Parkman Healthcare Partners LLC Top Holdings and 13F Report (2024)

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About Parkman Healthcare Partners LLC

Investment Activity

Parkman Healthcare Partners LLC has $815.02 million in total holdings as of March 31, 2024.
Parkman Healthcare Partners LLC owns shares of 99 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 32.15% of the portfolio was purchased this quarter.
About 27.73% of the portfolio was sold this quarter.
This quarter, Parkman Healthcare Partners LLC has purchased 89 new stocks and bought additional shares in 35 stocks.
Parkman Healthcare Partners LLC sold shares of 32 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Tenet Healthcare: $29,835,789
United Therapeutics: $29,449,874
Boston Scientific: $29,140,646
COOPER COS INC: $28,956,583
Schrödinger: $27,000,378

Largest New Holdings this Quarter

COOPER COS INC: $28,956,583 Holding
Eli Lilly and Company: $24,985,741 Holding
Fortrea: $17,172,053 Holding
QIAGEN NV: $13,496,882 Holding
Oscar Health: $12,361,178 Holding

Largest Purchases this Quarter

COOPER COS INC: 285,399 shares (about $28.96M)
Eli Lilly and Company: 32,117 shares (about $24.99M)
Fortrea: 427,804 shares (about $17.17M)
Schrödinger: 594,782 shares (about $16.06M)
QIAGEN NV: 313,954 shares (about $13.50M)

