Parkman Healthcare Partners LLC
- SEC CIK
- 0001777015
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 76
- −13 vs. Q1 2026
- Total value
- $973.69M
- +$9.13M (+0.9%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| MBXMBX BIOSCIENCES INC | COM | 800,173 | $44.17M | 4.54% | +1360.0% | Added | View |
| LLYELI LILLY & CO COM | Stock | 35,000 | $41.98M | 4.31% | +384+1.1% | Added | View |
| CVSCVS HEALTH CORP COM | Stock | 391,791 | $40.53M | 4.16% | +4,485+1.2% | Added | View |
| DXCMDEXCOM INC | COM | 534,767 | $36.02M | 3.70% | −155,055−22.5% | Reduced | View |
| PTCTPTC THERAPEUTICS INC | COM | 435,691 | $35.54M | 3.65% | +4,327+1.0% | Added | View |
| RCUSARCUS BIOSCIENCES INC | COM | 919,266 | $28.34M | 2.91% | −288,008−23.9% | Reduced | View |
| GPCRSTRUCTURE THERAPEUTICS INC | SPONSORED ADS | 485,661 | $26.07M | 2.68% | +253,568+109.3% | Added | View |
| VRDNVIRIDIAN THERAPEUTICS INC | COM | 1,377,576 | $25.31M | 2.60% | +819,640+146.9% | Added | View |
| AGIOAGIOS PHARMACEUTICALS INC | COM | 669,046 | $24.83M | 2.55% | +265,521+65.8% | Added | View |
| INBXINHIBRX BIOSCIENCES INC | COM | 256,950 | $24.35M | 2.50% | +256,950 | New | View |
| XENEXENON PHARMACEUTICALS INC | COM | 397,379 | $23.99M | 2.46% | −99,656−20.1% | Reduced | View |
| EWTXEDGEWISE THERAPEUTICS INC | COM | 577,036 | $23.44M | 2.41% | +254,208+78.7% | Added | View |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 55,921 | $23.24M | 2.39% | +55,921 | New | View |
| SYKSTRYKER CORPORATION COM | Stock | 67,973 | $21.4M | 2.20% | −86,798−56.1% | Reduced | View |
| IQVIQVIA HLDGS INC COM | Stock | 105,811 | $20.44M | 2.10% | +19,109+22.0% | Added | View |
| ZBHZIMMER BIOMET HOLDINGS INC COM | Stock | 232,557 | $20.02M | 2.06% | −37,000−13.7% | Reduced | View |
| PODDINSULET CORP COM | Stock | 131,378 | $20M | 2.05% | −25,183−16.1% | Reduced | View |
| ASMBASSEMBLY BIOSCIENCES INC | COM NEW | 721,181 | $19.82M | 2.04% | +309,954+75.4% | Added | View |
| SNDXSYNDAX PHARMACEUTICALS INC | COM | 877,256 | $19.18M | 1.97% | −24,255−2.7% | Reduced | View |
| EYPTEYEPOINT INC | COM NEW | 1,288,163 | $18.42M | 1.89% | −66,637−4.9% | Reduced | View |
| THCTENET HEALTHCARE CORP | COM NEW | 97,280 | $18.2M | 1.87% | +47,157+94.1% | Added | View |
| LIVNLIVANOVA PLC | SHS | 210,529 | $17.31M | 1.78% | −193,436−47.9% | Reduced | View |
| ANIPANI PHARMACEUTICALS INC | COM | 202,907 | $16.8M | 1.73% | −77,668−27.7% | Reduced | View |
| BCRXBIOCRYST PHARMACEUTICALS INC | COM | 1,624,279 | $16.24M | 1.67% | −83,820−4.9% | Reduced | View |
| ALNYALNYLAM PHARMACEUTICALS INC | COM | 50,672 | $15.25M | 1.57% | +23,756+88.3% | Added | View |
| INDVINDIVIOR PHARMACEUTICALS INC | COM | 364,269 | $14.95M | 1.53% | +364,269 | New | View |
| NVSTENVISTA HOLDINGS CORPORATION | COM | 553,916 | $14.6M | 1.50% | −157,777−22.2% | Reduced | View |
| DRUGBRIGHT MINDS BIOSCIENCES INC | COM NEW | 205,053 | $14.39M | 1.48% | +164,955+411.4% | Added | View |
| XERSXERIS BIOPHARMA HOLDINGS INC | COM | 1,807,621 | $14.32M | 1.47% | +86,357+5.0% | Added | View |
| AVTXAVALO THERAPEUTICS INC | COM NEW | 766,290 | $14.16M | 1.45% | +766,290 | New | View |
| FDMT4D MOLECULAR THERAPEUTICS IN | COM | 948,184 | $12.61M | 1.30% | +425,607+81.4% | Added | View |
| IMNMIMMUNOME INC | COM | 594,202 | $12.59M | 1.29% | +190,715+47.3% | Added | View |
| STOKSTOKE THERAPEUTICS INC | COM | 355,443 | $11.63M | 1.19% | +18,924+5.6% | Added | View |
| WATWATERS CORP | COM | 30,206 | $11.33M | 1.16% | +3,759+14.2% | Added | View |
| ANROALTO NEUROSCIENCE INC | COM SHS | 429,035 | $11.32M | 1.16% | +429,035 | New | View |
| ORKAORUKA THERAPEUTICS INC | COM | 113,188 | $10.77M | 1.11% | +113,188 | New | View |
