Parkman Healthcare Partners LLC 13F 持仓 · 2026年Q2
Parkman Healthcare Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 9.77 亿美元。前几大持仓：MBX（4.52%）、LLY（4.30%）、CVS（4.15%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MBX | MBX BIOSCIENCES INC | $44.2M | 4.52% | 800,173 | 增持 |
| 2 | LLY | ELI LILLY & CO | $42.0M | 4.30% | 35,000 | 增持 |
| 3 | CVS | CVS HEALTH CORP | $40.5M | 4.15% | 391,791 | 增持 |
| 4 | DXCM | DEXCOM INC | $36.0M | 3.69% | 534,767 | 减持 |
| 5 | PTCT | PTC THERAPEUTICS INC | $35.5M | 3.64% | 435,691 | 增持 |
| 6 | RCUS | ARCUS BIOSCIENCES INC | $28.3M | 2.90% | 919,266 | 减持 |
| 7 | GPCR | STRUCTURE THERAPEUTICS INC | $26.1M | 2.67% | 485,661 | 增持 |
| 8 | VRDN | VIRIDIAN THERAPEUTICS INC | $25.3M | 2.59% | 1.4M | 增持 |
| 9 | AGIO | AGIOS PHARMACEUTICALS INC | $24.8M | 2.54% | 669,046 | 增持 |
| 10 | INBX | INHIBRX BIOSCIENCES INC | $24.3M | 2.49% | 256,950 | 新建仓 |
| 11 | XENE | XENON PHARMACEUTICALS INC | $24.0M | 2.46% | 397,379 | 减持 |
| 12 | EWTX | EDGEWISE THERAPEUTICS INC | $23.4M | 2.40% | 577,036 | 增持 |
| 13 | UNH | UNITEDHEALTH GROUP INC | $23.2M | 2.38% | 55,921 | 新建仓 |
| 14 | SYK | STRYKER CORPORATION | $21.4M | 2.19% | 67,973 | 减持 |
| 15 | IQV | IQVIA HLDGS INC | $20.4M | 2.09% | 105,811 | 增持 |
| 16 | PODD | INSULET CORP | $20.0M | 2.05% | 131,378 | 减持 |
| 17 | ZBH | ZIMMER BIOMET HOLDINGS INC | $20.0M | 2.05% | 232,557 | 减持 |
| 18 | ASMB | ASSEMBLY BIOSCIENCES INC | $19.8M | 2.03% | 721,181 | 增持 |
| 19 | SNDX | SYNDAX PHARMACEUTICALS INC | $19.2M | 1.96% | 877,256 | 减持 |
| 20 | EYPT | EYEPOINT INC | $18.4M | 1.89% | 1.3M | 减持 |
| 21 | THC | TENET HEALTHCARE CORP | $18.2M | 1.86% | 97,280 | 增持 |
| 22 | LIVN | LIVANOVA PLC | $17.3M | 1.77% | 210,529 | 减持 |
| 23 | ANIP | ANI PHARMACEUTICALS INC | $16.8M | 1.72% | 202,907 | 减持 |
| 24 | BCRX | BIOCRYST PHARMACEUTICALS INC | $16.2M | 1.66% | 1.6M | 减持 |
| 25 | ALNY | ALNYLAM PHARMACEUTICALS INC | $15.3M | 1.56% | 50,672 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR