# Parkman Healthcare Partners LLC: Form 13F holdings

An institutional investment manager in STAMFORD, CT. SEC CIK 1777015.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $976.8m
- Positions: 77 (77 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1777015/000142050626001734/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MBX BIOSCIENCES INC (MBX)](/companies/mbx.md) | COM | $44.2m | 4.5% | 800,173 |  | Added +136 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $42.0m | 4.3% | 35,000 |  | Added +384 |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $40.5m | 4.1% | 391,791 |  | Added +4,485 |
| [DEXCOM INC (DXCM)](/companies/dxcm.md) | COM | $36.0m | 3.7% | 534,767 |  | Reduced −155,055 |
| [PTC THERAPEUTICS INC (PTCT)](/companies/ptct.md) | COM | $35.5m | 3.6% | 435,691 |  | Added +4,327 |
| [ARCUS BIOSCIENCES INC (RCUS)](/companies/rcus.md) | COM | $28.3m | 2.9% | 919,266 |  | Reduced −288,008 |
| [STRUCTURE THERAPEUTICS INC (GPCR)](/companies/gpcr.md) | SPONSORED ADS | $26.1m | 2.7% | 485,661 |  | Added +253,568 |
| [VIRIDIAN THERAPEUTICS INC (VRDN)](/companies/vrdn.md) | COM | $25.3m | 2.6% | 1,377,576 |  | Added +819,640 |
| [AGIOS PHARMACEUTICALS INC (AGIO)](/companies/agio.md) | COM | $24.8m | 2.5% | 669,046 |  | Added +265,521 |
| [INHIBRX BIOSCIENCES INC (INBX)](/companies/inbx.md) | COM | $24.3m | 2.5% | 256,950 |  | New +256,950 |
| [XENON PHARMACEUTICALS INC (XENE)](/companies/xene.md) | COM | $24.0m | 2.5% | 397,379 |  | Reduced −99,656 |
| [EDGEWISE THERAPEUTICS INC (EWTX)](/companies/ewtx.md) | COM | $23.4m | 2.4% | 577,036 |  | Added +254,208 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $23.2m | 2.4% | 55,921 |  | New +55,921 |
| [STRYKER CORPORATION (SYK)](/companies/syk.md) | COM | $21.4m | 2.2% | 67,973 |  | Reduced −86,798 |
| [IQVIA HLDGS INC (IQV)](/companies/iqv.md) | COM | $20.4m | 2.1% | 105,811 |  | Added +19,109 |
| [ZIMMER BIOMET HOLDINGS INC (ZBH)](/companies/zbh.md) | COM | $20.0m | 2.0% | 232,557 |  | Reduced −37,000 |
| [INSULET CORP (PODD)](/companies/podd.md) | COM | $20.0m | 2.0% | 131,378 |  | Reduced −25,183 |
| [ASSEMBLY BIOSCIENCES INC (ASMB)](/companies/asmb.md) | COM NEW | $19.8m | 2.0% | 721,181 |  | Added +309,954 |
| [SYNDAX PHARMACEUTICALS INC (SNDX)](/companies/sndx.md) | COM | $19.2m | 2.0% | 877,256 |  | Reduced −24,255 |
| [EYEPOINT INC (EYPT)](/companies/eypt.md) | COM NEW | $18.4m | 1.9% | 1,288,163 |  | Reduced −66,637 |
| [TENET HEALTHCARE CORP (THC)](/companies/thc.md) | COM NEW | $18.2m | 1.9% | 97,280 |  | Added +47,157 |
| LIVANOVA PLC | SHS | $17.3m | 1.8% | 210,529 |  | Reduced −193,436 |
