Parkman Healthcare Partners LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$870.1B
Holdings
88
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (88 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVSCVS HEALTH CORP | 517,807 | $35.7B | 4.11% | |
| 2 | PODDINSULET CORP | 105,762 | $33.2B | 3.82% | |
| 3 | BSXBOSTON SCIENTIFIC CORP | 283,166 | $30.4B | 3.50% | |
| 4 | ALNYALNYLAM PHARMACEUTICALS INC | 92,338 | $30.1B | 3.46% | |
| 5 | THCTENET HEALTHCARE CORP | 168,884 | $29.7B | 3.42% | |
| 6 | COOCOOPER COS INC | 385,479 | $27.4B | 3.15% | |
| 7 | LLYELI LILLY & CO | 33,296 | $26.0B | 2.98% | |
| 8 | QGENQIAGEN NV | 498,107 | $23.9B | 2.75% | |
| 9 | ZBHZIMMER BIOMET HOLDINGS INC | 240,395 | $21.9B | 2.52% | |
| 10 | DHRDANAHER CORPORATION | 110,090 | $21.7B | 2.50% | |
| 11 | NBIXNEUROCRINE BIOSCIENCES INC | 166,010 | $20.9B | 2.40% | |
| 12 | SYKSTRYKER CORPORATION | 50,376 | $19.9B | 2.29% | |
| 13 | DC4DEXCOM INC | 225,875 | $19.7B | 2.27% | |
| 14 | EWEDWARDS LIFESCIENCES CORP | 251,741 | $19.7B | 2.26% | |
| 15 | VRNAVERONA PHARMA PLC | 197,898 | $18.7B | 2.15% | |
| 16 | VRDNVIRIDIAN THERAPEUTICS INC | 1,298,825 | $18.2B | 2.09% | |
| 17 | IQVIQVIA HLDGS INC | 109,500 | $17.3B | 1.98% | |
| 18 | WGSGENEDX HOLDINGS CORP | 175,000 | $16.2B | 1.86% | |
| 19 | PKNREVVITY INC | 157,196 | $15.2B | 1.75% | |
| 20 | GILDGILEAD SCIENCES INC | 131,675 | $14.6B | 1.68% | |
| 21 | KNSAKINIKSA PHARMACEUTICALS INTL | 488,796 | $13.5B | 1.55% | |
| 22 | MCKMCKESSON CORP | 17,458 | $12.8B | 1.47% | |
| 23 | BMRNBIOMARIN PHARMACEUTICAL INC | 225,150 | $12.4B | 1.42% | |
| 24 | TVTXTRAVERE THERAPEUTICS INC | 827,060 | $12.2B | 1.41% | |
| 25 | SDGRSCHRODINGER INC | 587,556 | $11.8B | 1.36% | |
| 26 | ACLXARCELLX INC | 174,276 | $11.5B | 1.32% | |
| 27 | QDELQUIDELORTHO CORP | 386,646 | $11.1B | 1.28% | |
| 28 | OMOUTSET MED INC | 549,052 | $10.5B | 1.21% | |
| 29 | MBXMBX BIOSCIENCES INC | 871,933 | $9.9B | 1.14% | |
| 30 | XERSXERIS BIOPHARMA HOLDINGS INC | 2,107,483 | $9.8B | 1.13% | |
| 31 | NUVLNUVALENT INC | 119,623 | $9.1B | 1.05% | |
| 32 | BCRXBIOCRYST PHARMACEUTICALS INC | 1,007,992 | $9.0B | 1.04% | |
| 33 | PTCTPTC THERAPEUTICS INC | 181,643 | $8.9B | 1.02% | |
| 34 | MRUSMERUS N V | 162,980 | $8.6B | 0.99% | |
| 35 | EWTXEDGEWISE THERAPEUTICS INC | 647,331 | $8.5B | 0.98% | |
| 36 | BSFAANI PHARMACEUTICALS INC | 128,478 | $8.4B | 0.96% | |
| 37 | REPLREPLIMUNE GROUP INC | 896,710 | $8.3B | 0.96% | |
| 38 | RXSTRXSIGHT INC | 633,874 | $8.2B | 0.95% | |
| 39 | SNDXSYNDAX PHARMACEUTICALS INC | 867,813 | $8.1B | 0.93% | |
| 40 | LIVNLIVANOVA PLC | 175,000 | $7.9B | 0.91% | |
| 41 | UPBUPSTREAM BIO INC | 715,504 | $7.9B | 0.90% | |
| 42 | KALVKALVISTA PHARMACEUTICALS INC | 679,063 | $7.7B | 0.88% | |