| ADPTADAPTIVE BIOTECHNOLOGIES COR | COM | 486,984 | $10.45M | 1.07% | −64,831−11.7% | Reduced | View |
| ABSIABSCI CORPORATION | COM | 894,374 | $10.37M | 1.06% | −970,432−52.0% | Reduced | View |
| MLYSMINERALYS THERAPEUTICS INC | COM | 380,354 | $10.26M | 1.05% | +217+0.1% | Added | View |
| COGTCOGENT BIOSCIENCES INC | COM | 253,365 | $9.81M | 1.01% | +153,239+153.0% | Added | View |
| QUREUNIQURE NV | SHS | 208,170 | $9.59M | 0.98% | +1,328+0.6% | Added | View |
| TARSTARSUS PHARMACEUTICALS INC | COM | 150,000 | $9.44M | 0.97% | +150,000 | New | View |
| AMRXAMNEAL PHARMACEUTICALS INC | COM STK CL A | 541,190 | $9.37M | 0.96% | +240,438+79.9% | Added | View |
| IRTCIRHYTHM TECHNOLOGIES INC | COM | 67,267 | $8M | 0.82% | +27,142+67.6% | Added | View |
| CYRXCRYOPORT INC | COM PAR $0.001 | 508,324 | $7.98M | 0.82% | +508,324 | New | View |
| BSXBOSTON SCIENTIFIC CORP COM | Stock | 180,481 | $7.7M | 0.79% | −268,287−59.8% | Reduced | View |
| CLYMCLIMB BIO INC | COM | 563,484 | $7.35M | 0.75% | +563,484 | New | View |
| AMLXAMYLYX PHARMACEUTICALS INC | COM | 398,782 | $7.16M | 0.74% | −222,676−35.8% | Reduced | View |
| UPBUPSTREAM BIO INC | COM | 935,247 | $6.47M | 0.66% | +148,464+18.9% | Added | View |
| RMDRESMED INC | COM | 32,983 | $6.43M | 0.66% | +32,983 | New | View |
| URGNUROGEN PHARMA LTD | COM | 174,064 | $6.41M | 0.66% | −100,936−36.7% | Reduced | View |
| ALGNALIGN TECHNOLOGY INC | COM | 36,963 | $6.23M | 0.64% | +15,730+74.1% | Added | View |
| CARLCARLSMED INC | COM | 597,318 | $6.2M | 0.64% | +76,195+14.6% | Added | View |
| AVAHAVEANNA HEALTHCARE HLDGS INC | COM | 714,451 | $6.12M | 0.63% | +714,451 | New | View |
| CDNACAREDX INC | COM | 202,417 | $5.77M | 0.59% | −88,961−30.5% | Reduced | View |
| SIBNSI-BONE INC | COM | 328,686 | $5.36M | 0.55% | −44,867−12.0% | Reduced | View |
| VIRVIR BIOTECHNOLOGY INC | COM | 475,279 | $4.84M | 0.50% | −24,721−4.9% | Reduced | View |
| ERASERASCA INC | COM | 258,684 | $4.74M | 0.49% | −148,018−36.4% | Reduced | View |
| SISHOULDER INNOVATIONS INC | COMMON STOCK | 226,212 | $4.59M | 0.47% | +226,212 | New | View |
| WAYWAYSTAR HLDG CORP | COM | 203,986 | $4.19M | 0.43% | −239,072−54.0% | Reduced | View |
| ATECALPHATEC HLDGS INC | COM NEW | 449,943 | $3.89M | 0.40% | −373,820−45.4% | Reduced | View |
| ANNXANNEXON INC | COM | 641,029 | $3.66M | 0.38% | −32,984−4.9% | Reduced | View |
| CSTLCASTLE BIOSCIENCES INC | COM | 144,791 | $3.45M | 0.35% | +18,641+14.8% | Added | View |
| MMEDMINIMED GROUP INC | COM | 226,446 | $3.39M | 0.35% | −90,878−28.6% | Reduced | View |
| EIKNEIKON THERAPEUTICS INC | COM | 256,053 | $3.34M | 0.34% | +256,053 | New | View |
| VTRSVIATRIS INC COM | Stock | 200,000 | $3.18M | 0.33% | +200,000 | New | View |
| AORTARTIVION INC | COM | 138,940 | $3.12M | 0.32% | −113,074−44.9% | Reduced | View |
| AXSMAXSOME THERAPEUTICS INC. | COM | 10,000 | $2.45M | 0.25% | +10,000 | New | View |
| OPRXOPTIMIZERX CORP | COM NEW | 350,347 | $2M | 0.21% | −379,022−52.0% | Reduced | View |
| NSPRINSPIREMD INC | COM | 2,416,518 | $1.69M | 0.17% | 00.0% | Unchanged | View |
| COAGHEMAB THERAPEUTICS HLDGS INC | COM SHS | 45,000 | $1.65M | 0.17% | +45,000 | New | View |
| LUNGPULMONX CORP | COM | 646,564 | $840.53K | 0.09% | −109,072−14.4% | Reduced | View |
| SPRYARS PHARMACEUTICALS INC | COM | 102,700 | $822.63K | 0.08% | +102,700 | New | View |
| FOCLEDAP TMS S A | SPONSORED ADR | 154,832 | $802.03K | 0.08% | 00.0% | Unchanged | View |
| OVIDOVID THERAPEUTICS INC | COM | 197,947 | $532.48K | 0.05% | −10,258−4.9% | Reduced | View |
| ENTXENTERA BIO LTD | SHS | 274,497 | $485.86K | 0.05% | −14,173−4.9% | Reduced | View |
Options (1)
Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.
