Parkman Healthcare Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Parkman Healthcare Partners LLC reported 100 stock positions worth $1.1 billion. Its top holding was Boston Scientific (BSX) at 4.5% of the portfolio, followed by Insulet (PODD, 3.8%) and Dexcom (DXCM, 3.7%). Compared with Q3 2025, it opened 20 new positions, sold out of 10, added to 23 and reduced 56. The biggest buy was a new position in Masimo (MASI) and the biggest sale Alnylam Pharmaceuticals (ALNY, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001777015
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0001420506-26-000499 ↗ filed Feb 17, 2026
Holdings Value
Holdings 100 stocks · $1.1B
| BSX Boston Scientific Corp. | 4.54% | 500,529 | $47.7M | Add +15.2% |
| PODD Insulet Corp. | 3.81% | 140,860 | $40.0M | Add +21.2% |
| DXCM Dexcom Inc. | 3.71% | 587,475 | $39.0M | Add +242.3% |
| SYK Stryker Corp. | 3.53% | 105,472 | $37.1M | Add +64.5% |
| CVS CVS Health Corp. | 3.40% | 450,212 | $35.7M | Add +18.6% |
| MCK McKesson Corp. | 2.84% | 36,355 | $29.8M | Add +27.4% |
| KALV Kalvista Pharmaceuticals Inc. | 2.72% | 1,768,508 | $28.6M | Add +1.9% |
| MBX MBX Biosciences Inc. | 2.66% | 885,639 | $27.9M | Add +14.5% |
| KNSA Kiniksa Pharmaceuticals Inte | 2.61% | 665,208 | $27.4M | Reduce -0.9% |
| MASI Masimo Corp. | 2.48% | 200,000 | $26.0M | New |
| LIVN Livanova PLC | 2.41% | 410,912 | $25.3M | Add +49.0% |
| TERN Terns Pharmaceuticals Inc. | 2.39% | 620,877 | $25.1M | Reduce -33.6% |
| VRDN Viridian Therapeutics Inc. | 2.33% | 788,076 | $24.5M | Reduce -31.7% |
| RCUS Arcus Biosciences Inc. | 2.20% | 968,602 | $23.1M | Add +48.4% |
| UPB Upstream Bio Inc. | 2.16% | 834,559 | $22.7M | Reduce -1.1% |
| QGEN Qiagen N.V. | 2.12% | 494,351 | $22.2M | Reduce -1.2% |
| FOLD Amicus Therapeutics Inc. | 2.02% | 1,487,283 | $21.2M | Reduce -11.9% |
| EYPT Eyepoint Inc. | 1.89% | 1,088,033 | $19.9M | New |
| ALNY Alnylam Pharmaceuticals Inc. | 1.81% | 47,703 | $19.0M | Reduce -45.6% |
| NBIX Neurocrine Biosciences Inc. | 1.55% | 114,712 | $16.3M | Reduce -19.1% |
| WAT Waters Corp. | 1.51% | 41,899 | $15.9M | New |
| MTD Mettler-Toledo International | 1.46% | 10,988 | $15.3M | New |
| MLYS Mineralys Therapeutics Inc. | 1.42% | 410,249 | $14.9M | Reduce -9.9% |
| STOK Stoke Therapeutics Inc. | 1.30% | 430,155 | $13.7M | Add +72.1% |
| A Agilent Technologies Inc. | 1.30% | 100,000 | $13.6M | New |
| ZBH Zimmer Biomet Holdings Inc. | 1.29% | 151,049 | $13.6M | Reduce -39.9% |
| DHR Danaher Corp. | 1.28% | 58,889 | $13.5M | Reduce -46.7% |
| XERS Xeris Biopharma Holdings Inc. | 1.26% | 1,691,585 | $13.3M | Reduce -5.6% |
