Parkman Healthcare Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Parkman Healthcare Partners LLC reported 87 stock positions worth $864.4 million. Its top holding was CVS Health (CVS) at 4.1% of the portfolio, followed by Insulet (PODD, 3.8%) and Boston Scientific (BSX, 3.5%). Compared with Q1 2025, it opened 11 new positions, sold out of 15, added to 47 and reduced 28. The biggest buy was a new position in Iqvia (IQV) and the biggest sale an exit from Becton Dickinson and (BDX).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001777015
- Portfolio Value
- $864.4M (Q2 2025)
- SEC Filing
- 0001420506-25-002082 ↗ filed Aug 14, 2025
Holdings Value
Holdings 87 stocks · $864.4M
| CVS CVS Health Corp. | 4.13% | 517,807 | $35.7M | Add +4.2% |
| PODD Insulet Corp. | 3.84% | 105,762 | $33.2M | Reduce -19.0% |
| BSX Boston Scientific Corp. | 3.52% | 283,166 | $30.4M | Add +25.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 3.48% | 92,338 | $30.1M | Add +33.9% |
| THC Tenet Healthcare Corp. | 3.44% | 168,884 | $29.7M | Reduce -20.9% |
| COO The Cooper Cos Inc. | 3.17% | 385,479 | $27.4M | Add +23.3% |
| LLY Eli Lilly & Co. | 3.00% | 33,296 | $26.0M | Reduce -15.0% |
| QGEN Qiagen N.V. | 2.77% | 498,107 | $23.9M | Add +38.5% |
| ZBH Zimmer Biomet Holdings Inc. | 2.54% | 240,395 | $21.9M | Add +19.9% |
| DHR Danaher Corp. | 2.52% | 110,090 | $21.7M | Add +74.1% |
| NBIX Neurocrine Biosciences Inc. | 2.41% | 166,010 | $20.9M | Reduce -1.4% |
| SYK Stryker Corp. | 2.31% | 50,376 | $19.9M | Reduce -35.2% |
| DXCM Dexcom Inc. | 2.28% | 225,875 | $19.7M | Add +73.3% |
| EW Edwards Lifesciences Corp. | 2.28% | 251,741 | $19.7M | Add +25.4% |
| VRNA Verona Pharma Ltd. | 2.17% | 197,898 | $18.7M | Reduce -24.0% |
| VRDN Viridian Therapeutics Inc. | 2.10% | 1,298,825 | $18.2M | Add +22.0% |
| IQV Iqvia Holdings Inc. | 2.00% | 109,500 | $17.3M | New |
| WGS Genedx Holdings Corp. | 1.87% | 175,000 | $16.2M | New |
| RVTY Revvity Inc. | 1.76% | 157,196 | $15.2M | Add +12.6% |
| GILD Gilead Sciences Inc. | 1.69% | 131,675 | $14.6M | Reduce -39.9% |
| KNSA Kiniksa Pharmaceuticals Inte | 1.56% | 488,796 | $13.5M | Reduce -35.9% |
| MCK McKesson Corp. | 1.48% | 17,458 | $12.8M | Reduce -21.0% |
| BMRN Biomarin Pharmaceutical Inc. | 1.43% | 225,150 | $12.4M | Reduce -18.8% |
| TVTX Travere Therapeutics Inc. | 1.42% | 827,060 | $12.2M | Reduce -13.3% |
| SDGR Schrodinger Inc. | 1.37% | 587,556 | $11.8M | Add +22.0% |
| ACLX Arcellx Inc. | 1.33% | 174,276 | $11.5M | Add +158.6% |
| QDEL Quidelortho Corp. | 1.29% | 386,646 | $11.1M | Add +110.5% |
| OM Outset Medical Inc. | 1.22% | 549,052 | $10.5M | Add +137.6% |
| MBX MBX Biosciences Inc. | 1.15% | 871,933 | $9.9M | Add +165.6% |
| XERS Xeris Biopharma Holdings Inc. | 1.14% | 2,107,483 | $9.8M | Add +18.4% |
| NUVL Nuvalent Inc. Class A | 1.06% | 119,623 | $9.1M | Add +8.8% |
| BCRX Biocryst Pharmaceuticals Inc. | 1.04% | 1,007,992 | $9.0M | Add +0.7% |
| PTCT PTC Therapeutics Inc. | 1.03% | 181,643 | $8.9M | Reduce -35.2% |
| MRUS Merus NV | 0.99% | 162,980 | $8.6M | Add +477.3% |
| EWTX Edgewise Therapeutics Inc. | 0.98% | 647,331 | $8.5M | Add +52.2% |
| ANIP Ani Pharmaceuticals Inc. | 0.97% | 128,478 | $8.4M | Add +22.4% |
| REPL Replimune Group Inc. | 0.96% | 896,710 | $8.3M | Reduce -5.7% |
| RXST Rxsight Inc. | 0.95% | 633,874 | $8.2M | Add +0.4% |
