000 | $3.7M | New |
| MRUS Merus NV | 0.44% | 80,123 | $3.6M | Reduce -49.2% |
| NUVL Nuvalent Inc. Class A | 0.44% | 47,808 | $3.6M | Reduce -20.1% |
| DVAX Dynavax Technologies Corp. | 0.41% | 266,510 | $3.3M | Add +5.0% |
| ELAN Elanco Animal Health Inc. | 0.40% | 201,181 | $3.3M | New |
| ESPR Esperion Therapeutics Inc. | 0.38% | 1,142,897 | $3.1M | Reduce -19.8% |
| CGEM Cullinan Therapeutics Inc. | 0.37% | 178,396 | $3.0M | Reduce -66.3% |
| IDYA Ideaya Biosciences Inc. | 0.36% | 66,332 | $2.9M | Reduce -49.1% |
| URGN Urogen Pharma Ltd. | 0.34% | 184,184 | $2.8M | Add +5.0% |
| NKTX Nkarta Inc. | 0.33% | 252,028 | $2.7M | New |
| FOLD Amicus Therapeutics Inc. | 0.33% | 226,723 | $2.7M | New |
| INSM Insmed Inc. | 0.31% | 93,032 | $2.5M | Reduce -38.3% |
| SIBN Si-Bone Inc. | 0.31% | 152,781 | $2.5M | Add +5.0% |
| ANNX Annexon Inc. | 0.30% | 346,687 | $2.5M | New |
| VKTX Viking Therapeutics Inc. | 0.30% | 30,298 | $2.5M | New |
| TGTX TG Therapeutics Inc. | 0.29% | 155,039 | $2.4M | Reduce -24.5% |
| ABOS Acumen Pharmaceuticals Inc. | 0.29% | 576,657 | $2.3M | Reduce -4.5% |
| VYNE THERAPEUTICS INC | 0.26% | 696,470 | $2.1M | No change |
| EPIX Essa Pharma Inc. | 0.26% | 251,695 | $2.1M | New |
| ETNB 89BIO Inc. | 0.26% | 179,899 | $2.1M | Reduce -18.0% |
| REVIVA PHARMACEUTCLS HLDGS I | 0.23% | 503,854 | $1.9M | New |
| CDMO Avid Bioservices Inc. | 0.22% | 270,136 | $1.8M | New |
| INZY Inozyme Pharma Inc. | 0.21% | 222,943 | $1.7M | Add +5.0% |
| ARDX Ardelyx Inc. | 0.18% | 200,000 | $1.5M | New |
| CYTK Cytokinetics Inc. | 0.17% | 20,160 | $1.4M | New |
| XFOR X4 Pharmaceuticals Inc. | 0.14% | 805,359 | $1.1M | Add +5.0% |
| SOPH Sophia Genetics SA | 0.13% | 209,896 | $1.0M | Add +5.0% |
| BFLY Butterfly Network Inc. | 0.10% | 750,000 | $810K | New |
| TKNO Alpha Teknova Inc. | 0.10% | 296,202 | $785K | Add +5.0% |
| NVCR Novocure Ltd. | 0.10% | 50,000 | $782K | New |
| ETON Eton Pharmaceuticals Inc. | 0.09% | 199,168 | $747K | No change |
| TELA Tela Bio Inc. | 0.07% | 97,668 | $554K | Reduce -5.5% |
| THRD Third Harmonic Bio Inc. | 0.05% | 40,000 | $378K | New |
| XERS Xeris Biopharma Holdings Inc. | 0.03% | 100,676 | $222K | New |
Portfolio Sells Q4 2023 → Q1 2024
| AMGN Amgen Inc. | Sold out | 0.00% | −2.51 |
| BSX Boston Scientific Corp. | Reduce -34.8% | 3.58% | −1.76 |
| UTHR United Therapeutics Corp. | Reduce -20.6% | 3.61% | −1.41 |
| ITCI Intra-Cellular Therapies Inc. | Reduce -62.5% | 0.59% | −1.29 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −1.29 |
| HUM Humana Inc. | Sold out | 0.00% | −1.17 |
| PCVX Vaxcyte Inc. | Reduce -44.0% | 1.26% | −1.12 |
| DXCM Dexcom Inc. | Reduce -23.9% | 2.92% | −1.04 |
| BDX Becton Dickinson and Co. | Reduce -32.4% | 1.38% | −0.94 |
