Parkman Healthcare Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Parkman Healthcare Partners LLC reported 91 stock positions worth $843.1 million. Its top holding was Insulet (PODD) at 4.1% of the portfolio, followed by CVS Health (CVS, 4.0%) and Eli Lilly (LLY, 3.8%). Compared with Q4 2024, it opened 20 new positions, sold out of 18, added to 44 and reduced 26. The biggest buy was CVS Health (CVS, shares +176%) and the biggest sale an exit from Intra-Cellular Therapies (ITCI).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001777015
- Portfolio Value
- $843.1M (Q1 2025)
- SEC Filing
- 0001420506-25-001258 ↗ filed May 15, 2025
Holdings Value
Holdings 91 stocks · $843.1M
| PODD Insulet Corp. | 4.07% | 130,514 | $34.3M | Add +3.8% |
| CVS CVS Health Corp. | 3.99% | 496,736 | $33.7M | Add +176.0% |
| LLY Eli Lilly & Co. | 3.84% | 39,191 | $32.4M | Add +39.2% |
| SYK Stryker Corp. | 3.43% | 77,690 | $28.9M | Reduce -0.0% |
| THC Tenet Healthcare Corp. | 3.40% | 213,418 | $28.7M | Add +99.5% |
| BDX Becton Dickinson and Co. | 3.27% | 120,283 | $27.6M | Add +70.8% |
| COO The Cooper Cos Inc. | 3.13% | 312,650 | $26.4M | Add +13.9% |
| UNH Unitedhealth Group Inc. | 3.12% | 50,213 | $26.3M | Add +151.1% |
| GILD Gilead Sciences Inc. | 2.91% | 218,950 | $24.5M | Reduce -41.6% |
| BSX Boston Scientific Corp. | 2.70% | 225,990 | $22.8M | Reduce -33.0% |
| ZBH Zimmer Biomet Holdings Inc. | 2.69% | 200,500 | $22.7M | New |
| BMRN Biomarin Pharmaceutical Inc. | 2.32% | 277,252 | $19.6M | New |
| NBIX Neurocrine Biosciences Inc. | 2.21% | 168,382 | $18.6M | Add +45.5% |
| ALNY Alnylam Pharmaceuticals Inc. | 2.21% | 68,938 | $18.6M | Add +78.3% |
| TVTX Travere Therapeutics Inc. | 2.03% | 954,071 | $17.1M | Reduce -14.7% |
| KNSA Kiniksa Pharmaceuticals Inte | 2.01% | 762,621 | $16.9M | Reduce -0.4% |
| VRNA Verona Pharma Ltd. | 1.96% | 260,421 | $16.5M | Reduce -63.9% |
| RXST Rxsight Inc. | 1.89% | 631,238 | $15.9M | Add +109.9% |
| CVRX CVRX Inc. | 1.78% | 1,229,522 | $15.0M | Add +33.5% |
| MCK McKesson Corp. | 1.76% | 22,101 | $14.9M | Reduce -3.9% |
| RVTY Revvity Inc. | 1.75% | 139,557 | $14.8M | New |
| EW Edwards Lifesciences Corp. | 1.73% | 200,819 | $14.6M | Add +38.3% |
| QGEN Qiagen N.V. | 1.71% | 359,644 | $14.4M | Add +33.4% |
| VRDN Viridian Therapeutics Inc. | 1.70% | 1,064,506 | $14.3M | Reduce -2.1% |
| PTCT PTC Therapeutics Inc. | 1.69% | 280,314 | $14.3M | Add +58.0% |
| DHR Danaher Corp. | 1.54% | 63,250 | $13.0M | New |
| MNKD Mannkind Corp. | 1.49% | 2,493,836 | $12.5M | Reduce -20.2% |
| RARE Ultragenyx Pharmaceutical Inc. | 1.31% | 304,244 | $11.0M | Add +203.8% |
| DGX Quest Diagnostics Inc. | 1.26% | 62,593 | $10.6M | Reduce -30.7% |
| AXGN Axogen Inc. | 1.18% | 536,832 | $9.9M | Add +46.8% |
| XERS Xeris Biopharma Holdings Inc. | 1.16% | 1,780,454 | $9.8M | Add +207.8% |
| RCUS Arcus Biosciences Inc. | 1.13% | 1,215,629 | $9.5M | Reduce -4.6% |
| SDGR Schrodinger Inc. | 1.13% | 481,470 | $9.5M | Reduce -14.5% |
| EWTX Edgewise Therapeutics Inc. | 1.11% | 425,407 | $9.4M | Add +11.6% |
| REPL Replimune Group Inc. | 1.10% | 950,399 | $9.3M | Add +9.3% |