| SNDX Syndax Pharmaceuticals Inc. | 0.94% | 867,813 | $8.1M | Add +45.9% |
| LIVN Livanova PLC | 0.91% | 175,000 | $7.9M | Add +4.9% |
| UPB Upstream Bio Inc. | 0.91% | 715,504 | $7.9M | Add +206.3% |
| KALV Kalvista Pharmaceuticals Inc. | 0.89% | 679,063 | $7.7M | Reduce -9.9% |
| DOCS Doximity Inc. Class A | 0.86% | 120,834 | $7.4M | Add +29.2% |
| DGX Quest Diagnostics Inc. | 0.85% | 40,997 | $7.4M | Reduce -34.5% |
| AXGN Axogen Inc. | 0.85% | 674,551 | $7.3M | Add +25.6% |
| ASND Ascendis Pharma A/S | 0.84% | 42,108 | $7.3M | New |
| ATEC Alphatec Holdings Inc. | 0.83% | 648,871 | $7.2M | Add +45.5% |
| CSTL Castle Biosciences Inc. | 0.83% | 352,262 | $7.2M | Add +0.5% |
| MNKD Mannkind Corp. | 0.82% | 1,900,918 | $7.1M | Reduce -23.8% |
| OPRX Optimizerx Corp. | 0.79% | 507,423 | $6.9M | Add +6.8% |
| SIBN Si-Bone Inc. | 0.79% | 362,008 | $6.8M | Add +56.6% |
| MLYS Mineralys Therapeutics Inc. | 0.73% | 463,601 | $6.3M | Add +57.7% |
| QURE Uniqure NV | 0.72% | 443,422 | $6.2M | Add +117.5% |
| AORT Artivion Inc. | 0.69% | 192,705 | $6.0M | Add +72.6% |
| VCYT Veracyte Inc. | 0.69% | 220,387 | $6.0M | Add +32.5% |
| CERT Certara Inc. | 0.68% | 500,000 | $5.8M | New |
| WAY Waystar Holding Corp. | 0.66% | 140,000 | $5.7M | New |
| RARE Ultragenyx Pharmaceutical Inc. | 0.62% | 147,980 | $5.4M | Reduce -51.4% |
| INCY Incyte Corp. | 0.59% | 75,000 | $5.1M | New |
| TMCI Treace Medical Concepts Inc. | 0.57% | 843,998 | $5.0M | Add +18.3% |
| RCUS Arcus Biosciences Inc. | 0.56% | 599,610 | $4.9M | Reduce -50.7% |
| PHLT Performant Healthcare Inc. | 0.56% | 1,214,272 | $4.9M | Add +14.5% |
| XENE Xenon Pharmaceuticals Inc. | 0.54% | 150,373 | $4.7M | Reduce -13.9% |
| CVRX CVRX Inc. | 0.54% | 789,099 | $4.6M | Reduce -35.8% |
| AMLX Amylyx Pharmaceuticals Inc. | 0.48% | 650,000 | $4.2M | New |
| FOLD Amicus Therapeutics Inc. | 0.40% | 608,637 | $3.5M | Add +7.0% |
| QTRX Quanterix Corp. | 0.40% | 515,992 | $3.4M | New |
| PTGX Protagonist Therapeutics Inc. | 0.39% | 61,596 | $3.4M | New |
| DAWN Day One Biopharmaceuticals I | 0.38% | 500,000 | $3.3M | Reduce -52.1% |
| RPID Rapid Micro Biosystems Inc. Class A | 0.36% | 913,443 | $3.2M | Add +24.2% |
| TERN Terns Pharmaceuticals Inc. | 0.35% | 817,808 | $3.1M | Reduce -14.8% |
| NSPR Inspiremd Inc. | 0.32% | 1,235,305 | $2.8M | Add +5.5% |
| VERA Vera Therapeutics Inc. | 0.32% | 116,343 | $2.7M | Add +52.8% |
| DVAX Dynavax Technologies Corp. | 0.31% | 270,131 | $2.7M | Add +15.1% |
| NRIX Nurix Therapeutics Inc. | 0.30% | 228,271 | $2.6M | Reduce -34.9% |
| UTHR United Therapeutics Corp. | 0.29% | 8,811 | $2.5M | Reduce -13.9% |
| URGN Urogen Pharma Ltd. | 0.28% | 176,702 | $2.4M | Reduce -55.1% |
| APGE Apogee Therapeutics Inc. | 0.28% | 55,404 | $2.4M | Add +18.7% |
| PGEN Precigen Inc. | 0.25% | 1,542,823 | $2.2M | Reduce -51.7% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.24% | 73,412 | $2.1M | Add +14.8% |
| LUNG Pulmonx Corp. | 0.18% | 605,029 | $1.6M | Reduce -1.1% |
| ARDX Ardelyx Inc. | 0.14% | 301,086 | $1.2M | Add +43.7% |
| ANNX Annexon Inc. | 0.11% | 404,194 | $970K | Add +15.0% |
| ATYR Atyr Pharma Inc. | 0.09% | 150,000 | $761K | New |
| MASS 908 Devices Inc. | 0.08% | 100,000 | $713K | New |
| ENTX Entera Bio Ltd. | 0.08% | 355,822 | $676K | Reduce -19.1% |
| FOCL Edap TMS SA -ADR | 0.03% | 154,832 | $255K | No change |
Options reported separately and not counted above: ALKS puts ($5.7M).