Largest Sales this Quarter

Boston Scientific: 227,330 shares (about $15.57M)
Keros Therapeutics: 182,132 shares (about $12.06M)
Intra-Cellular Therapies: 116,380 shares (about $8.05M)
Vaxcyte: 117,638 shares (about $8.04M)
Tenet Healthcare: 72,953 shares (about $7.67M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
THC Tenet Healthcare	$29,835,789	$7,668,090 ▼	-20.4%	283,853	3.7%	Medical
UTHR United Therapeutics	$29,449,874	$7,658,865 ▼	-20.6%	128,199	3.6%	Medical
BSX Boston Scientific	$29,140,646	$15,569,832 ▼	-34.8%	425,473	3.6%	Medical
COOPER COS INC	$28,956,583	$28,956,583 ▲	New Holding	285,399	3.6%	COM
SDGR Schrödinger	$27,000,378	$16,059,114 ▲	146.8%	1,000,014	3.3%	Medical
LLY Eli Lilly and Company	$24,985,741	$24,985,741 ▲	New Holding	32,117	3.1%	Medical
DXCM DexCom	$23,809,936	$7,482,865 ▼	-23.9%	171,665	2.9%	Medical
COR Cencora	$23,789,936	$1,211,548 ▼	-4.8%	97,905	2.9%	Medical
RXST RxSight	$21,273,243	$5,188,948 ▼	-19.6%	412,432	2.6%	Medical
SNDX Syndax Pharmaceuticals	$18,678,502	$1,100,084 ▲	6.3%	784,811	2.3%	Medical
NBIX Neurocrine Biosciences	$18,198,682	$1,126,117 ▼	-5.8%	131,951	2.2%	Medical
INSP Inspire Medical Systems	$17,437,297	$4,846,307 ▼	-21.7%	81,183	2.1%	Medical
FTRE Fortrea	$17,172,053	$17,172,053 ▲	New Holding	427,804	2.1%	Medical
PODD Insulet	$15,588,659	$389,764 ▲	2.6%	90,949	1.9%	Medical
SILK Silk Road Medical	$15,551,793	$5,563,088 ▲	55.7%	848,897	1.9%	Medical
LBPH Longboard Pharmaceuticals	$14,971,910	$5,686,243 ▲	61.2%	693,144	1.8%	Medical
ABT Abbott Laboratories	$13,831,172	$3,982,419 ▼	-22.4%	121,689	1.7%	Medical
QIAGEN NV	$13,496,882	$13,496,882 ▲	New Holding	313,954	1.7%	SHS NEW
BCYC Bicycle Therapeutics	$13,053,900	$5,262,964 ▲	67.6%	524,253	1.6%	Medical
KNSA Kiniksa Pharmaceuticals	$12,748,796	$601,173 ▲	4.9%	646,163	1.6%	Medical
APLT Applied Therapeutics	$12,612,388	$5,682,127 ▲	82.0%	1,854,763	1.5%	Medical
OSCR Oscar Health	$12,361,178	$12,361,178 ▲	New Holding	831,283	1.5%	Finance
EWTX Edgewise Therapeutics	$11,922,631	$36,991 ▲	0.3%	653,653	1.5%	Medical
KROS Keros Therapeutics	$11,805,777	$12,057,138 ▼	-50.5%	178,335	1.4%	Medical
HCA HCA Healthcare	$11,767,939	$11,767,939 ▲	New Holding	35,283	1.4%	Medical
DCPH Deciphera Pharmaceuticals	$11,470,788	$2,645,865 ▲	30.0%	729,230	1.4%	Medical
DAWN Day One Biopharmaceuticals	$11,428,734	$1,091,361 ▲	10.6%	691,812	1.4%	Medical
BDX Becton, Dickinson and Company	$11,282,978	$5,409,505 ▼	-32.4%	45,597	1.4%	Medical
MNKD MannKind	$10,898,890	$419,877 ▼	-3.7%	2,405,936	1.3%	Medical
ACLX Arcellx	$10,891,391	$811,231 ▼	-6.9%	156,598	1.3%	Medical
PCVX Vaxcyte	$10,243,494	$8,035,851 ▼	-44.0%	149,956	1.3%	Medical
STRO Sutro Biopharma	$10,113,788	$3,320,053 ▲	48.9%	1,790,051	1.2%	Medical
XENE Xenon Pharmaceuticals	$9,640,703	$3,049,920 ▼	-24.0%	223,942	1.2%	Medical
TMO Thermo Fisher Scientific	$9,050,602	$3,238,502 ▲	55.7%	15,572	1.1%	Medical
VRNA Verona Pharma	$8,519,977	$398,678 ▲	4.9%	529,520	1.0%	Medical
CSTL Castle Biosciences	$8,138,087	$227,082 ▲	2.9%	367,408	1.0%	Medical
LIVN LivaNova	$8,111,300	$8,111,300 ▲	New Holding	145,000	1.0%	Medical
ELV Elevance Health	$7,863,141	$7,863,141 ▲	New Holding	15,164	1.0%	Medical
HAE Haemonetics	$7,763,607	$1,794,228 ▲	30.1%	90,962	1.0%	Medical
TVTX Travere Therapeutics	$7,466,518	$388,522 ▼	-4.9%	968,420	0.9%	Medical
IRWD Ironwood Pharmaceuticals	$7,403,500	$6,352,621 ▲	604.5%	850,000	0.9%	Medical
IRON Disc Medicine	$6,698,740	$916,592 ▲	15.9%	107,593	0.8%	Medical
VTYX Ventyx Biosciences	$6,644,545	$6,644,545 ▲	New Holding	1,208,099	0.8%	Medical
AVDL Avadel Pharmaceuticals	$6,549,435	$6,549,435 ▲	New Holding	387,770	0.8%	Medical
TEVA Teva Pharmaceutical Industries	$6,400,155	$6,400,155 ▲	New Holding	453,590	0.8%	Medical
IONS Ionis Pharmaceuticals	$6,133,982	$3,030,209 ▼	-33.1%	141,499	0.8%	Medical
CVRX CVRx	$6,047,359	$1,676,959 ▲	38.4%	332,090	0.7%	Medical