| DXCM Dexcom Inc. | 1.06% | 130,367 | $8.9M | Add +66.0% |
| KALV Kalvista Pharmaceuticals Inc. | 1.03% | 753,752 | $8.7M | New |
| DAWN Day One Biopharmaceuticals I | 0.98% | 1,043,162 | $8.3M | Add +4.3% |
| NUVL Nuvalent Inc. Class A | 0.93% | 109,988 | $7.8M | Add +366.3% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.89% | 1,000,562 | $7.5M | Add +361.3% |
| SNDX Syndax Pharmaceuticals Inc. | 0.87% | 594,987 | $7.3M | Add +12.9% |
| ANIP Ani Pharmaceuticals Inc. | 0.83% | 105,000 | $7.0M | New |
| CSTL Castle Biosciences Inc. | 0.83% | 350,551 | $7.0M | Add +15.1% |
| LIVN Livanova PLC | 0.78% | 166,871 | $6.6M | Reduce -4.6% |
| QDEL Quidelortho Corp. | 0.76% | 183,678 | $6.4M | Add +4.7% |
| TMCI Treace Medical Concepts Inc. | 0.71% | 713,539 | $6.0M | New |
| XENE Xenon Pharmaceuticals Inc. | 0.69% | 174,576 | $5.9M | Reduce -9.6% |
| DOCS Doximity Inc. Class A | 0.64% | 93,500 | $5.4M | New |
| RMD Resmed Inc. | 0.60% | 22,622 | $5.1M | New |
| VCYT Veracyte Inc. | 0.58% | 166,278 | $4.9M | Add +65.8% |
| PGEN Precigen Inc. | 0.56% | 3,191,343 | $4.8M | New |
| MLYS Mineralys Therapeutics Inc. | 0.55% | 293,928 | $4.7M | New |
| FOLD Amicus Therapeutics Inc. | 0.55% | 568,952 | $4.6M | Reduce -27.5% |
| ATEC Alphatec Holdings Inc. | 0.54% | 446,106 | $4.5M | Add +95.4% |
| ACLX Arcellx Inc. | 0.52% | 67,390 | $4.4M | Add +51.5% |
| URGN Urogen Pharma Ltd. | 0.52% | 393,153 | $4.3M | Add +6.3% |
| NRIX Nurix Therapeutics Inc. | 0.49% | 350,420 | $4.2M | Reduce -34.1% |
| LUNG Pulmonx Corp. | 0.49% | 611,875 | $4.1M | Add +194.4% |
| OPRX Optimizerx Corp. | 0.49% | 475,000 | $4.1M | New |
| GH Guardant Health Inc. | 0.45% | 89,329 | $3.8M | New |
| PCVX Vaxcyte Inc. | 0.42% | 93,431 | $3.5M | Reduce -19.6% |
| SIBN Si-Bone Inc. | 0.38% | 231,109 | $3.2M | Add +6.7% |
| UTHR United Therapeutics Corp. | 0.37% | 10,232 | $3.2M | Reduce -72.7% |
| NSPR Inspiremd Inc. | 0.37% | 1,171,416 | $3.2M | Add +37.0% |
| PHLT Performant Healthcare Inc. | 0.37% | 1,060,601 | $3.1M | Reduce -15.7% |
| DVAX Dynavax Technologies Corp. | 0.36% | 234,784 | $3.0M | Add +6.3% |
| INSM Insmed Inc. | 0.34% | 37,901 | $2.9M | Add +6.3% |
| AORT Artivion Inc. | 0.33% | 111,652 | $2.7M | New |
| TERN Terns Pharmaceuticals Inc. | 0.31% | 959,703 | $2.6M | Add +15.8% |
| OM Outset Medical Inc. | 0.30% | 231,099 | $2.6M | New |
| MBX MBX Biosciences Inc. | 0.29% | 328,323 | $2.4M | Add +93.1% |
| KROS Keros Therapeutics Inc. | 0.26% | 217,753 | $2.2M | Reduce -30.8% |
| QURE Uniqure NV | 0.26% | 203,833 | $2.2M | Reduce -25.9% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.25% | 63,940 | $2.1M | Add +25.1% |
| NAMS Newamsterdam Pharma Co. NV | 0.25% | 100,955 | $2.1M | Add +32.6% |
| RPID Rapid Micro Biosystems Inc. Class A | 0.23% | 735,621 | $1.9M | New |
| VERA Vera Therapeutics Inc. | 0.22% | 76,125 | $1.8M | New |
| APGE Apogee Therapeutics Inc. | 0.21% | 46,663 | $1.7M | Reduce -45.1% |
| ICAD Icad Inc. | 0.19% | 781,670 | $1.6M | New |
| MRVI Maravai Lifesciences Hldgs-A | 0.17% | 660,000 | $1.5M | Add +88.6% |
| UPB Upstream Bio Inc. | 0.17% | 233,563 | $1.4M | New |
