Parkman Healthcare Partners LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Parkman Healthcare Partners LLC reported 93 stock positions worth $783.4 million. Its top holding was Boston Scientific (BSX) at 4.8% of the portfolio, followed by Insulet (PODD, 4.7%) and Eli Lilly (LLY, 4.6%). Compared with Q2 2024, it opened 16 new positions, sold out of 12, added to 38 and reduced 39. The biggest buy was a new position in Teleflex (TFX) and the biggest sale an exit from Elevance Health (ELV).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001777015
- Portfolio Value
- $783.4M (Q3 2024)
- SEC Filing
- 0001420506-24-002511 ↗ filed Nov 14, 2024
Holdings Value
Holdings 93 stocks · $783.4M
| BSX Boston Scientific Corp. | 4.78% | 447,196 | $37.5M | Reduce -18.9% |
| PODD Insulet Corp. | 4.74% | 159,689 | $37.2M | Reduce -10.9% |
| LLY Eli Lilly & Co. | 4.57% | 40,384 | $35.8M | Add +27.6% |
| COO The Cooper Cos Inc. | 4.12% | 292,593 | $32.3M | Reduce -5.1% |
| KROS Keros Therapeutics Inc. | 3.13% | 421,782 | $24.5M | Add +112.3% |
| TFX Teleflex Inc. | 3.04% | 96,144 | $23.8M | New |
| UTHR United Therapeutics Corp. | 2.93% | 64,031 | $22.9M | Reduce -42.5% |
| MNKD Mannkind Corp. | 2.65% | 3,304,085 | $20.8M | Add +37.1% |
| KNSA Kiniksa Pharmaceuticals Inte | 2.41% | 755,244 | $18.9M | Add +16.7% |
| VRNA Verona Pharma Ltd. | 2.30% | 626,452 | $18.0M | Add +5.2% |
| ITCI Intra-Cellular Therapies Inc. | 2.26% | 241,575 | $17.7M | Add +30.6% |
| EWTX Edgewise Therapeutics Inc. | 2.24% | 657,070 | $17.5M | Add +14.4% |
| LBPH Longboard Pharmaceuticals Inc. | 2.09% | 491,272 | $16.4M | Reduce -29.2% |
| RCUS Arcus Biosciences Inc. | 2.00% | 1,025,754 | $15.7M | Add +146.8% |
| THC Tenet Healthcare Corp. | 1.99% | 93,753 | $15.6M | Reduce -37.0% |
| TVTX Travere Therapeutics Inc. | 1.94% | 1,086,067 | $15.2M | Add +12.0% |
| NBIX Neurocrine Biosciences Inc. | 1.91% | 129,840 | $15.0M | Add +12.7% |
| PCVX Vaxcyte Inc. | 1.90% | 130,249 | $14.9M | Reduce -13.3% |
| BDX Becton Dickinson and Co. | 1.85% | 60,011 | $14.5M | Reduce -12.0% |
| ABT Abbott Laboratories | 1.80% | 123,601 | $14.1M | Add +1.4% |
| DAWN Day One Biopharmaceuticals I | 1.64% | 924,140 | $12.9M | Add +1.7% |
| AGIO Agios Pharmaceuticals Inc. | 1.62% | 285,099 | $12.7M | Reduce -36.1% |
| GILD Gilead Sciences Inc. | 1.38% | 129,025 | $10.8M | Add +3.2% |
| SDGR Schrodinger Inc. | 1.32% | 559,105 | $10.4M | Reduce -22.5% |
| SYK Stryker Corp. | 1.29% | 28,000 | $10.1M | New |
| BCYC Bicycle Therapeutics PLC-ADR | 1.29% | 445,396 | $10.1M | Reduce -16.8% |
| NRIX Nurix Therapeutics Inc. | 1.26% | 438,971 | $9.9M | Reduce -7.5% |
