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Parkman Healthcare Partners LLC Top Holdings and 13F Report (2025)

About Parkman Healthcare Partners LLC

Investment Activity

  • Parkman Healthcare Partners LLC has $870.09 million in total holdings as of June 30, 2025.
  • Parkman Healthcare Partners LLC owns shares of 88 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
  • Approximately 23.56% of the portfolio was purchased this quarter.
  • About 20.71% of the portfolio was sold this quarter.
  • This quarter, Parkman Healthcare Partners LLC has purchased 91 new stocks and bought additional shares in 47 stocks.
  • Parkman Healthcare Partners LLC sold shares of 28 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

CVS Health
$35,718,327
Insulet
$33,228,305
Boston Scientific
$30,414,860
Tenet Healthcare
$29,723,584

Largest New Holdings this Quarter

46266C105 - IQVIA
$17,256,105 Holding
81663L200 - GeneDx
$16,154,250 Holding
04351P101 - Ascendis Pharma A/S
$7,267,841 Holding
15687V109 - Certara
$5,850,000 Holding
G01767105 - Alkermes
$5,722,000 Holding

Largest Purchases this Quarter

IQVIA
109,500 shares (about $17.26M)
GeneDx
175,000 shares (about $16.15M)
Danaher
46,840 shares (about $9.25M)
DexCom
95,508 shares (about $8.34M)
Alnylam Pharmaceuticals
23,400 shares (about $7.63M)

