Parkman Healthcare Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Parkman Healthcare Partners LLC reported 89 stock positions worth $750.9 million. Its top holding was Gilead Sciences (GILD) at 4.6% of the portfolio, followed by Verona Pharma (VRNA, 4.5%) and Insulet (PODD, 4.4%). Compared with Q3 2024, it opened 11 new positions, sold out of 15, added to 46 and reduced 31. The biggest buy was Gilead Sciences (GILD, shares +191%) and the biggest sale an exit from Teleflex (TFX).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001777015
- Portfolio Value
- $750.9M (Q4 2024)
- SEC Filing
- 0001420506-25-000552 ↗ filed Feb 14, 2025
Holdings Value
Holdings 89 stocks · $750.9M
| GILD Gilead Sciences Inc. | 4.61% | 374,825 | $34.6M | Add +190.5% |
| VRNA Verona Pharma Ltd. | 4.46% | 720,657 | $33.5M | Add +15.0% |
| PODD Insulet Corp. | 4.37% | 125,761 | $32.8M | Reduce -21.3% |
| BSX Boston Scientific Corp. | 4.01% | 337,354 | $30.1M | Reduce -24.6% |
| SYK Stryker Corp. | 3.73% | 77,717 | $28.0M | Add +177.6% |
| COO The Cooper Cos Inc. | 3.36% | 274,569 | $25.2M | Reduce -6.2% |
| LLY Eli Lilly & Co. | 2.90% | 28,163 | $21.7M | Reduce -30.3% |
| VRDN Viridian Therapeutics Inc. | 2.78% | 1,087,634 | $20.8M | Add +155.9% |
| ITCI Intra-Cellular Therapies Inc. | 2.70% | 243,123 | $20.3M | Add +0.6% |
| MNKD Mannkind Corp. | 2.68% | 3,126,727 | $20.1M | Reduce -5.4% |
| ABT Abbott Laboratories | 2.67% | 176,994 | $20.0M | Add +43.2% |
| TVTX Travere Therapeutics Inc. | 2.59% | 1,117,792 | $19.5M | Add +2.9% |
| RCUS Arcus Biosciences Inc. | 2.53% | 1,273,789 | $19.0M | Add +24.2% |
| BDX Becton Dickinson and Co. | 2.13% | 70,404 | $16.0M | Add +17.3% |
| NBIX Neurocrine Biosciences Inc. | 2.10% | 115,727 | $15.8M | Reduce -10.9% |
| KNSA Kiniksa Pharmaceuticals Inte | 2.02% | 765,453 | $15.1M | Add +1.4% |
| DGX Quest Diagnostics Inc. | 1.82% | 90,352 | $13.6M | Add +64.3% |
| THC Tenet Healthcare Corp. | 1.80% | 106,987 | $13.5M | Add +14.1% |
| UTHR United Therapeutics Corp. | 1.76% | 37,472 | $13.2M | Reduce -41.5% |
| MCK McKesson Corp. | 1.75% | 23,000 | $13.1M | New |
| DAWN Day One Biopharmaceuticals I | 1.69% | 1,000,474 | $12.7M | Add +8.3% |
| QGEN Qiagen NV | 1.64% | 277,272 | $12.3M | Add +31.6% |
| CVRX CVRX Inc. | 1.55% | 921,174 | $11.7M | Add +34.9% |
| SDGR Schrodinger Inc. | 1.45% | 563,091 | $10.9M | Add +0.7% |
| EW Edwards Lifesciences Corp. | 1.43% | 145,214 | $10.8M | New |
| REPL Replimune Group Inc. | 1.40% | 869,759 | $10.5M | Add +13.9% |
| RXST Rxsight Inc. | 1.38% | 300,698 | $10.3M | Add +63.1% |
| EWTX Edgewise Therapeutics Inc. | 1.36% | 381,173 | $10.2M | Reduce -42.0% |
| UNH Unitedhealth Group Inc. | 1.35% | 20,000 | $10.1M | New |
| NRIX Nurix Therapeutics Inc. | 1.34% | 532,172 | $10.0M | Add +21.2% |
| PCVX Vaxcyte Inc. | 1.27% | 116,138 | $9.5M | Reduce -10.8% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.21% | 38,672 | $9.1M | Add +51.7% |
| CSTL Castle Biosciences Inc. | 1.08% | 304,629 | $8.1M | Add +2.9% |
| LIVN Livanova PLC | 1.08% | 174,934 | $8.1M | Add +72.0% |
| CVS CVS Health Corp. | 1.08% | 180,000 | $8.1M | New |
| PTCT PTC Therapeutics Inc. | 1.07% | 177,368 | $8.0M | Reduce -9.0% |
| QDEL Quidelortho Corp. | 1.04% | 175,415 | $7.8M | Add +133.9% |
| XENE Xenon Pharmaceuticals Inc. | 1.01% | 193,004 | $7.6M | Add +0.7% |
| FOLD Amicus Therapeutics Inc. | 0.98% | 784,376 | $7.4M | Add +29.6% |
| SNDX Syndax Pharmaceuticals Inc. | 0.93% | 526,973 | $7.0M | Add +3.7% |
| DXCM Dexcom Inc. | 0.81% | 78,550 | $6.1M | Add +11.3% |
| AXGN Axogen Inc. | 0.80% | 365,703 | $6.0M | Reduce -11.4% |
| KROS Keros Therapeutics Inc. | 0.66% | 314,541 | $5.0M | Reduce -25.4% |
| BCYC Bicycle Therapeutics PLC-ADR | 0.66% | 352,481 | $4.9M | Reduce -20.9% |
| QURE Uniqure NV | 0.65% | 275,000 | $4.9M | New |
| JAZZ Jazz Pharmaceuticals PLC | 0.62% | 37,751 | $4.6M | Reduce -47.8% |
| TERN Terns Pharmaceuticals Inc. | 0.61% | 829,105 | $4.6M | Add +51.9% |
| TEVA Teva Pharmaceutical-SP ADR | 0.58% | 196,805 | $4.3M | Reduce -31.0% |
| RARE Ultragenyx Pharmaceutical Inc. | 0.56% | 100,159 | $4.2M | Reduce -8.5% |
| VCYT Veracyte Inc. | 0.53% | 100,301 | $4.0M | Reduce -22.4% |
| NARI Inari Medical Inc. | 0.53% | 77,223 | $3.9M | Add +74.3% |
| URGN Urogen Pharma Ltd. | 0.52% | 369,861 | $3.9M | Add +6.4% |
| APGE Apogee Therapeutics Inc. | 0.51% | 85,000 | $3.9M | New |
| PHLT Performant Healthcare Inc. | 0.51% | 1,257,805 | $3.8M | Reduce -12.7% |
| ETON Eton Pharmaceuticals Inc. | 0.49% | 276,890 | $3.7M | Add +6.4% |
| ACLX Arcellx Inc. | 0.45% | 44,492 | $3.4M | Reduce -33.1% |
| SLN Silence Therapeutics PLC-ADR | 0.45% | 491,080 | $3.4M | Reduce -1.4% |
| ICLR Icon PLC | 0.44% | 15,874 | $3.3M | Reduce -39.4% |
| STRO Sutro Biopharma Inc. Com SHS | 0.42% | 1,727,925 | $3.2M | Add +0.7% |
| MBX MBX Biosciences Inc. | 0.42% | 170,000 | $3.1M | New |
| SIBN Si-Bone Inc. | 0.40% | 216,600 | $3.0M | Add +16.9% |
| MLTX Moonlake Immunotherapeutics | 0.39% | 54,294 | $2.9M | Reduce -47.2% |