| SNDX Syndax Pharmaceuticals Inc. | 1.25% | 508,283 | $9.8M | Reduce -15.4% |
| VRDN Viridian Therapeutics Inc. | 1.23% | 425,000 | $9.7M | New |
| QGEN Qiagen NV | 1.23% | 210,769 | $9.6M | Reduce -10.0% |
| RXST Rxsight Inc. | 1.16% | 184,320 | $9.1M | Reduce -37.9% |
| SLN Silence Therapeutics PLC-ADR | 1.16% | 497,870 | $9.1M | Add +71.8% |
| DGX Quest Diagnostics Inc. | 1.09% | 55,000 | $8.5M | New |
| CSTL Castle Biosciences Inc. | 1.08% | 296,071 | $8.4M | Add +6.5% |
| REPL Replimune Group Inc. | 1.07% | 763,747 | $8.4M | Add +45.5% |
| CDMO Avid Bioservices Inc. | 1.05% | 719,965 | $8.2M | Add +15.9% |
| JAZZ Jazz Pharmaceuticals PLC | 1.03% | 72,256 | $8.1M | New |
| APLT Applied Therapeutics Inc. | 0.98% | 907,294 | $7.7M | Reduce -21.0% |
| XENE Xenon Pharmaceuticals Inc. | 0.96% | 191,658 | $7.5M | Reduce -8.4% |
| ICLR Icon PLC | 0.96% | 26,212 | $7.5M | Reduce -29.3% |
| PTCT PTC Therapeutics Inc. | 0.92% | 195,000 | $7.2M | New |
| ALNY Alnylam Pharmaceuticals Inc. | 0.89% | 25,485 | $7.0M | New |
| FOLD Amicus Therapeutics Inc. | 0.83% | 605,318 | $6.5M | Add +20.5% |
| RARE Ultragenyx Pharmaceutical Inc. | 0.78% | 109,468 | $6.1M | Add +9.5% |
| CVRX CVRX Inc. | 0.77% | 682,897 | $6.0M | Add +52.6% |
| STRO Sutro Biopharma Inc. Com SHS | 0.76% | 1,716,132 | $5.9M | Reduce -4.3% |
| AXGN Axogen Inc. | 0.74% | 412,888 | $5.8M | New |
| ACLX Arcellx Inc. | 0.71% | 66,492 | $5.6M | Reduce -57.6% |
| PHLT Performant Healthcare Inc. | 0.69% | 1,440,838 | $5.4M | Reduce -11.2% |
| LIVN Livanova PLC | 0.68% | 101,729 | $5.3M | Add +19.5% |
| OSCR Oscar Health Inc. Class A | 0.68% | 250,000 | $5.3M | New |
| MLTX Moonlake Immunotherapeutics | 0.66% | 102,813 | $5.2M | Add +1.6% |
| TEVA Teva Pharmaceutical-SP ADR | 0.66% | 285,294 | $5.1M | Reduce -19.4% |
| DXCM Dexcom Inc. | 0.60% | 70,588 | $4.7M | Reduce -55.0% |
| ANAB Anaptysbio Inc. | 0.59% | 138,100 | $4.6M | Reduce -46.1% |
| TERN Terns Pharmaceuticals Inc. | 0.58% | 545,751 | $4.6M | Add +39.8% |
| URGN Urogen Pharma Ltd. | 0.56% | 347,541 | $4.4M | Add +26.6% |
| VCYT Veracyte Inc. | 0.56% | 129,260 | $4.4M | Reduce -38.3% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.51% | 77,623 | $4.0M | Reduce -45.1% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.45% | 464,048 | $3.5M | Add +15.9% |
| QDEL Quidelortho Corp. | 0.44% | 75,000 | $3.4M | New |
| AVDL Avadel Pharmaceuticals Ltd. | 0.43% | 254,827 | $3.3M | Reduce -32.6% |
| LENZ Lenz Therapeutics Inc. | 0.42% | 139,357 | $3.3M | New |
| THRD Third Harmonic Bio Inc. | 0.41% | 237,820 | $3.2M | Add +78.4% |
| LFST Lifestance Health Group Inc. | 0.40% | 450,000 | $3.1M | New |
| TGTX TG Therapeutics Inc. | 0.38% | 126,471 | $3.0M | Reduce -29.9% |
