2026 Q2 Portfolio Activity
In 2026 Q2, Parkman Healthcare Partners LLC maintained a portfolio of 108 distinct positions. The most significant new addition was INHIBRX BIOSCIENCES INC, now representing 2.49% of the total fund value. They heavily accumulated shares in STRUCTURE THERAPEUTICS INC, increasing the position by 109.3%. Conversely, Parkman Healthcare Partners LLC completely exited their position in KALVISTA PHARMACEUTICALS INC.
Position History
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Total Positions
108
Quarter
2026 Q2
Top Holding
MBX (4.5%)
Top 10 Concentration
33.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 108
Parkman Healthcare Partners LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MBX
MBX BIOSCIENCES...
|
Healthcare | 4.52% | 2.46% |
#1
12
Prev: #13
|
4.3 |
—
|
136 | 0.0% |
P
S
|
800,173 | $44,169,550 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 4.30% | 3.28% |
#2
3
Prev: #5
|
3.7 |
—
|
384 | 1.1% |
P
S
|
35,000 | $41,980,050 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVS
CVS HEALTH CORP
|
Healthcare | 4.15% | 2.87% |
#3
6
Prev: #9
|
3.2 |
—
|
4,485 | 1.2% |
P
S
|
391,791 | $40,530,779 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DXCM
DEXCOM INC
|
Healthcare | 3.69% | 4.47% |
#4
2
Prev: #2
|
2.0 |
—
|
-155,055 | -22.5% |
P
S
|
534,767 | $36,016,557 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PTCT
PTC THERAPEUTIC...
|
Healthcare | 3.64% | 3.03% |
#5
1
Prev: #6
|
2.5 |
—
|
4,327 | 1.0% |
P
S
|
435,691 | $35,539,315 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RCUS
ARCUS BIOSCIENC...
|
Healthcare | 2.90% | 2.69% |
#6
4
Prev: #10
|
1.2 |
—
|
-288,008 | -23.9% |
P
S
|
919,266 | $28,340,971 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 2.67% | 1.15% |
#7
21
Prev: #28
|
4.1 |
—
|
253,568 | 109.3% |
P
S
|
485,661 | $26,065,426 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRDN
VIRIDIAN THERAP...
|
Healthcare | 2.59% | 1.13% |
#8
23
Prev: #31
|
4.0 |
—
|
819,640 | 146.9% |
P
S
|
1,377,576 | $25,306,071 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AGIO
AGIOS PHARMACEU...
|
Healthcare | 2.54% | 1.41% |
#9
13
Prev: #22
|
4.0 |
—
|
265,521 | 65.8% |
P
S
|
669,046 | $24,828,297 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INBX
INHIBRX BIOSCIE...
|
Healthcare | 2.49% | — |
#10
Prev: #—
|
4.5 |
—
|
256,950 | — |
NEW
|
256,950 | $24,346,013 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XENE
XENON PHARMACEU...
|
Healthcare | 2.46% | 2.98% |
#11
4
Prev: #7
|
1.0 |
—
|
-99,656 | -20.1% |
P
S
|
397,379 | $23,985,796 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EWTX
EDGEWISE THERAP...
|
Healthcare | 2.40% | 1.05% |
#12
22
Prev: #34
|
4.0 |
—
|
254,208 | 78.7% |
P
S
|
577,036 | $23,444,973 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 2.38% | — |
#13
Prev: #—
|
4.5 |
—
|
55,921 | — |
NEW
|
55,921 | $23,242,445 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 2.19% | 5.24% |
#14
13
Prev: #1
|
0.9 |
—
|
-86,798 | -56.1% |
P
S
|
67,973 | $21,400,619 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 2.09% | 1.52% |
#15
6
Prev: #21
|
3.3 |
—
|
19,109 | 22.0% |
P
S
|
105,811 | $20,444,801 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZBH
ZIMMER BIOMET H...
|
Healthcare | 2.05% | 2.51% |
#16
4
Prev: #12
|
1.3 |
—
|
-37,000 | -13.7% |
P
S
|
232,557 | $20,020,832 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PODD
INSULET CORP
|
Healthcare | 2.05% | 3.39% |
#17
13
Prev: #4
|
1.3 |
—
|
-25,183 | -16.1% |
P
S
|
131,378 | $20,002,301 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASMB
ASSEMBLY BIOSCI...
|
Healthcare | 2.03% | 1.18% |
#18
9
Prev: #27
|
3.8 |
—
|
309,954 | 75.4% |
P
S
|
721,181 | $19,818,054 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNDX
SYNDAX PHARMACE...
|
Healthcare | 1.96% | 2.17% |
#19
4
Prev: #15
|
1.3 |
—
|
-24,255 | -2.7% |
P
S
|
877,256 | $19,176,816 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EYPT
EYEPOINT INC
|
Healthcare | 1.89% | 1.80% |
#20
2
Prev: #18
|
1.3 |
—
|
-66,637 | -4.9% |
P
S
|
1,288,163 | $18,420,731 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
THC
TENET HEALTHCAR...
|
Healthcare | 1.86% | 0.98% |
#21
15
Prev: #36
|
3.7 |
—
|
47,157 | 94.1% |
P
S
|
97,280 | $18,199,142 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LIVN
LIVANOVA PLC
|
Healthcare | 1.77% | 2.65% |
#22
11
Prev: #11
|
0.7 |
—
|
-193,436 | -47.9% |
P
S
|
210,529 | $17,311,800 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANIP
ANI PHARMACEUTI...
|
Healthcare | 1.72% | 2.23% |
#23
9
Prev: #14
|
0.7 |
—
|
-77,668 | -27.7% |
P
S
|
202,907 | $16,796,641 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BCRX
BIOCRYST PHARMA...