| EW Edwards Lifesciences Corp. | 1.23% | 150,985 | $12.9M | Reduce -3.1% |
| PTCT PTC Therapeutics Inc. | 1.16% | 160,179 | $12.2M | Reduce -20.9% |
| WAY Waystar Holding Corp. | 1.15% | 369,023 | $12.1M | Add +20.6% |
| SNDX Syndax Pharmaceuticals Inc. | 1.15% | 574,023 | $12.1M | Reduce -32.2% |
| THC Tenet Healthcare Corp. | 1.14% | 60,514 | $12.0M | Reduce -18.6% |
| NUVL Nuvalent Inc. Class A | 1.14% | 118,712 | $11.9M | Reduce -1.2% |
| ANIP Ani Pharmaceuticals Inc. | 1.09% | 145,000 | $11.4M | New |
| EWTX Edgewise Therapeutics Inc. | 1.01% | 427,690 | $10.6M | Reduce -22.3% |
| UNH Unitedhealth Group Inc. | 1.00% | 31,875 | $10.5M | New |
| COO The Cooper Cos Inc. | 0.98% | 125,335 | $10.3M | Reduce -29.0% |
| AORT Artivion Inc. | 0.95% | 218,669 | $10.0M | Reduce -1.1% |
| APGE Apogee Therapeutics Inc. | 0.93% | 130,069 | $9.8M | Add +22.9% |
| MAZE Maze Therapeutics Inc. | 0.83% | 209,266 | $8.7M | Add +4.6% |
| ASMB Assembly Biosciences Inc. | 0.81% | 249,357 | $8.5M | Reduce -0.7% |
| ACLX Arcellx Inc. | 0.80% | 128,111 | $8.4M | Reduce -14.5% |
| AXGN Axogen Inc. | 0.78% | 250,318 | $8.2M | Reduce -50.1% |
| IQV Iqvia Holdings Inc. | 0.76% | 35,230 | $7.9M | Add +17.4% |
| SIBN Si-Bone Inc. | 0.70% | 374,382 | $7.4M | Reduce -1.1% |
| DOCS Doximity Inc. Class A | 0.68% | 162,276 | $7.2M | Reduce -9.3% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.67% | 900,057 | $7.0M | Reduce -11.1% |
| XENE Xenon Pharmaceuticals Inc. | 0.66% | 154,184 | $6.9M | Reduce -12.5% |
| OPRX Optimizerx Corp. | 0.63% | 538,649 | $6.6M | Add +5.7% |
| ADPT Adaptive Biotechnologies | 0.62% | 401,730 | $6.5M | New |
| BIIB Biogen Inc. | 0.59% | 35,425 | $6.2M | Reduce -72.8% |
| QURE Uniqure NV | 0.59% | 257,382 | $6.2M | Reduce -25.5% |
| DAWN Day One Biopharmaceuticals I | 0.57% | 645,544 | $6.0M | Add +113.9% |
| IMNM Immunome Inc. | 0.57% | 277,812 | $6.0M | Reduce -20.9% |
| CSTL Castle Biosciences Inc. | 0.56% | 150,558 | $5.9M | Reduce -68.3% |
| ATEC Alphatec Holdings Inc. | 0.56% | 277,181 | $5.8M | Reduce -60.2% |
| TMDX Transmedics Group Inc. | 0.52% | 45,174 | $5.5M | New |
| SDGR Schrodinger Inc. | 0.51% | 298,939 | $5.3M | Reduce -12.1% |
| QDEL Quidelortho Corp. | 0.50% | 184,491 | $5.3M | Reduce -27.0% |
| CDNA Caredx Inc. | 0.50% | 276,154 | $5.2M | New |
| WGS Genedx Holdings Corp. | 0.49% | 39,272 | $5.1M | Reduce -13.2% |
| VERA Vera Therapeutics Inc. | 0.48% | 100,564 | $5.1M | Add +4.0% |
| ABSI Absci Corp. | 0.48% | 1,458,652 | $5.1M | New |
| AMLX Amylyx Pharmaceuticals Inc. | 0.44% | 381,760 | $4.6M | Reduce -34.1% |
| NSPR Inspiremd Inc. | 0.41% | 2,416,518 | $4.3M | Reduce -1.0% |
| VCYT Veracyte Inc. | 0.40% | 100,269 | $4.2M | Reduce -55.0% |