Largest Sales this Quarter

Stryker
27,314 shares (about $10.81M)
Gilead Sciences
87,275 shares (about $9.68M)
Tenet Healthcare
44,534 shares (about $7.84M)
Insulet
24,752 shares (about $7.78M)
KINIKSA PHARMACEUTICALS INTL
273,825 shares (about $7.58M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofParkman Healthcare Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
CVS Health Corporation stock logo
CVS
CVS Health
$35,718,327$1,453,478 4.2%517,8074.1%Medical
Insulet Corporation stock logo
PODD
Insulet
$33,228,305$7,776,583 -19.0%105,7623.8%Medical
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$30,414,860$6,141,274 25.3%283,1663.5%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$30,110,498$7,630,506 33.9%92,3383.5%Medical
Tenet Healthcare Corporation stock logo
THC
Tenet Healthcare
$29,723,584$7,837,984 -20.9%168,8843.4%Medical
COOPER COS INC
$27,430,686$5,182,512 23.3%385,4793.2%COM
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$25,955,231$4,595,329 -15.0%33,2963.0%Medical
QIAGEN NV
$23,939,022$6,654,532 38.5%498,1072.8%COM SHS
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$21,926,428$3,638,823 19.9%240,3952.5%Medical
Danaher Corporation stock logo
DHR
Danaher
$21,747,179$9,252,774 74.1%110,0902.5%Medical
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$20,865,797$298,137 -1.4%166,0102.4%Medical
Stryker Corporation stock logo
SYK
Stryker
$19,930,257$10,806,238 -35.2%50,3762.3%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$19,716,629$8,336,893 73.3%225,8752.3%Medical
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$19,688,664$3,982,610 25.4%251,7412.3%Medical
Verona Pharma PLC American Depositary Share stock logo
VRNA
Verona Pharma PLC American Depositary Share
$18,717,193$5,913,425 -24.0%197,8982.2%Medical
Viridian Therapeutics, Inc. stock logo
VRDN
Viridian Therapeutics
$18,157,574$3,275,780 22.0%1,298,8252.1%Medical
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$17,256,105$17,256,105 New Holding109,5002.0%Medical
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$16,154,250$16,154,250 New Holding175,0001.9%Medical
Revvity Inc. stock logo
RVTY
Revvity
$15,203,997$1,706,044 12.6%157,1961.7%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$14,598,807$9,676,179 -39.9%131,6751.7%Medical
KINIKSA PHARMACEUTICALS INTL
$13,524,985$7,576,738 -35.9%488,7961.6%ORD SHS CL A
McKesson Corporation stock logo
MCK
McKesson
$12,792,873$3,402,297 -21.0%17,4581.5%Medical
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$12,376,496$2,864,047 -18.8%225,1501.4%Medical
Travere Therapeutics, Inc. stock logo
TVTX
Travere Therapeutics
$12,240,488$1,879,763 -13.3%827,0601.4%Medical
Schrodinger, Inc. stock logo
SDGR
Schrodinger
$11,821,627$2,134,450 22.0%587,5561.4%Medical
Arcellx, Inc. stock logo
ACLX
Arcellx
$11,476,075$7,038,443 158.6%174,2761.3%Medical
QuidelOrtho Corporation stock logo
QDEL
QuidelOrtho
$11,143,138$5,849,538 110.5%386,6461.3%Medical
OUTSET MED INC
$10,547,289$6,107,877 137.6%549,0521.2%COM NEW
MBX BIOSCIENCES INC
$9,948,756$6,202,590 165.6%871,9331.1%COM
Xeris Biopharma Holdings, Inc. stock logo
XERS
Xeris Biopharma
$9,841,946$1,527,225 18.4%2,107,4831.1%Medical
Nuvalent, Inc. stock logo
NUVL
Nuvalent
$9,127,235$735,151 8.8%119,6231.0%Medical
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$9,031,608$66,573 0.7%1,007,9921.0%Medical
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$8,871,444$4,819,092 -35.2%181,6431.0%Medical
Merus N.V. stock logo
MRUS
Merus
$8,572,748$7,087,850 477.3%162,9801.0%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$8,486,509$2,909,423 52.2%647,3311.0%Medical
ANI Pharmaceuticals, Inc. stock logo
ANIP
ANI Pharmaceuticals
$8,383,190$1,531,940 22.4%128,4781.0%Medical
Replimune Group, Inc. stock logo
REPL
Replimune Group
$8,330,436$498,771 -5.6%896,7101.0%Medical
RxSight, Inc. stock logo
RXST
RxSight
$8,240,362$34,268 0.4%633,8740.9%Medical
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$8,127,069$2,555,016 45.9%867,8130.9%Medical
LivaNova PLC stock logo
LIVN
LivaNova
$7,878,500$365,968 4.9%175,0000.9%Medical
UPSTREAM BIO INC
$7,856,234$5,291,712 206.3%715,5040.9%COM
KalVista Pharmaceuticals, Inc. stock logo
KALV
KalVista Pharmaceuticals
$7,676,807$844,359 -9.9%679,0630.9%Medical
Doximity, Inc. stock logo
DOCS
Doximity
$7,411,958$1,676,668 29.2%120,8340.9%Medical
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$7,364,291$3,879,289 -34.5%40,9970.8%Medical
AxoGen, Inc. stock logo
AXGN
AxoGen
$7,318,878$1,494,251 25.7%674,5510.8%Medical
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$7,267,841$7,267,841 New Holding42,1080.8%Medical
Alphatec Holdings, Inc. stock logo
ATEC
Alphatec
$7,202,468$2,250,691 45.5%648,8710.8%Medical
Castle Biosciences, Inc. stock logo
CSTL
Castle Biosciences
$7,193,190$34,939 0.5%352,2620.8%Medical
MannKind Corporation stock logo
MNKD
MannKind
