Parkman Healthcare Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Parkman Healthcare Partners LLC reported 89 stock positions worth $964.6 million. Its top holding was Stryker (SYK) at 5.3% of the portfolio, followed by Dexcom (DXCM, 4.5%) and Kalvista Pharmaceuticals (KALV, 3.8%). Compared with Q4 2025, it opened 16 new positions, sold out of 27, added to 44 and reduced 27. The biggest buy was a new position in Eli Lilly (LLY) and the biggest sale an exit from Masimo (MASI).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001777015
- Portfolio Value
- $964.6M (Q1 2026)
- SEC Filing
- 0001420506-26-001072 ↗ filed May 15, 2026
Holdings Value
Holdings 89 stocks · $964.6M
| SYK Stryker Corp. | 5.27% | 154,771 | $50.9M | Add +46.7% |
| DXCM Dexcom Inc. | 4.49% | 689,822 | $43.3M | Add +17.4% |
| KALV Kalvista Pharmaceuticals Inc. | 3.83% | 1,835,506 | $36.9M | Add +3.8% |
| PODD Insulet Corp. | 3.41% | 156,561 | $32.9M | Add +11.2% |
| LLY Eli Lilly & Co. | 3.30% | 34,616 | $31.8M | New |
| PTCT PTC Therapeutics Inc. | 3.05% | 431,364 | $29.4M | Add +169.3% |
| XENE Xenon Pharmaceuticals Inc. | 3.00% | 497,035 | $28.9M | Add +222.4% |
| BSX Boston Scientific Corp. | 2.92% | 448,768 | $28.2M | Reduce -10.3% |
| CVS CVS Health Corp. | 2.88% | 387,306 | $27.8M | Reduce -14.0% |
| RCUS Arcus Biosciences Inc. | 2.70% | 1,207,274 | $26.1M | Add +24.6% |
| LIVN Livanova PLC | 2.66% | 403,965 | $25.7M | Reduce -1.7% |
| ZBH Zimmer Biomet Holdings Inc. | 2.53% | 269,557 | $24.4M | Add +78.5% |
| MBX MBX Biosciences Inc. | 2.48% | 800,037 | $23.9M | Reduce -9.7% |
| ANIP Ani Pharmaceuticals Inc. | 2.24% | 280,575 | $21.6M | Add +93.5% |
| SNDX Syndax Pharmaceuticals Inc. | 2.18% | 901,511 | $21.1M | Add +57.0% |
| QGEN Qiagen N.V. | 2.08% | 500,000 | $20.0M | Add +6.5% |
| NVST Envista Holdings Corp. | 1.87% | 711,693 | $18.1M | New |
| EYPT Eyepoint Inc. | 1.81% | 1,354,800 | $17.5M | Add +24.5% |
| ABBV Abbvie Inc. | 1.69% | 75,000 | $16.3M | New |
| BCRX Biocryst Pharmaceuticals Inc. | 1.69% | 1,708,099 | $16.3M | Add +89.8% |
| IQV Iqvia Holdings Inc. | 1.53% | 86,702 | $14.8M | Add +146.1% |
| AGIO Agios Pharmaceuticals Inc. | 1.42% | 403,525 | $13.7M | Add +305.1% |
| ILMN Illumina Inc. | 1.41% | 110,370 | $13.6M | New |
| EW Edwards Lifesciences Corp. | 1.39% | 167,155 | $13.4M | Add +10.7% |
| NBIX Neurocrine Biosciences Inc. | 1.35% | 99,069 | $13.1M | Reduce -13.6% |
| KNSA Kiniksa Pharmaceuticals Inte | 1.29% | 259,184 | $12.5M | Reduce -61.0% |
| ASMB Assembly Biosciences Inc. | 1.18% | 411,227 | $11.4M | Add +64.9% |
