Parkman Healthcare Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Parkman Healthcare Partners LLC reported 90 stock positions worth $910.7 million. Its top holding was Boston Scientific (BSX) at 4.7% of the portfolio, followed by Alnylam Pharmaceuticals (ALNY, 4.4%) and Insulet (PODD, 3.9%). Compared with Q2 2025, it opened 14 new positions, sold out of 11, added to 39 and reduced 35. The biggest buy was a new position in Biogen (BIIB) and the biggest sale an exit from Verona Pharma (VRNA).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001777015
- Portfolio Value
- $910.7M (Q3 2025)
- SEC Filing
- 0001420506-25-003321 ↗ filed Nov 14, 2025
Holdings Value
Holdings 90 stocks · $910.7M
| BSX Boston Scientific Corp. | 4.66% | 434,377 | $42.4M | Add +53.4% |
| ALNY Alnylam Pharmaceuticals Inc. | 4.39% | 87,690 | $40.0M | Reduce -5.0% |
| PODD Insulet Corp. | 3.94% | 116,238 | $35.9M | Add +9.9% |
| CVS CVS Health Corp. | 3.14% | 379,486 | $28.6M | Reduce -26.7% |
| KNSA Kiniksa Pharmaceuticals Inte | 2.86% | 671,592 | $26.1M | Add +37.4% |
| VRDN Viridian Therapeutics Inc. | 2.74% | 1,154,487 | $24.9M | Reduce -11.1% |
| ZBH Zimmer Biomet Holdings Inc. | 2.72% | 251,420 | $24.8M | Add +4.6% |
| SYK Stryker Corp. | 2.60% | 64,108 | $23.7M | Add +27.3% |
| QGEN Qiagen N.V. | 2.45% | 500,159 | $22.3M | Add +0.4% |
| MCK McKesson Corp. | 2.42% | 28,542 | $22.0M | Add +63.5% |
| DHR Danaher Corp. | 2.41% | 110,541 | $21.9M | Add +0.4% |
| KALV Kalvista Pharmaceuticals Inc. | 2.32% | 1,735,003 | $21.1M | Add +155.5% |
| QURE Uniqure NV | 2.21% | 345,356 | $20.2M | Reduce -22.1% |
| NBIX Neurocrine Biosciences Inc. | 2.19% | 141,822 | $19.9M | Reduce -14.6% |
| BIIB Biogen Inc. | 2.00% | 130,165 | $18.2M | New |
| MLYS Mineralys Therapeutics Inc. | 1.90% | 455,523 | $17.3M | Reduce -1.7% |
| UPB Upstream Bio Inc. | 1.74% | 843,502 | $15.9M | Add +17.9% |
| THC Tenet Healthcare Corp. | 1.66% | 74,330 | $15.1M | Reduce -56.0% |
| XERS Xeris Biopharma Holdings Inc. | 1.60% | 1,791,674 | $14.6M | Reduce -15.0% |
| LIVN Livanova PLC | 1.59% | 275,811 | $14.4M | Add +57.6% |
| MBX MBX Biosciences Inc. | 1.49% | 773,304 | $13.5M | Reduce -11.3% |
| FOLD Amicus Therapeutics Inc. | 1.46% | 1,687,318 | $13.3M | Add +177.2% |
| DOCS Doximity Inc. Class A | 1.44% | 178,970 | $13.1M | Add +48.1% |
| SNDX Syndax Pharmaceuticals Inc. | 1.43% | 846,899 | $13.0M | Reduce -2.4% |
| PTCT PTC Therapeutics Inc. | 1.36% | 202,363 | $12.4M | Add +11.4% |
| ACLX Arcellx Inc. | 1.35% | 149,848 | $12.3M | Reduce -14.0% |
| EW Edwards Lifesciences Corp. | 1.33% | 155,766 | $12.1M | Reduce -38.1% |
| COO The Cooper Cos Inc. | 1.33% | 176,523 | $12.1M | Reduce -54.2% |
| WAY Waystar Holding Corp. | 1.27% | 306,027 | $11.6M | Add +118.6% |
| DXCM Dexcom Inc. | 1.27% | 171,628 | $11.5M | Reduce -24.0% |
| CSTL Castle Biosciences Inc. | 1.19% | 475,568 | $10.8M | Add +35.0% |
| OPRX Optimizerx Corp. | 1.15% | 509,611 | $10.4M | Add +0.4% |
| NUVL Nuvalent Inc. Class A | 1.14% | 120,190 | $10.4M | Add +0.5% |
| ATEC Alphatec Holdings Inc. | 1.11% | 696,980 | $10.1M | Add +7.4% |
| AORT Artivion Inc. | 1.03% | 221,044 | $9.4M | Add +14.7% |
| UTHR United Therapeutics Corp. | 1.01% | 22,000 | $9.2M | Add +149.7% |
| AXGN Axogen Inc. | 0.98% | 501,832 | $9.0M | Reduce -25.6% |
| EWTX Edgewise Therapeutics Inc. | 0.98% | 550,173 | $8.9M | Reduce -15.0% |
| RCUS Arcus Biosciences Inc. | 0.97% | 652,680 | $8.9M | Add +8.8% |
| INCY Incyte Corp. | 0.94% | 100,442 | $8.5M | Add +33.9% |
| TVTX Travere Therapeutics Inc. | 0.89% | 339,764 | $8.1M | Reduce -58.9% |
| URGN Urogen Pharma Ltd. | 0.88% | 402,595 | $8.0M | Add +127.8% |
| ASND Ascendis Pharma A/S | 0.88% | 40,343 | $8.0M | Reduce -4.2% |
| AMLX Amylyx Pharmaceuticals Inc. | 0.86% | 579,174 | $7.9M | Reduce -10.9% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.84% | 1,012,664 | $7.7M | Add +0.5% |
| VCYT Veracyte Inc. | 0.84% | 223,065 | $7.7M | Add +1.2% |
| LLY Eli Lilly & Co. | 0.84% | 10,000 | $7.6M | Reduce -70.0% |
| QDEL Quidelortho Corp. | 0.82% | 252,817 | $7.4M | Reduce -34.6% |
| XENE Xenon Pharmaceuticals Inc. | 0.78% | 176,137 | $7.1M | Add +17.1% |
| TERN Terns Pharmaceuticals Inc. | 0.77% | 934,760 | $7.0M | Add +14.3% |
| PGEN Precigen Inc. | 0.76% | 2,101,715 | $6.9M | Add +36.2% |
| SDGR Schrodinger Inc. | 0.75% | 340,187 | $6.8M | Reduce -42.1% |
| BMRN Biomarin Pharmaceutical Inc. | 0.75% | 125,949 | $6.8M | Reduce -44.1% |
| CERT Certara Inc. | 0.74% | 551,850 | $6.7M | Add +10.4% |
| ASMB Assembly Biosciences Inc. | 0.71% | 250,981 | $6.4M | New |
| OM Outset Medical Inc. | 0.70% | 454,512 | $6.4M | Reduce -17.2% |