| [ANI PHARMACEUTICALS INC (ANIP)](/companies/anip.md) | COM | $16.8m | 1.7% | 202,907 |  | Reduced −77,668 |
| [BIOCRYST PHARMACEUTICALS INC (BCRX)](/companies/bcrx.md) | COM | $16.2m | 1.7% | 1,624,279 |  | Reduced −83,820 |
| [ALNYLAM PHARMACEUTICALS INC (ALNY)](/companies/alny.md) | COM | $15.3m | 1.6% | 50,672 |  | Added +23,756 |
| [INDIVIOR PHARMACEUTICALS INC (INDV)](/companies/indv.md) | COM | $14.9m | 1.5% | 364,269 |  | New +364,269 |
| [ENVISTA HOLDINGS CORPORATION (NVST)](/companies/nvst.md) | COM | $14.6m | 1.5% | 553,916 |  | Reduced −157,777 |
| [BRIGHT MINDS BIOSCIENCES INC (DRUG)](/companies/drug.md) | COM NEW | $14.4m | 1.5% | 205,053 |  | Added +164,955 |
| [XERIS BIOPHARMA HOLDINGS INC (XERS)](/companies/xers.md) | COM | $14.3m | 1.5% | 1,807,621 |  | Added +86,357 |
| [AVALO THERAPEUTICS INC (AVTX)](/companies/avtx.md) | COM NEW | $14.2m | 1.4% | 766,290 |  | New +766,290 |
| [4D MOLECULAR THERAPEUTICS IN (FDMT)](/companies/fdmt.md) | COM | $12.6m | 1.3% | 948,184 |  | Added +425,607 |
| [IMMUNOME INC (IMNM)](/companies/imnm.md) | COM | $12.6m | 1.3% | 594,202 |  | Added +190,715 |
| [STOKE THERAPEUTICS INC (STOK)](/companies/stok.md) | COM | $11.6m | 1.2% | 355,443 |  | Added +18,924 |
| [WATERS CORP (WAT)](/companies/wat.md) | COM | $11.3m | 1.2% | 30,206 |  | Added +3,759 |
| [ALTO NEUROSCIENCE INC (ANRO)](/companies/anro.md) | COM SHS | $11.3m | 1.2% | 429,035 |  | New +429,035 |
| [ORUKA THERAPEUTICS INC (ORKA)](/companies/orka.md) | COM | $10.8m | 1.1% | 113,188 |  | New +113,188 |
| [ADAPTIVE BIOTECHNOLOGIES COR (ADPT)](/companies/adpt.md) | COM | $10.4m | 1.1% | 486,984 |  | Reduced −64,831 |
| [ABSCI CORPORATION (ABSI)](/companies/absi.md) | COM | $10.4m | 1.1% | 894,374 |  | Reduced −970,432 |
| [MINERALYS THERAPEUTICS INC (MLYS)](/companies/mlys.md) | COM | $10.3m | 1.1% | 380,354 |  | Added +217 |
| [COGENT BIOSCIENCES INC (COGT)](/companies/cogt.md) | COM | $9.8m | 1.0% | 253,365 |  | Added +153,239 |
| UNIQURE NV | SHS | $9.6m | 1.0% | 208,170 |  | Added +1,328 |
| [TARSUS PHARMACEUTICALS INC (TARS)](/companies/tars.md) | COM | $9.4m | 1.0% | 150,000 |  | New +150,000 |
| [AMNEAL PHARMACEUTICALS INC (AMRX)](/companies/amrx.md) | COM STK CL A | $9.4m | 1.0% | 541,190 |  | Added +240,438 |
| [IRHYTHM HOLDINGS INC (IRTC)](/companies/irtc.md) | COM | $8.0m | 0.8% | 67,267 |  | Added +27,142 |
| [CRYOPORT INC (CYRX)](/companies/cyrx.md) | COM PAR $0.001 | $8.0m | 0.8% | 508,324 |  | New +508,324 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $7.7m | 0.8% | 180,481 |  | Reduced −268,287 |
| [CLIMB BIO INC (CLYM)](/companies/clym.md) | COM | $7.3m | 0.8% | 563,484 |  | New +563,484 |