| PGEN Precigen Inc. | 0.40% | 1,002,826 | $4.2M | Reduce -52.3% |
| SYRE Spyre Therapeutics Inc. | 0.39% | 124,485 | $4.1M | Reduce -38.0% |
| URGN Urogen Pharma Ltd. | 0.38% | 168,768 | $4.0M | Reduce -58.1% |
| ALGN Align Technology Inc. | 0.38% | 25,285 | $3.9M | New |
| GPCR Structure Therapeutics Inc. | 0.36% | 55,000 | $3.8M | New |
| FDMT 4D Molecular Therapeutics Inc. | 0.36% | 503,431 | $3.8M | Add +151.7% |
| RXST Rxsight Inc. | 0.35% | 351,655 | $3.7M | Reduce -7.6% |
| ADMA Adma Biologics Inc. | 0.35% | 200,000 | $3.6M | New |
| MNKD Mannkind Corp. | 0.35% | 640,356 | $3.6M | Reduce -2.4% |
| CAI Caris Life Sciences Inc. | 0.32% | 125,000 | $3.4M | New |
| TVTX Travere Therapeutics Inc. | 0.31% | 86,297 | $3.3M | Reduce -74.6% |
| CERT Certara Inc. | 0.29% | 348,750 | $3.1M | Reduce -36.8% |
| ANNX Annexon Inc. | 0.29% | 601,202 | $3.0M | Add +48.1% |
| CVRX CVRX Inc. | 0.28% | 413,018 | $2.9M | Reduce -15.9% |
| AGIO Agios Pharmaceuticals Inc. | 0.26% | 99,604 | $2.7M | Reduce -0.8% |
| SLDB Solid Biosciences Inc. | 0.22% | 418,371 | $2.4M | Add +5.5% |
| PTGX Protagonist Therapeutics Inc. | 0.22% | 25,973 | $2.3M | Reduce -58.0% |
| QTRX Quanterix Corp. | 0.20% | 328,956 | $2.1M | Add +30.4% |
| LUNG Pulmonx Corp. | 0.15% | 727,781 | $1.6M | Add +45.4% |
| RARE Ultragenyx Pharmaceutical Inc. | 0.14% | 62,030 | $1.4M | Reduce -9.6% |
| ACHC Acadia Healthcare Co. Inc. | 0.14% | 100,000 | $1.4M | New |
| INSP Inspire Medical Systems Inc. | 0.13% | 15,000 | $1.4M | New |
| SENS Senseonics Holdings Inc. | 0.11% | 206,793 | $1.1M | New |
| CRNX Crinetics Pharmaceuticals Inc. | 0.10% | 22,852 | $1.1M | Reduce -69.0% |
| RPID Rapid Micro Biosystems Inc. Class A | 0.10% | 354,465 | $1.0M | Reduce -61.2% |
| MDLN Medline Inc. Class A | 0.08% | 20,558 | $863K | New |
| ARAY Accuray Inc. | 0.07% | 852,012 | $703K | New |
| CMPS Compass Pathways PLC | 0.07% | 99,472 | $686K | Reduce -0.5% |
| ENTX Entera Bio Ltd. | 0.05% | 275,073 | $534K | Reduce -2.0% |
| FOCL Edap TMS SA -ADR | 0.05% | 154,832 | $509K | No change |
| TMCI Treace Medical Concepts Inc. | 0.05% | 199,393 | $489K | Reduce -76.5% |
| BFLY Butterfly Network Inc. | 0.04% | 100,835 | $383K | Reduce -83.3% |
| OVID Ovid Therapeutics Inc. | 0.03% | 201,036 | $328K | Reduce -1.0% |
Portfolio Sells Q3 2025 → Q4 2025
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -45.6% | 1.81% | −2.59 |
| QURE Uniqure NV | Reduce -25.5% | 0.59% | −1.63 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -39.9% | 1.29% | −1.43 |
| BIIB Biogen Inc. | Reduce -72.8% | 0.59% | −1.41 |
| DHR Danaher Corp. | Reduce -46.7% | 1.28% | −1.12 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −1.01 |