NARI Inari Medical	$6,013,717	$6,013,717 ▲	New Holding	125,338	0.7%	Medical
VCYT Veracyte	$5,630,679	$371,756 ▲	7.1%	254,092	0.7%	Medical
SLN Silence Therapeutics	$5,280,574	$249,026 ▲	4.9%	244,471	0.6%	Medical
ARVN Arvinas	$5,159,133	$1,734,668 ▼	-25.2%	124,979	0.6%	Medical
MLTX MoonLake Immunotherapeutics	$5,076,796	$957,484 ▲	23.2%	101,071	0.6%	Medical
RCUS Arcus Biosciences	$4,907,290	$231,393 ▲	4.9%	259,920	0.6%	Medical
PFMT Performant Financial	$4,877,754	$230,011 ▲	4.9%	1,659,100	0.6%	Business Services
ITCI Intra-Cellular Therapies	$4,836,526	$8,053,495 ▼	-62.5%	69,892	0.6%	Medical
CRL Charles River Laboratories International	$4,795,002	$4,795,002 ▲	New Holding	17,697	0.6%	Medical
NAMS NewAmsterdam Pharma	$4,737,355	$2,375,382 ▼	-33.4%	200,311	0.6%	Medical
CRNX Crinetics Pharmaceuticals	$4,733,380	$914,340 ▼	-16.2%	101,119	0.6%	Medical
ATEC Alphatec	$4,642,928	$4,642,928 ▲	New Holding	336,688	0.6%	Medical
LAB Standard BioTools	$4,526,787	$2,890,977 ▲	176.7%	1,670,401	0.6%	Medical
CNC Centene	$4,378,713	$4,378,713 ▲	New Holding	55,794	0.5%	Medical
AUGX Augmedix	$4,360,386	$205,707 ▲	5.0%	1,066,109	0.5%	Medical
AKYA Akoya Biosciences	$4,302,803	$1,138,052 ▲	36.0%	917,442	0.5%	Medical
QTRX Quanterix	$4,149,199	$700,816 ▲	20.3%	176,112	0.5%	Medical
LYRA Lyra Therapeutics	$3,994,764	$700,621 ▼	-14.9%	642,245	0.5%	Medical
NRIX Nurix Therapeutics	$3,675,000	$3,675,000 ▲	New Holding	250,000	0.5%	Medical
MRUS Merus	$3,607,939	$3,498,561 ▼	-49.2%	80,123	0.4%	Medical
NUVL Nuvalent	$3,589,903	$905,510 ▼	-20.1%	47,808	0.4%	Medical
DVAX Dynavax Technologies	$3,307,389	$155,907 ▲	4.9%	266,510	0.4%	Medical
ELAN Elanco Animal Health	$3,275,227	$3,275,227 ▲	New Holding	201,181	0.4%	Medical
ESPR Esperion Therapeutics	$3,062,964	$756,583 ▼	-19.8%	1,142,897	0.4%	Medical
CGEM Cullinan Therapeutics	$3,039,868	$5,989,237 ▼	-66.3%	178,396	0.4%	Medical
IDYA IDEAYA Biosciences	$2,910,648	$2,805,380 ▼	-49.1%	66,332	0.4%	Medical
URGN UroGen Pharma	$2,762,760	$130,260 ▲	4.9%	184,184	0.3%	Medical
NKTX Nkarta	$2,724,423	$2,724,423 ▲	New Holding	252,028	0.3%	Medical
FOLD Amicus Therapeutics	$2,670,797	$2,670,797 ▲	New Holding	226,723	0.3%	Medical
INSM Insmed	$2,523,958	$1,567,680 ▼	-38.3%	93,032	0.3%	Medical
SIBN SI-BONE	$2,501,025	$117,962 ▲	5.0%	152,781	0.3%	Medical
ANNX Annexon	$2,485,746	$2,485,746 ▲	New Holding	346,687	0.3%	Medical
VKTX Viking Therapeutics	$2,484,436	$2,484,436 ▲	New Holding	30,298	0.3%	Medical
TGTX TG Therapeutics	$2,358,143	$764,728 ▼	-24.5%	155,039	0.3%	Medical
ABOS Acumen Pharmaceuticals	$2,335,461	$108,702 ▼	-4.4%	576,657	0.3%	Medical
VYNE VYNE Therapeutics	$2,138,163		0.0%	696,470	0.3%	Medical
EPIX ESSA Pharma	$2,136,891	$2,136,891 ▲	New Holding	251,695	0.3%	Medical
ETNB 89bio	$2,094,024	$460,350 ▼	-18.0%	179,899	0.3%	Medical
RVPH Reviva Pharmaceuticals	$1,904,568	$1,904,568 ▲	New Holding	503,854	0.2%	Medical
CDMO Avid Bioservices	$1,809,911	$1,809,911 ▲	New Holding	270,136	0.2%	Medical
INZY Inozyme Pharma	$1,707,743	$80,514 ▲	4.9%	222,943	0.2%	Medical
ARDX Ardelyx	$1,460,000	$1,460,000 ▲	New Holding	200,000	0.2%	Medical
CYTK Cytokinetics	$1,413,418	$1,413,418 ▲	New Holding	20,160	0.2%	Medical
XFOR X4 Pharmaceuticals	$1,119,449	$52,858 ▲	5.0%	805,359	0.1%	Medical
SOPH SOPHiA GENETICS	$1,034,787	$48,802 ▲	4.9%	209,896	0.1%	Medical
BFLY Butterfly Network	$810,000	$810,000 ▲	New Holding	750,000	0.1%	Medical
TKNO Alpha Teknova	$784,935	$37,010 ▲	4.9%	296,202	0.1%	Medical
NVCR NovoCure	$781,500	$781,500 ▲	New Holding	50,000	0.1%	Medical
ETON Eton Pharmaceuticals	$746,880		0.0%	199,168	0.1%	Medical
TELA TELA Bio	$553,778	$32,359 ▼	-5.5%	97,668	0.1%	Medical
THRD TF Financial	$377,600	$377,600 ▲	New Holding	40,000	0.0%	Medical
XERS Xeris Biopharma	$222,494	$222,494 ▲	New Holding	100,676	0.0%	Medical
COOPER COS INC	$0	$28,452,255 ▼	-100.0%	0	0.0%	COM NEW