Parkman Healthcare Partners LLC
- SEC CIK
- 0001777015
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/14。SEC
- 持股檔數
- 76
- 較 2026 年第 1 季 −13
- 總值
- $9.74 億
- 較 2026 年第 1 季 +$912.65 萬 (+0.9%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| MBXMBX BIOSCIENCES INC | COM | 800,173 | $4,416.96 萬 | 4.54% | +1360.0% | 加碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 35,000 | $4,198.01 萬 | 4.31% | +384+1.1% | 加碼 | 查看 |
| CVSCVS HEALTH CORP COM | Stock | 391,791 | $4,053.08 萬 | 4.16% | +4,485+1.2% | 加碼 | 查看 |
| DXCMDEXCOM INC | COM | 534,767 | $3,601.66 萬 | 3.70% | −155,055−22.5% | 減碼 | 查看 |
| PTCTPTC THERAPEUTICS INC | COM | 435,691 | $3,553.93 萬 | 3.65% | +4,327+1.0% | 加碼 | 查看 |
| RCUSARCUS BIOSCIENCES INC | COM | 919,266 | $2,834.1 萬 | 2.91% | −288,008−23.9% | 減碼 | 查看 |
| GPCRSTRUCTURE THERAPEUTICS INC | SPONSORED ADS | 485,661 | $2,606.54 萬 | 2.68% | +253,568+109.3% | 加碼 | 查看 |
| VRDNVIRIDIAN THERAPEUTICS INC | COM | 1,377,576 | $2,530.61 萬 | 2.60% | +819,640+146.9% | 加碼 | 查看 |
| AGIOAGIOS PHARMACEUTICALS INC | COM | 669,046 | $2,482.83 萬 | 2.55% | +265,521+65.8% | 加碼 | 查看 |
| INBXINHIBRX BIOSCIENCES INC | COM | 256,950 | $2,434.6 萬 | 2.50% | +256,950 | 新進 | 查看 |
| XENEXENON PHARMACEUTICALS INC | COM | 397,379 | $2,398.58 萬 | 2.46% | −99,656−20.1% | 減碼 | 查看 |
| EWTXEDGEWISE THERAPEUTICS INC | COM | 577,036 | $2,344.5 萬 | 2.41% | +254,208+78.7% | 加碼 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 55,921 | $2,324.24 萬 | 2.39% | +55,921 | 新進 | 查看 |
| SYKSTRYKER CORPORATION COM | Stock | 67,973 | $2,140.06 萬 | 2.20% | −86,798−56.1% | 減碼 | 查看 |
| IQVIQVIA HLDGS INC COM | Stock | 105,811 | $2,044.48 萬 | 2.10% | +19,109+22.0% | 加碼 | 查看 |
| ZBHZIMMER BIOMET HOLDINGS INC COM | Stock | 232,557 | $2,002.08 萬 | 2.06% | −37,000−13.7% | 減碼 | 查看 |
| PODDINSULET CORP COM | Stock | 131,378 | $2,000.23 萬 | 2.05% | −25,183−16.1% | 減碼 | 查看 |
| ASMBASSEMBLY BIOSCIENCES INC | COM NEW | 721,181 | $1,981.81 萬 | 2.04% | +309,954+75.4% | 加碼 | 查看 |
| SNDXSYNDAX PHARMACEUTICALS INC | COM | 877,256 | $1,917.68 萬 | 1.97% | −24,255−2.7% | 減碼 | 查看 |
| EYPTEYEPOINT INC | COM NEW | 1,288,163 | $1,842.07 萬 | 1.89% | −66,637−4.9% | 減碼 | 查看 |
| THCTENET HEALTHCARE CORP | COM NEW | 97,280 | $1,819.91 萬 | 1.87% | +47,157+94.1% | 加碼 | 查看 |
| LIVNLIVANOVA PLC | SHS | 210,529 | $1,731.18 萬 | 1.78% | −193,436−47.9% | 減碼 | 查看 |
