Parkman Healthcare Partners LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$750.9B
Holdings
89
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (89 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GILDGILEAD SCIENCES INC | 374,825 | $34.6B | 4.61% | |
| 2 | VRNAVERONA PHARMA PLC | 720,657 | $33.5B | 4.46% | |
| 3 | PODDINSULET CORP | 125,761 | $32.8B | 4.37% | |
| 4 | BSXBOSTON SCIENTIFIC CORP | 337,354 | $30.1B | 4.01% | |
| 5 | SYKSTRYKER CORPORATION | 77,717 | $28.0B | 3.73% | |
| 6 | COOCOOPER COS INC | 274,569 | $25.2B | 3.36% | |
| 7 | LLYELI LILLY & CO | 28,163 | $21.7B | 2.90% | |
| 8 | VRDNVIRIDIAN THERAPEUTICS INC | 1,087,634 | $20.8B | 2.78% | |
| 9 | ITCIEURINTRA-CELLULAR THERAPIES INC | 243,123 | $20.3B | 2.70% | |
| 10 | MNKDMANNKIND CORP | 3,126,727 | $20.1B | 2.68% | |
| 11 | ABTABBOTT LABS | 176,994 | $20.0B | 2.67% | |
| 12 | TVTXTRAVERE THERAPEUTICS INC | 1,117,792 | $19.5B | 2.59% | |
| 13 | RCUSARCUS BIOSCIENCES INC | 1,273,789 | $19.0B | 2.53% | |
| 14 | BDXBECTON DICKINSON & CO | 70,404 | $16.0B | 2.13% | |
| 15 | NBIXNEUROCRINE BIOSCIENCES INC | 115,727 | $15.8B | 2.10% | |
| 16 | KNSAKINIKSA PHARMACEUTICALS INTL | 765,453 | $15.1B | 2.02% | |
| 17 | DGXQUEST DIAGNOSTICS INC | 90,352 | $13.6B | 1.82% | |
| 18 | THCTENET HEALTHCARE CORP | 106,987 | $13.5B | 1.80% | |
| 19 | UTHUNITED THERAPEUTICS CORP DEL | 37,472 | $13.2B | 1.76% | |
| 20 | MCKMCKESSON CORP | 23,000 | $13.1B | 1.75% | |
| 21 | DAWNDAY ONE BIOPHARMACEUTICALS I | 1,000,474 | $12.7B | 1.69% | |
| 22 | QGENQIAGEN NV | 277,272 | $12.3B | 1.64% | |
| 23 | CVRXCVRX INC | 921,174 | $11.7B | 1.55% | |
| 24 | SDGRSCHRODINGER INC | 563,091 | $10.9B | 1.45% | |
| 25 | EWEDWARDS LIFESCIENCES CORP | 145,214 | $10.8B | 1.43% | |
| 26 | REPLREPLIMUNE GROUP INC | 869,759 | $10.5B | 1.40% | |
| 27 | RXSTRXSIGHT INC | 300,698 | $10.3B | 1.38% | |
| 28 | EWTXEDGEWISE THERAPEUTICS INC | 381,173 | $10.2B | 1.36% | |
| 29 | UNHUNITEDHEALTH GROUP INC | 20,000 | $10.1B | 1.35% | |
| 30 | NRIXNURIX THERAPEUTICS INC | 532,172 | $10.0B | 1.34% | |
| 31 | PCVXVAXCYTE INC | 116,138 | $9.5B | 1.27% | |
| 32 | ALNYALNYLAM PHARMACEUTICALS INC | 38,672 | $9.1B | 1.21% | |
| 33 | CSTLCASTLE BIOSCIENCES INC | 304,629 | $8.1B | 1.08% | |
| 34 | LIVNLIVANOVA PLC | 174,934 | $8.1B | 1.08% | |
| 35 | CVSCVS HEALTH CORP | 180,000 | $8.1B | 1.08% | |
| 36 | PTCTPTC THERAPEUTICS INC | 177,368 | $8.0B | 1.07% | |
| 37 | QDELQUIDELORTHO CORP | 175,415 | $7.8B | 1.04% | |
| 38 | XENEXENON PHARMACEUTICALS INC | 193,004 | $7.6B | 1.01% | |
| 39 | AM6AMICUS THERAPEUTICS INC | 784,376 | $7.4B | 0.98% | |
| 40 | SNDXSYNDAX PHARMACEUTICALS INC | 526,973 | $7.0B | 0.93% | |
| 41 | DC4DEXCOM INC | 78,550 | $6.1B | 0.81% | |
| 42 | AXGNAXOGEN INC | 365,703 | $6.0B | 0.80% | |
| 43 | KROSKEROS THERAPEUTICS INC | 314,541 | $5.0B | 0.66% | |