| SIBN Si-Bone Inc. | 0.33% | 185,316 | $2.6M | Add +21.1% |
| INSM Insmed Inc. | 0.33% | 35,433 | $2.6M | Reduce -55.9% |
| DVAX Dynavax Technologies Corp. | 0.31% | 219,451 | $2.4M | Add +1.2% |
| NUVL Nuvalent Inc. Class A | 0.31% | 23,400 | $2.4M | Reduce -45.4% |
| ARVN Arvinas Inc. | 0.30% | 96,183 | $2.4M | Reduce -23.1% |
| MRUS Merus NV | 0.29% | 45,349 | $2.3M | Add +0.4% |
| ATEC Alphatec Holdings Inc. | 0.28% | 396,336 | $2.2M | Reduce -53.5% |
| EPIX Essa Pharma Inc. | 0.27% | 345,902 | $2.1M | Add +37.2% |
| ANNX Annexon Inc. | 0.25% | 328,613 | $1.9M | Add +0.5% |
| ELAN Elanco Animal Health Inc. | 0.24% | 127,812 | $1.9M | Add +1.4% |
| IRWD Ironwood Pharmaceuticals Inc. | 0.24% | 455,477 | $1.9M | Reduce -48.0% |
| NARI Inari Medical Inc. | 0.23% | 44,301 | $1.8M | Reduce -77.3% |
| NAMS Newamsterdam Pharma Co. NV | 0.22% | 105,334 | $1.7M | Reduce -22.2% |
| LUNG Pulmonx Corp. | 0.22% | 206,444 | $1.7M | New |
| ETON Eton Pharmaceuticals Inc. | 0.20% | 260,226 | $1.6M | Add +2.8% |
| ESPR Esperion Therapeutics Inc. | 0.19% | 903,140 | $1.5M | Reduce -21.1% |
| CLYM Climb Bio Inc. filed as ELIEM THERAPEUTICS INC | 0.18% | 278,775 | $1.4M | New |
| TKNO Alpha Teknova Inc. | 0.16% | 251,026 | $1.2M | Reduce -15.4% |
| AKYA Akoya Biosciences Inc. | 0.13% | 376,131 | $1.0M | Add +0.2% |
| ARDX Ardelyx Inc. | 0.11% | 126,940 | $875K | Reduce -15.5% |
| ENTX Entera Bio Ltd. | 0.10% | 411,076 | $781K | Add +2.4% |
| REVIVA PHARMACEUTCLS HLDGS I | 0.09% | 512,202 | $738K | Add +1.5% |
| XFOR X4 Pharmaceuticals Inc. | 0.07% | 818,727 | $548K | Add +1.5% |
| FOCL Edap TMS SA -ADR | 0.05% | 154,832 | $395K | New |
| VYNE THERAPEUTICS INC | 0.05% | 202,973 | $382K | Reduce -41.2% |
| XERS Xeris Biopharma Holdings Inc. | 0.04% | 102,393 | $292K | Add +1.6% |
| NSPR Inspiremd Inc. | 0.04% | 104,081 | $279K | New |
Portfolio Sells Q2 2024 → Q3 2024
| ELV Elevance Health Inc. | Sold out | 0.00% | −2.05 |
| UTHR United Therapeutics Corp. | Reduce -42.5% | 2.93% | −1.90 |
| DXCM Dexcom Inc. | Reduce -55.0% | 0.60% | −1.82 |
| HUM Humana Inc. | Sold out | 0.00% | −1.53 |
| RXST Rxsight Inc. | Reduce -37.9% | 1.16% | −1.27 |
| COR Cencora Inc. | Sold out | 0.00% | −1.17 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −1.13 |
| IONS Ionis Pharmaceuticals Inc. | Sold out | 0.00% | −1.05 |
| NARI Inari Medical Inc. | Reduce -77.3% | 0.23% | −1.05 |
| AGIO Agios Pharmaceuticals Inc. | Reduce -36.1% | 1.62% | −1.00 |
| BSX Boston Scientific Corp. | Reduce -18.9% | 4.78% | −1.00 |
| ATEC Alphatec Holdings Inc. | Reduce -53.5% | 0.28% | −0.93 |
| HAE Haemonetics Corp. | Sold out | 0.00% | −0.86 |