| INCY Incyte Corp. | Sold out | 0.00% | −0.94 |
| ASND Ascendis Pharma A/S | Sold out | 0.00% | −0.88 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.84 |
| DOCS Doximity Inc. Class A | Reduce -9.3% | 0.68% | −0.75 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −0.75 |
| OM Outset Medical Inc. | Sold out | 0.00% | −0.70 |
| NBIX Neurocrine Biosciences Inc. | Reduce -19.1% | 1.55% | −0.64 |
| CSTL Castle Biosciences Inc. | Reduce -68.3% | 0.56% | −0.63 |
| TMCI Treace Medical Concepts Inc. | Reduce -76.5% | 0.05% | −0.58 |
| TVTX Travere Therapeutics Inc. | Reduce -74.6% | 0.31% | −0.58 |
| ATEC Alphatec Holdings Inc. | Reduce -60.2% | 0.56% | −0.56 |
| ACLX Arcellx Inc. | Reduce -14.5% | 0.80% | −0.56 |
| ABVX Abivax SA-ADR | Sold out | 0.00% | −0.51 |
| THC Tenet Healthcare Corp. | Reduce -18.6% | 1.14% | −0.51 |
| URGN Urogen Pharma Ltd. | Reduce -58.1% | 0.38% | −0.51 |
| MLYS Mineralys Therapeutics Inc. | Reduce -9.9% | 1.42% | −0.48 |
| CERT Certara Inc. | Reduce -36.8% | 0.29% | −0.45 |
| VCYT Veracyte Inc. | Reduce -55.0% | 0.40% | −0.44 |
| AMLX Amylyx Pharmaceuticals Inc. | Reduce -34.1% | 0.44% | −0.43 |
| VRDN Viridian Therapeutics Inc. | Reduce -31.7% | 2.33% | −0.40 |
| PGEN Precigen Inc. | Reduce -52.3% | 0.40% | −0.36 |
| COO The Cooper Cos Inc. | Reduce -29.0% | 0.98% | −0.35 |
| QGEN Qiagen N.V. | Reduce -1.2% | 2.12% | −0.34 |
| XERS Xeris Biopharma Holdings Inc. | Reduce -5.6% | 1.26% | −0.34 |
| QDEL Quidelortho Corp. | Reduce -27.0% | 0.50% | −0.32 |
| DVAX Dynavax Technologies Corp. | Sold out | 0.00% | −0.30 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -32.2% | 1.15% | −0.28 |
| TVRD Tvardi Therapeutics Inc. | Sold out | 0.00% | −0.28 |
| KNSA Kiniksa Pharmaceuticals Inte | Reduce -0.9% | 2.61% | −0.25 |
| SDGR Schrodinger Inc. | Reduce -12.1% | 0.51% | −0.24 |
| RPID Rapid Micro Biosystems Inc. Class A | Reduce -61.2% | 0.10% | −0.24 |
| NSPR Inspiremd Inc. | Reduce -1.0% | 0.41% | −0.24 |
| CRNX Crinetics Pharmaceuticals Inc. | Reduce -69.0% | 0.10% | −0.24 |
| PTGX Protagonist Therapeutics Inc. | Reduce -58.0% | 0.22% | −0.24 |
| PTCT PTC Therapeutics Inc. | Reduce -20.9% | 1.16% | −0.21 |
| AXGN Axogen Inc. | Reduce -50.1% | 0.78% | −0.20 |
| AGIO Agios Pharmaceuticals Inc. | Reduce -0.8% | 0.26% | −0.18 |
| BCRX Biocryst Pharmaceuticals Inc. | Reduce -11.1% | 0.67% | −0.18 |
| CVRX CVRX Inc. | Reduce -15.9% | 0.28% | −0.16 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -12.5% | 0.66% | −0.12 |
| EW Edwards Lifesciences Corp. | Reduce -3.1% | 1.23% | −0.10 |
| MASS 908 Devices Inc. | Sold out | 0.00% | −0.10 |
