Parkman Healthcare Partners LLC
77 holdingsFiling period: 2026-06-30Current AUM: $973.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MBX | MBX BIOSCIENCES INC | 800.2K | $44.2M | $48.9M | 5.02% | +136 | 2026-06-30 |
| 2 | LLY | ELI LILLY & CO | 35.0K | $42.0M | $39.8M | 4.08% | +384 | 2026-06-30 |
| 3 | CVS | CVS HEALTH CORP | 391.8K | $40.5M | $37.0M | 3.80% | +4.5K | 2026-06-30 |
| 4 | DXCM | DEXCOM INC | 534.8K | $36.0M | $46.2M | 4.75% | -155,055 | 2026-06-30 |
| 5 | PTCT | PTC THERAPEUTICS INC | 435.7K | $35.5M | $28.6M | 2.94% | +4.3K | 2026-06-30 |
| 6 | RCUS | ARCUS BIOSCIENCES INC | 919.3K | $28.3M | $22.4M | 2.30% | -288,008 | 2026-06-30 |
| 7 | GPCR | STRUCTURE THERAPEUTICS INC | 485.7K | $26.1M | $18.9M | 1.94% | +253.6K | 2026-06-30 |
| 8 | VRDN | VIRIDIAN THERAPEUTICS INC | 1.38M | $25.3M | $30.1M | 3.09% | +819.6K | 2026-06-30 |
| 9 | AGIO | AGIOS PHARMACEUTICALS INC | 669.0K | $24.8M | $22.0M | 2.25% | +265.5K | 2026-06-30 |
| 10 | INBX | INHIBRX BIOSCIENCES INC | 256.9K | $24.3M | $27.1M | 2.79% | -- | 2026-06-30 |
| 11 | XENE | XENON PHARMACEUTICALS INC | 397.4K | $24.0M | $22.4M | 2.30% | -99,656 | 2026-06-30 |
| 12 | EWTX | EDGEWISE THERAPEUTICS INC | 577.0K | $23.4M | $25.2M | 2.59% | +254.2K | 2026-06-30 |
| 13 | UNH | UNITEDHEALTH GROUP INC | 55.9K | $23.2M | $21.0M | 2.16% | -- | 2026-06-30 |
| 14 | SYK | STRYKER CORPORATION | 68.0K | $21.4M | $19.1M | 1.96% | -86,798 | 2026-06-30 |
| 15 | IQV | IQVIA HLDGS INC | 105.8K | $20.4M | $28.5M | 2.93% | +19.1K | 2026-06-30 |
| 16 | ZBH | ZIMMER BIOMET HOLDINGS INC | 232.6K | $20.0M | $22.9M | 2.35% | -37,000 | 2026-06-30 |
| 17 | PODD | INSULET CORP | 131.4K | $20.0M | $18.3M | 1.88% | -25,183 | 2026-06-30 |
| 18 | ASMB | ASSEMBLY BIOSCIENCES INC | 721.2K | $19.8M | $18.8M | 1.93% | +310.0K | 2026-06-30 |
| 19 | SNDX | SYNDAX PHARMACEUTICALS INC | 877.3K | $19.2M | $15.9M | 1.63% | -24,255 | 2026-06-30 |
| 20 | EYPT | EYEPOINT INC | 1.29M | $18.4M | $4.7M | 0.48% | -66,637 | 2026-06-30 |
| 21 | THC | TENET HEALTHCARE CORP | 97.3K | $18.2M | $25.4M | 2.61% | +47.2K | 2026-06-30 |
| 22 | — | LIVANOVA PLC | 210.5K | $17.3M | $17.3M | 1.78% | -193,436 | 2026-06-30 |
| 23 | ANIP | ANI PHARMACEUTICALS INC | 202.9K | $16.8M | $14.6M | 1.50% | -77,668 | 2026-06-30 |
| 24 | BCRX | BIOCRYST PHARMACEUTICALS INC | 1.62M | $16.2M | $13.3M | 1.36% | -83,820 | 2026-06-30 |
| 25 | ALNY | ALNYLAM PHARMACEUTICALS INC | 50.7K | $15.3M | $12.1M | 1.24% | +23.8K | 2026-06-30 |
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