| INSP Inspire Medical Systems Inc. | Reduce -21.8% | 2.14% | −0.85 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -33.1% | 0.75% | −0.76 |
| ABT Abbott Laboratories | Reduce -22.4% | 1.70% | −0.74 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -24.0% | 1.18% | −0.74 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.73 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.70 |
| KROS Keros Therapeutics Inc. | Reduce -50.5% | 1.45% | −0.58 |
| BBIO Bridgebio Pharma Inc. | Sold out | 0.00% | −0.58 |
| NEO Neogenomics Inc. | Sold out | 0.00% | −0.54 |
| SUPN Supernus Pharmaceuticals Inc. | Sold out | 0.00% | −0.49 |
| COO The Cooper Cos Inc. | Reduce -5.1% | 3.55% | −0.47 |
| CGEM Cullinan Therapeutics Inc. | Reduce -66.3% | 0.37% | −0.39 |
| TVTX Travere Therapeutics Inc. | Reduce -5.0% | 0.92% | −0.38 |
| NBIX Neurocrine Biosciences Inc. | Reduce -5.8% | 2.23% | −0.38 |
| INSM Insmed Inc. | Reduce -38.3% | 0.31% | −0.35 |
| ARVN Arvinas Inc. | Reduce -25.2% | 0.63% | −0.34 |
| SLGC Somalogic Inc. | Sold out | 0.00% | −0.32 |
| RXST Rxsight Inc. | Reduce -19.6% | 2.61% | −0.32 |
| IDYA Ideaya Biosciences Inc. | Reduce -49.1% | 0.36% | −0.30 |
| ESPR Esperion Therapeutics Inc. | Reduce -19.8% | 0.38% | −0.23 |
| GPCR Structure Therapeutics Inc. | Sold out | 0.00% | −0.22 |
| TGTX TG Therapeutics Inc. | Reduce -24.5% | 0.29% | −0.21 |
| NUVL Nuvalent Inc. Class A | Reduce -20.1% | 0.44% | −0.18 |
| AMAM New Ambrx Biopharma Inc. | Sold out | 0.00% | −0.18 |
| LQDA Liquidia Corp. | Sold out | 0.00% | −0.17 |
| MRUS Merus NV | Reduce -49.2% | 0.44% | −0.17 |
| THC Tenet Healthcare Corp. | Reduce -20.4% | 3.66% | −0.15 |
| BDTX Black Diamond Therapeutics I | Sold out | 0.00% | −0.10 |
| TNGX Tango Therapeutics Inc. | Sold out | 0.00% | −0.09 |
| ETNB 89BIO Inc. | Reduce -18.0% | 0.26% | −0.09 |
| COGT Cogent Biosciences Inc. | Sold out | 0.00% | −0.08 |
| COR Cencora Inc. | Reduce -4.8% | 2.92% | −0.07 |
| LYRA Lyra Therapeutics Inc. | Reduce -14.9% | 0.49% | −0.07 |
| ABOS Acumen Pharmaceuticals Inc. | Reduce -4.5% | 0.29% | −0.04 |
| TELA Tela Bio Inc. | Reduce -5.5% | 0.07% | −0.03 |
| CRNX Crinetics Pharmaceuticals Inc. | Reduce -16.2% | 0.58% | −0.03 |
| IMUX Immunic Inc. | Sold out | 0.00% | −0.02 |
| ASLAN PHARMACEUTICALS LTD | Sold out | 0.00% | −0.01 |
| ACLX Arcellx Inc. | Reduce -6.9% | 1.34% | +0.02 |
| MNKD Mannkind Corp. | Reduce -3.7% | 1.34% | +0.05 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -33.4% | 0.58% | +0.11 |
Portfolio Buys Q4 2023 → Q1 2024
| LLY Eli Lilly & Co. | New | 3.07% | +3.07 |
| FTRE Fortrea Holdings Inc. | New | 2.11% | +2.11 |
| OSCR Oscar Health Inc. Class A | New | 1.52% | +1.52 |
| LBPH Longboard Pharmaceuticals Inc. | Add +61.2% | 1.84% | +1.47 |