| ANIPANI PHARMACEUTICALS INC | COM | 202,907 | $1,679.66 萬 | 1.73% | −77,668−27.7% | 減碼 | 查看 |
| BCRXBIOCRYST PHARMACEUTICALS INC | COM | 1,624,279 | $1,624.28 萬 | 1.67% | −83,820−4.9% | 減碼 | 查看 |
| ALNYALNYLAM PHARMACEUTICALS INC | COM | 50,672 | $1,525.38 萬 | 1.57% | +23,756+88.3% | 加碼 | 查看 |
| INDVINDIVIOR PHARMACEUTICALS INC | COM | 364,269 | $1,494.6 萬 | 1.53% | +364,269 | 新進 | 查看 |
| NVSTENVISTA HOLDINGS CORPORATION | COM | 553,916 | $1,459.57 萬 | 1.50% | −157,777−22.2% | 減碼 | 查看 |
| DRUGBRIGHT MINDS BIOSCIENCES INC | COM NEW | 205,053 | $1,439.47 萬 | 1.48% | +164,955+411.4% | 加碼 | 查看 |
| XERSXERIS BIOPHARMA HOLDINGS INC | COM | 1,807,621 | $1,431.64 萬 | 1.47% | +86,357+5.0% | 加碼 | 查看 |
| AVTXAVALO THERAPEUTICS INC | COM NEW | 766,290 | $1,416.1 萬 | 1.45% | +766,290 | 新進 | 查看 |
| FDMT4D MOLECULAR THERAPEUTICS IN | COM | 948,184 | $1,261.08 萬 | 1.30% | +425,607+81.4% | 加碼 | 查看 |
| IMNMIMMUNOME INC | COM | 594,202 | $1,259.11 萬 | 1.29% | +190,715+47.3% | 加碼 | 查看 |
| STOKSTOKE THERAPEUTICS INC | COM | 355,443 | $1,163.01 萬 | 1.19% | +18,924+5.6% | 加碼 | 查看 |
| WATWATERS CORP | COM | 30,206 | $1,132.85 萬 | 1.16% | +3,759+14.2% | 加碼 | 查看 |
| ANROALTO NEUROSCIENCE INC | COM SHS | 429,035 | $1,132.22 萬 | 1.16% | +429,035 | 新進 | 查看 |
| ORKAORUKA THERAPEUTICS INC | COM | 113,188 | $1,077.21 萬 | 1.11% | +113,188 | 新進 | 查看 |
| ADPTADAPTIVE BIOTECHNOLOGIES COR | COM | 486,984 | $1,044.58 萬 | 1.07% | −64,831−11.7% | 減碼 | 查看 |
| ABSIABSCI CORPORATION | COM | 894,374 | $1,036.58 萬 | 1.06% | −970,432−52.0% | 減碼 | 查看 |
| MLYSMINERALYS THERAPEUTICS INC | COM | 380,354 | $1,026.2 萬 | 1.05% | +217+0.1% | 加碼 | 查看 |
| COGTCOGENT BIOSCIENCES INC | COM | 253,365 | $980.52 萬 | 1.01% | +153,239+153.0% | 加碼 | 查看 |
| QUREUNIQURE NV | SHS | 208,170 | $958.83 萬 | 0.98% | +1,328+0.6% | 加碼 | 查看 |
| TARSTARSUS PHARMACEUTICALS INC | COM | 150,000 | $944.1 萬 | 0.97% | +150,000 | 新進 | 查看 |
| AMRXAMNEAL PHARMACEUTICALS INC | COM STK CL A | 541,190 | $936.8 萬 | 0.96% | +240,438+79.9% | 加碼 | 查看 |
| IRTCIRHYTHM TECHNOLOGIES INC | COM | 67,267 | $800.14 萬 | 0.82% | +27,142+67.6% | 加碼 | 查看 |
| CYRXCRYOPORT INC | COM PAR $0.001 | 508,324 | $798.07 萬 | 0.82% | +508,324 | 新進 | 查看 |
| BSXBOSTON SCIENTIFIC CORP COM | Stock | 180,481 | $770.29 萬 | 0.79% | −268,287−59.8% | 減碼 | 查看 |
| CLYMCLIMB BIO INC | COM | 563,484 | $734.78 萬 | 0.75% | +563,484 | 新進 | 查看 |