| [AMYLYX PHARMACEUTICALS INC (AMLX)](/companies/amlx.md) | COM | $7.2m | 0.7% | 398,782 |  | Reduced −222,676 |
| [UPSTREAM BIO INC (UPB)](/companies/upb.md) | COM | $6.5m | 0.7% | 935,247 |  | Added +148,464 |
| [RESMED INC (RMD)](/companies/rmd.md) | COM | $6.4m | 0.7% | 32,983 |  | New +32,983 |
| UROGEN PHARMA LTD | COM | $6.4m | 0.7% | 174,064 |  | Reduced −100,936 |
| [ALIGN TECHNOLOGY INC (ALGN)](/companies/algn.md) | COM | $6.2m | 0.6% | 36,963 |  | Added +15,730 |
| [CARLSMED INC (CARL)](/companies/carl.md) | COM | $6.2m | 0.6% | 597,318 |  | Added +76,195 |
| [AVEANNA HEALTHCARE HLDGS INC (AVAH)](/companies/avah.md) | COM | $6.1m | 0.6% | 714,451 |  | New +714,451 |
| [CAREDX INC (CDNA)](/companies/cdna.md) | COM | $5.8m | 0.6% | 202,417 |  | Reduced −88,961 |
| [SI BONE INC (SIBN)](/companies/sibn.md) | COM | $5.4m | 0.5% | 328,686 |  | Reduced −44,867 |
| [VIR BIOTECHNOLOGY INC (VIR)](/companies/vir.md) | COM | $4.8m | 0.5% | 475,279 |  | Reduced −24,721 |
| [ERASCA INC (ERAS)](/companies/eras.md) | COM | $4.7m | 0.5% | 258,684 |  | Reduced −148,018 |
| [SHOULDER INNOVATIONS INC (SI)](/companies/si.md) | COMMON STOCK | $4.6m | 0.5% | 226,212 |  | New +226,212 |
| [WAYSTAR HLDG CORP (WAY)](/companies/way.md) | COM | $4.2m | 0.4% | 203,986 |  | Reduced −239,072 |
| [ALPHATEC HLDGS INC (ATEC)](/companies/atec.md) | COM NEW | $3.9m | 0.4% | 449,943 |  | Reduced −373,820 |
| [ANNEXON INC (ANNX)](/companies/annx.md) | COM | $3.7m | 0.4% | 641,029 |  | Reduced −32,984 |
| [CASTLE BIOSCIENCES INC (CSTL)](/companies/cstl.md) | COM | $3.5m | 0.4% | 144,791 |  | Added +18,641 |
| [MINIMED GROUP INC (MMED)](/companies/mmed.md) | COM | $3.4m | 0.3% | 226,446 |  | Reduced −90,878 |
| [EIKON THERAPEUTICS INC (EIKN)](/companies/eikn.md) | COM | $3.3m | 0.3% | 256,053 |  | New +256,053 |
| [VIATRIS INC (VTRS)](/companies/vtrs.md) | COM | $3.2m | 0.3% | 200,000 |  | New +200,000 |
| GRAIL INC | PUT | $3.1m | 0.3% | 46,000 | Put | New +46,000 |
| [ARTIVION INC (AORT)](/companies/aort.md) | COM | $3.1m | 0.3% | 138,940 |  | Reduced −113,074 |
| [AXSOME THERAPEUTICS INC. (AXSM)](/companies/axsm.md) | COM | $2.4m | 0.3% | 10,000 |  | New +10,000 |
| [OPTIMIZERX CORP (OPRX)](/companies/oprx.md) | COM NEW | $2.0m | 0.2% | 350,347 |  | Reduced −379,022 |
| [INSPIREMD INC (NSPR)](/companies/nspr.md) | COM | $1.7m | 0.2% | 2,416,518 |  | Unchanged |
| [HEMAB THERAPEUTICS HLDGS INC (COAG)](/companies/coag.md) | COM SHS | $1.7m | 0.2% | 45,000 |  | New +45,000 |
| [PULMONX CORP (LUNG)](/companies/lung.md) | COM | $840.5k | <0.1% | 646,564 |  | Reduced −109,072 |