| BFLY Butterfly Network Inc. | Reduce -83.3% | 0.04% | −0.09 |
| RARE Ultragenyx Pharmaceutical Inc. | Reduce -9.6% | 0.14% | −0.09 |
Portfolio Buys Q3 2025 → Q4 2025
| MASI Masimo Corp. | New | 2.48% | +2.48 |
| DXCM Dexcom Inc. | Add +242.3% | 3.71% | +2.44 |
| EYPT Eyepoint Inc. | New | 1.89% | +1.89 |
| WAT Waters Corp. | New | 1.51% | +1.51 |
| MTD Mettler-Toledo International | New | 1.46% | +1.46 |
| A Agilent Technologies Inc. | New | 1.30% | +1.30 |
| RCUS Arcus Biosciences Inc. | Add +48.4% | 2.20% | +1.22 |
| MBX MBX Biosciences Inc. | Add +14.5% | 2.66% | +1.17 |
| ANIP Ani Pharmaceuticals Inc. | New | 1.09% | +1.09 |
| UNH Unitedhealth Group Inc. | New | 1.00% | +1.00 |
| SYK Stryker Corp. | Add +64.5% | 3.53% | +0.93 |
| LIVN Livanova PLC | Add +49.0% | 2.41% | +0.82 |
| STOK Stoke Therapeutics Inc. | Add +72.1% | 1.30% | +0.65 |
| ADPT Adaptive Biotechnologies | New | 0.62% | +0.62 |
| TMDX Transmedics Group Inc. | New | 0.52% | +0.52 |
| CDNA Caredx Inc. | New | 0.50% | +0.50 |
| ABSI Absci Corp. | New | 0.48% | +0.48 |
| APGE Apogee Therapeutics Inc. | Add +22.9% | 0.93% | +0.47 |
| MCK McKesson Corp. | Add +27.4% | 2.84% | +0.42 |
| KALV Kalvista Pharmaceuticals Inc. | Add +1.9% | 2.72% | +0.40 |
| ALGN Align Technology Inc. | New | 0.38% | +0.38 |
| GPCR Structure Therapeutics Inc. | New | 0.36% | +0.36 |
| ADMA Adma Biologics Inc. | New | 0.35% | +0.35 |
| DAWN Day One Biopharmaceuticals I | Add +113.9% | 0.57% | +0.34 |
| CAI Caris Life Sciences Inc. | New | 0.32% | +0.32 |
| CVS CVS Health Corp. | Add +18.6% | 3.40% | +0.26 |
| MAZE Maze Therapeutics Inc. | Add +4.6% | 0.83% | +0.26 |
| VERA Vera Therapeutics Inc. | Add +4.0% | 0.48% | +0.18 |
| FDMT 4D Molecular Therapeutics Inc. | Add +151.7% | 0.36% | +0.17 |
| ANNX Annexon Inc. | Add +48.1% | 0.29% | +0.15 |
| ACHC Acadia Healthcare Co. Inc. | New | 0.14% | +0.14 |
| INSP Inspire Medical Systems Inc. | New | 0.13% | +0.13 |
| IQV Iqvia Holdings Inc. | Add +17.4% | 0.76% | +0.13 |
| SENS Senseonics Holdings Inc. | New | 0.11% | +0.11 |
| MDLN Medline Inc. Class A | New | 0.08% | +0.08 |
| ARAY Accuray Inc. | New | 0.07% | +0.07 |
| LUNG Pulmonx Corp. | Add +45.4% | 0.15% | +0.06 |
| QTRX Quanterix Corp. | Add +30.4% | 0.20% | +0.05 |
| SLDB Solid Biosciences Inc. | Add +5.5% | 0.22% | −0.04 |
| BSX Boston Scientific Corp. | Add +15.2% | 4.54% | −0.11 |
| WAY Waystar Holding Corp. | Add +20.6% | 1.15% | −0.12 |
| PODD Insulet Corp. | Add +21.2% | 3.81% | −0.13 |
| OPRX Optimizerx Corp. | Add +5.7% | 0.63% | −0.52 |
Options Activity Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 80,000 | $48.0Mbefore 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 |