| GPCR Structure Therapeutics Inc. | 1.16% | 232,093 | $11.2M | Add +322.0% |
| MCK McKesson Corp. | 1.14% | 12,676 | $11.0M | Reduce -65.1% |
| STOK Stoke Therapeutics Inc. | 1.14% | 336,519 | $11.0M | Reduce -21.8% |
| VRDN Viridian Therapeutics Inc. | 1.13% | 557,936 | $10.9M | Reduce -29.2% |
| WAY Waystar Holding Corp. | 1.11% | 443,058 | $10.7M | Add +20.1% |
| MLYS Mineralys Therapeutics Inc. | 1.07% | 380,137 | $10.3M | Reduce -7.3% |
| EWTX Edgewise Therapeutics Inc. | 1.05% | 322,828 | $10.2M | Reduce -24.5% |
| XERS Xeris Biopharma Holdings Inc. | 1.03% | 1,721,264 | $10.0M | Add +1.8% |
| THC Tenet Healthcare Corp. | 0.98% | 50,123 | $9.5M | Reduce -17.2% |
| AORT Artivion Inc. | 0.96% | 252,014 | $9.2M | Add +15.3% |
| NUVL Nuvalent Inc. Class A | 0.94% | 88,078 | $9.0M | Reduce -25.8% |
| ATEC Alphatec Holdings Inc. | 0.93% | 823,763 | $9.0M | Add +197.2% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.92% | 26,916 | $8.9M | Reduce -43.6% |
| AXGN Axogen Inc. | 0.92% | 268,160 | $8.9M | Add +7.1% |
| IMNM Immunome Inc. | 0.91% | 403,487 | $8.8M | Add +45.2% |
| AMLX Amylyx Pharmaceuticals Inc. | 0.90% | 621,458 | $8.6M | Add +62.8% |
| IDXX Idexx Laboratories Inc. | 0.87% | 15,000 | $8.4M | New |
| WAT Waters Corp. | 0.82% | 26,447 | $7.9M | Reduce -36.9% |
| ADPT Adaptive Biotechnologies | 0.79% | 551,815 | $7.7M | Add +37.4% |
| UPB Upstream Bio Inc. | 0.73% | 786,783 | $7.1M | Reduce -5.7% |
| ERAS Erasca Inc. | 0.68% | 406,702 | $6.6M | New |
| APGE Apogee Therapeutics Inc. | 0.68% | 77,686 | $6.5M | Reduce -40.3% |
| COO The Cooper Cos Inc. | 0.67% | 89,883 | $6.4M | Reduce -28.3% |
| ABSI Absci Corp. | 0.58% | 1,864,806 | $5.6M | Add +27.8% |
| TNGX Tango Therapeutics Inc. | 0.58% | 266,127 | $5.6M | New |
| CDNA Caredx Inc. | 0.52% | 291,378 | $5.1M | Add +5.5% |
| URGN Urogen Pharma Ltd. | 0.51% | 275,000 | $4.9M | Add +63.0% |
| RARE Ultragenyx Pharmaceutical Inc. | 0.51% | 235,000 | $4.9M | Add +278.9% |
| FDMT 4D Molecular Therapeutics Inc. | 0.50% | 522,577 | $4.9M | Add +3.8% |
| IRTC Irhythm Holdings Inc. | 0.49% | 40,125 | $4.7M | New |
| MMED Minimed Group Inc. | 0.49% | 317,324 | $4.7M | New |
| SIBN Si-Bone Inc. | 0.49% | 373,553 | $4.7M | Reduce -0.2% |
| CARL Carlsmed Inc. | 0.49% | 521,123 | $4.7M | New |
| OPRX Optimizerx Corp. | 0.47% | 729,369 | $4.6M | Add +35.4% |
| VIR Vir Biotechnology Inc. | 0.46% | 500,000 | $4.5M | New |
| SUPN Supernus Pharmaceuticals Inc. | 0.46% | 85,062 | $4.4M | New |
| CAI Caris Life Sciences Inc. | 0.43% | 229,912 | $4.1M | Add +83.9% |
| CVRX CVRX Inc. | 0.42% | 429,507 | $4.1M | Add +4.0% |
