Parkman Healthcare Partners LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Parkman Healthcare Partners LLC reported 89 stock positions worth $734.2 million. Its top holding was Boston Scientific (BSX) at 5.8% of the portfolio, followed by Insulet (PODD, 4.9%) and United Therapeutics (UTHR, 4.8%). Compared with Q1 2024, it opened 11 new positions, sold out of 21, added to 44 and reduced 34. The biggest buy was Insulet (PODD, shares +97%) and the biggest sale an exit from Inspire Medical Systems (INSP).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001777015
- Portfolio Value
- $734.2M (Q2 2024)
- SEC Filing
- 0001420506-24-001560 ↗ filed Aug 14, 2024
Holdings Value
Holdings 89 stocks · $734.2M
| BSX Boston Scientific Corp. | 5.79% | 551,592 | $42.5M | Add +29.6% |
| PODD Insulet Corp. | 4.93% | 179,305 | $36.2M | Add +97.2% |
| UTHR United Therapeutics Corp. | 4.83% | 111,381 | $35.5M | Reduce -13.1% |
| LLY Eli Lilly & Co. | 3.90% | 31,654 | $28.7M | Reduce -1.4% |
| COO The Cooper Cos Inc. | 3.67% | 308,398 | $26.9M | Add +8.1% |
| THC Tenet Healthcare Corp. | 2.70% | 148,927 | $19.8M | Reduce -47.5% |
| AGIO Agios Pharmaceuticals Inc. | 2.62% | 446,416 | $19.2M | New |
| LBPH Longboard Pharmaceuticals Inc. | 2.56% | 694,178 | $18.8M | Add +0.1% |
| RXST Rxsight Inc. | 2.43% | 296,739 | $17.9M | Reduce -28.1% |
| DXCM Dexcom Inc. | 2.42% | 156,855 | $17.8M | Reduce -8.6% |
| BDX Becton Dickinson and Co. | 2.17% | 68,167 | $15.9M | Add +49.5% |
| NBIX Neurocrine Biosciences Inc. | 2.16% | 115,170 | $15.9M | Reduce -12.7% |
| ELV Elevance Health Inc. | 2.05% | 27,751 | $15.0M | Add +83.0% |
| SDGR Schrodinger Inc. | 1.90% | 721,373 | $14.0M | Reduce -27.9% |
| ITCI Intra-Cellular Therapies Inc. | 1.73% | 185,028 | $12.7M | Add +164.7% |
| ABT Abbott Laboratories | 1.73% | 121,913 | $12.7M | Add +0.2% |
| MNKD Mannkind Corp. | 1.71% | 2,409,599 | $12.6M | Add +0.1% |
| DAWN Day One Biopharmaceuticals I | 1.71% | 908,822 | $12.5M | Add +31.4% |
| SNDX Syndax Pharmaceuticals Inc. | 1.68% | 600,698 | $12.3M | Reduce -23.5% |
| KNSA Kiniksa Pharmaceuticals Inte | 1.65% | 647,142 | $12.1M | Add +0.1% |
| ICLR Icon PLC | 1.58% | 37,056 | $11.6M | New |
| PCVX Vaxcyte Inc. | 1.54% | 150,191 | $11.3M | Add +0.2% |
| HUM Humana Inc. | 1.53% | 30,037 | $11.2M | New |