| DVAX Dynavax Technologies Corp. | 0.38% | 220,980 | $2.8M | Add +0.7% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.35% | 51,133 | $2.6M | Reduce -34.1% |
| INSM Insmed Inc. | 0.33% | 35,668 | $2.5M | Add +0.7% |
| BFLY Butterfly Network Inc. | 0.31% | 750,000 | $2.3M | New |
| NSPR Inspiremd Inc. | 0.30% | 854,716 | $2.2M | Add +721.2% |
| ATEC Alphatec Holdings Inc. | 0.28% | 228,334 | $2.1M | Reduce -42.4% |
| RLAY Relay Therapeutics Inc. | 0.27% | 500,548 | $2.1M | New |
| ARVN Arvinas Inc. | 0.27% | 106,871 | $2.0M | Add +11.1% |
| LFST Lifestance Health Group Inc. | 0.27% | 277,471 | $2.0M | Reduce -38.3% |
| XERS Xeris Biopharma Holdings Inc. | 0.26% | 578,511 | $2.0M | Add +465.0% |
| NAMS Newamsterdam Pharma Co. NV | 0.26% | 76,116 | $2.0M | Reduce -27.7% |
| MRUS Merus NV | 0.26% | 45,680 | $1.9M | Add +0.7% |
| MRVI Maravai Lifesciences Hldgs-A | 0.25% | 350,000 | $1.9M | New |
| NUVL Nuvalent Inc. Class A | 0.25% | 23,588 | $1.8M | Add +0.8% |
| IRWD Ironwood Pharmaceuticals Inc. | 0.24% | 408,535 | $1.8M | Reduce -10.3% |
| ANNX Annexon Inc. | 0.23% | 330,849 | $1.7M | Add +0.7% |
| OSCR Oscar Health Inc. Class A | 0.22% | 125,000 | $1.7M | Reduce -50.0% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.22% | 216,881 | $1.6M | Reduce -53.3% |
| LUNG Pulmonx Corp. | 0.19% | 207,853 | $1.4M | Add +0.7% |
| REVIVA PHARMACEUTCLS HLDGS I | 0.12% | 514,273 | $931K | Add +0.4% |
| ARDX Ardelyx Inc. | 0.12% | 177,794 | $901K | Add +40.1% |
| THRD Third Harmonic Bio Inc. | 0.12% | 86,707 | $892K | Reduce -63.5% |
| ENTX Entera Bio Ltd. | 0.12% | 413,732 | $877K | Add +0.7% |
| CBLL Ceribell Inc. | 0.11% | 32,002 | $828K | New |
| CLYM Climb Bio Inc. | 0.07% | 290,491 | $523K | Add +4.2% |
| VYNE THERAPEUTICS INC | 0.07% | 152,973 | $512K | Reduce -24.6% |
| FOCL Edap TMS SA -ADR | 0.05% | 154,832 | $342K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| TFX Teleflex Inc. | Sold out | 0.00% | −3.04 |
| KROS Keros Therapeutics Inc. | Reduce -25.4% | 0.66% | −2.46 |
| LBPH Longboard Pharmaceuticals Inc. | Sold out | 0.00% | −2.09 |
| LLY Eli Lilly & Co. | Reduce -30.3% | 2.90% | −1.67 |
| AGIO Agios Pharmaceuticals Inc. | Sold out | 0.00% | −1.62 |
| UTHR United Therapeutics Corp. | Reduce -41.5% | 1.76% | −1.17 |
| CDMO Avid Bioservices Inc. | Sold out | 0.00% | −1.05 |
| APLT Applied Therapeutics Inc. | Sold out | 0.00% | −0.98 |
| EWTX Edgewise Therapeutics Inc. | Reduce -42.0% | 1.36% | −0.88 |
| BSX Boston Scientific Corp. | Reduce -24.6% | 4.01% | −0.77 |
| COO The Cooper Cos Inc. | Reduce -6.2% | 3.36% | −0.76 |
