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Parkman Healthcare Partners LLC Top Holdings and 13F Report (2025)

About Parkman Healthcare Partners LLC

Investment Activity

  • Parkman Healthcare Partners LLC has $750.93 million in total holdings as of December 31, 2024.
  • Parkman Healthcare Partners LLC owns shares of 89 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
  • Approximately 23.29% of the portfolio was purchased this quarter.
  • About 22.87% of the portfolio was sold this quarter.
  • This quarter, Parkman Healthcare Partners LLC has purchased 93 new stocks and bought additional shares in 46 stocks.
  • Parkman Healthcare Partners LLC sold shares of 31 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Gilead Sciences
$34,622,585
Verona Pharma
$33,467,311
Insulet
$32,832,424
Boston Scientific
$30,132,459
Stryker
$27,982,006

Largest New Holdings this Quarter

McKesson
$13,107,930 Holding
Edwards Lifesciences
$10,750,192 Holding
UnitedHealth Group
$10,117,200 Holding
CVS Health
$8,080,200 Holding
uniQure
$4,856,500 Holding

Largest Purchases this Quarter

Gilead Sciences
245,800 shares (about $22.70M)
Stryker
49,717 shares (about $17.90M)
McKesson
23,000 shares (about $13.11M)
Viridian Therapeutics
662,634 shares (about $12.70M)
Edwards Lifesciences
145,214 shares (about $10.75M)