| AMLXAMYLYX PHARMACEUTICALS INC | COM | 398,782 | $716.21 萬 | 0.74% | −222,676−35.8% | 減碼 | 查看 |
| UPBUPSTREAM BIO INC | COM | 935,247 | $647.19 萬 | 0.66% | +148,464+18.9% | 加碼 | 查看 |
| RMDRESMED INC | COM | 32,983 | $642.77 萬 | 0.66% | +32,983 | 新進 | 查看 |
| URGNUROGEN PHARMA LTD | COM | 174,064 | $640.56 萬 | 0.66% | −100,936−36.7% | 減碼 | 查看 |
| ALGNALIGN TECHNOLOGY INC | COM | 36,963 | $623.42 萬 | 0.64% | +15,730+74.1% | 加碼 | 查看 |
| CARLCARLSMED INC | COM | 597,318 | $620.02 萬 | 0.64% | +76,195+14.6% | 加碼 | 查看 |
| AVAHAVEANNA HEALTHCARE HLDGS INC | COM | 714,451 | $612.28 萬 | 0.63% | +714,451 | 新進 | 查看 |
| CDNACAREDX INC | COM | 202,417 | $576.89 萬 | 0.59% | −88,961−30.5% | 減碼 | 查看 |
| SIBNSI-BONE INC | COM | 328,686 | $536.42 萬 | 0.55% | −44,867−12.0% | 減碼 | 查看 |
| VIRVIR BIOTECHNOLOGY INC | COM | 475,279 | $484.31 萬 | 0.50% | −24,721−4.9% | 減碼 | 查看 |
| ERASERASCA INC | COM | 258,684 | $473.91 萬 | 0.49% | −148,018−36.4% | 減碼 | 查看 |
| SISHOULDER INNOVATIONS INC | COMMON STOCK | 226,212 | $458.76 萬 | 0.47% | +226,212 | 新進 | 查看 |
| WAYWAYSTAR HLDG CORP | COM | 203,986 | $418.78 萬 | 0.43% | −239,072−54.0% | 減碼 | 查看 |
| ATECALPHATEC HLDGS INC | COM NEW | 449,943 | $389.2 萬 | 0.40% | −373,820−45.4% | 減碼 | 查看 |
| ANNXANNEXON INC | COM | 641,029 | $366.03 萬 | 0.38% | −32,984−4.9% | 減碼 | 查看 |
| CSTLCASTLE BIOSCIENCES INC | COM | 144,791 | $345.33 萬 | 0.35% | +18,641+14.8% | 加碼 | 查看 |
| MMEDMINIMED GROUP INC | COM | 226,446 | $338.54 萬 | 0.35% | −90,878−28.6% | 減碼 | 查看 |
| EIKNEIKON THERAPEUTICS INC | COM | 256,053 | $334.15 萬 | 0.34% | +256,053 | 新進 | 查看 |
| VTRSVIATRIS INC COM | Stock | 200,000 | $317.6 萬 | 0.33% | +200,000 | 新進 | 查看 |
| AORTARTIVION INC | COM | 138,940 | $312.2 萬 | 0.32% | −113,074−44.9% | 減碼 | 查看 |
| AXSMAXSOME THERAPEUTICS INC. | COM | 10,000 | $244.77 萬 | 0.25% | +10,000 | 新進 | 查看 |
| OPRXOPTIMIZERX CORP | COM NEW | 350,347 | $200.4 萬 | 0.21% | −379,022−52.0% | 減碼 | 查看 |
| NSPRINSPIREMD INC | COM | 2,416,518 | $169.18 萬 | 0.17% | 00.0% | 不變 | 查看 |
| COAGHEMAB THERAPEUTICS HLDGS INC | COM SHS | 45,000 | $165.29 萬 | 0.17% | +45,000 | 新進 | 查看 |
| LUNGPULMONX CORP | COM | 646,564 | $84.05 萬 | 0.09% | −109,072−14.4% | 減碼 | 查看 |
| SPRYARS PHARMACEUTICALS INC | COM | 102,700 | $82.26 萬 | 0.08% | +102,700 | 新進 | 查看 |
| FOCLEDAP TMS S A | SPONSORED ADR | 154,832 | $80.2 萬 | 0.08% | 00.0% | 不變 | 查看 |