| NSPR Inspiremd Inc. | 0.65% | 2,440,633 | $5.9M | Add +97.6% |
| STOK Stoke Therapeutics Inc. | 0.65% | 250,000 | $5.9M | New |
| IQV Iqvia Holdings Inc. | 0.63% | 30,000 | $5.7M | Reduce -72.6% |
| TMCI Treace Medical Concepts Inc. | 0.62% | 847,675 | $5.7M | Add +0.4% |
| SIBN Si-Bone Inc. | 0.61% | 378,583 | $5.6M | Add +4.6% |
| MAZE Maze Therapeutics Inc. | 0.57% | 200,000 | $5.2M | New |
| WGS Genedx Holdings Corp. | 0.54% | 45,250 | $4.9M | Reduce -74.1% |
| ABVX Abivax SA-ADR | 0.51% | 55,197 | $4.7M | New |
| APGE Apogee Therapeutics Inc. | 0.46% | 105,831 | $4.2M | Add +91.0% |
| IMNM Immunome Inc. | 0.45% | 351,131 | $4.1M | New |
| PTGX Protagonist Therapeutics Inc. | 0.45% | 61,849 | $4.1M | Add +0.4% |
| AGIO Agios Pharmaceuticals Inc. | 0.44% | 100,380 | $4.0M | New |
| CVRX CVRX Inc. | 0.44% | 491,408 | $4.0M | Reduce -37.7% |
| MNKD Mannkind Corp. | 0.39% | 656,084 | $3.5M | Reduce -65.5% |
| RXST Rxsight Inc. | 0.38% | 380,713 | $3.4M | Reduce -39.9% |
| SYRE Spyre Therapeutics Inc. | 0.37% | 200,753 | $3.4M | New |
| CRNX Crinetics Pharmaceuticals Inc. | 0.34% | 73,725 | $3.1M | Add +0.4% |
| RPID Rapid Micro Biosystems Inc. Class A | 0.34% | 913,443 | $3.1M | No change |
| VERA Vera Therapeutics Inc. | 0.31% | 96,737 | $2.8M | Reduce -16.9% |
| DVAX Dynavax Technologies Corp. | 0.30% | 271,306 | $2.7M | Add +0.4% |
| TVRD Tvardi Therapeutics Inc. | 0.28% | 65,000 | $2.5M | New |
| SLDB Solid Biosciences Inc. | 0.27% | 396,396 | $2.4M | New |
| DAWN Day One Biopharmaceuticals I | 0.23% | 301,746 | $2.1M | Reduce -39.6% |
| RARE Ultragenyx Pharmaceutical Inc. | 0.23% | 68,636 | $2.1M | Reduce -53.6% |
| FDMT 4D Molecular Therapeutics Inc. | 0.19% | 200,000 | $1.7M | New |
| QTRX Quanterix Corp. | 0.15% | 252,211 | $1.4M | Reduce -51.1% |
| ANNX Annexon Inc. | 0.14% | 405,953 | $1.2M | Add +0.4% |
| BFLY Butterfly Network Inc. | 0.13% | 602,192 | $1.2M | New |
| MASS 908 Devices Inc. | 0.10% | 100,368 | $879K | Add +0.4% |
| LUNG Pulmonx Corp. | 0.09% | 500,662 | $811K | Reduce -17.3% |
| CMPS Compass Pathways PLC | 0.06% | 100,000 | $573K | New |
| ENTX Entera Bio Ltd. | 0.06% | 280,822 | $539K | Reduce -21.1% |
| FOCL Edap TMS SA -ADR | 0.04% | 154,832 | $355K | No change |
| OVID Ovid Therapeutics Inc. | 0.03% | 202,978 | $264K | New |
Options reported separately and not counted above: QQQ puts ($48.0M).