| BCYC Bicycle Therapeutics PLC-ADR | 1.48% | 535,063 | $10.8M | Add +2.1% |
| EWTX Edgewise Therapeutics Inc. | 1.41% | 574,517 | $10.3M | Reduce -12.1% |
| NRIX Nurix Therapeutics Inc. | 1.35% | 474,679 | $9.9M | Add +89.9% |
| QGEN Qiagen NV | 1.31% | 234,267 | $9.6M | Reduce -25.4% |
| NARI Inari Medical Inc. | 1.28% | 195,567 | $9.4M | Add +56.0% |
| KROS Keros Therapeutics Inc. | 1.24% | 198,627 | $9.1M | Add +11.4% |
| ATEC Alphatec Holdings Inc. | 1.21% | 852,416 | $8.9M | Add +153.2% |
| ACLX Arcellx Inc. | 1.18% | 156,843 | $8.7M | Add +0.2% |
| VRNA Verona Pharma Ltd. | 1.17% | 595,389 | $8.6M | Add +12.4% |
| GILD Gilead Sciences Inc. | 1.17% | 125,000 | $8.6M | New |
| COR Cencora Inc. | 1.17% | 38,014 | $8.6M | Reduce -61.2% |
| BMY Bristol-Myers Squibb Co. | 1.13% | 200,000 | $8.3M | New |
| XENE Xenon Pharmaceuticals Inc. | 1.11% | 209,290 | $8.2M | Reduce -6.5% |
| TVTX Travere Therapeutics Inc. | 1.09% | 969,892 | $8.0M | Add +0.1% |
| IONS Ionis Pharmaceuticals Inc. | 1.05% | 161,705 | $7.7M | Add +14.3% |
| ANAB Anaptysbio Inc. | 0.87% | 256,307 | $6.4M | New |
| CRNX Crinetics Pharmaceuticals Inc. | 0.86% | 141,375 | $6.3M | Add +39.8% |
| RCUS Arcus Biosciences Inc. | 0.86% | 415,535 | $6.3M | Add +59.9% |
| HAE Haemonetics Corp. | 0.86% | 76,079 | $6.3M | Reduce -16.4% |
| CSTL Castle Biosciences Inc. | 0.82% | 277,895 | $6.0M | Reduce -24.4% |
| TEVA Teva Pharmaceutical-SP ADR | 0.78% | 353,942 | $5.8M | Reduce -22.0% |
| IRWD Ironwood Pharmaceuticals Inc. | 0.78% | 876,268 | $5.7M | Add +3.1% |
| SLN Silence Therapeutics PLC-ADR | 0.75% | 289,841 | $5.5M | Add +18.6% |
| INSM Insmed Inc. | 0.73% | 80,271 | $5.4M | Reduce -13.7% |
| CVRX CVRX Inc. | 0.73% | 447,620 | $5.4M | Add +34.8% |
| APLT Applied Therapeutics Inc. | 0.73% | 1,148,307 | $5.4M | Reduce -38.1% |
| AVDL Avadel Pharmaceuticals Ltd. | 0.72% | 378,289 | $5.3M | Reduce -2.5% |
| STRO Sutro Biopharma Inc. Com SHS | 0.72% | 1,792,740 | $5.3M | Add +0.1% |
| FOLD Amicus Therapeutics Inc. | 0.68% | 502,463 | $5.0M | Add +121.6% |
| REPL Replimune Group Inc. | 0.64% | 525,000 | $4.7M | New |
| PHLT Performant Healthcare Inc. | 0.64% | 1,623,199 | $4.7M | Reduce -2.2% |
| LIVN Livanova PLC | 0.64% | 85,159 | $4.7M | Reduce -41.3% |
| URGN Urogen Pharma Ltd. | 0.63% | 274,465 | $4.6M | Add +49.0% |
| VCYT Veracyte Inc. | 0.62% | 209,475 | $4.5M | Reduce -17.6% |