| NSPR Inspiremd Inc. | 0.41% | 2,416,518 | $3.9M | No change |
| COGT Cogent Biosciences Inc. | 0.40% | 100,126 | $3.9M | New |
| AMRX Amneal Pharmaceuticals Inc. | 0.39% | 300,752 | $3.7M | New |
| ANNX Annexon Inc. | 0.39% | 674,013 | $3.7M | Add +12.1% |
| ALGN Align Technology Inc. | 0.38% | 21,233 | $3.6M | Reduce -16.0% |
| QURE Uniqure NV | 0.35% | 206,842 | $3.4M | Reduce -19.6% |
| WGS Genedx Holdings Corp. | 0.34% | 50,778 | $3.3M | Add +29.3% |
| VCYT Veracyte Inc. | 0.34% | 101,237 | $3.3M | Add +1.0% |
| CSTL Castle Biosciences Inc. | 0.32% | 126,150 | $3.1M | Reduce -16.2% |
| CMPS Compass Pathways PLC | 0.32% | 554,411 | $3.1M | Add +457.4% |
| DRUG Bright Minds Biosciences Inc. | 0.30% | 40,098 | $2.9M | New |
| SLDB Solid Biosciences Inc. | 0.23% | 308,844 | $2.2M | Reduce -26.2% |
| BFLY Butterfly Network Inc. | 0.23% | 544,477 | $2.2M | Add +440.0% |
| QDEL Quidelortho Corp. | 0.17% | 101,764 | $1.7M | Reduce -44.8% |
| RXST Rxsight Inc. | 0.16% | 249,989 | $1.5M | Reduce -28.9% |
| QTRX Quanterix Corp. | 0.12% | 341,453 | $1.2M | Add +3.8% |
| PLSE Pulse Biosciences Inc. | 0.11% | 50,125 | $1.1M | New |
| LUNG Pulmonx Corp. | 0.10% | 755,636 | $975K | Add +3.8% |
| MAZE Maze Therapeutics Inc. | 0.10% | 31,844 | $951K | Reduce -84.8% |
| ADMA Adma Biologics Inc. | 0.08% | 82,443 | $743K | Reduce -58.8% |
| FOCL Edap TMS SA -ADR | 0.06% | 154,832 | $576K | No change |
| OVID Ovid Therapeutics Inc. | 0.05% | 208,205 | $462K | Add +3.6% |
| ARAY Accuray Inc. | 0.04% | 884,578 | $343K | Add +3.8% |
| ENTX Entera Bio Ltd. | 0.03% | 288,670 | $320K | Add +4.9% |
Options reported separately and not counted above: MODERNA INC puts ($5.1M).
Portfolio Sells Q4 2025 → Q1 2026
| MASI Masimo Corp. | Sold out | 0.00% | −2.48 |
| TERN Terns Pharmaceuticals Inc. | Sold out | 0.00% | −2.39 |
| FOLD Amicus Therapeutics Inc. | Sold out | 0.00% | −2.02 |
| MCK McKesson Corp. | Reduce -65.1% | 1.14% | −1.70 |
| BSX Boston Scientific Corp. | Reduce -10.3% | 2.92% | −1.62 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −1.46 |
| UPB Upstream Bio Inc. | Reduce -5.7% | 0.73% | −1.42 |
| KNSA Kiniksa Pharmaceuticals Inte | Reduce -61.0% | 1.29% | −1.32 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −1.30 |
| DHR Danaher Corp. | Sold out | 0.00% | −1.28 |
| VRDN Viridian Therapeutics Inc. | Reduce -29.2% | 1.13% | −1.20 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.00 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -43.6% | 0.92% | −0.88 |
| ACLX Arcellx Inc. | Sold out | 0.00% | −0.80 |