Largest Sales this Quarter

Boston Scientific
109,842 shares (about $9.81M)
Eli Lilly and Company
12,221 shares (about $9.43M)
United Therapeutics
26,559 shares (about $9.37M)
Insulet
33,928 shares (about $8.86M)
Edgewise Therapeutics
275,897 shares (about $7.37M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofParkman Healthcare Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$34,622,585$22,704,546 190.5%374,8254.6%Medical
Verona Pharma plc stock logo
VRNA
Verona Pharma
$33,467,311$4,374,880 15.0%720,6574.5%Medical
Insulet Co. stock logo
PODD
Insulet
$32,832,424$8,857,583 -21.2%125,7614.4%Medical
Boston Scientific Co. stock logo
BSX
Boston Scientific
$30,132,459$9,811,087 -24.6%337,3544.0%Medical
Stryker Co. stock logo
SYK
Stryker
$27,982,006$17,900,606 177.6%77,7173.7%Medical
COOPER COS INC
$25,241,128$1,656,946 -6.2%274,5693.4%COM
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$21,741,836$9,434,612 -30.3%28,1632.9%Medical
Viridian Therapeutics, Inc. stock logo
VRDN
Viridian Therapeutics
$20,849,944$12,702,694 155.9%1,087,6342.8%Medical
Intra-Cellular Therapies, Inc. stock logo
ITCI
Intra-Cellular Therapies
$20,305,633$129,289 0.6%243,1232.7%Medical
MannKind Co. stock logo
MNKD
MannKind
$20,104,855$1,140,412 -5.4%3,126,7272.7%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$20,019,791$6,039,282 43.2%176,9942.7%Medical
Travere Therapeutics, Inc. stock logo
TVTX
Travere Therapeutics
$19,471,937$552,650 2.9%1,117,7922.6%Medical
Arcus Biosciences, Inc. stock logo
RCUS
Arcus Biosciences
$18,966,718$3,693,241 24.2%1,273,7892.5%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$15,972,555$2,357,860 17.3%70,4042.1%Medical
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$15,796,736$1,926,425 -10.9%115,7272.1%Medical
KINIKSA PHARMACEUTICALS INTL
$15,140,660$201,934 1.4%765,4532.0%ORD SHS CL A
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$13,630,503$5,333,203 64.3%90,3521.8%Medical
Tenet Healthcare Co. stock logo
THC
Tenet Healthcare
$13,504,969$1,670,528 14.1%106,9871.8%Medical
United Therapeutics Co. stock logo
UTHR
United Therapeutics
$13,221,620$9,371,077 -41.5%37,4721.8%Medical
McKesson Co. stock logo
MCK
McKesson
$13,107,930$13,107,930 New Holding23,0001.7%Medical
Day One Biopharmaceuticals, Inc. stock logo
DAWN
Day One Biopharmaceuticals
$12,676,006$967,152 8.3%1,000,4741.7%Medical
QIAGEN NV
$12,346,922$2,961,379 31.6%277,2721.6%SHS NEW
CVRx, Inc. stock logo
CVRX
CVRx
$11,671,275$3,018,970 34.9%921,1741.6%Medical
Schrödinger, Inc. stock logo
SDGR
Schrödinger
$10,862,025$76,890 0.7%563,0911.4%Medical
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$10,750,192$10,750,192 New Holding145,2141.4%Medical
Replimune Group, Inc. stock logo
REPL
Replimune Group
$10,532,781$1,283,805 13.9%869,7591.4%Medical
RxSight, Inc. stock logo
RXST
RxSight
$10,337,997$4,001,076 63.1%300,6981.4%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$10,177,319$7,366,450 -42.0%381,1731.4%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$10,117,200$10,117,200 New Holding20,0001.3%Medical
Nurix Therapeutics, Inc. stock logo
NRIX
Nurix Therapeutics
$10,026,120$1,755,907 21.2%532,1721.3%Medical
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$9,507,057$1,155,126 -10.8%116,1381.3%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$9,099,908$3,103,033 51.7%38,6721.2%Medical
Castle Biosciences, Inc. stock logo
CSTL
Castle Biosciences
$8,118,363$228,071 2.9%304,6291.1%Medical
LivaNova PLC stock logo
LIVN
LivaNova
$8,101,194$3,390,124 72.0%174,9341.1%Medical
CVS Health Co. stock logo
CVS
CVS Health
$8,080,200$8,080,200 New Holding180,0001.1%Medical
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$8,006,392$795,909 -9.0%177,3681.1%Medical
QuidelOrtho Co. stock logo
QDEL
QuidelOrtho
$7,814,738$4,473,488 133.9%175,4151.0%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$7,565,757$52,763 0.7%193,0041.0%Medical
Amicus Therapeutics, Inc. stock logo
FOLD
Amicus Therapeutics
$7,388,822$1,686,726 29.6%784,3761.0%Medical
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$6,966,583$247,082 3.7%526,9730.9%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$6,108,834$619,205 11.3%78,5500.8%Medical
AxoGen, Inc. stock logo
AXGN
AxoGen
$6,026,785$777,609 -11.4%365,7030.8%Medical
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$4,979,184$1,697,625 -25.4%314,5410.7%Medical
Bicycle Therapeutics plc stock logo
BCYC
Bicycle Therapeutics
$4,934,734$1,300,810 -20.9%352,4810.7%Medical
uniQure stock logo
QURE
uniQure
$4,856,500$4,856,500 New Holding275,0000.6%Medical
Jazz Pharmaceuticals plc stock logo
JAZZ
Jazz Pharmaceuticals
$4,649,036$4,249,291 -47.8%37,7510.6%Medical
Terns Pharmaceuticals, Inc. stock logo
TERN
Terns Pharmaceuticals
$4,593,242$1,569,781 51.9%829,1050.6%Medical
Teva Pharmaceutical Industries Limited stock logo
TEVA
Teva Pharmaceutical Industries
