Parkman Healthcare Partners LLC 13F Holdings · Q2 2026
Parkman Healthcare Partners LLC reported 76 securities worth $976.83M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MBX (4.52%), LLY (4.30%), CVS (4.15%). Among its top 25 positions this quarter: 2 new, 12 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MBX | MBX BIOSCIENCES INC | $44.2M | 4.52% | 800,173 | Added |
| 2 | LLY | ELI LILLY & CO | $42.0M | 4.30% | 35,000 | Added |
| 3 | CVS | CVS HEALTH CORP | $40.5M | 4.15% | 391,791 | Added |
| 4 | DXCM | DEXCOM INC | $36.0M | 3.69% | 534,767 | Trimmed |
| 5 | PTCT | PTC THERAPEUTICS INC | $35.5M | 3.64% | 435,691 | Added |
| 6 | RCUS | ARCUS BIOSCIENCES INC | $28.3M | 2.90% | 919,266 | Trimmed |
| 7 | GPCR | STRUCTURE THERAPEUTICS INC | $26.1M | 2.67% | 485,661 | Added |
| 8 | VRDN | VIRIDIAN THERAPEUTICS INC | $25.3M | 2.59% | 1.4M | Added |
| 9 | AGIO | AGIOS PHARMACEUTICALS INC | $24.8M | 2.54% | 669,046 | Added |
| 10 | INBX | INHIBRX BIOSCIENCES INC | $24.3M | 2.49% | 256,950 | New |
| 11 | XENE | XENON PHARMACEUTICALS INC | $24.0M | 2.46% | 397,379 | Trimmed |
| 12 | EWTX | EDGEWISE THERAPEUTICS INC | $23.4M | 2.40% | 577,036 | Added |
| 13 | UNH | UNITEDHEALTH GROUP INC | $23.2M | 2.38% | 55,921 | New |
| 14 | SYK | STRYKER CORPORATION | $21.4M | 2.19% | 67,973 | Trimmed |
| 15 | IQV | IQVIA HLDGS INC | $20.4M | 2.09% | 105,811 | Added |
| 16 | PODD | INSULET CORP | $20.0M | 2.05% | 131,378 | Trimmed |
| 17 | ZBH | ZIMMER BIOMET HOLDINGS INC | $20.0M | 2.05% | 232,557 | Trimmed |
| 18 | ASMB | ASSEMBLY BIOSCIENCES INC | $19.8M | 2.03% | 721,181 | Added |
| 19 | SNDX | SYNDAX PHARMACEUTICALS INC | $19.2M | 1.96% | 877,256 | Trimmed |
| 20 | EYPT | EYEPOINT INC | $18.4M | 1.89% | 1.3M | Trimmed |
| 21 | THC | TENET HEALTHCARE CORP | $18.2M | 1.86% | 97,280 | Added |
| 22 | LIVN | LIVANOVA PLC | $17.3M | 1.77% | 210,529 | Trimmed |
| 23 | ANIP | ANI PHARMACEUTICALS INC | $16.8M | 1.72% | 202,907 | Trimmed |
| 24 | BCRX | BIOCRYST PHARMACEUTICALS INC | $16.2M | 1.66% | 1.6M | Trimmed |
| 25 | ALNY | ALNYLAM PHARMACEUTICALS INC | $15.3M | 1.56% | 50,672 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR