Parkman Healthcare Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Parkman Healthcare Partners Llc disclosed 66 stock positions valued at approximately $973.69M as of quarter-end June 30, 2026. The largest holdings include MBX BIOSCIENCES INC, ELI LILLY & CO, and CVS HEALTH CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 66
- Portfolio Value
- $973.69M
Holdings by Sector
Parkman Healthcare Partners Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MBX BIOSCIENCES INC | MBX | Other | 4.54% | 800,173 | +136 | +0.02% | $44,169,550 |
| ELI LILLY & CO | LLY | Healthcare | 4.31% | 35,000 | +384 | +1.11% | $41,980,050 |
| CVS HEALTH CORP | CVS | Healthcare | 4.16% | 391,791 | +4,485 | +1.16% | $40,530,779 |
| DEXCOM INC | DXCM | Healthcare | 3.70% | 534,767 | -155,055 | -22.48% | $36,016,557 |
| PTC THERAPEUTICS INC | PTCT | Healthcare | 3.65% | 435,691 | +4,327 | +1.00% | $35,539,315 |
| ARCUS BIOSCIENCES INC | RCUS | Healthcare | 2.91% | 919,266 | -288,008 | -23.86% | $28,340,971 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 2.68% | 485,661 | +253,568 | +109.25% | $26,065,426 |
| VIRIDIAN THERAPEUTICS INC | VRDN | Healthcare | 2.60% | 1,377,576 | +819,640 | +146.91% | $25,306,071 |
| AGIOS PHARMACEUTICALS INC | AGIO | Healthcare | 2.55% | 669,046 | +265,521 | +65.80% | $24,828,297 |
| INHIBRX BIOSCIENCES INC | INBX | Healthcare | 2.50% | 256,950 | +256,950 | +100.00% | $24,346,013 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 2.46% | 397,379 | -99,656 | -20.05% | $23,985,796 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 2.41% | 577,036 | +254,208 | +78.74% | $23,444,973 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 2.39% | 55,921 | +24,046 | +75.44% | $23,242,445 |
| STRYKER CORPORATION | SYK | Healthcare | 2.20% | 67,973 | -86,798 | -56.08% | $21,400,619 |
| IQVIA HLDGS INC | IQV | Healthcare | 2.10% | 105,811 | +19,109 | +22.04% | $20,444,801 |
| ZIMMER BIOMET HOLDINGS INC | ZBH | Healthcare | 2.06% | 232,557 | -37,000 | -13.73% | $20,020,832 |
| INSULET CORP | PODD | Healthcare | 2.05% | 131,378 | -25,183 | -16.09% | $20,002,301 |
| ASSEMBLY BIOSCIENCES INC | ASMB | Healthcare | 2.04% | 721,181 | +309,954 | +75.37% | $19,818,054 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 1.97% | 877,256 | -24,255 | -2.69% | $19,176,816 |
| EYEPOINT INC | EYPT | Healthcare | 1.89% | 1,288,163 | -66,637 | -4.92% | $18,420,731 |
| TENET HEALTHCARE CORP | THC | Healthcare | 1.87% | 97,280 | +47,157 | +94.08% | $18,199,142 |
| LIVANOVA PLC | LIVN | Other | 1.78% | 210,529 | -193,436 | -47.88% | $17,311,800 |
| ANI PHARMACEUTICALS INC | ANIP | Healthcare | 1.73% | 202,907 | -77,668 | -27.68% | $16,796,641 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 1.67% | 1,624,279 | -83,820 | -4.91% | $16,242,790 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 1.57% | 50,672 | +23,756 | +88.26% | $15,253,792 |
| ENVISTA HOLDINGS CORPORATION | NVST | Healthcare | 1.50% | 553,916 | -157,777 | -22.17% | $14,595,687 |
| XERIS BIOPHARMA HOLDINGS INC | XERS | Healthcare | 1.47% | 1,807,621 | +86,357 | +5.02% | $14,316,358 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 1.45% | 766,290 | +766,290 | +100.00% | $14,161,039 |
| 4D MOLECULAR THERAPEUTICS IN | FDMT | Healthcare | 1.30% | 948,184 | +425,607 | +81.44% | $12,610,847 |
| IMMUNOME INC | IMNM | Healthcare | 1.29% | 594,202 | +190,715 | +47.27% | $12,591,140 |
Showing 30 of 66 holdings in the latest reporting period.