| 43 | DOCSDOXIMITY INC | 120,834 | $7.4B | 0.85% | |
| 44 | DGXQUEST DIAGNOSTICS INC | 40,997 | $7.4B | 0.85% | |
| 45 | AXGNAXOGEN INC | 674,551 | $7.3B | 0.84% | |
| 46 | ASNDASCENDIS PHARMA A/S | 42,108 | $7.3B | 0.84% | |
| 47 | ATECALPHATEC HLDGS INC | 648,871 | $7.2B | 0.83% | |
| 48 | CSTLCASTLE BIOSCIENCES INC | 352,262 | $7.2B | 0.83% | |
| 49 | MNKDMANNKIND CORP | 1,900,918 | $7.1B | 0.82% | |
| 50 | OPRXOPTIMIZERX CORP | 507,423 | $6.9B | 0.79% | |
| 51 | SIBNSI-BONE INC | 362,008 | $6.8B | 0.78% | |
| 52 | MLYSMINERALYS THERAPEUTICS INC | 463,601 | $6.3B | 0.72% | |
| 53 | QUREUNIQURE NV | 443,422 | $6.2B | 0.71% | |
| 54 | AORTARTIVION INC | 192,705 | $6.0B | 0.69% | |
| 55 | VCYTVERACYTE INC | 220,387 | $6.0B | 0.68% | |
| 56 | CERTCERTARA INC | 500,000 | $5.8B | 0.67% | |
| 57 | ALKSALKERMES PLC | 200,000 | $5.7B | 0.66% | Put |
| 58 | WAYWAYSTAR HLDG CORP | 140,000 | $5.7B | 0.66% | |
| 59 | RAREULTRAGENYX PHARMACEUTICAL IN | 147,980 | $5.4B | 0.62% | |
| 60 | INCYINCYTE CORP | 75,000 | $5.1B | 0.59% | |
| 61 | TMCITREACE MED CONCEPTS INC | 843,998 | $5.0B | 0.57% | |
| 62 | RCUSARCUS BIOSCIENCES INC | 599,610 | $4.9B | 0.56% | |
| 63 | PFMTUSDPERFORMANT HEALTHCARE INC | 1,214,272 | $4.9B | 0.56% | |
| 64 | XENEXENON PHARMACEUTICALS INC | 150,373 | $4.7B | 0.54% | |
| 65 | CVRXCVRX INC | 789,099 | $4.6B | 0.53% | |
| 66 | AMLXAMYLYX PHARMACEUTICALS INC | 650,000 | $4.2B | 0.48% | |
| 67 | AM6AMICUS THERAPEUTICS INC | 608,637 | $3.5B | 0.40% | |
| 68 | QTRXQUANTERIX CORP | 515,992 | $3.4B | 0.39% | |
| 69 | PTGXPROTAGONIST THERAPEUTICS INC | 61,596 | $3.4B | 0.39% | |
| 70 | DAWNDAY ONE BIOPHARMACEUTICALS I | 500,000 | $3.3B | 0.37% | |
| 71 | RPIDRAPID MICRO BIOSYSTEMS INC | 913,443 | $3.2B | 0.36% | |
| 72 | TERNTERNS PHARMACEUTICALS INC | 817,808 | $3.1B | 0.35% | |
| 73 | NSPRINSPIREMD INC | 1,235,305 | $2.8B | 0.32% | |
| 74 | VERAVERA THERAPEUTICS INC | 116,343 | $2.7B | 0.32% | |
| 75 | DVAXDYNAVAX TECHNOLOGIES CORP | 270,131 | $2.7B | 0.31% | |
| 76 | NRIXNURIX THERAPEUTICS INC | 228,271 | $2.6B | 0.30% | |
| 77 | UTHUNITED THERAPEUTICS CORP DEL | 8,811 | $2.5B | 0.29% | |
| 78 | URGNUROGEN PHARMA LTD | 176,702 | $2.4B | 0.28% | |
| 79 | APGEAPOGEE THERAPEUTICS INC | 55,404 | $2.4B | 0.28% | |
| 80 | PGENPRECIGEN INC | 1,542,823 | $2.2B | 0.25% | |
| 81 | CRNXCRINETICS PHARMACEUTICALS IN | 73,412 | $2.1B | 0.24% | |
| 82 | LUNGPULMONX CORP | 605,029 | $1.6B | 0.18% | |
| 83 | ARDXARDELYX INC | 301,086 | $1.2B | 0.14% | |
| 84 | ANNXANNEXON INC | 404,194 | $970.1M | 0.11% | |
| 85 | ATYRATYR PHARMA INC | 150,000 | $760.5M | 0.09% | |
| 86 | MASS908 DEVICES INC | 100,000 | $713.0M | 0.08% | |
| 87 | ENTXWENTERA BIO LTD | 355,822 | $676.1M | 0.08% | |
| 88 | EDAEDAP TMS S A | 154,832 | $255.5M | 0.03% |