Parkman Healthcare Partners LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$958.7B
Holdings
91
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (91 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 80,000 | $48.0B | 5.01% | Put |
| 2 | BSXBOSTON SCIENTIFIC CORP | 434,377 | $42.4B | 4.42% | |
| 3 | ALNYALNYLAM PHARMACEUTICALS INC | 87,690 | $40.0B | 4.17% | |
| 4 | PODDINSULET CORP | 116,238 | $35.9B | 3.74% | |
| 5 | CVSCVS HEALTH CORP | 379,486 | $28.6B | 2.98% | |
| 6 | KNSAKINIKSA PHARMACEUTICALS INTL | 671,592 | $26.1B | 2.72% | |
| 7 | VRDNVIRIDIAN THERAPEUTICS INC | 1,154,487 | $24.9B | 2.60% | |
| 8 | ZBHZIMMER BIOMET HOLDINGS INC | 251,420 | $24.8B | 2.58% | |
| 9 | SYKSTRYKER CORPORATION | 64,108 | $23.7B | 2.47% | |
| 10 | QGENQIAGEN NV | 500,159 | $22.3B | 2.33% | |
| 11 | MCKMCKESSON CORP | 28,542 | $22.0B | 2.30% | |
| 12 | DHRDANAHER CORPORATION | 110,541 | $21.9B | 2.29% | |
| 13 | KALVKALVISTA PHARMACEUTICALS INC | 1,735,003 | $21.1B | 2.20% | |
| 14 | QUREUNIQURE NV | 345,356 | $20.2B | 2.10% | |
| 15 | NBIXNEUROCRINE BIOSCIENCES INC | 141,822 | $19.9B | 2.08% | |
| 16 | BIIBBIOGEN INC | 130,165 | $18.2B | 1.90% | |
| 17 | MLYSMINERALYS THERAPEUTICS INC | 455,523 | $17.3B | 1.80% | |
| 18 | UPBUPSTREAM BIO INC | 843,502 | $15.9B | 1.65% | |
| 19 | THCTENET HEALTHCARE CORP | 74,330 | $15.1B | 1.57% | |
| 20 | XERSXERIS BIOPHARMA HOLDINGS INC | 1,791,674 | $14.6B | 1.52% | |
| 21 | LIVNLIVANOVA PLC | 275,811 | $14.4B | 1.51% | |
| 22 | MBXMBX BIOSCIENCES INC | 773,304 | $13.5B | 1.41% | |
| 23 | AM6AMICUS THERAPEUTICS INC | 1,687,318 | $13.3B | 1.39% | |
| 24 | DOCSDOXIMITY INC | 178,970 | $13.1B | 1.37% | |
| 25 | SNDXSYNDAX PHARMACEUTICALS INC | 846,899 | $13.0B | 1.36% | |
| 26 | PTCTPTC THERAPEUTICS INC | 202,363 | $12.4B | 1.30% | |
| 27 | ACLXARCELLX INC | 149,848 | $12.3B | 1.28% | |
| 28 | EWEDWARDS LIFESCIENCES CORP | 155,766 | $12.1B | 1.26% | |
| 29 | COOCOOPER COS INC | 176,523 | $12.1B | 1.26% | |
| 30 | WAYWAYSTAR HLDG CORP | 306,027 | $11.6B | 1.21% | |
| 31 | DC4DEXCOM INC | 171,628 | $11.5B | 1.20% | |
| 32 | CSTLCASTLE BIOSCIENCES INC | 475,568 | $10.8B | 1.13% | |
| 33 | OPRXOPTIMIZERX CORP | 509,611 | $10.4B | 1.09% | |
| 34 | NUVLNUVALENT INC | 120,190 | $10.4B | 1.08% | |
| 35 | ATECALPHATEC HLDGS INC | 696,980 | $10.1B | 1.06% | |
| 36 | AORTARTIVION INC | 221,044 | $9.4B | 0.98% | |
| 37 | UTHUNITED THERAPEUTICS CORP DEL | 22,000 | $9.2B | 0.96% | |
| 38 | AXGNAXOGEN INC | 501,832 | $9.0B | 0.93% | |
| 39 | EWTXEDGEWISE THERAPEUTICS INC | 550,173 | $8.9B | 0.93% | |
| 40 | RCUSARCUS BIOSCIENCES INC | 652,680 | $8.9B | 0.93% | |
| 41 | INCYINCYTE CORP | 100,442 | $8.5B | 0.89% | |
| 42 | TVTXTRAVERE THERAPEUTICS INC | 339,764 | $8.1B | 0.85% | |
| 43 | URGNUROGEN PHARMA LTD | 402,595 | $8.0B | 0.84% | |
| 44 | ASNDASCENDIS PHARMA A/S | 40,343 | $8.0B | 0.84% | |