| SLN Silence Therapeutics PLC-ADR | Reduce -1.4% | 0.45% | −0.71 |
| PCVX Vaxcyte Inc. | Reduce -10.8% | 1.27% | −0.63 |
| BCYC Bicycle Therapeutics PLC-ADR | Reduce -20.9% | 0.66% | −0.63 |
| ANAB Anaptysbio Inc. | Sold out | 0.00% | −0.59 |
| ICLR Icon PLC | Reduce -39.4% | 0.44% | −0.52 |
| OSCR Oscar Health Inc. Class A | Reduce -50.0% | 0.22% | −0.45 |
| AVDL Avadel Pharmaceuticals Ltd. | Sold out | 0.00% | −0.43 |
| LENZ Lenz Therapeutics Inc. | Sold out | 0.00% | −0.42 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -47.8% | 0.62% | −0.41 |
| TGTX TG Therapeutics Inc. | Sold out | 0.00% | −0.38 |
| PODD Insulet Corp. | Reduce -21.3% | 4.37% | −0.37 |
| THRD Third Harmonic Bio Inc. | Reduce -63.5% | 0.12% | −0.29 |
| MLTX Moonlake Immunotherapeutics | Reduce -47.2% | 0.39% | −0.27 |
| EPIX Essa Pharma Inc. | Sold out | 0.00% | −0.27 |
| ACLX Arcellx Inc. | Reduce -33.1% | 0.45% | −0.25 |
| ELAN Elanco Animal Health Inc. | Sold out | 0.00% | −0.24 |
| BCRX Biocryst Pharmaceuticals Inc. | Reduce -53.3% | 0.22% | −0.23 |
| RARE Ultragenyx Pharmaceutical Inc. | Reduce -8.5% | 0.56% | −0.22 |
| ESPR Esperion Therapeutics Inc. | Sold out | 0.00% | −0.19 |
| PHLT Performant Healthcare Inc. | Reduce -12.7% | 0.51% | −0.18 |
| CRNX Crinetics Pharmaceuticals Inc. | Reduce -34.1% | 0.35% | −0.16 |
| TKNO Alpha Teknova Inc. | Sold out | 0.00% | −0.16 |
| AKYA Akoya Biosciences Inc. | Sold out | 0.00% | −0.13 |
| LFST Lifestance Health Group Inc. | Reduce -38.3% | 0.27% | −0.13 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -31.0% | 0.58% | −0.08 |
| XFOR X4 Pharmaceuticals Inc. | Sold out | 0.00% | −0.07 |
| VCYT Veracyte Inc. | Reduce -22.4% | 0.53% | −0.03 |
| ATEC Alphatec Holdings Inc. | Reduce -42.4% | 0.28% | −0.00 |
| IRWD Ironwood Pharmaceuticals Inc. | Reduce -10.3% | 0.24% | +0.00 |
| VYNE THERAPEUTICS INC | Reduce -24.6% | 0.07% | +0.02 |
| MNKD Mannkind Corp. | Reduce -5.4% | 2.68% | +0.02 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -27.7% | 0.26% | +0.04 |
| AXGN Axogen Inc. | Reduce -11.4% | 0.80% | +0.06 |
| PTCT PTC Therapeutics Inc. | Reduce -9.0% | 1.07% | +0.14 |
| NBIX Neurocrine Biosciences Inc. | Reduce -10.9% | 2.10% | +0.19 |
Portfolio Buys Q3 2024 → Q4 2024
| GILD Gilead Sciences Inc. | Add +190.5% | 4.61% | +3.23 |
| SYK Stryker Corp. | Add +177.6% | 3.73% | +2.44 |
| VRNA Verona Pharma Ltd. | Add +15.0% | 4.46% | +2.16 |
| MCK McKesson Corp. | New | 1.75% | +1.75 |
| VRDN Viridian Therapeutics Inc. | Add +155.9% | 2.78% | +1.54 |
| EW Edwards Lifesciences Corp. | New | 1.43% | +1.43 |