| Security | Class | Puts | Calls |
|---|---|---|---|
| GRAIL INC384747951 | COM | $3.14M | – |
Sold out since Q1 2026 (30)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| KALVISTA PHARMACEUTICALS INC483497103 | COM | 1,835,506 | $36.95M | 3.83% |
| QGENQIAGEN NV | ORD SHARES | 500,000 | $20.02M | 2.08% |
| ABBVABBVIE INC COM | Stock | 75,000 | $16.31M | 1.69% |
| ILMNILLUMINA INC | COM | 110,370 | $13.6M | 1.41% |
| EWEDWARDS LIFESCIENCES CORP COM | Stock | 167,155 | $13.39M | 1.39% |
| NBIXNEUROCRINE BIOSCIENCES INC COM | Stock | 99,069 | $13.05M | 1.35% |
| KNSAKINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | 259,184 | $12.48M | 1.29% |
| MCKMCKESSON CORP COM | Stock | 12,676 | $10.97M | 1.14% |
| NUVALENT INC670703107 | COM | 88,078 | $9.02M | 0.94% |
| AXGNAXOGEN INC | COM | 268,160 | $8.88M | 0.92% |
| IDXXIDEXX LABS INC | COM | 15,000 | $8.43M | 0.87% |
| APOGEE THERAPEUTICS INC03770N101 | COM | 77,686 | $6.54M | 0.68% |
| COOCOOPER COS INC | COM | 89,883 | $6.43M | 0.67% |
| TNGXTANGO THERAPEUTICS INC | COM | 266,127 | $5.57M | 0.58% |
| RAREULTRAGENYX PHARMACEUTICAL IN | COM | 235,000 | $4.92M | 0.51% |
| SUPNSUPERNUS PHARMACEUTICALS | COM | 85,062 | $4.4M | 0.46% |
| CAICARIS LIFE SCIENCES INC | COM | 229,912 | $4.11M | 0.43% |
| CVRXCVRX INC | COM | 429,507 | $4.06M | 0.42% |
| WGSGENEDX HOLDINGS CORP | COM CL A | 50,778 | $3.26M | 0.34% |
| VCYTVERACYTE INC | COM | 101,237 | $3.26M | 0.34% |
| CMPSCOMPASS PATHWAYS PLC | SPONSORED ADS | 554,411 | $3.07M | 0.32% |
| SLDBSOLID BIOSCIENCES INC | COM NEW | 308,844 | $2.22M | 0.23% |
| BFLYBUTTERFLY NETWORK INC | COM CL A | 544,477 | $2.2M | 0.23% |
| QDELQUIDELORTHO CORP | COM | 101,764 | $1.67M | 0.17% |
| RXSTRXSIGHT INC | COM | 249,989 | $1.54M | 0.16% |
| QTRXQUANTERIX CORP | COM | 341,453 | $1.2M | 0.12% |
| PLSEPULSE BIOSCIENCES INC | COM | 50,125 | $1.08M | 0.11% |
| MAZEMAZE THERAPEUTICS INC | COM | 31,844 | $950.54K | 0.10% |
| ADMAADMA BIOLOGICS INC | COM | 82,443 | $742.81K | 0.08% |
| ARAYACCURAY INC DEL | COM | 884,578 | $343.31K | 0.04% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 76 | $973.69M | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 89 | $964.56M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 100 | $1.05B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 90 | $910.67M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 87 | $864.37M | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 91 | $843.13M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 89 | $750.93M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 93 | $783.44M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 89 | $734.2M | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 99 | $815.02M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 88 | $706.81M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 102 | $545.76M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 11, 2023 | 95 | $576.87M | vs. Q1 2023 | SEC |
| Q1 2023 | May 12, 2023 | 83 | $459.79M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 13, 2023 | 81 | $375.54M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 89 | $351.74M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 12, 2022 | 76 | $271.54M | vs. Q1 2022 | SEC |
| Q1 2022 | May 13, 2022 | 80 | $341.69M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 11, 2022 | 83 | $441.99M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 12, 2021 | 74 | $395.26M | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 13, 2021 | 82 | $457.45M | vs. Q1 2021 | SEC |
| Q1 2021 | May 14, 2021 | 82 | $414.92M | – | SEC |