$4,337,582$1,950,297 -31.0%196,8050.6%Medical
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$4,213,689$391,630 -8.5%100,1590.6%Medical
Veracyte, Inc. stock logo
VCYT
Veracyte
$3,971,920$1,146,777 -22.4%100,3010.5%Medical
Inari Medical, Inc. stock logo
NARI
Inari Medical
$3,942,234$1,680,668 74.3%77,2230.5%Medical
UroGen Pharma Ltd. stock logo
URGN
UroGen Pharma
$3,939,020$237,708 6.4%369,8610.5%Medical
APOGEE THERAPEUTICS INC
$3,850,500$3,850,500 New Holding85,0000.5%COM
Performant Financial Co. stock logo
PFMT
Performant Financial
$3,798,571$552,760 -12.7%1,257,8050.5%Business Services
Eton Pharmaceuticals, Inc. stock logo
ETON
Eton Pharmaceuticals
$3,688,175$221,964 6.4%276,8900.5%Medical
Arcellx, Inc. stock logo
ACLX
Arcellx
$3,412,091$1,687,180 -33.1%44,4920.5%Medical
Silence Therapeutics plc stock logo
SLN
Silence Therapeutics
$3,378,630$46,715 -1.4%491,0800.4%Medical
ICON Public Limited stock logo
ICLR
ICON Public
$3,328,937$2,167,982 -39.4%15,8740.4%Medical
Sutro Biopharma, Inc. stock logo
STRO
Sutro Biopharma
$3,179,382$21,699 0.7%1,727,9250.4%Medical
MBX BIOSCIENCES INC
$3,133,100$3,133,100 New Holding170,0000.4%COM
SI-BONE, Inc. stock logo
SIBN
SI-BONE
$3,036,732$438,602 16.9%216,6000.4%Medical
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$2,940,020$2,627,304 -47.2%54,2940.4%Medical
Dynavax Technologies Co. stock logo
DVAX
Dynavax Technologies
$2,821,915$19,525 0.7%220,9800.4%Medical
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$2,614,430$1,354,434 -34.1%51,1330.3%Medical
Insmed Incorporated stock logo
INSM
Insmed
$2,462,519$16,224 0.7%35,6680.3%Medical
Butterfly Network, Inc. stock logo
BFLY
Butterfly Network
$2,340,000$2,340,000 New Holding750,0000.3%Medical
InspireMD, Inc. stock logo
NSPR
InspireMD
$2,247,903$1,974,170 721.2%854,7160.3%Medical
Alphatec Holdings, Inc. stock logo
ATEC
Alphatec
$2,096,106$1,542,258 -42.4%228,3340.3%Medical
Relay Therapeutics, Inc. stock logo
RLAY
Relay Therapeutics
$2,062,258$2,062,258 New Holding500,5480.3%Medical
Arvinas, Inc. stock logo
ARVN
Arvinas
$2,048,717$204,889 11.1%106,8710.3%Medical
LifeStance Health Group, Inc. stock logo
LFST
LifeStance Health Group
$2,044,961$1,271,539 -38.3%277,4710.3%Medical
Xeris Biopharma Holdings, Inc. stock logo
XERS
Xeris Biopharma
$1,961,152$1,614,040 465.0%578,5110.3%Medical
NewAmsterdam Pharma stock logo
NAMS
NewAmsterdam Pharma
$1,956,181$750,903 -27.7%76,1160.3%Medical
Merus stock logo
MRUS
Merus
$1,920,844$13,919 0.7%45,6800.3%Medical
Maravai LifeSciences Holdings, Inc. stock logo
MRVI
Maravai LifeSciences
$1,907,500$1,907,500 New Holding350,0000.3%Medical
Nuvalent, Inc. stock logo
NUVL
Nuvalent
$1,846,469$14,717 0.8%23,5880.2%Medical
Ironwood Pharmaceuticals, Inc. stock logo
IRWD
Ironwood Pharmaceuticals
$1,809,810$207,953 -10.3%408,5350.2%Medical
Annexon, Inc. stock logo
ANNX
Annexon
$1,697,255$11,471 0.7%330,8490.2%Medical
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$1,680,000$1,680,000 -50.0%125,0000.2%Finance
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$1,630,945$1,858,696 -53.3%216,8810.2%Medical
Pulmonx Co. stock logo
LUNG
Pulmonx
$1,411,322$9,567 0.7%207,8530.2%Medical
Reviva Pharmaceuticals Holdings, Inc. stock logo
RVPH
Reviva Pharmaceuticals
$930,834$3,749 0.4%514,2730.1%Medical
Ardelyx, Inc. stock logo
ARDX
Ardelyx
$901,416$257,830 40.1%177,7940.1%Medical
TF Financial Corp stock logo
THRD
TF Financial
$892,215$1,554,953 -63.5%86,7070.1%Medical
Entera Bio Ltd. stock logo
ENTX
Entera Bio
$877,112$5,631 0.6%413,7320.1%Medical
CERIBELL INC
$828,212$828,212 New Holding32,0020.1%COM
Eliem Therapeutics, Inc. stock logo
ELYM
Eliem Therapeutics
$522,884$21,089 4.2%290,4910.1%Medical
VYNE Therapeutics Inc. stock logo
VYNE
VYNE Therapeutics
$512,460$167,500 -24.6%152,9730.1%Medical
Edap Tms S.A. stock logo
EDAP
Edap Tms
$342,1790.0%154,8320.0%Medical
Teleflex Incorporated stock logo
TFX
Teleflex
$0$23,778,334 -100.0%00.0%Medical
Longboard Pharmaceuticals, Inc. stock logo
LBPH
Longboard Pharmaceuticals
$0$16,374,096 -100.0%00.0%Medical
Agios Pharmaceuticals, Inc. stock logo
AGIO
Agios Pharmaceuticals
$0$12,666,949 -100.0%00.0%Medical
Avid Bioservices, Inc. stock logo
CDMO
Avid Bioservices
$0$8,193,202 -100.0%00.0%Medical
Applied Therapeutics, Inc. stock logo
APLT
Applied Therapeutics
$0$7,711,999 -100.0%00.0%Medical
AnaptysBio, Inc. stock logo
ANAB
AnaptysBio
$0$4,626,350 -100.0%00.0%Medical
AVADEL PHARMACEUTICALS PLC
$0$3,342,056 -100.0%00.0%COM SHS
LENZ THERAPEUTICS INC
$0$3,308,335 -100.0%00.0%COM
TG Therapeutics, Inc. stock logo
TGTX
TG Therapeutics
$0$2,958,157 -100.0%00.0%Medical
ESSA Pharma Inc. stock logo
EPIX
ESSA Pharma
$0$2,096,166 -100.0%00.0%Medical
Elanco Animal Health Incorporated stock logo
ELAN
Elanco Animal Health
$0$1,877,558 -100.0%00.0%Medical

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