| UNH Unitedhealth Group Inc. | New | 1.35% | +1.35 |
| CVS CVS Health Corp. | New | 1.08% | +1.08 |
| ABT Abbott Laboratories | Add +43.2% | 2.67% | +0.87 |
| CVRX CVRX Inc. | Add +34.9% | 1.55% | +0.79 |
| DGX Quest Diagnostics Inc. | Add +64.3% | 1.82% | +0.73 |
| TVTX Travere Therapeutics Inc. | Add +2.9% | 2.59% | +0.65 |
| QURE Uniqure NV | New | 0.65% | +0.65 |
| QDEL Quidelortho Corp. | Add +133.9% | 1.04% | +0.60 |
| RCUS Arcus Biosciences Inc. | Add +24.2% | 2.53% | +0.52 |
| APGE Apogee Therapeutics Inc. | New | 0.51% | +0.51 |
| ITCI Intra-Cellular Therapies Inc. | Add +0.6% | 2.70% | +0.45 |
| QGEN Qiagen NV | Add +31.6% | 1.64% | +0.42 |
| MBX MBX Biosciences Inc. | New | 0.42% | +0.42 |
| LIVN Livanova PLC | Add +72.0% | 1.08% | +0.40 |
| REPL Replimune Group Inc. | Add +13.9% | 1.40% | +0.33 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +51.7% | 1.21% | +0.32 |
| BFLY Butterfly Network Inc. | New | 0.31% | +0.31 |
| ETON Eton Pharmaceuticals Inc. | Add +6.4% | 0.49% | +0.29 |
| NARI Inari Medical Inc. | Add +74.3% | 0.53% | +0.29 |
| BDX Becton Dickinson and Co. | Add +17.3% | 2.13% | +0.28 |
| RLAY Relay Therapeutics Inc. | New | 0.27% | +0.27 |
| NSPR Inspiremd Inc. | Add +721.2% | 0.30% | +0.26 |
| MRVI Maravai Lifesciences Hldgs-A | New | 0.25% | +0.25 |
| XERS Xeris Biopharma Holdings Inc. | Add +465.0% | 0.26% | +0.22 |
| RXST Rxsight Inc. | Add +63.1% | 1.38% | +0.21 |
| DXCM Dexcom Inc. | Add +11.3% | 0.81% | +0.21 |
| FOLD Amicus Therapeutics Inc. | Add +29.6% | 0.98% | +0.16 |
| SDGR Schrodinger Inc. | Add +0.7% | 1.45% | +0.12 |
| CBLL Ceribell Inc. | New | 0.11% | +0.11 |
| NRIX Nurix Therapeutics Inc. | Add +21.2% | 1.34% | +0.08 |
| SIBN Si-Bone Inc. | Add +16.9% | 0.40% | +0.07 |
| DVAX Dynavax Technologies Corp. | Add +0.7% | 0.38% | +0.06 |
| DAWN Day One Biopharmaceuticals I | Add +8.3% | 1.69% | +0.04 |
| XENE Xenon Pharmaceuticals Inc. | Add +0.7% | 1.01% | +0.04 |
| TERN Terns Pharmaceuticals Inc. | Add +51.9% | 0.61% | +0.03 |
| REVIVA PHARMACEUTCLS HLDGS I | Add +0.4% | 0.12% | +0.03 |
| ENTX Entera Bio Ltd. | Add +0.7% | 0.12% | +0.02 |
| ARDX Ardelyx Inc. | Add +40.1% | 0.12% | +0.01 |
| CSTL Castle Biosciences Inc. | Add +2.9% | 1.08% | +0.00 |
| INSM Insmed Inc. | Add +0.7% | 0.33% | −0.00 |
| ANNX Annexon Inc. | Add +0.7% | 0.23% | −0.02 |
| ARVN Arvinas Inc. | Add +11.1% | 0.27% | −0.03 |
| LUNG Pulmonx Corp. | Add +0.7% | 0.19% | −0.03 |
| MRUS Merus NV | Add +0.7% | 0.26% | −0.03 |
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 |