| MAZE Maze Therapeutics Inc. | Reduce -84.8% | 0.10% | −0.73 |
| WAT Waters Corp. | Reduce -36.9% | 0.82% | −0.70 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.68 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.59 |
| DAWN Day One Biopharmaceuticals I | Sold out | 0.00% | −0.57 |
| TMDX Transmedics Group Inc. | Sold out | 0.00% | −0.52 |
| CVS CVS Health Corp. | Reduce -14.0% | 2.88% | −0.52 |
| SDGR Schrodinger Inc. | Sold out | 0.00% | −0.51 |
| VERA Vera Therapeutics Inc. | Sold out | 0.00% | −0.48 |
| PGEN Precigen Inc. | Sold out | 0.00% | −0.40 |
| SYRE Spyre Therapeutics Inc. | Sold out | 0.00% | −0.39 |
| MLYS Mineralys Therapeutics Inc. | Reduce -7.3% | 1.07% | −0.35 |
| MNKD Mannkind Corp. | Sold out | 0.00% | −0.35 |
| QDEL Quidelortho Corp. | Reduce -44.8% | 0.17% | −0.33 |
| TVTX Travere Therapeutics Inc. | Sold out | 0.00% | −0.31 |
| COO The Cooper Cos Inc. | Reduce -28.3% | 0.67% | −0.31 |
| CERT Certara Inc. | Sold out | 0.00% | −0.29 |
| ADMA Adma Biologics Inc. | Reduce -58.8% | 0.08% | −0.27 |
| APGE Apogee Therapeutics Inc. | Reduce -40.3% | 0.68% | −0.26 |
| CSTL Castle Biosciences Inc. | Reduce -16.2% | 0.32% | −0.24 |
| QURE Uniqure NV | Reduce -19.6% | 0.35% | −0.24 |
| PTGX Protagonist Therapeutics Inc. | Sold out | 0.00% | −0.22 |
| SIBN Si-Bone Inc. | Reduce -0.2% | 0.49% | −0.21 |
| NUVL Nuvalent Inc. Class A | Reduce -25.8% | 0.94% | −0.20 |
| NBIX Neurocrine Biosciences Inc. | Reduce -13.6% | 1.35% | −0.20 |
| RXST Rxsight Inc. | Reduce -28.9% | 0.16% | −0.19 |
| MBX MBX Biosciences Inc. | Reduce -9.7% | 2.48% | −0.18 |
| THC Tenet Healthcare Corp. | Reduce -17.2% | 0.98% | −0.16 |
| STOK Stoke Therapeutics Inc. | Reduce -21.8% | 1.14% | −0.16 |
| ACHC Acadia Healthcare Co. Inc. | Sold out | 0.00% | −0.14 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.13 |
| SENS Senseonics Holdings Inc. | Sold out | 0.00% | −0.11 |
| CRNX Crinetics Pharmaceuticals Inc. | Sold out | 0.00% | −0.10 |
| RPID Rapid Micro Biosystems Inc. Class A | Sold out | 0.00% | −0.10 |
| MDLN Medline Inc. Class A | Sold out | 0.00% | −0.08 |
| TMCI Treace Medical Concepts Inc. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| LLY Eli Lilly & Co. | New | 3.30% | +3.30 |
| XENE Xenon Pharmaceuticals Inc. | Add +222.4% | 3.00% | +2.34 |
| PTCT PTC Therapeutics Inc. | Add +169.3% | 3.05% | +1.89 |
| NVST Envista Holdings Corp. | New | 1.87% | +1.87 |
| SYK Stryker Corp. | Add +46.7% | 5.27% | +1.74 |
| ABBV Abbvie Inc. | New | 1.69% | +1.69 |
| ILMN Illumina Inc. | New | 1.41% | +1.41 |
| ZBH Zimmer Biomet Holdings Inc. | Add +78.5% | 2.53% | +1.23 |