| MLTX Moonlake Immunotherapeutics | 0.61% | 101,224 | $4.5M | Add +0.1% |
| CDMO Avid Bioservices Inc. | 0.60% | 621,091 | $4.4M | Add +129.9% |
| RARE Ultragenyx Pharmaceutical Inc. | 0.56% | 100,000 | $4.1M | New |
| FTRE Fortrea Holdings Inc. | 0.49% | 152,769 | $3.6M | Reduce -64.3% |
| ARVN Arvinas Inc. | 0.45% | 125,161 | $3.3M | Add +0.1% |
| NUVL Nuvalent Inc. Class A | 0.44% | 42,888 | $3.3M | Reduce -10.3% |
| TGTX TG Therapeutics Inc. | 0.44% | 180,320 | $3.2M | Add +16.3% |
| VTYX Ventyx Biosciences Inc. | 0.36% | 1,160,022 | $2.7M | Reduce -4.0% |
| MRUS Merus NV | 0.36% | 45,152 | $2.7M | Reduce -43.6% |
| TERN Terns Pharmaceuticals Inc. | 0.36% | 390,270 | $2.7M | New |
| NAMS Newamsterdam Pharma Co. NV | 0.35% | 135,376 | $2.6M | Reduce -32.4% |
| ESPR Esperion Therapeutics Inc. | 0.35% | 1,144,646 | $2.5M | Add +0.1% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.34% | 400,448 | $2.5M | New |
| DVAX Dynavax Technologies Corp. | 0.33% | 216,822 | $2.4M | Reduce -18.6% |
| QTRX Quanterix Corp. | 0.32% | 176,377 | $2.3M | Add +0.1% |
| SIBN Si-Bone Inc. | 0.27% | 153,015 | $2.0M | Add +0.1% |
| ELAN Elanco Animal Health Inc. | 0.25% | 126,042 | $1.8M | Reduce -37.4% |
| THRD Third Harmonic Bio Inc. | 0.24% | 133,325 | $1.7M | Add +233.3% |
| ANNX Annexon Inc. | 0.22% | 326,845 | $1.6M | Reduce -5.7% |
| EPIX Essa Pharma Inc. | 0.18% | 252,072 | $1.3M | Add +0.1% |
| ARDX Ardelyx Inc. | 0.15% | 150,192 | $1.1M | Reduce -24.9% |
| VKTX Viking Therapeutics Inc. | 0.15% | 20,372 | $1.1M | Reduce -32.8% |
| AKYA Akoya Biosciences Inc. | 0.12% | 375,536 | $879K | Reduce -59.1% |
| ETON Eton Pharmaceuticals Inc. | 0.11% | 253,197 | $833K | Add +27.1% |
| ENTX Entera Bio Ltd. | 0.10% | 401,518 | $739K | New |
| VYNE THERAPEUTICS INC | 0.09% | 345,206 | $680K | Reduce -50.4% |
| REVIVA PHARMACEUTCLS HLDGS I | 0.09% | 504,600 | $646K | Add +0.1% |
| AUGX Augmedix Inc. | 0.07% | 566,845 | $499K | Reduce -46.8% |
| XFOR X4 Pharmaceuticals Inc. | 0.06% | 806,616 | $468K | Add +0.2% |
| TELA Tela Bio Inc. | 0.06% | 97,816 | $460K | Add +0.1% |
| TKNO Alpha Teknova Inc. | 0.06% | 296,652 | $406K | Add +0.1% |
| XERS Xeris Biopharma Holdings Inc. | 0.03% | 100,830 | $227K | Add +0.1% |
Options reported separately and not counted above: MRK puts ($12.4M).
