Parkman Healthcare Partners LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$843.1B
Holdings
91
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (91 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PODDINSULET CORP | 130,514 | $34.3B | 4.07% | |
| 2 | CVSCVS HEALTH CORP | 496,736 | $33.7B | 3.99% | |
| 3 | LLYELI LILLY & CO | 39,191 | $32.4B | 3.84% | |
| 4 | SYKSTRYKER CORPORATION | 77,690 | $28.9B | 3.43% | |
| 5 | THCTENET HEALTHCARE CORP | 213,418 | $28.7B | 3.40% | |
| 6 | BDXBECTON DICKINSON & CO | 120,283 | $27.6B | 3.27% | |
| 7 | COOCOOPER COS INC | 312,650 | $26.4B | 3.13% | |
| 8 | UNHUNITEDHEALTH GROUP INC | 50,213 | $26.3B | 3.12% | |
| 9 | GILDGILEAD SCIENCES INC | 218,950 | $24.5B | 2.91% | |
| 10 | BSXBOSTON SCIENTIFIC CORP | 225,990 | $22.8B | 2.70% | |
| 11 | ZBHZIMMER BIOMET HOLDINGS INC | 200,500 | $22.7B | 2.69% | |
| 12 | BMRNBIOMARIN PHARMACEUTICAL INC | 277,252 | $19.6B | 2.32% | |
| 13 | NBIXNEUROCRINE BIOSCIENCES INC | 168,382 | $18.6B | 2.21% | |
| 14 | ALNYALNYLAM PHARMACEUTICALS INC | 68,938 | $18.6B | 2.21% | |
| 15 | TVTXTRAVERE THERAPEUTICS INC | 954,071 | $17.1B | 2.03% | |
| 16 | KNSAKINIKSA PHARMACEUTICALS INTL | 762,621 | $16.9B | 2.01% | |
| 17 | VRNAVERONA PHARMA PLC | 260,421 | $16.5B | 1.96% | |
| 18 | RXSTRXSIGHT INC | 631,238 | $15.9B | 1.89% | |
| 19 | CVRXCVRX INC | 1,229,522 | $15.0B | 1.78% | |
| 20 | MCKMCKESSON CORP | 22,101 | $14.9B | 1.76% | |
| 21 | PKNREVVITY INC | 139,557 | $14.8B | 1.75% | |
| 22 | EWEDWARDS LIFESCIENCES CORP | 200,819 | $14.6B | 1.73% | |
| 23 | QGENQIAGEN NV | 359,644 | $14.4B | 1.71% | |
| 24 | VRDNVIRIDIAN THERAPEUTICS INC | 1,064,506 | $14.3B | 1.70% | |
| 25 | PTCTPTC THERAPEUTICS INC | 280,314 | $14.3B | 1.69% | |
| 26 | DHRDANAHER CORPORATION | 63,250 | $13.0B | 1.54% | |
| 27 | MNKDMANNKIND CORP | 2,493,836 | $12.5B | 1.49% | |
| 28 | RAREULTRAGENYX PHARMACEUTICAL IN | 304,244 | $11.0B | 1.31% | |
| 29 | DGXQUEST DIAGNOSTICS INC | 62,593 | $10.6B | 1.26% | |
| 30 | AXGNAXOGEN INC | 536,832 | $9.9B | 1.18% | |
| 31 | XERSXERIS BIOPHARMA HOLDINGS INC | 1,780,454 | $9.8B | 1.16% | |
| 32 | RCUSARCUS BIOSCIENCES INC | 1,215,629 | $9.5B | 1.13% | |
| 33 | SDGRSCHRODINGER INC | 481,470 | $9.5B | 1.13% | |
| 34 | EWTXEDGEWISE THERAPEUTICS INC | 425,407 | $9.4B | 1.11% | |
| 35 | REPLREPLIMUNE GROUP INC | 950,399 | $9.3B | 1.10% | |
| 36 | DC4DEXCOM INC | 130,367 | $8.9B | 1.06% | |
| 37 | KALVKALVISTA PHARMACEUTICALS INC | 753,752 | $8.7B | 1.03% | |
| 38 | DAWNDAY ONE BIOPHARMACEUTICALS I | 1,043,162 | $8.3B | 0.98% | |
| 39 | NUVLNUVALENT INC | 109,988 | $7.8B | 0.93% | |
| 40 | BCRXBIOCRYST PHARMACEUTICALS INC | 1,000,562 | $7.5B | 0.89% | |
| 41 | SNDXSYNDAX PHARMACEUTICALS INC | 594,987 | $7.3B | 0.87% | |
| 42 | BSFAANI PHARMACEUTICALS INC | 105,000 | $7.0B | 0.83% | |
| 43 | CSTLCASTLE BIOSCIENCES INC | 350,551 | $7.0B | 0.83% | |