$7,109,433$2,217,513 -23.8%1,900,9180.8%Medical
OptimizeRx Corp. stock logo
OPRX
OptimizeRx
$6,850,211$437,711 6.8%507,4230.8%Computer and Technology
SiBone stock logo
SIBN
SiBone
$6,812,991$2,463,519 56.6%362,0080.8%Medical
Mineralys Therapeutics, Inc. stock logo
MLYS
Mineralys Therapeutics
$6,272,522$2,295,676 57.7%463,6010.7%Medical
uniQure N.V. stock logo
QURE
uniQure
$6,181,303$3,339,871 117.5%443,4220.7%Medical
Artivion, Inc. stock logo
AORT
Artivion
$5,993,126$2,520,749 72.6%192,7050.7%Medical
Veracyte, Inc. stock logo
VCYT
Veracyte
$5,957,061$1,462,566 32.5%220,3870.7%Medical
Certara, Inc. stock logo
CERT
Certara
$5,850,000$5,850,000 New Holding500,0000.7%Medical
Alkermes plc stock logo
ALKS
Alkermes
$5,722,000$5,722,000 New Holding200,0000.7%Medical
WAYSTAR HLDG CORP
$5,721,800$5,721,800 New Holding140,0000.7%COM
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$5,380,553$5,681,759 -51.4%147,9800.6%Medical
Incyte Corporation stock logo
INCY
Incyte
$5,107,500$5,107,500 New Holding75,0000.6%Medical
Treace Medical Concepts, Inc. stock logo
TMCI
Treace Medical Concepts
$4,962,708$767,099 18.3%843,9980.6%Medical
Arcus Biosciences, Inc. stock logo
RCUS
Arcus Biosciences
$4,880,825$5,014,394 -50.7%599,6100.6%Medical
Performant Financial Co. stock logo
PFMT
Performant Financial
$4,857,088$614,684 14.5%1,214,2720.6%Business Services
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$4,706,675$757,554 -13.9%150,3730.5%Medical
CVRx, Inc. stock logo
CVRX
CVRx
$4,639,902$2,589,687 -35.8%789,0990.5%Medical
Amylyx Pharmaceuticals, Inc. stock logo
AMLX
Amylyx Pharmaceuticals
$4,166,500$4,166,500 New Holding650,0000.5%Medical
Amicus Therapeutics, Inc. stock logo
FOLD
Amicus Therapeutics
$3,487,490$227,395 7.0%608,6370.4%Medical
Quanterix Corporation stock logo
QTRX
Quanterix
$3,431,347$3,431,347 New Holding515,9920.4%Medical
Protagonist Therapeutics, Inc. stock logo
PTGX
Protagonist Therapeutics
$3,404,411$3,404,411 New Holding61,5960.4%Medical
Day One Biopharmaceuticals, Inc. stock logo
DAWN
Day One Biopharmaceuticals
$3,250,000$3,530,553 -52.1%500,0000.4%Medical
Rapid Micro Biosystems, Inc. stock logo
RPID
Rapid Micro Biosystems
$3,151,378$613,486 24.2%913,4430.4%Medical
Terns Pharmaceuticals, Inc. stock logo
TERN
Terns Pharmaceuticals
$3,050,424$529,268 -14.8%817,8080.4%Medical
InspireMD, Inc. stock logo
NSPR
InspireMD
$2,804,142$145,028 5.5%1,235,3050.3%Medical
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$2,741,041$947,536 52.8%116,3430.3%Medical
Dynavax Technologies Corporation stock logo
DVAX
Dynavax Technologies
$2,679,700$350,642 15.1%270,1310.3%Medical
Nurix Therapeutics, Inc. stock logo
NRIX
Nurix Therapeutics
$2,600,007$1,391,277 -34.9%228,2710.3%Medical
United Therapeutics Corporation stock logo
UTHR
United Therapeutics
$2,531,841$408,324 -13.9%8,8110.3%Medical
Urogen Pharma stock logo
URGN
Urogen Pharma
$2,420,817$2,965,378 -55.1%176,7020.3%Medical
APOGEE THERAPEUTICS INC
$2,406,196$379,622 18.7%55,4040.3%COM
Precigen, Inc. stock logo
PGEN
Precigen
$2,190,809$2,340,899 -51.7%1,542,8230.3%Medical
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$2,111,329$272,415 14.8%73,4120.2%Medical
Pulmonx Corporation stock logo
LUNG
Pulmonx
$1,567,025$17,731 -1.1%605,0290.2%Medical
Ardelyx, Inc. stock logo
ARDX
Ardelyx
$1,180,257$358,700 43.7%301,0860.1%Medical
Annexon, Inc. stock logo
ANNX
Annexon
$970,066$126,619 15.0%404,1940.1%Medical
aTyr Pharma, Inc. stock logo
LIFE
aTyr Pharma
$760,500$760,500 New Holding150,0000.1%Medical
908 Devices Inc. stock logo
MASS
908 Devices
$713,000$713,000 New Holding100,0000.1%Medical
Entera Bio Ltd. stock logo
ENTX
Entera Bio
$676,062$159,239 -19.1%355,8220.1%Medical
Edap Tms S.A. stock logo
EDAP
Edap Tms
$255,4730.0%154,8320.0%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$0$27,552,024 -100.0%00.0%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$26,299,059 -100.0%00.0%Medical
ResMed Inc. stock logo
RMD
ResMed
$0$5,063,935 -100.0%00.0%Medical
Guardant Health, Inc. stock logo
GH
Guardant Health
$0$3,805,415 -100.0%00.0%Medical
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$0$3,527,955 -100.0%00.0%Medical
Insmed, Inc. stock logo
INSM
Insmed
$0$2,891,467 -100.0%00.0%Medical
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$0$2,218,903 -100.0%00.0%Medical
NewAmsterdam Pharma Company N.V. stock logo
NAMS
NewAmsterdam Pharma
$0$2,066,549 -100.0%00.0%Medical
icad inc. stock logo
ICAD
icad
$0$1,610,240 -100.0%00.0%Computer and Technology
Maravai LifeSciences Holdings, Inc. stock logo
MRVI
Maravai LifeSciences
$0$1,458,600 -100.0%00.0%Medical
Silence Therapeutics PLC Sponsored ADR stock logo
SLN
Silence Therapeutics
$0$1,132,924 -100.0%00.0%Medical
Oric Pharmaceuticals, Inc. stock logo
ORIC
Oric Pharmaceuticals
$0$1,132,773 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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