Portfolio Sells Q1 2024 → Q2 2024
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −2.14 |
| SILK Silk Road Medical Inc. | Sold out | 0.00% | −1.91 |
| COR Cencora Inc. | Reduce -61.2% | 1.17% | −1.75 |
| FTRE Fortrea Holdings Inc. | Reduce -64.3% | 0.49% | −1.62 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −1.52 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −1.44 |
| SDGR Schrodinger Inc. | Reduce -27.9% | 1.90% | −1.41 |
| DCPH Deciphera Pharmaceuticals Inc. | Sold out | 0.00% | −1.41 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −1.11 |
| THC Tenet Healthcare Corp. | Reduce -47.5% | 2.70% | −0.96 |
| IRON Disc Medicine Inc. | Sold out | 0.00% | −0.82 |
| APLT Applied Therapeutics Inc. | Reduce -38.1% | 0.73% | −0.82 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -23.5% | 1.68% | −0.61 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.59 |
| LAB Standard Biotools Inc. | Sold out | 0.00% | −0.56 |
| CNC Centene Corp. | Sold out | 0.00% | −0.54 |
| DXCM Dexcom Inc. | Reduce -8.6% | 2.42% | −0.50 |
| LYRA Lyra Therapeutics Inc. | Sold out | 0.00% | −0.49 |
| AUGX Augmedix Inc. | Reduce -46.8% | 0.07% | −0.47 |
| VTYX Ventyx Biosciences Inc. | Reduce -4.0% | 0.36% | −0.45 |
| AKYA Akoya Biosciences Inc. | Reduce -59.1% | 0.12% | −0.41 |
| CGEM Cullinan Therapeutics Inc. | Sold out | 0.00% | −0.37 |
| LIVN Livanova PLC | Reduce -41.3% | 0.64% | −0.36 |
| IDYA Ideaya Biosciences Inc. | Sold out | 0.00% | −0.36 |
| QGEN Qiagen NV | Reduce -25.4% | 1.31% | −0.34 |
| NKTX Nkarta Inc. | Sold out | 0.00% | −0.33 |
| ABOS Acumen Pharmaceuticals Inc. | Sold out | 0.00% | −0.29 |
| ETNB 89BIO Inc. | Sold out | 0.00% | −0.26 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -32.4% | 0.35% | −0.23 |
| INZY Inozyme Pharma Inc. | Sold out | 0.00% | −0.21 |
| RXST Rxsight Inc. | Reduce -28.1% | 2.43% | −0.18 |
| CSTL Castle Biosciences Inc. | Reduce -24.4% | 0.82% | −0.17 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −0.17 |
| VYNE THERAPEUTICS INC | Reduce -50.4% | 0.09% | −0.17 |
| VKTX Viking Therapeutics Inc. | Reduce -32.8% | 0.15% | −0.16 |
| ELAN Elanco Animal Health Inc. | Reduce -37.4% | 0.25% | −0.15 |
| SOPH Sophia Genetics SA | Sold out | 0.00% | −0.13 |
| BFLY Butterfly Network Inc. | Sold out | 0.00% | −0.10 |
| NVCR Novocure Ltd. | Sold out | 0.00% | −0.10 |
| HAE Haemonetics Corp. | Reduce -16.4% | 0.86% | −0.10 |
| ANNX Annexon Inc. | Reduce -5.7% | 0.22% | −0.09 |
| AVDL Avadel Pharmaceuticals Ltd. | Reduce -2.5% | 0.72% | −0.08 |
| MRUS Merus NV | Reduce -43.6% | 0.36% | −0.08 |
| DVAX Dynavax Technologies Corp. | Reduce -18.6% | 0.33% | −0.07 |
| NBIX Neurocrine Biosciences Inc. | Reduce -12.7% | 2.16% | −0.07 |
| VCYT Veracyte Inc. | Reduce -17.6% | 0.62% | −0.07 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -6.5% | 1.11% | −0.07 |
| EWTX Edgewise Therapeutics Inc. | Reduce -12.1% | 1.41% | −0.05 |
| ARDX Ardelyx Inc. | Reduce -24.9% | 0.15% | −0.03 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -22.0% | 0.78% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| PODD Insulet Corp. | Add +97.2% | 4.93% | +3.02 |