| OVIDOVID THERAPEUTICS INC | COM | 197,947 | $53.25 萬 | 0.05% | −10,258−4.9% | 減碼 | 查看 |
| ENTXENTERA BIO LTD | SHS | 274,497 | $48.59 萬 | 0.05% | −14,173−4.9% | 減碼 | 查看 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）部位。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| GRAIL INC384747951 | COM | $314.04 萬 | – |
2026 年第 1 季 之後清倉（30 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| KALVISTA PHARMACEUTICALS INC483497103 | COM | 1,835,506 | $3,694.87 萬 | 3.83% |
| QGENQIAGEN NV | ORD SHARES | 500,000 | $2,002 萬 | 2.08% |
| ABBVABBVIE INC COM | Stock | 75,000 | $1,631.18 萬 | 1.69% |
| ILMNILLUMINA INC | COM | 110,370 | $1,360.42 萬 | 1.41% |
| EWEDWARDS LIFESCIENCES CORP COM | Stock | 167,155 | $1,338.58 萬 | 1.39% |
| NBIXNEUROCRINE BIOSCIENCES INC COM | Stock | 99,069 | $1,305.14 萬 | 1.35% |
| KNSAKINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | 259,184 | $1,247.97 萬 | 1.29% |
| MCKMCKESSON CORP COM | Stock | 12,676 | $1,096.93 萬 | 1.14% |
| NUVALENT INC670703107 | COM | 88,078 | $902.36 萬 | 0.94% |
| AXGNAXOGEN INC | COM | 268,160 | $888.41 萬 | 0.92% |
| IDXXIDEXX LABS INC | COM | 15,000 | $842.84 萬 | 0.87% |
| APOGEE THERAPEUTICS INC03770N101 | COM | 77,686 | $653.88 萬 | 0.68% |
| COOCOOPER COS INC | COM | 89,883 | $642.66 萬 | 0.67% |
| TNGXTANGO THERAPEUTICS INC | COM | 266,127 | $556.74 萬 | 0.58% |
| RAREULTRAGENYX PHARMACEUTICAL IN | COM | 235,000 | $492.33 萬 | 0.51% |
| SUPNSUPERNUS PHARMACEUTICALS | COM | 85,062 | $439.69 萬 | 0.46% |
| CAICARIS LIFE SCIENCES INC | COM | 229,912 | $411.08 萬 | 0.43% |
| CVRXCVRX INC | COM | 429,507 | $406.31 萬 | 0.42% |
| WGSGENEDX HOLDINGS CORP | COM CL A | 50,778 | $326.1 萬 | 0.34% |
| VCYTVERACYTE INC | COM | 101,237 | $326.08 萬 | 0.34% |
| CMPSCOMPASS PATHWAYS PLC | SPONSORED ADS | 554,411 | $306.59 萬 | 0.32% |
| SLDBSOLID BIOSCIENCES INC | COM NEW | 308,844 | $222.37 萬 | 0.23% |
| BFLYBUTTERFLY NETWORK INC | COM CL A | 544,477 | $219.97 萬 | 0.23% |
| QDELQUIDELORTHO CORP | COM | 101,764 | $167.2 萬 | 0.17% |
| RXSTRXSIGHT INC | COM | 249,989 | $153.99 萬 | 0.16% |
| QTRXQUANTERIX CORP | COM | 341,453 | $120.19 萬 | 0.12% |
| PLSEPULSE BIOSCIENCES INC | COM | 50,125 | $108.22 萬 | 0.11% |
| MAZEMAZE THERAPEUTICS INC | COM | 31,844 | $95.05 萬 | 0.10% |
| ADMAADMA BIOLOGICS INC | COM | 82,443 | $74.28 萬 | 0.08% |
| ARAYACCURAY INC DEL | COM | 884,578 | $34.33 萬 | 0.04% |