| 45 | AMLXAMYLYX PHARMACEUTICALS INC | 579,174 | $7.9B | 0.82% | |
| 46 | BCRXBIOCRYST PHARMACEUTICALS INC | 1,012,664 | $7.7B | 0.80% | |
| 47 | VCYTVERACYTE INC | 223,065 | $7.7B | 0.80% | |
| 48 | LLYELI LILLY & CO | 10,000 | $7.6B | 0.80% | |
| 49 | QDELQUIDELORTHO CORP | 252,817 | $7.4B | 0.78% | |
| 50 | XENEXENON PHARMACEUTICALS INC | 176,137 | $7.1B | 0.74% | |
| 51 | TERNTERNS PHARMACEUTICALS INC | 934,760 | $7.0B | 0.73% | |
| 52 | PGENPRECIGEN INC | 2,101,715 | $6.9B | 0.72% | |
| 53 | SDGRSCHRODINGER INC | 340,187 | $6.8B | 0.71% | |
| 54 | BMRNBIOMARIN PHARMACEUTICAL INC | 125,949 | $6.8B | 0.71% | |
| 55 | CERTCERTARA INC | 551,850 | $6.7B | 0.70% | |
| 56 | ASMBASSEMBLY BIOSCIENCES INC | 250,981 | $6.4B | 0.67% | |
| 57 | OMOUTSET MED INC | 454,512 | $6.4B | 0.67% | |
| 58 | NSPRINSPIREMD INC | 2,440,633 | $5.9B | 0.61% | |
| 59 | STOKSTOKE THERAPEUTICS INC | 250,000 | $5.9B | 0.61% | |
| 60 | IQVIQVIA HLDGS INC | 30,000 | $5.7B | 0.59% | |
| 61 | TMCITREACE MED CONCEPTS INC | 847,675 | $5.7B | 0.59% | |
| 62 | SIBNSI-BONE INC | 378,583 | $5.6B | 0.58% | |
| 63 | MAZEMAZE THERAPEUTICS INC | 200,000 | $5.2B | 0.54% | |
| 64 | WGSGENEDX HOLDINGS CORP | 45,250 | $4.9B | 0.51% | |
| 65 | ABVXABIVAX SA | 55,197 | $4.7B | 0.49% | |
| 66 | APGEAPOGEE THERAPEUTICS INC | 105,831 | $4.2B | 0.44% | |
| 67 | IMNMIMMUNOME INC | 351,131 | $4.1B | 0.43% | |
| 68 | PTGXPROTAGONIST THERAPEUTICS INC | 61,849 | $4.1B | 0.43% | |
| 69 | AGIOAGIOS PHARMACEUTICALS INC | 100,380 | $4.0B | 0.42% | |
| 70 | CVRXCVRX INC | 491,408 | $4.0B | 0.41% | |
| 71 | MNKDMANNKIND CORP | 656,084 | $3.5B | 0.37% | |
| 72 | RXSTRXSIGHT INC | 380,713 | $3.4B | 0.36% | |
| 73 | SYRESPYRE THERAPEUTICS INC | 200,753 | $3.4B | 0.35% | |
| 74 | CRNXCRINETICS PHARMACEUTICALS IN | 73,725 | $3.1B | 0.32% | |
| 75 | RPIDRAPID MICRO BIOSYSTEMS INC | 913,443 | $3.1B | 0.32% | |
| 76 | VERAVERA THERAPEUTICS INC | 96,737 | $2.8B | 0.29% | |
| 77 | DVAXDYNAVAX TECHNOLOGIES CORP | 271,306 | $2.7B | 0.28% | |
| 78 | TVRDTVARDI THERAPEUTICS INC | 65,000 | $2.5B | 0.26% | |
| 79 | SLDBSOLID BIOSCIENCES INC | 396,396 | $2.4B | 0.26% | |
| 80 | DAWNDAY ONE BIOPHARMACEUTICALS I | 301,746 | $2.1B | 0.22% | |
| 81 | RAREULTRAGENYX PHARMACEUTICAL IN | 68,636 | $2.1B | 0.22% | |
| 82 | FDMT4D MOLECULAR THERAPEUTICS IN | 200,000 | $1.7B | 0.18% | |
| 83 | QTRXQUANTERIX CORP | 252,211 | $1.4B | 0.14% | |
| 84 | ANNXANNEXON INC | 405,953 | $1.2B | 0.13% | |
| 85 | BFLYBUTTERFLY NETWORK INC | 602,192 | $1.2B | 0.12% | |
| 86 | MASS908 DEVICES INC | 100,368 | $879.2M | 0.09% | |
| 87 | LUNGPULMONX CORP | 500,662 | $811.1M | 0.08% | |
| 88 | CMPSCOMPASS PATHWAYS PLC | 100,000 | $573.0M | 0.06% | |
| 89 | ENTXWENTERA BIO LTD | 280,822 | $539.2M | 0.06% | |
| 90 | EDAEDAP TMS S A | 154,832 | $354.6M | 0.04% | |
| 91 | OVIDOVID THERAPEUTICS INC | 202,978 | $263.9M | 0.03% |