Portfolio Sells Q2 2025 → Q3 2025
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −2.17 |
| LLY Eli Lilly & Co. | Reduce -70.0% | 0.84% | −2.16 |
| COO The Cooper Cos Inc. | Reduce -54.2% | 1.33% | −1.84 |
| THC Tenet Healthcare Corp. | Reduce -56.0% | 1.66% | −1.78 |
| RVTY Revvity Inc. | Sold out | 0.00% | −1.76 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −1.69 |
| IQV Iqvia Holdings Inc. | Reduce -72.6% | 0.63% | −1.37 |
| WGS Genedx Holdings Corp. | Reduce -74.1% | 0.54% | −1.33 |
| DXCM Dexcom Inc. | Reduce -24.0% | 1.27% | −1.01 |
| MRUS Merus NV | Sold out | 0.00% | −0.99 |
| CVS CVS Health Corp. | Reduce -26.7% | 3.14% | −0.99 |
| ANIP Ani Pharmaceuticals Inc. | Sold out | 0.00% | −0.97 |
| REPL Replimune Group Inc. | Sold out | 0.00% | −0.96 |
| EW Edwards Lifesciences Corp. | Reduce -38.1% | 1.33% | −0.95 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −0.85 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -44.1% | 0.75% | −0.68 |
| SDGR Schrodinger Inc. | Reduce -42.1% | 0.75% | −0.62 |
| RXST Rxsight Inc. | Reduce -39.9% | 0.38% | −0.58 |
| PHLT Performant Healthcare Inc. | Sold out | 0.00% | −0.56 |
| TVTX Travere Therapeutics Inc. | Reduce -58.9% | 0.89% | −0.52 |
| OM Outset Medical Inc. | Reduce -17.2% | 0.70% | −0.52 |
| QDEL Quidelortho Corp. | Reduce -34.6% | 0.82% | −0.47 |
| MNKD Mannkind Corp. | Reduce -65.5% | 0.39% | −0.44 |
| RARE Ultragenyx Pharmaceutical Inc. | Reduce -53.6% | 0.23% | −0.40 |
| NRIX Nurix Therapeutics Inc. | Sold out | 0.00% | −0.30 |
| QTRX Quanterix Corp. | Reduce -51.1% | 0.15% | −0.25 |
| NBIX Neurocrine Biosciences Inc. | Reduce -14.6% | 2.19% | −0.23 |
| DAWN Day One Biopharmaceuticals I | Reduce -39.6% | 0.23% | −0.14 |
| ARDX Ardelyx Inc. | Sold out | 0.00% | −0.14 |
| CVRX CVRX Inc. | Reduce -37.7% | 0.44% | −0.10 |
| LUNG Pulmonx Corp. | Reduce -17.3% | 0.09% | −0.09 |
| ATYR Atyr Pharma Inc. | Sold out | 0.00% | −0.09 |
| ENTX Entera Bio Ltd. | Reduce -21.1% | 0.06% | −0.02 |
| VERA Vera Therapeutics Inc. | Reduce -16.9% | 0.31% | −0.01 |
| EWTX Edgewise Therapeutics Inc. | Reduce -15.0% | 0.98% | −0.00 |
| ACLX Arcellx Inc. | Reduce -14.0% | 1.35% | +0.02 |
| ASND Ascendis Pharma A/S | Reduce -4.2% | 0.88% | +0.04 |
| AXGN Axogen Inc. | Reduce -25.6% | 0.98% | +0.14 |
| MBX MBX Biosciences Inc. | Reduce -11.3% | 1.49% | +0.34 |
| AMLX Amylyx Pharmaceuticals Inc. | Reduce -10.9% | 0.86% | +0.38 |
| XERS Xeris Biopharma Holdings Inc. | Reduce -15.0% | 1.60% | +0.46 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -2.4% | 1.43% | +0.49 |
| VRDN Viridian Therapeutics Inc. | Reduce -11.1% | 2.74% | +0.64 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -5.0% | 4.39% | +0.91 |
| MLYS Mineralys Therapeutics Inc. | Reduce -1.7% | 1.90% | +1.17 |
| QURE Uniqure NV | Reduce -22.1% | 2.21% | +1.50 |
Portfolio Buys Q2 2025 → Q3 2025
| BIIB Biogen Inc. | New | 2.00% | +2.00 |
| KALV Kalvista Pharmaceuticals Inc. | Add +155.5% | 2.32% | +1.43 |