| 44 | LIVNLIVANOVA PLC | 166,871 | $6.6B | 0.78% | |
| 45 | QDELQUIDELORTHO CORP | 183,678 | $6.4B | 0.76% | |
| 46 | TMCITREACE MED CONCEPTS INC | 713,539 | $6.0B | 0.71% | |
| 47 | XENEXENON PHARMACEUTICALS INC | 174,576 | $5.9B | 0.69% | |
| 48 | DOCSDOXIMITY INC | 93,500 | $5.4B | 0.64% | |
| 49 | RMERESMED INC | 22,622 | $5.1B | 0.60% | |
| 50 | VCYTVERACYTE INC | 166,278 | $4.9B | 0.58% | |
| 51 | PGENPRECIGEN INC | 3,191,343 | $4.8B | 0.56% | |
| 52 | MLYSMINERALYS THERAPEUTICS INC | 293,928 | $4.7B | 0.55% | |
| 53 | AM6AMICUS THERAPEUTICS INC | 568,952 | $4.6B | 0.55% | |
| 54 | ATECALPHATEC HLDGS INC | 446,106 | $4.5B | 0.54% | |
| 55 | ACLXARCELLX INC | 67,390 | $4.4B | 0.52% | |
| 56 | URGNUROGEN PHARMA LTD | 393,153 | $4.3B | 0.52% | |
| 57 | NRIXNURIX THERAPEUTICS INC | 350,420 | $4.2B | 0.49% | |
| 58 | LUNGPULMONX CORP | 611,875 | $4.1B | 0.49% | |
| 59 | OPRXOPTIMIZERX CORP | 475,000 | $4.1B | 0.49% | |
| 60 | GHGUARDANT HEALTH INC | 89,329 | $3.8B | 0.45% | |
| 61 | PCVXVAXCYTE INC | 93,431 | $3.5B | 0.42% | |
| 62 | SIBNSI-BONE INC | 231,109 | $3.2B | 0.38% | |
| 63 | UTHUNITED THERAPEUTICS CORP DEL | 10,232 | $3.2B | 0.37% | |
| 64 | NSPRINSPIREMD INC | 1,171,416 | $3.2B | 0.37% | |
| 65 | PFMTUSDPERFORMANT HEALTHCARE INC | 1,060,601 | $3.1B | 0.37% | |
| 66 | DVAXDYNAVAX TECHNOLOGIES CORP | 234,784 | $3.0B | 0.36% | |
| 67 | IM8NINSMED INC | 37,901 | $2.9B | 0.34% | |
| 68 | AORTARTIVION INC | 111,652 | $2.7B | 0.33% | |
| 69 | TERNTERNS PHARMACEUTICALS INC | 959,703 | $2.6B | 0.31% | |
| 70 | OMOUTSET MED INC | 231,099 | $2.6B | 0.30% | |
| 71 | MBXMBX BIOSCIENCES INC | 328,323 | $2.4B | 0.29% | |
| 72 | KROSKEROS THERAPEUTICS INC | 217,753 | $2.2B | 0.26% | |
| 73 | QUREUNIQURE NV | 203,833 | $2.2B | 0.26% | |
| 74 | CRNXCRINETICS PHARMACEUTICALS IN | 63,940 | $2.1B | 0.25% | |
| 75 | NAMSNEWAMSTERDAM PHARMA COMPANY | 100,955 | $2.1B | 0.25% | |
| 76 | RPIDRAPID MICRO BIOSYSTEMS INC | 735,621 | $1.9B | 0.23% | |
| 77 | VERAVERA THERAPEUTICS INC | 76,125 | $1.8B | 0.22% | |
| 78 | APGEAPOGEE THERAPEUTICS INC | 46,663 | $1.7B | 0.21% | |
| 79 | ICADUSDICAD INC | 781,670 | $1.6B | 0.19% | |
| 80 | MRVIMARAVAI LIFESCIENCES HLDGS I | 660,000 | $1.5B | 0.17% | |
| 81 | UPBUPSTREAM BIO INC | 233,563 | $1.4B | 0.17% | |
| 82 | MRUSMERUS N V | 28,230 | $1.2B | 0.14% | |
| 83 | SLNSILENCE THERAPEUTICS PLC | 401,746 | $1.1B | 0.13% | |
| 84 | ORICORIC PHARMACEUTICALS INC | 203,006 | $1.1B | 0.13% | |
| 85 | ARDXARDELYX INC | 209,581 | $1.0B | 0.12% | |
| 86 | ENTXWENTERA BIO LTD | 439,632 | $747.4M | 0.09% | |
| 87 | ANNXANNEXON INC | 351,436 | $678.3M | 0.08% | |
| 88 | RLAYRELAY THERAPEUTICS INC | 188,052 | $492.7M | 0.06% | |
| 89 | VYNEVYNE THERAPEUTICS INC | 217,978 | $344.4M | 0.04% | |
| 90 | EDAEDAP TMS S A | 154,832 | $303.5M | 0.04% | |
| 91 | IRWDIRONWOOD PHARMACEUTICALS INC | 205,086 | $301.5M | 0.04% |