Parkman Healthcare Partners LLC

STAMFORD, CT · CIK 1777015 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$1.7bn
Staff12 · 8 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $718.9m gross assets
Form ADV · 2026-03-27SEC adviser record

Legal entityPARKMAN HEALTHCARE PARTNERS LLC (US)

$973.7m reported value +0.9% vs Q1 2026

76positions

33.6%in top 10

17 new 27 added 30 reduced 30 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($3.1m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MBX BIOSCIENCES INC COM MBX	MBX	800,173	$44.2m4.54%	4.54%	Added +136	+136 0.0%
2	ELI LILLY & CO COM LLY	LLY	35,000	$42.0m4.31%	4.31%	Added +384	+384 1.1%
3	CVS HEALTH CORP COM CVS	CVS	391,791	$40.5m4.16%	4.16%	Added +4.5k	+4,485 1.2%
4	DEXCOM INC COM DXCM	DXCM	534,767	$36.0m3.70%	3.70%	Reduced -155.1k	-155,055 -22.5%
5	PTC THERAPEUTICS INC COM PTCT	PTCT	435,691	$35.5m3.65%	3.65%	Added +4.3k	+4,327 1.0%
6	ARCUS BIOSCIENCES INC COM RCUS	RCUS	919,266	$28.3m2.91%	2.91%	Reduced -288.0k	-288,008 -23.9%
7	STRUCTURE THERAPEUTICS INC SPONSORED ADS GPCR	GPCR	485,661	$26.1m2.68%	2.68%	Added +253.6k	+253,568 109.2%
8	VIRIDIAN THERAPEUTICS INC COM VRDN	VRDN	1,377,576	$25.3m2.60%	2.60%	Added +819.6k	+819,640 146.9%
9	AGIOS PHARMACEUTICALS INC COM AGIO	AGIO	669,046	$24.8m2.55%	2.55%	Added +265.5k	+265,521 65.8%
10	INHIBRX BIOSCIENCES INC COM INBX	INBX	256,950	$24.3m2.50%	2.50%	New
11	XENON PHARMACEUTICALS INC COM XENE	XENE	397,379	$24.0m2.46%	2.46%	Reduced -99.7k	-99,656 -20.1%
12	EDGEWISE THERAPEUTICS INC COM EWTX	EWTX	577,036	$23.4m2.41%	2.41%	Added +254.2k	+254,208 78.7%
13	UNITEDHEALTH GROUP INC COM UNH	UNH	55,921	$23.2m2.39%	2.39%	New
14	STRYKER CORPORATION COM SYK	SYK	67,973	$21.4m2.20%	2.20%	Reduced -86.8k	-86,798 -56.1%
15	IQVIA HLDGS INC COM IQV	IQV	105,811	$20.4m2.10%	2.10%	Added +19.1k	+19,109 22.0%
16	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	232,557	$20.0m2.06%	2.06%	Reduced -37.0k	-37,000 -13.7%
17	INSULET CORP COM PODD	PODD	131,378	$20.0m2.05%	2.05%	Reduced -25.2k	-25,183 -16.1%
18	ASSEMBLY BIOSCIENCES INC COM NEW ASMB	ASMB	721,181	$19.8m2.04%	2.04%	Added +310.0k	+309,954 75.4%
19	SYNDAX PHARMACEUTICALS INC COM SNDX	SNDX	877,256	$19.2m1.97%	1.97%	Reduced -24.3k	-24,255 -2.7%
20	EYEPOINT PHARMACEUTICALS INC COM NEW EYPT	EYPT	1,288,163	$18.4m1.89%	1.89%	Reduced -66.6k	-66,637 -4.9%
21	TENET HEALTHCARE CORP COM NEW THC	THC	97,280	$18.2m1.87%	1.87%	Added +47.2k	+47,157 94.1%
22	LIVANOVA PLC SHS LIVN	LIVN	210,529	$17.3m1.78%	1.78%	Reduced -193.4k	-193,436 -47.9%
23	ANI PHARMACEUTICALS INC COM ANIP	ANIP	202,907	$16.8m1.73%	1.73%	Reduced -77.7k	-77,668 -27.7%
24	BIOCRYST PHARMACEUTICALS INC COM BCRX	BCRX	1,624,279	$16.2m1.67%	1.67%	Reduced -83.8k	-83,820 -4.9%
25	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	50,672	$15.3m1.57%	1.57%	Added +23.8k	+23,756 88.3%
26	INDIVIOR PHARMACEUTICALS INC COM INDV	INDV	364,269	$14.9m1.53%	1.53%	New
27	ENVISTA HOLDINGS CORPORATION COM NVST	NVST	553,916	$14.6m1.50%	1.50%	Reduced -157.8k	-157,777 -22.2%
28	BRIGHT MINDS BIOSCIENCES INC COM NEW DRUG	DRUG	205,053	$14.4m1.48%	1.48%	Added +165.0k	+164,955 411.4%
29	XERIS BIOPHARMA HOLDINGS INC COM XERS	XERS	1,807,621	$14.3m1.47%	1.47%	Added +86.4k	+86,357 5.0%
30	AVALO THERAPEUTICS INC COM NEW AVTX	AVTX	766,290	$14.2m1.45%	1.45%	New
31	4D MOLECULAR THERAPEUTICS IN COM FDMT	FDMT	948,184	$12.6m1.30%	1.30%	Added +425.6k	+425,607 81.4%
32	IMMUNOME INC COM IMNM	IMNM	594,202	$12.6m1.29%	1.29%	Added +190.7k	+190,715 47.3%
33	STOKE THERAPEUTICS INC COM STOK	STOK	355,443	$11.6m1.19%	1.19%	Added +18.9k	+18,924 5.6%
34	WATERS CORP COM WAT	WAT	30,206	$11.3m1.16%	1.16%	Added +3.8k	+3,759 14.2%
35	ALTO NEUROSCIENCE INC COM SHS ANRO	ANRO	429,035	$11.3m1.16%	1.16%	New
36	ORUKA THERAPEUTICS INC COM ORKA	ORKA	113,188	$10.8m1.11%	1.11%	New
37	ADAPTIVE BIOTECHNOLOGIES COR COM ADPT	ADPT	486,984	$10.4m1.07%	1.07%	Reduced -64.8k	-64,831 -11.8%
38	ABSCI CORPORATION COM ABSI	ABSI	894,374	$10.4m1.06%	1.06%	Reduced -970.4k	-970,432 -52.0%
39	MINERALYS THERAPEUTICS INC COM MLYS	MLYS	380,354	$10.3m1.05%	1.05%	Added +217	+217 0.1%
40	COGENT BIOSCIENCES INC COM COGT	COGT	253,365	$9.8m1.01%	1.01%	Added +153.2k	+153,239 153.1%
41	UNIQURE NV SHS QURE	QURE	208,170	$9.6m0.98%	0.98%	Added +1.3k	+1,328 0.6%
42	TARSUS PHARMACEUTICALS INC COM TARS	TARS	150,000	$9.4m0.97%	0.97%	New
43	AMNEAL PHARMACEUTICALS INC COM STK CL A AMRX	AMRX	541,190	$9.4m0.96%	0.96%	Added +240.4k	+240,438 80.0%
44	IRHYTHM TECHNOLOGIES INC COM IRTC	IRTC	67,267	$8.0m0.82%	0.82%	Added +27.1k	+27,142 67.6%
45	CRYOPORT INC COM PAR $0.001 CYRX	CYRX	508,324	$8.0m0.82%	0.82%	New
46	BOSTON SCIENTIFIC CORP COM BSX	BSX	180,481	$7.7m0.79%	0.79%	Reduced -268.3k	-268,287 -59.8%
47	CLIMB BIO INC COM CLYM	CLYM	563,484	$7.3m0.75%	0.75%	New
48	AMYLYX PHARMACEUTICALS INC COM AMLX	AMLX	398,782	$7.2m0.74%	0.74%	Reduced -222.7k	-222,676 -35.8%
49	UPSTREAM BIO INC COM UPB	UPB	935,247	$6.5m0.66%	0.66%	Added +148.5k	+148,464 18.9%
50	RESMED INC COM RMD	RMD	32,983	$6.4m0.66%	0.66%	New
51	UROGEN PHARMA LTD COM URGN	URGN	174,064	$6.4m0.66%	0.66%	Reduced -100.9k	-100,936 -36.7%
52	ALIGN TECHNOLOGY INC COM ALGN	ALGN	36,963	$6.2m0.64%	0.64%	Added +15.7k	+15,730 74.1%
53	CARLSMED INC COM CARL	CARL	597,318	$6.2m0.64%	0.64%	Added +76.2k	+76,195 14.6%
54	AVEANNA HEALTHCARE HLDGS INC COM AVAH	AVAH	714,451	$6.1m0.63%	0.63%	New
55	CAREDX INC COM CDNA	CDNA	202,417	$5.8m0.59%	0.59%	Reduced -89.0k	-88,961 -30.5%
56	SI-BONE INC COM SIBN	SIBN	328,686	$5.4m0.55%	0.55%	Reduced -44.9k	-44,867 -12.0%
57	VIR BIOTECHNOLOGY INC COM VIR	VIR	475,279	$4.8m0.50%	0.50%	Reduced -24.7k	-24,721 -4.9%
58	ERASCA INC COM ERAS	ERAS	258,684	$4.7m0.49%	0.49%	Reduced -148.0k	-148,018 -36.4%
59	SHOULDER INNOVATIONS INC COMMON STOCK SI	SI	226,212	$4.6m0.47%	0.47%	New
60	WAYSTAR HLDG CORP COM WAY	WAY	203,986	$4.2m0.43%	0.43%	Reduced -239.1k	-239,072 -54.0%