| HCA HCA Healthcare Inc. | New | 1.44% | +1.44 |
| SDGR Schrodinger Inc. | Add +146.8% | 3.31% | +1.26 |
| APLT Applied Therapeutics Inc. | Add +82.0% | 1.55% | +1.06 |
| LIVN Livanova PLC | New | 1.00% | +1.00 |
| ELV Elevance Health Inc. | New | 0.96% | +0.96 |
| SILK Silk Road Medical Inc. | Add +55.7% | 1.91% | +0.96 |
| VTYX Ventyx Biosciences Inc. | New | 0.82% | +0.82 |
| AVDL Avadel Pharmaceuticals plc | New | 0.80% | +0.80 |
| BCYC Bicycle Therapeutics PLC-ADR | Add +67.5% | 1.60% | +0.80 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.79% | +0.79 |
| NARI Inari Medical Inc. | New | 0.74% | +0.74 |
| IRWD Ironwood Pharmaceuticals Inc. | Add +604.5% | 0.91% | +0.71 |
| CRL Charles River Laboratories | New | 0.59% | +0.59 |
| ATEC Alphatec Holdings Inc. | New | 0.57% | +0.57 |
| CNC Centene Corp. | New | 0.54% | +0.54 |
| STRO Sutro Biopharma Inc. Com SHS | Add +48.9% | 1.24% | +0.51 |
| EWTX Edgewise Therapeutics Inc. | Add +0.3% | 1.46% | +0.45 |
| NRIX Nurix Therapeutics Inc. | New | 0.45% | +0.45 |
| ELAN Elanco Animal Health Inc. | New | 0.40% | +0.40 |
| LAB Standard Biotools Inc. | Add +176.7% | 0.56% | +0.37 |
| TMO Thermo Fisher Scientific Inc. | Add +55.7% | 1.11% | +0.36 |
| NKTX Nkarta Inc. | New | 0.33% | +0.33 |
| FOLD Amicus Therapeutics Inc. | New | 0.33% | +0.33 |
| ANNX Annexon Inc. | New | 0.30% | +0.30 |
| VKTX Viking Therapeutics Inc. | New | 0.30% | +0.30 |
| EPIX Essa Pharma Inc. | New | 0.26% | +0.26 |
| REVIVA PHARMACEUTCLS HLDGS I | New | 0.23% | +0.23 |
| CDMO Avid Bioservices Inc. | New | 0.22% | +0.22 |
| ARDX Ardelyx Inc. | New | 0.18% | +0.18 |
| CYTK Cytokinetics Inc. | New | 0.17% | +0.17 |
| DCPH Deciphera Pharmaceuticals Inc. | Add +30.0% | 1.41% | +0.13 |
| QGEN Qiagen NV | Add +29.5% | 1.66% | +0.12 |
| DAWN Day One Biopharmaceuticals I | Add +10.6% | 1.40% | +0.11 |
| HAE Haemonetics Corp. | Add +30.1% | 0.95% | +0.11 |
| BFLY Butterfly Network Inc. | New | 0.10% | +0.10 |
| NVCR Novocure Ltd. | New | 0.10% | +0.10 |
| INZY Inozyme Pharma Inc. | Add +5.0% | 0.21% | +0.08 |
| SLN Silence Therapeutics PLC-ADR | Add +5.0% | 0.65% | +0.08 |
| IRON Disc Medicine Inc. | Add +15.8% | 0.82% | +0.06 |
| AKYA Akoya Biosciences Inc. | Add +36.0% | 0.53% | +0.06 |
| THRD Third Harmonic Bio Inc. | New | 0.05% | +0.05 |
| XFOR X4 Pharmaceuticals Inc. | Add +5.0% | 0.14% | +0.05 |
| KNSA Kiniksa Pharmaceuticals Ltd. | Add +5.0% | 1.56% | +0.04 |
| SNDX Syndax Pharmaceuticals Inc. | Add +6.3% | 2.29% | +0.03 |
| XERS Xeris Biopharma Holdings Inc. | New | 0.03% | +0.03 |
| SOPH Sophia Genetics SA | Add +5.0% | 0.13% | −0.01 |
Options Activity Q4 2023 → Q1 2024
| CRSP Crispr Therapeutics AG | put | Sold out | 50,000 | $3.1Mbefore exit |
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 |