Portfolio Sells Q1 2025 → Q2 2025
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −3.27 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −3.12 |
| CVRX CVRX Inc. | Reduce -35.8% | 0.54% | −1.25 |
| GILD Gilead Sciences Inc. | Reduce -39.9% | 1.69% | −1.22 |
| SYK Stryker Corp. | Reduce -35.2% | 2.31% | −1.12 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -18.8% | 1.43% | −0.89 |
| LLY Eli Lilly & Co. | Reduce -15.0% | 3.00% | −0.84 |
| RARE Ultragenyx Pharmaceutical Inc. | Reduce -51.4% | 0.62% | −0.68 |
| PTCT PTC Therapeutics Inc. | Reduce -35.2% | 1.03% | −0.67 |
| MNKD Mannkind Corp. | Reduce -23.8% | 0.82% | −0.67 |
| TVTX Travere Therapeutics Inc. | Reduce -13.3% | 1.42% | −0.61 |
| DAWN Day One Biopharmaceuticals I | Reduce -52.1% | 0.38% | −0.61 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.60 |
| RCUS Arcus Biosciences Inc. | Reduce -50.7% | 0.56% | −0.57 |
| GH Guardant Health Inc. | Sold out | 0.00% | −0.45 |
| KNSA Kiniksa Pharmaceuticals Inte | Reduce -35.9% | 1.56% | −0.44 |
| PCVX Vaxcyte Inc. | Sold out | 0.00% | −0.42 |
| DGX Quest Diagnostics Inc. | Reduce -34.5% | 0.85% | −0.40 |
| INSM Insmed Inc. | Sold out | 0.00% | −0.34 |
| PGEN Precigen Inc. | Reduce -51.7% | 0.25% | −0.31 |
| LUNG Pulmonx Corp. | Reduce -1.1% | 0.18% | −0.31 |
| MCK McKesson Corp. | Reduce -21.0% | 1.48% | −0.28 |
| KROS Keros Therapeutics Inc. | Sold out | 0.00% | −0.26 |
| NAMS Newamsterdam Pharma Co. NV | Sold out | 0.00% | −0.25 |
| URGN Urogen Pharma Ltd. | Reduce -55.1% | 0.28% | −0.24 |
| PODD Insulet Corp. | Reduce -19.0% | 3.84% | −0.22 |
| NRIX Nurix Therapeutics Inc. | Reduce -34.9% | 0.30% | −0.19 |
| ICAD Icad Inc. | Sold out | 0.00% | −0.19 |
| MRVI Maravai Lifesciences Hldgs-A | Sold out | 0.00% | −0.17 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -13.9% | 0.54% | −0.15 |
| KALV Kalvista Pharmaceuticals Inc. | Reduce -9.9% | 0.89% | −0.14 |
| REPL Replimune Group Inc. | Reduce -5.7% | 0.96% | −0.14 |
| ORIC Oric Pharmaceuticals Inc. | Sold out | 0.00% | −0.13 |
| SLN Silence Therapeutics PLC-ADR | Sold out | 0.00% | −0.13 |
| UTHR United Therapeutics Corp. | Reduce -13.9% | 0.29% | −0.08 |
| RLAY Relay Therapeutics Inc. | Sold out | 0.00% | −0.06 |
| VYNE THERAPEUTICS INC | Sold out | 0.00% | −0.04 |
| IRWD Ironwood Pharmaceuticals Inc. | Sold out | 0.00% | −0.04 |
| ENTX Entera Bio Ltd. | Reduce -19.1% | 0.08% | −0.01 |
| THC Tenet Healthcare Corp. | Reduce -20.9% | 3.44% | +0.03 |
| TERN Terns Pharmaceuticals Inc. | Reduce -14.8% | 0.35% | +0.04 |
| VRNA Verona Pharma Ltd. | Reduce -24.0% | 2.17% | +0.20 |
| NBIX Neurocrine Biosciences Inc. | Reduce -1.4% | 2.41% | +0.21 |
Portfolio Buys Q1 2025 → Q2 2025
| IQV Iqvia Holdings Inc. | New | 2.00% | +2.00 |
| WGS Genedx Holdings Corp. | New | 1.87% | +1.87 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +33.9% | 3.48% | +1.28 |
| DXCM Dexcom Inc. | Add +73.3% | 2.28% | +1.23 |
| QGEN Qiagen N.V. | Add +38.5% | 2.77% | +1.06 |
| DHR Danaher Corp. | Add +74.1% | 2.52% | +0.98 |
| OM Outset Medical Inc. | Add +137.6% | 1.22% | +0.92 |
| MBX MBX Biosciences Inc. | Add +165.6% | 1.15% | +0.86 |
| MRUS Merus NV | Add +477.3% | 0.99% | +0.85 |
| ASND Ascendis Pharma A/S | New | 0.84% | +0.84 |
| BSX Boston Scientific Corp. | Add +25.3% | 3.52% | +0.81 |
| ACLX Arcellx Inc. | Add +158.6% | 1.33% | +0.80 |
| UPB Upstream Bio Inc. | Add +206.3% | 0.91% | +0.74 |
| CERT Certara Inc. | New | 0.68% | +0.68 |
| WAY Waystar Holding Corp. | New | 0.66% | +0.66 |
| INCY Incyte Corp. | New | 0.59% | +0.59 |
| EW Edwards Lifesciences Corp. | Add +25.4% | 2.28% | +0.55 |
| QDEL Quidelortho Corp. | Add +110.5% | 1.29% | +0.53 |
| AMLX Amylyx Pharmaceuticals Inc. | New | 0.48% | +0.48 |
| QURE Uniqure NV | Add +117.5% | 0.72% | +0.46 |
| SIBN Si-Bone Inc. | Add +56.6% | 0.79% | +0.40 |
| VRDN Viridian Therapeutics Inc. | Add +22.0% | 2.10% | +0.40 |
| QTRX Quanterix Corp. | New | 0.40% | +0.40 |
| PTGX Protagonist Therapeutics Inc. | New | 0.39% | +0.39 |
| AORT Artivion Inc. | Add +72.6% | 0.69% | +0.37 |
| OPRX Optimizerx Corp. | Add +6.8% | 0.79% | +0.30 |
| ATEC Alphatec Holdings Inc. | Add +45.5% | 0.83% | +0.30 |
| SDGR Schrodinger Inc. | Add +22.0% | 1.37% | +0.24 |
| DOCS Doximity Inc. Class A | Add +29.2% | 0.86% | +0.21 |
| PHLT Performant Healthcare Inc. | Add +14.5% | 0.56% | +0.19 |
| MLYS Mineralys Therapeutics Inc. | Add +57.7% | 0.73% | +0.17 |
| BCRX Biocryst Pharmaceuticals Inc. | Add +0.7% | 1.04% | +0.15 |
| CVS CVS Health Corp. | Add +4.2% | 4.13% | +0.14 |
| ANIP Ani Pharmaceuticals Inc. | Add +22.4% | 0.97% | +0.14 |
| RPID Rapid Micro Biosystems Inc. Class A | Add +24.2% | 0.36% | +0.13 |
| LIVN Livanova PLC | Add +4.9% | 0.91% | +0.13 |
| NUVL Nuvalent Inc. Class A | Add +8.8% | 1.06% | +0.13 |
| VCYT Veracyte Inc. | Add +32.5% | 0.69% | +0.10 |
| VERA Vera Therapeutics Inc. | Add +52.8% | 0.32% | +0.10 |
| ATYR Atyr Pharma Inc. | New | 0.09% | +0.09 |
| MASS 908 Devices Inc. | New | 0.08% | +0.08 |
| SNDX Syndax Pharmaceuticals Inc. | Add +45.9% | 0.94% | +0.07 |
| APGE Apogee Therapeutics Inc. | Add +18.7% | 0.28% | +0.07 |
| COO The Cooper Cos Inc. | Add +23.3% | 3.17% | +0.05 |
| ANNX Annexon Inc. | Add +15.0% | 0.11% | +0.03 |
| ARDX Ardelyx Inc. | Add +43.7% | 0.14% | +0.01 |
| RVTY Revvity Inc. | Add +12.6% | 1.76% | +0.01 |
| CSTL Castle Biosciences Inc. | Add +0.5% | 0.83% | −0.00 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +14.8% | 0.24% | −0.01 |
| XERS Xeris Biopharma Holdings Inc. | Add +18.4% | 1.14% | −0.02 |
Options Activity Q1 2025 → Q2 2025
| ALKS Alkermes PLC | put | New | 200,000 | $5.7M |
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 |