|
Healthcare | 1.66% | 1.68% |
#24
4
Prev: #20
|
1.2 |
—
|
-83,820 | -4.9% |
P
S
|
1,624,279 | $16,242,790 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 1.56% | 0.92% |
#25
15
Prev: #40
|
3.6 |
—
|
23,756 | 88.3% |
P
S
|
50,672 | $15,253,792 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INDV
INDIVIOR PHARMA...
|
Healthcare | 1.53% | — |
#26
Prev: #—
|
4.1 |
—
|
364,269 | — |
NEW
|
364,269 | $14,945,957 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVST
ENVISTA HOLDING...
|
Healthcare | 1.49% | 1.86% |
#27
10
Prev: #17
|
0.6 |
—
|
-157,777 | -22.2% |
P
S
|
553,916 | $14,595,687 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DRUG
BRIGHT MINDS BI...
|
Healthcare | 1.47% | 0.30% |
#28
49
Prev: #77
|
3.6 |
—
|
164,955 | 411.4% |
P
S
|
205,053 | $14,394,721 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XERS
XERIS BIOPHARMA...
|
Healthcare | 1.47% | 1.03% |
#29
6
Prev: #35
|
2.6 |
—
|
86,357 | 5.0% |
P
S
|
1,807,621 | $14,316,358 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 1.45% | — |
#30
Prev: #—
|
4.1 |
—
|
766,290 | — |
NEW
|
766,290 | $14,161,039 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FDMT
4D MOLECULAR TH...
|
Healthcare | 1.29% | 0.50% |
#31
26
Prev: #57
|
3.5 |
—
|
425,607 | 81.4% |
P
S
|
948,184 | $12,610,847 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMNM
IMMUNOME INC
|
Healthcare | 1.29% | 0.91% |
#32
10
Prev: #42
|
3.0 |
—
|
190,715 | 47.3% |
P
S
|
594,202 | $12,591,140 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STOK
STOKE THERAPEUT...
|
Healthcare | 1.19% | 1.13% |
#33
3
Prev: #30
|
2.5 |
—
|
18,924 | 5.6% |
P
S
|
355,443 | $11,630,095 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WAT
WATERS CORP
|
Healthcare | 1.16% | 0.81% |
#34
11
Prev: #45
|
2.5 |
—
|
3,759 | 14.2% |
P
S
|
30,206 | $11,328,458 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANRO
ALTO NEUROSCIEN...
|
Healthcare | 1.16% | — |
#35
Prev: #—
|
4.0 |
—
|
429,035 | — |
NEW
|
429,035 | $11,322,234 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORKA
ORUKA THERAPEUT...
|
Healthcare | 1.10% | — |
#36
Prev: #—
|
3.9 |
—
|
113,188 | — |
NEW
|
113,188 | $10,772,102 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ADPT
ADAPTIVE BIOTEC...
|
Healthcare | 1.07% | 0.79% |
#37
9
Prev: #46
|
0.9 |
—
|
-64,831 | -11.7% |
P
S
|
486,984 | $10,445,807 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABSI
ABSCI CORPORATI...
|
Healthcare | 1.06% | 0.58% |
#38
13
Prev: #51
|
0.4 |
—
|
-970,432 | -52.0% |
P
S
|
894,374 | $10,365,795 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLYS
MINERALYS THERA...
|
Healthcare | 1.05% | 1.06% |
#39
6
Prev: #33
|
0.9 |
—
|
217 | 0.1% |
P
S
|
380,354 | $10,261,951 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 1.00% | 0.40% |
#40
28
Prev: #68
|
3.4 |
—
|
153,239 | 153.0% |
P
S
|
253,365 | $9,805,226 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QURE
UNIQURE NV
|
Healthcare | 0.98% | 0.35% |
#41
31
Prev: #72
|
0.9 |
—
|
1,328 | 0.6% |
P
S
|
208,170 | $9,588,310 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TARS
TARSUS PHARMACE...
|
Healthcare | 0.97% | — |
#42
Prev: #—
|
3.9 |
—
|
150,000 | — |
NEW
|
150,000 | $9,441,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMRX
AMNEAL PHARMACE...
|
Healthcare | 0.96% | 0.39% |
#43
26
Prev: #69
|
3.4 |
—
|
240,438 | 79.9% |
P
S
|
541,190 | $9,367,999 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IRTC
IRHYTHM HOLDING...
|
Healthcare | 0.82% | 0.49% |
#44
14
Prev: #58
|
3.3 |
—
|
27,142 | 67.6% |
P
S
|
67,267 | $8,001,410 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYRX
CRYOPORT INC
|
Industrials | 0.82% | — |
#45
Prev: #—
|
3.8 |
—
|
508,324 | — |
NEW
|
508,324 | $7,980,687 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.79% | 2.90% |
#46
38
Prev: #8
|
0.3 |
—
|
-268,287 | -59.8% |
P
S
|
180,481 | $7,702,929 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLYM
CLIMB BIO INC
|
Healthcare | 0.75% | — |
#47
Prev: #—
|
3.8 |
—
|
563,484 | — |
NEW
|
563,484 | $7,347,831 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMLX
AMYLYX PHARMACE...
|
Healthcare | 0.73% | 0.89% |
#48
5
Prev: #43
|
0.3 |
—
|
-222,676 | -35.8% |
P
S
|
398,782 | $7,162,125 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UPB
UPSTREAM BIO IN...
|
Healthcare | 0.66% | 0.73% |
#49
2
Prev: #47
|
2.3 |
—
|
148,464 | 18.9% |
P
S
|
935,247 | $6,471,909 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RMD
RESMED INC
|
Healthcare | 0.66% | — |
#50
Prev: #—
|
3.8 |
—
|
32,983 | — |
NEW
|
32,983 | $6,427,727 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 108 holdings