| MRUS Merus NV | 0.14% | 28,230 | $1.2M | Reduce -38.2% |
| SLN Silence Therapeutics PLC-ADR | 0.13% | 401,746 | $1.1M | Reduce -18.2% |
| ORIC Oric Pharmaceuticals Inc. | 0.13% | 203,006 | $1.1M | New |
| ARDX Ardelyx Inc. | 0.12% | 209,581 | $1.0M | Add +17.9% |
| ENTX Entera Bio Ltd. | 0.09% | 439,632 | $747K | Add +6.3% |
| ANNX Annexon Inc. | 0.08% | 351,436 | $678K | Add +6.2% |
| RLAY Relay Therapeutics Inc. | 0.06% | 188,052 | $493K | Reduce -62.4% |
| VYNE THERAPEUTICS INC | 0.04% | 217,978 | $344K | Add +42.5% |
| FOCL Edap TMS SA -ADR | 0.04% | 154,832 | $303K | No change |
| IRWD Ironwood Pharmaceuticals Inc. | 0.04% | 205,086 | $301K | Reduce -49.8% |
Portfolio Sells Q4 2024 → Q1 2025
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −2.70 |
| ABT Abbott Laboratories | Sold out | 0.00% | −2.67 |
| VRNA Verona Pharma Ltd. | Reduce -63.9% | 1.96% | −2.50 |
| GILD Gilead Sciences Inc. | Reduce -41.6% | 2.91% | −1.70 |
| RCUS Arcus Biosciences Inc. | Reduce -4.6% | 1.13% | −1.39 |
| UTHR United Therapeutics Corp. | Reduce -72.7% | 0.37% | −1.39 |
| BSX Boston Scientific Corp. | Reduce -33.0% | 2.70% | −1.31 |
| MNKD Mannkind Corp. | Reduce -20.2% | 1.49% | −1.19 |
| VRDN Viridian Therapeutics Inc. | Reduce -2.1% | 1.70% | −1.07 |
| PCVX Vaxcyte Inc. | Reduce -19.6% | 0.42% | −0.85 |
| NRIX Nurix Therapeutics Inc. | Reduce -34.1% | 0.49% | −0.84 |
| BCYC Bicycle Therapeutics PLC-ADR | Sold out | 0.00% | −0.66 |
| JAZZ Jazz Pharmaceuticals PLC | Sold out | 0.00% | −0.62 |
| TEVA Teva Pharmaceutical-SP ADR | Sold out | 0.00% | −0.58 |
| TVTX Travere Therapeutics Inc. | Reduce -14.7% | 2.03% | −0.57 |
| DGX Quest Diagnostics Inc. | Reduce -30.7% | 1.26% | −0.56 |
| NARI Inari Medical Inc. | Sold out | 0.00% | −0.53 |
| ETON Eton Pharmaceuticals Inc. | Sold out | 0.00% | −0.49 |
| ICLR Icon PLC | Sold out | 0.00% | −0.44 |
| FOLD Amicus Therapeutics Inc. | Reduce -27.5% | 0.55% | −0.43 |
| STRO Sutro Biopharma Inc. Com SHS | Sold out | 0.00% | −0.42 |
| KROS Keros Therapeutics Inc. | Reduce -30.8% | 0.26% | −0.40 |
| MLTX Moonlake Immunotherapeutics | Sold out | 0.00% | −0.39 |
| QURE Uniqure NV | Reduce -25.9% | 0.26% | −0.39 |
| SDGR Schrodinger Inc. | Reduce -14.5% | 1.13% | −0.32 |
| SLN Silence Therapeutics PLC-ADR | Reduce -18.2% | 0.13% | −0.32 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -9.6% | 0.69% | −0.31 |
| BFLY Butterfly Network Inc. | Sold out | 0.00% | −0.31 |
| APGE Apogee Therapeutics Inc. | Reduce -45.1% | 0.21% | −0.31 |
| LIVN Livanova PLC | Reduce -4.6% | 0.78% | −0.30 |
| SYK Stryker Corp. | Reduce -0.0% | 3.43% | −0.30 |
| ARVN Arvinas Inc. | Sold out | 0.00% | −0.27 |
| LFST Lifestance Health Group Inc. | Sold out | 0.00% | −0.27 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.22 |
| RLAY Relay Therapeutics Inc. | Reduce -62.4% | 0.06% | −0.22 |
| IRWD Ironwood Pharmaceuticals Inc. | Reduce -49.8% | 0.04% | −0.21 |
| PHLT Performant Healthcare Inc. | Reduce -15.7% | 0.37% | −0.13 |
| REVIVA PHARMACEUTCLS HLDGS I | Sold out | 0.00% | −0.12 |
| THRD Third Harmonic Bio Inc. | Sold out | 0.00% | −0.12 |