| KNSA Kiniksa Pharmaceuticals Inte | Add +37.4% | 2.86% | +1.30 |
| BSX Boston Scientific Corp. | Add +53.4% | 4.66% | +1.14 |
| FOLD Amicus Therapeutics Inc. | Add +177.2% | 1.46% | +1.06 |
| MCK McKesson Corp. | Add +63.5% | 2.42% | +0.94 |
| UPB Upstream Bio Inc. | Add +17.9% | 1.74% | +0.83 |
| UTHR United Therapeutics Corp. | Add +149.7% | 1.01% | +0.72 |
| ASMB Assembly Biosciences Inc. | New | 0.71% | +0.71 |
| LIVN Livanova PLC | Add +57.6% | 1.59% | +0.67 |
| STOK Stoke Therapeutics Inc. | New | 0.65% | +0.65 |
| WAY Waystar Holding Corp. | Add +118.6% | 1.27% | +0.61 |
| URGN Urogen Pharma Ltd. | Add +127.8% | 0.88% | +0.60 |
| DOCS Doximity Inc. Class A | Add +48.1% | 1.44% | +0.58 |
| MAZE Maze Therapeutics Inc. | New | 0.57% | +0.57 |
| ABVX Abivax SA-ADR | New | 0.51% | +0.51 |
| PGEN Precigen Inc. | Add +36.2% | 0.76% | +0.51 |
| IMNM Immunome Inc. | New | 0.45% | +0.45 |
| AGIO Agios Pharmaceuticals Inc. | New | 0.44% | +0.44 |
| TERN Terns Pharmaceuticals Inc. | Add +14.3% | 0.77% | +0.42 |
| RCUS Arcus Biosciences Inc. | Add +8.8% | 0.97% | +0.41 |
| SYRE Spyre Therapeutics Inc. | New | 0.37% | +0.37 |
| CSTL Castle Biosciences Inc. | Add +35.0% | 1.19% | +0.36 |
| OPRX Optimizerx Corp. | Add +0.4% | 1.15% | +0.35 |
| INCY Incyte Corp. | Add +33.9% | 0.94% | +0.34 |
| PTCT PTC Therapeutics Inc. | Add +11.4% | 1.36% | +0.34 |
| AORT Artivion Inc. | Add +14.7% | 1.03% | +0.33 |
| NSPR Inspiremd Inc. | Add +97.6% | 0.65% | +0.32 |
| SYK Stryker Corp. | Add +27.3% | 2.60% | +0.30 |
| ATEC Alphatec Holdings Inc. | Add +7.4% | 1.11% | +0.28 |
| TVRD Tvardi Therapeutics Inc. | New | 0.28% | +0.28 |
| SLDB Solid Biosciences Inc. | New | 0.27% | +0.27 |
| XENE Xenon Pharmaceuticals Inc. | Add +17.1% | 0.78% | +0.23 |
| FDMT 4D Molecular Therapeutics Inc. | New | 0.19% | +0.19 |
| APGE Apogee Therapeutics Inc. | Add +91.0% | 0.46% | +0.18 |
| ZBH Zimmer Biomet Holdings Inc. | Add +4.6% | 2.72% | +0.18 |
| VCYT Veracyte Inc. | Add +1.2% | 0.84% | +0.15 |
| BFLY Butterfly Network Inc. | New | 0.13% | +0.13 |
| PODD Insulet Corp. | Add +9.9% | 3.94% | +0.10 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +0.4% | 0.34% | +0.09 |
| NUVL Nuvalent Inc. Class A | Add +0.5% | 1.14% | +0.09 |
| CERT Certara Inc. | Add +10.4% | 0.74% | +0.06 |
| CMPS Compass Pathways PLC | New | 0.06% | +0.06 |
| PTGX Protagonist Therapeutics Inc. | Add +0.4% | 0.45% | +0.06 |
| TMCI Treace Medical Concepts Inc. | Add +0.4% | 0.62% | +0.05 |
| OVID Ovid Therapeutics Inc. | New | 0.03% | +0.03 |
| ANNX Annexon Inc. | Add +0.4% | 0.14% | +0.02 |
| MASS 908 Devices Inc. | Add +0.4% | 0.10% | +0.01 |
| DVAX Dynavax Technologies Corp. | Add +0.4% | 0.30% | −0.01 |
| DHR Danaher Corp. | Add +0.4% | 2.41% | −0.11 |
Options Activity Q2 2025 → Q3 2025
| QQQ Invesco QQQ Trust Series 1 | put | New | 80,000 | $48.0M |
| ALKS Alkermes PLC | put | Sold out | 200,000 | $5.7Mbefore 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 |