| 44 | BCYCBICYCLE THERAPEUTICS PLC | 352,481 | $4.9B | 0.66% | |
| 45 | QUREUNIQURE NV | 275,000 | $4.9B | 0.65% | |
| 46 | JAZZJAZZ PHARMACEUTICALS PLC | 37,751 | $4.6B | 0.62% | |
| 47 | TERNTERNS PHARMACEUTICALS INC | 829,105 | $4.6B | 0.61% | |
| 48 | TEVATEVA PHARMACEUTICAL INDS LTD | 196,805 | $4.3B | 0.58% | |
| 49 | RAREULTRAGENYX PHARMACEUTICAL IN | 100,159 | $4.2B | 0.56% | |
| 50 | VCYTVERACYTE INC | 100,301 | $4.0B | 0.53% | |
| 51 | NARIUSDINARI MED INC | 77,223 | $3.9B | 0.52% | |
| 52 | URGNUROGEN PHARMA LTD | 369,861 | $3.9B | 0.52% | |
| 53 | APGEAPOGEE THERAPEUTICS INC | 85,000 | $3.9B | 0.51% | |
| 54 | PFMTUSDPERFORMANT HEALTHCARE INC | 1,257,805 | $3.8B | 0.51% | |
| 55 | ETONETON PHARMACEUTICALS INC | 276,890 | $3.7B | 0.49% | |
| 56 | ACLXARCELLX INC | 44,492 | $3.4B | 0.45% | |
| 57 | SLNSILENCE THERAPEUTICS PLC | 491,080 | $3.4B | 0.45% | |
| 58 | ICLRICON PLC | 15,874 | $3.3B | 0.44% | |
| 59 | STROSUTRO BIOPHARMA INC | 1,727,925 | $3.2B | 0.42% | |
| 60 | MBXMBX BIOSCIENCES INC | 170,000 | $3.1B | 0.42% | |
| 61 | SIBNSI-BONE INC | 216,600 | $3.0B | 0.40% | |
| 62 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 54,294 | $2.9B | 0.39% | |
| 63 | DVAXDYNAVAX TECHNOLOGIES CORP | 220,980 | $2.8B | 0.38% | |
| 64 | CRNXCRINETICS PHARMACEUTICALS IN | 51,133 | $2.6B | 0.35% | |
| 65 | IM8NINSMED INC | 35,668 | $2.5B | 0.33% | |
| 66 | BFLYBUTTERFLY NETWORK INC | 750,000 | $2.3B | 0.31% | |
| 67 | NSPRINSPIREMD INC | 854,716 | $2.2B | 0.30% | |
| 68 | ATECALPHATEC HLDGS INC | 228,334 | $2.1B | 0.28% | |
| 69 | RLAYRELAY THERAPEUTICS INC | 500,548 | $2.1B | 0.27% | |
| 70 | ARVNARVINAS INC | 106,871 | $2.0B | 0.27% | |
| 71 | LFSTLIFESTANCE HEALTH GROUP INC | 277,471 | $2.0B | 0.27% | |
| 72 | XERSXERIS BIOPHARMA HOLDINGS INC | 578,511 | $2.0B | 0.26% | |
| 73 | NAMSNEWAMSTERDAM PHARMA COMPANY | 76,116 | $2.0B | 0.26% | |
| 74 | MRUSMERUS N V | 45,680 | $1.9B | 0.26% | |
| 75 | MRVIMARAVAI LIFESCIENCES HLDGS I | 350,000 | $1.9B | 0.25% | |
| 76 | NUVLNUVALENT INC | 23,588 | $1.8B | 0.25% | |
| 77 | IRWDIRONWOOD PHARMACEUTICALS INC | 408,535 | $1.8B | 0.24% | |
| 78 | ANNXANNEXON INC | 330,849 | $1.7B | 0.23% | |
| 79 | OSCROSCAR HEALTH INC | 125,000 | $1.7B | 0.22% | |
| 80 | BCRXBIOCRYST PHARMACEUTICALS INC | 216,881 | $1.6B | 0.22% | |
| 81 | LUNGPULMONX CORP | 207,853 | $1.4B | 0.19% | |
| 82 | —REVIVA PHARMACEUTCLS HLDGS I | 514,273 | $930.8M | 0.12% | |
| 83 | ARDXARDELYX INC | 177,794 | $901.4M | 0.12% | |
| 84 | THRDTHIRD HARMONIC BIO INC | 86,707 | $892.2M | 0.12% | |
| 85 | ENTXWENTERA BIO LTD | 413,732 | $877.1M | 0.12% | |
| 86 | CBLLCERIBELL INC | 32,002 | $828.2M | 0.11% | |
| 87 | CLYMCLIMB BIO INC | 290,491 | $522.9M | 0.07% | |
| 88 | VYNEVYNE THERAPEUTICS INC | 152,973 | $512.5M | 0.07% | |
| 89 | EDAEDAP TMS S A | 154,832 | $342.2M | 0.05% |