| MRUS Merus NV | Reduce -38.2% | 0.14% | −0.11 |
| CBLL Ceribell Inc. | Sold out | 0.00% | −0.11 |
| CLYM Climb Bio Inc. | Sold out | 0.00% | −0.07 |
| KNSA Kiniksa Pharmaceuticals Inte | Reduce -0.4% | 2.01% | −0.01 |
| MCK McKesson Corp. | Reduce -3.9% | 1.76% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| CVS CVS Health Corp. | Add +176.0% | 3.99% | +2.92 |
| ZBH Zimmer Biomet Holdings Inc. | New | 2.69% | +2.69 |
| BMRN Biomarin Pharmaceutical Inc. | New | 2.32% | +2.32 |
| UNH Unitedhealth Group Inc. | Add +151.1% | 3.12% | +1.77 |
| RVTY Revvity Inc. | New | 1.75% | +1.75 |
| THC Tenet Healthcare Corp. | Add +99.5% | 3.40% | +1.61 |
| DHR Danaher Corp. | New | 1.54% | +1.54 |
| BDX Becton Dickinson and Co. | Add +70.8% | 3.27% | +1.14 |
| KALV Kalvista Pharmaceuticals Inc. | New | 1.03% | +1.03 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +78.3% | 2.21% | +1.00 |
| LLY Eli Lilly & Co. | Add +39.2% | 3.84% | +0.94 |
| XERS Xeris Biopharma Holdings Inc. | Add +207.8% | 1.16% | +0.90 |
| ANIP Ani Pharmaceuticals Inc. | New | 0.83% | +0.83 |
| RARE Ultragenyx Pharmaceutical Inc. | Add +203.8% | 1.31% | +0.75 |
| TMCI Treace Medical Concepts Inc. | New | 0.71% | +0.71 |
| NUVL Nuvalent Inc. Class A | Add +366.3% | 0.93% | +0.68 |
| BCRX Biocryst Pharmaceuticals Inc. | Add +361.3% | 0.89% | +0.67 |
| DOCS Doximity Inc. Class A | New | 0.64% | +0.64 |
| PTCT PTC Therapeutics Inc. | Add +58.0% | 1.69% | +0.63 |
| RMD Resmed Inc. | New | 0.60% | +0.60 |
| PGEN Precigen Inc. | New | 0.56% | +0.56 |
| MLYS Mineralys Therapeutics Inc. | New | 0.55% | +0.55 |
| RXST Rxsight Inc. | Add +109.9% | 1.89% | +0.51 |
| OPRX Optimizerx Corp. | New | 0.49% | +0.49 |
| GH Guardant Health Inc. | New | 0.45% | +0.45 |
| AXGN Axogen Inc. | Add +46.8% | 1.18% | +0.38 |
| AORT Artivion Inc. | New | 0.33% | +0.33 |
| OM Outset Medical Inc. | New | 0.30% | +0.30 |
| LUNG Pulmonx Corp. | Add +194.4% | 0.49% | +0.30 |
| EW Edwards Lifesciences Corp. | Add +38.3% | 1.73% | +0.29 |
| ATEC Alphatec Holdings Inc. | Add +95.4% | 0.54% | +0.26 |
| DXCM Dexcom Inc. | Add +66.0% | 1.06% | +0.24 |
| RPID Rapid Micro Biosystems Inc. Class A | New | 0.23% | +0.23 |
| CVRX CVRX Inc. | Add +33.5% | 1.78% | +0.23 |
| VERA Vera Therapeutics Inc. | New | 0.22% | +0.22 |
| ICAD Icad Inc. | New | 0.19% | +0.19 |
| UPB Upstream Bio Inc. | New | 0.17% | +0.17 |
| ORIC Oric Pharmaceuticals Inc. | New | 0.13% | +0.13 |
| NBIX Neurocrine Biosciences Inc. | Add +45.5% | 2.21% | +0.11 |
| NSPR Inspiremd Inc. | Add +37.0% | 0.37% | +0.07 |
| ACLX Arcellx Inc. | Add +51.5% | 0.52% | +0.07 |
| QGEN Qiagen N.V. | Add +33.4% | 1.71% | +0.07 |
| VCYT Veracyte Inc. | Add +65.8% | 0.58% | +0.06 |
| INSM Insmed Inc. | Add +6.3% | 0.34% | +0.01 |
| ARDX Ardelyx Inc. | Add +17.9% | 0.12% | +0.00 |
| URGN Urogen Pharma Ltd. | Add +6.3% | 0.52% | −0.01 |
| DVAX Dynavax Technologies Corp. | Add +6.3% | 0.36% | −0.01 |
| NAMS Newamsterdam Pharma Co. NV | Add +32.6% | 0.25% | −0.02 |
| SIBN Si-Bone Inc. | Add +6.7% | 0.38% | −0.02 |
| VYNE THERAPEUTICS INC | Add +42.5% | 0.04% | −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 |