| AGIO Agios Pharmaceuticals Inc. | Add +305.1% | 1.42% | +1.16 |
| ANIP Ani Pharmaceuticals Inc. | Add +93.5% | 2.24% | +1.15 |
| KALV Kalvista Pharmaceuticals Inc. | Add +3.8% | 3.83% | +1.11 |
| SNDX Syndax Pharmaceuticals Inc. | Add +57.0% | 2.18% | +1.04 |
| BCRX Biocryst Pharmaceuticals Inc. | Add +89.8% | 1.69% | +1.02 |
| IDXX Idexx Laboratories Inc. | New | 0.87% | +0.87 |
| GPCR Structure Therapeutics Inc. | Add +322.0% | 1.16% | +0.80 |
| DXCM Dexcom Inc. | Add +17.4% | 4.49% | +0.78 |
| IQV Iqvia Holdings Inc. | Add +146.1% | 1.53% | +0.78 |
| ERAS Erasca Inc. | New | 0.68% | +0.68 |
| TNGX Tango Therapeutics Inc. | New | 0.58% | +0.58 |
| RCUS Arcus Biosciences Inc. | Add +24.6% | 2.70% | +0.51 |
| IRTC Irhythm Holdings Inc. | New | 0.49% | +0.49 |
| MMED Minimed Group Inc. | New | 0.49% | +0.49 |
| CARL Carlsmed Inc. | New | 0.49% | +0.49 |
| VIR Vir Biotechnology Inc. | New | 0.46% | +0.46 |
| AMLX Amylyx Pharmaceuticals Inc. | Add +62.8% | 0.90% | +0.46 |
| SUPN Supernus Pharmaceuticals Inc. | New | 0.46% | +0.46 |
| COGT Cogent Biosciences Inc. | New | 0.40% | +0.40 |
| AMRX Amneal Pharmaceuticals Inc. | New | 0.39% | +0.39 |
| ASMB Assembly Biosciences Inc. | Add +64.9% | 1.18% | +0.38 |
| RARE Ultragenyx Pharmaceutical Inc. | Add +278.9% | 0.51% | +0.37 |
| ATEC Alphatec Holdings Inc. | Add +197.2% | 0.93% | +0.37 |
| IMNM Immunome Inc. | Add +45.2% | 0.91% | +0.35 |
| DRUG Bright Minds Biosciences Inc. | New | 0.30% | +0.30 |
| CMPS Compass Pathways PLC | Add +457.4% | 0.32% | +0.25 |
| BFLY Butterfly Network Inc. | Add +440.0% | 0.23% | +0.19 |
| ADPT Adaptive Biotechnologies | Add +37.4% | 0.79% | +0.17 |
| EW Edwards Lifesciences Corp. | Add +10.7% | 1.39% | +0.16 |
| FDMT 4D Molecular Therapeutics Inc. | Add +3.8% | 0.50% | +0.14 |
| CVRX CVRX Inc. | Add +4.0% | 0.42% | +0.14 |
| AXGN Axogen Inc. | Add +7.1% | 0.92% | +0.14 |
| URGN Urogen Pharma Ltd. | Add +63.0% | 0.51% | +0.14 |
| PLSE Pulse Biosciences Inc. | New | 0.11% | +0.11 |
| CAI Caris Life Sciences Inc. | Add +83.9% | 0.43% | +0.11 |
| ANNX Annexon Inc. | Add +12.1% | 0.39% | +0.10 |
| ABSI Absci Corp. | Add +27.8% | 0.58% | +0.10 |
| CDNA Caredx Inc. | Add +5.5% | 0.52% | +0.03 |
| OVID Ovid Therapeutics Inc. | Add +3.6% | 0.05% | +0.02 |
| AORT Artivion Inc. | Add +15.3% | 0.96% | +0.01 |
| ENTX Entera Bio Ltd. | Add +4.9% | 0.03% | −0.02 |
| ARAY Accuray Inc. | Add +3.8% | 0.04% | −0.03 |
Options Activity Q4 2025 → Q1 2026
| MODERNA INC | put | New | 100,000 | $5.1M |
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 |