| THC Tenet Healthcare Corp. | Reduce -37.0% | 1.99% | −0.71 |
| ICLR Icon PLC | Reduce -29.3% | 0.96% | −0.62 |
| SDGR Schrodinger Inc. | Reduce -22.5% | 1.32% | −0.58 |
| IRWD Ironwood Pharmaceuticals Inc. | Reduce -48.0% | 0.24% | −0.54 |
| FTRE Fortrea Holdings Inc. | Sold out | 0.00% | −0.49 |
| ACLX Arcellx Inc. | Reduce -57.6% | 0.71% | −0.47 |
| LBPH Longboard Pharmaceuticals Inc. | Reduce -29.2% | 2.09% | −0.47 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -15.4% | 1.25% | −0.43 |
| INSM Insmed Inc. | Reduce -55.9% | 0.33% | −0.40 |
| VTYX Ventyx Biosciences Inc. | Sold out | 0.00% | −0.36 |
| CRNX Crinetics Pharmaceuticals Inc. | Reduce -45.1% | 0.51% | −0.36 |
| BDX Becton Dickinson and Co. | Reduce -12.0% | 1.85% | −0.32 |
| QTRX Quanterix Corp. | Sold out | 0.00% | −0.32 |
| AVDL Avadel Pharmaceuticals Ltd. | Reduce -32.6% | 0.43% | −0.30 |
| ANAB Anaptysbio Inc. | Reduce -46.1% | 0.59% | −0.28 |
| BCYC Bicycle Therapeutics PLC-ADR | Reduce -16.8% | 1.29% | −0.19 |
| PODD Insulet Corp. | Reduce -10.9% | 4.74% | −0.18 |
| ESPR Esperion Therapeutics Inc. | Reduce -21.1% | 0.19% | −0.16 |
| ARVN Arvinas Inc. | Reduce -23.1% | 0.30% | −0.15 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -8.4% | 0.96% | −0.15 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.15 |
| NUVL Nuvalent Inc. Class A | Reduce -45.4% | 0.31% | −0.14 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -22.2% | 0.22% | −0.13 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -19.4% | 0.66% | −0.13 |
| NRIX Nurix Therapeutics Inc. | Reduce -7.5% | 1.26% | −0.09 |
| QGEN Qiagen NV | Reduce -10.0% | 1.23% | −0.09 |
| AUGX Augmedix Inc. | Sold out | 0.00% | −0.07 |
| TELA Tela Bio Inc. | Sold out | 0.00% | −0.06 |
| TGTX TG Therapeutics Inc. | Reduce -29.9% | 0.38% | −0.06 |
| VCYT Veracyte Inc. | Reduce -38.3% | 0.56% | −0.06 |
| VYNE THERAPEUTICS INC | Reduce -41.2% | 0.05% | −0.04 |
| ARDX Ardelyx Inc. | Reduce -15.5% | 0.11% | −0.04 |
| STRO Sutro Biopharma Inc. Com SHS | Reduce -4.3% | 0.76% | +0.04 |
| PHLT Performant Healthcare Inc. | Reduce -11.2% | 0.69% | +0.05 |
| TKNO Alpha Teknova Inc. | Reduce -15.4% | 0.16% | +0.10 |
| APLT Applied Therapeutics Inc. | Reduce -21.0% | 0.98% | +0.25 |
| PCVX Vaxcyte Inc. | Reduce -13.3% | 1.90% | +0.36 |
Portfolio Buys Q2 2024 → Q3 2024
| TFX Teleflex Inc. | New | 3.04% | +3.04 |
| KROS Keros Therapeutics Inc. | Add +112.3% | 3.13% | +1.89 |
| SYK Stryker Corp. | New | 1.29% | +1.29 |
| VRDN Viridian Therapeutics Inc. | New | 1.23% | +1.23 |
| RCUS Arcus Biosciences Inc. | Add +146.8% | 2.00% | +1.14 |
| VRNA Verona Pharma Ltd. | Add +5.2% | 2.30% | +1.13 |
| DGX Quest Diagnostics Inc. | New | 1.09% | +1.09 |