61	ALPHATEC HLDGS INC COM NEW ATEC	ATEC	449,943	$3.9m0.40%	0.40%	Reduced -373.8k	-373,820 -45.4%
62	ANNEXON INC COM ANNX	ANNX	641,029	$3.7m0.38%	0.38%	Reduced -33.0k	-32,984 -4.9%
63	CASTLE BIOSCIENCES INC COM CSTL	CSTL	144,791	$3.5m0.35%	0.35%	Added +18.6k	+18,641 14.8%
64	MINIMED GROUP INC COM MMED	MMED	226,446	$3.4m0.35%	0.35%	Reduced -90.9k	-90,878 -28.6%
65	EIKON THERAPEUTICS INC COM EIKN	EIKN	256,053	$3.3m0.34%	0.34%	New
66	VIATRIS INC COM VTRS	VTRS	200,000	$3.2m0.33%	0.33%	New
67	ARTIVION INC COM AORT	AORT	138,940	$3.1m0.32%	0.32%	Reduced -113.1k	-113,074 -44.9%
68	AXSOME THERAPEUTICS INC COM AXSM	AXSM	10,000	$2.4m0.25%	0.25%	New
69	OPTIMIZERX CORP COM NEW OPRX	OPRX	350,347	$2.0m0.21%	0.21%	Reduced -379.0k	-379,022 -52.0%
70	INSPIREMD INC COM NSPR	NSPR	2,416,518	$1.7m0.17%	0.17%	Unchanged
71	HEMAB THERAPEUTICS HLDGS INC COM SHS COAG	COAG	45,000	$1.7m0.17%	0.17%	New
72	PULMONX CORP COM LUNG	LUNG	646,564	$840.5k0.09%	0.09%	Reduced -109.1k	-109,072 -14.4%
73	ARS PHARMACEUTICALS INC COM SPRY	SPRY	102,700	$822.6k0.08%	0.08%	New
74	EDAP TMS S A SPONSORED ADR FOCL	FOCL	154,832	$802.0k0.08%	0.08%	Unchanged
75	OVID THERAPEUTICS INC COM OVID	OVID	197,947	$532.5k0.05%	0.05%	Reduced -10.3k	-10,258 -4.9%
76	ENTERA BIO LTD SHS ENTX	ENTX	274,497	$485.9k0.05%	0.05%	Reduced -14.2k	-14,173 -4.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
KALVISTA PHARMACEUTICALS INC KALV	KALV	1,835,506	$36.9m1.8m shares
QIAGEN NV QGEN	QGEN	500,000	$20.0m500.0k shares
ABBVIE INC ABBV	ABBV	75,000	$16.3m75.0k shares
ILLUMINA INC ILMN	ILMN	110,370	$13.6m110.4k shares
EDWARDS LIFESCIENCES CORP EW	EW	167,155	$13.4m167.2k shares
NEUROCRINE BIOSCIENCES INC NBIX	NBIX	99,069	$13.1m99.1k shares
KINIKSA PHARMACEUTICALS INTL KNSA	KNSA	259,184	$12.5m259.2k shares
MCKESSON CORP MCK	MCK	12,676	$11.0m12.7k shares
NUVALENT INC		88,078	$9.0m88.1k shares
AXOGEN INC AXGN	AXGN	268,160	$8.9m268.2k shares
IDEXX LABS INC IDXX	IDXX	15,000	$8.4m15.0k shares
APOGEE THERAPEUTICS INC		77,686	$6.5m77.7k shares
COOPER COS INC COO	COO	89,883	$6.4m89.9k shares
TANGO THERAPEUTICS INC TNGX	TNGX	266,127	$5.6m266.1k shares
ULTRAGENYX PHARMACEUTICAL IN RARE	RARE	235,000	$4.9m235.0k shares
SUPERNUS PHARMACEUTICALS INC SUPN	SUPN	85,062	$4.4m85.1k shares
CARIS LIFE SCIENCES INC CAI	CAI	229,912	$4.1m229.9k shares
CVRX INC CVRX	CVRX	429,507	$4.1m429.5k shares
GENEDX HOLDINGS CORP WGS	WGS	50,778	$3.3m50.8k shares
VERACYTE INC VCYT	VCYT	101,237	$3.3m101.2k shares
COMPASS PATHWAYS PLC CMPS	CMPS	554,411	$3.1m554.4k shares
SOLID BIOSCIENCES INC SLDB	SLDB	308,844	$2.2m308.8k shares
BUTTERFLY NETWORK INC BFLY	BFLY	544,477	$2.2m544.5k shares
QUIDELORTHO CORP QDEL	QDEL	101,764	$1.7m101.8k shares
RXSIGHT INC RXST	RXST	249,989	$1.5m250.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
GRAIL INC GRAL · Put	GRAL	Put	46,000	$3.1m46.0k shares	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
INSPIREMD INC NSPR · 13G · filed 2025-11-14	NSPR	5.8%≈ $1.7m	new	13G	2025-11-14