Parkman Healthcare Partners LLC

CIK: 0001777015Latest portfolio: $1.1B · Q4 2025

Holdings

100

Total Value

$1.1B

New Positions

20

Closed Positions

11

#StockSharesValue% PortfolioChangeType
1
BSXBOSTON SCIENTIFIC CORP
500,529$47.7M4.54%+66K
2
PODDINSULET CORP
140,860$40.0M3.81%+25K
3
DC4DEXCOM INC
587,475$39.0M3.71%+416K
4
SYKSTRYKER CORPORATION
105,472$37.1M3.53%+41K
5
CVSCVS HEALTH CORP
450,212$35.7M3.40%+71K
6
MCKMCKESSON CORP
36,355$29.8M2.84%+8K
7
KALVKALVISTA PHARMACEUTICALS INC
1,768,508$28.6M2.72%+34K
8
MBXMBX BIOSCIENCES INC
885,639$27.9M2.66%+112K
9
KNSAKINIKSA PHARMACEUTICALS INTL
665,208$27.4M2.61%-6,384
10
3M4MASIMO CORP
200,000$26.0M2.48%NEW
11
LIVNLIVANOVA PLC
410,912$25.3M2.41%+135K
12
TERNTERNS PHARMACEUTICALS INC
620,877$25.1M2.39%-313,883
13
VRDNVIRIDIAN THERAPEUTICS INC
788,076$24.5M2.33%-366,411
14
RCUSARCUS BIOSCIENCES INC
968,602$23.1M2.20%+316K
15
UPBUPSTREAM BIO INC
834,559$22.7M2.16%-8,943
16
QGENQIAGEN NV
494,351$22.2M2.12%-5,808
17
AM6AMICUS THERAPEUTICS INC
1,487,283$21.2M2.02%-200,035
18
EYPTEYEPOINT INC
1,088,033$19.9M1.89%NEW
19
ALNYALNYLAM PHARMACEUTICALS INC
47,703$19.0M1.81%-39,987
20
NBIXNEUROCRINE BIOSCIENCES INC
114,712$16.3M1.55%-27,110
21
WATWATERS CORP
41,899$15.9M1.51%NEW
22
MTDMETTLER TOLEDO INTERNATIONAL
10,988$15.3M1.46%NEW
23
MLYSMINERALYS THERAPEUTICS INC
410,249$14.9M1.42%-45,274
24
STOKSTOKE THERAPEUTICS INC
430,155$13.7M1.30%+180K
25
AG8AGILENT TECHNOLOGIES INC
100,000$13.6M1.30%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
DC4587K+416K
DAWN646K+344K
RCUS969K+316K
FDMT503K+303K
LUNG728K+227K
ANNX601K+195K
STOK430K+180K
LIVN411K+135K
MBX886K+112K
QTRX329K+77K

Decreased Positions

NameSharesChange
PGEN1.0M-1098889
TMCI199K-648282
RPID354K-558978
BFLY101K-501357
ATEC277K-419799
CSTL151K-325010
TERN621K-313883
SNDX574K-272876
AXGN250K-251514
URGN169K-233827

Sector Breakdown

HealthcareNaN% ($InfinityT)
Unknown0.0% ($3.899026012211781e+25T)
Technology0.0% ($12.1B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$1.1B100
Q3 2025Nov 14, 2025$958.7B91
Q2 2025Aug 14, 2025$870.1B88
Q1 2025May 15, 2025$843.1B91
Q4 2024Feb 14, 2025$750.9B89

Fund Information

CIK0001777015
Most Recent FilingFeb 17, 2026
Number of Filings5

Parkman Healthcare Partners LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.1B across 100 holdings. The largest position is BOSTON SCIENTIFIC CORP (BSX), representing 4.5% of the portfolio. Compared to the previous quarter, the fund opened 20 new positions and closed 11 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.