| JAZZ Jazz Pharmaceuticals PLC | New | 1.03% | +1.03 |
| MNKD Mannkind Corp. | Add +37.1% | 2.65% | +0.94 |
| PTCT PTC Therapeutics Inc. | New | 0.92% | +0.92 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.89% | +0.89 |
| TVTX Travere Therapeutics Inc. | Add +12.0% | 1.94% | +0.85 |
| EWTX Edgewise Therapeutics Inc. | Add +14.4% | 2.24% | +0.83 |
| KNSA Kiniksa Pharmaceuticals Inte | Add +16.7% | 2.41% | +0.76 |
| AXGN Axogen Inc. | New | 0.74% | +0.74 |
| OSCR Oscar Health Inc. Class A | New | 0.68% | +0.68 |
| LLY Eli Lilly & Co. | Add +27.6% | 4.57% | +0.66 |
| ITCI Intra-Cellular Therapies Inc. | Add +30.6% | 2.26% | +0.53 |
| CDMO Avid Bioservices Inc. | Add +15.9% | 1.05% | +0.44 |
| QDEL Quidelortho Corp. | New | 0.44% | +0.44 |
| REPL Replimune Group Inc. | Add +45.5% | 1.07% | +0.42 |
| LENZ Lenz Therapeutics Inc. | New | 0.42% | +0.42 |
| SLN Silence Therapeutics PLC-ADR | Add +71.8% | 1.16% | +0.41 |
| LFST Lifestance Health Group Inc. | New | 0.40% | +0.40 |
| CSTL Castle Biosciences Inc. | Add +6.5% | 1.08% | +0.25 |
| TERN Terns Pharmaceuticals Inc. | Add +39.8% | 0.58% | +0.22 |
| LUNG Pulmonx Corp. | New | 0.22% | +0.22 |
| RARE Ultragenyx Pharmaceutical Inc. | Add +9.5% | 0.78% | +0.22 |
| GILD Gilead Sciences Inc. | Add +3.2% | 1.38% | +0.21 |
| CLYM Climb Bio Inc. | New | 0.18% | +0.18 |
| THRD Third Harmonic Bio Inc. | Add +78.4% | 0.41% | +0.18 |
| FOLD Amicus Therapeutics Inc. | Add +20.5% | 0.83% | +0.15 |
| BCRX Biocryst Pharmaceuticals Inc. | Add +15.9% | 0.45% | +0.11 |
| EPIX Essa Pharma Inc. | Add +37.2% | 0.27% | +0.09 |
| ETON Eton Pharmaceuticals Inc. | Add +2.8% | 0.20% | +0.09 |
| ABT Abbott Laboratories | Add +1.4% | 1.80% | +0.07 |
| SIBN Si-Bone Inc. | Add +21.1% | 0.33% | +0.06 |
| MLTX Moonlake Immunotherapeutics | Add +1.6% | 0.66% | +0.06 |
| FOCL Edap TMS SA -ADR | New | 0.05% | +0.05 |
| LIVN Livanova PLC | Add +19.5% | 0.68% | +0.05 |
| CVRX CVRX Inc. | Add +52.6% | 0.77% | +0.04 |
| NSPR Inspiremd Inc. | New | 0.04% | +0.04 |
| ANNX Annexon Inc. | Add +0.5% | 0.25% | +0.03 |
| AKYA Akoya Biosciences Inc. | Add +0.2% | 0.13% | +0.01 |
| XERS Xeris Biopharma Holdings Inc. | Add +1.6% | 0.04% | +0.01 |
| REVIVA PHARMACEUTCLS HLDGS I | Add +1.5% | 0.09% | +0.01 |
| XFOR X4 Pharmaceuticals Inc. | Add +1.5% | 0.07% | +0.01 |
| ENTX Entera Bio Ltd. | Add +2.4% | 0.10% | −0.00 |
| ELAN Elanco Animal Health Inc. | Add +1.4% | 0.24% | −0.01 |
| DVAX Dynavax Technologies Corp. | Add +1.2% | 0.31% | −0.02 |
Options Activity Q2 2024 → Q3 2024
| MRK Merck & Co. Inc. | put | Sold out | 100,000 | $12.4Mbefore 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 |