| AGIO Agios Pharmaceuticals Inc. | New | 2.62% | +2.62 |
| BSX Boston Scientific Corp. | Add +29.6% | 5.79% | +2.21 |
| ICLR Icon PLC | New | 1.58% | +1.58 |
| HUM Humana Inc. | New | 1.53% | +1.53 |
| GILD Gilead Sciences Inc. | New | 1.17% | +1.17 |
| ITCI Intra-Cellular Therapies Inc. | Add +164.7% | 1.73% | +1.13 |
| BMY Bristol-Myers Squibb Co. | New | 1.13% | +1.13 |
| ELV Elevance Health Inc. | Add +83.0% | 2.05% | +1.08 |
| NRIX Nurix Therapeutics Inc. | Add +89.9% | 1.35% | +0.90 |
| ANAB Anaptysbio Inc. | New | 0.87% | +0.87 |
| BDX Becton Dickinson and Co. | Add +49.5% | 2.17% | +0.79 |
| LBPH Longboard Pharmaceuticals Inc. | Add +0.1% | 2.56% | +0.72 |
| ATEC Alphatec Holdings Inc. | Add +153.2% | 1.21% | +0.64 |
| REPL Replimune Group Inc. | New | 0.64% | +0.64 |
| RARE Ultragenyx Pharmaceutical Inc. | New | 0.56% | +0.56 |
| NARI Inari Medical Inc. | Add +56.0% | 1.28% | +0.54 |
| CDMO Avid Bioservices Inc. | Add +129.9% | 0.60% | +0.38 |
| MNKD Mannkind Corp. | Add +0.1% | 1.71% | +0.38 |
| TERN Terns Pharmaceuticals Inc. | New | 0.36% | +0.36 |
| FOLD Amicus Therapeutics Inc. | Add +121.6% | 0.68% | +0.35 |
| BCRX Biocryst Pharmaceuticals Inc. | New | 0.34% | +0.34 |
| DAWN Day One Biopharmaceuticals I | Add +31.4% | 1.71% | +0.30 |
| IONS Ionis Pharmaceuticals Inc. | Add +14.3% | 1.05% | +0.30 |
| URGN Urogen Pharma Ltd. | Add +49.0% | 0.63% | +0.29 |
| PCVX Vaxcyte Inc. | Add +0.2% | 1.54% | +0.29 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +39.8% | 0.86% | +0.28 |
| RCUS Arcus Biosciences Inc. | Add +59.9% | 0.86% | +0.26 |
| THRD Third Harmonic Bio Inc. | Add +233.3% | 0.24% | +0.19 |
| TVTX Travere Therapeutics Inc. | Add +0.1% | 1.09% | +0.17 |
| TGTX TG Therapeutics Inc. | Add +16.3% | 0.44% | +0.15 |
| VRNA Verona Pharma Ltd. | Add +12.4% | 1.17% | +0.13 |
| COO The Cooper Cos Inc. | Add +8.1% | 3.67% | +0.11 |
| SLN Silence Therapeutics PLC-ADR | Add +18.6% | 0.75% | +0.10 |
| ENTX Entera Bio Ltd. | New | 0.10% | +0.10 |
| KNSA Kiniksa Pharmaceuticals Inte | Add +0.1% | 1.65% | +0.08 |
| ABT Abbott Laboratories | Add +0.2% | 1.73% | +0.03 |
| ETON Eton Pharmaceuticals Inc. | Add +27.1% | 0.11% | +0.02 |
| XERS Xeris Biopharma Holdings Inc. | Add +0.1% | 0.03% | +0.00 |
| TELA Tela Bio Inc. | Add +0.1% | 0.06% | −0.01 |
| CVRX CVRX Inc. | Add +34.8% | 0.73% | −0.01 |
| MLTX Moonlake Immunotherapeutics | Add +0.1% | 0.61% | −0.02 |
| ESPR Esperion Therapeutics Inc. | Add +0.1% | 0.35% | −0.03 |
| SIBN Si-Bone Inc. | Add +0.1% | 0.27% | −0.04 |
| TKNO Alpha Teknova Inc. | Add +0.1% | 0.06% | −0.04 |
| XFOR X4 Pharmaceuticals Inc. | Add +0.2% | 0.06% | −0.07 |
| EPIX Essa Pharma Inc. | Add +0.1% | 0.18% | −0.08 |
| BCYC Bicycle Therapeutics PLC-ADR | Add +2.1% | 1.48% | −0.13 |
| IRWD Ironwood Pharmaceuticals Inc. | Add +3.1% | 0.78% | −0.13 |
| REVIVA PHARMACEUTCLS HLDGS I | Add +0.1% | 0.09% | −0.15 |
Options Activity Q1 2024 → Q2 2024
| MRK Merck & Co. Inc. | put | New | 100,000 | $12.4M |
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 |