| [ARS PHARMACEUTICALS INC (SPRY)](/companies/spry.md) | COM | $822.6k | <0.1% | 102,700 |  | New +102,700 |
| [EDAP TMS S A (FOCL)](/companies/focl.md) | SPONSORED ADR | $802.0k | <0.1% | 154,832 |  | Unchanged |
| [OVID THERAPEUTICS INC (OVID)](/companies/ovid.md) | COM | $532.5k | <0.1% | 197,947 |  | Reduced −10,258 |
| ENTERA BIO LTD | SHS | $485.9k | <0.1% | 274,497 |  | Reduced −14,173 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $0 | 0.0% | 0 |  | Sold out −75,000 |
| [ACCURAY INC DEL (ARAY)](/companies/aray.md) | COM | $0 | 0.0% | 0 |  | Sold out −884,578 |
| [ADMA BIOLOGICS INC (ADMA)](/companies/adma.md) | COM | $0 | 0.0% | 0 |  | Sold out −82,443 |
| APOGEE THERAPEUTICS INC | COM | $0 | 0.0% | 0 |  | Sold out −77,686 |
| [AXOGEN INC (AXGN)](/companies/axgn.md) | COM | $0 | 0.0% | 0 |  | Sold out −268,160 |
| [BUTTERFLY NETWORK INC (BFLY)](/companies/bfly.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −544,477 |
| [CARIS LIFE SCIENCES INC (CAI)](/companies/cai.md) | COM | $0 | 0.0% | 0 |  | Sold out −229,912 |
| [COMPASS PATHWAYS PLC (CMPS)](/companies/cmps.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −554,411 |
| [COOPER COS INC (COO)](/companies/coo.md) | COM | $0 | 0.0% | 0 |  | Sold out −89,883 |
| [CVRX INC (CVRX)](/companies/cvrx.md) | COM | $0 | 0.0% | 0 |  | Sold out −429,507 |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $0 | 0.0% | 0 |  | Sold out −167,155 |
| [GENEDX HOLDINGS CORP (WGS)](/companies/wgs.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −50,778 |
| [IDEXX LABS INC (IDXX)](/companies/idxx.md) | COM | $0 | 0.0% | 0 |  | Sold out −15,000 |
| [ILLUMINA INC (ILMN)](/companies/ilmn.md) | COM | $0 | 0.0% | 0 |  | Sold out −110,370 |
| KALVISTA PHARMACEUTICALS INC | COM | $0 | 0.0% | 0 |  | Sold out −1,835,506 |
| KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | $0 | 0.0% | 0 |  | Sold out −259,184 |
| [MAZE THERAPEUTICS INC (MAZE)](/companies/maze.md) | COM | $0 | 0.0% | 0 |  | Sold out −31,844 |
| [MCKESSON CORP (MCK)](/companies/mck.md) | COM | $0 | 0.0% | 0 |  | Sold out −12,676 |
| MODERNA INC | PUT | $0 | 0.0% | 0 | Put | Sold out −100,000 |
| [NEUROCRINE BIOSCIENCES INC (NBIX)](/companies/nbix.md) | COM | $0 | 0.0% | 0 |  | Sold out −99,069 |
| NUVALENT INC | COM | $0 | 0.0% | 0 |  | Sold out −88,078 |
| [PULSE BIOSCIENCES INC (PLSE)](/companies/plse.md) | COM | $0 | 0.0% | 0 |  | Sold out −50,125 |
| QIAGEN NV | ORD SHARES | $0 | 0.0% | 0 |  | Sold out −500,000 |
| [QUANTERIX CORP (QTRX)](/companies/qtrx.md) | COM | $0 | 0.0% | 0 |  | Sold out −341,453 |
| [QUIDELORTHO CORP (QDEL)](/companies/qdel.md) | COM | $0 | 0.0% | 0 |  | Sold out −101,764 |
| [RXSIGHT INC (RXST)](/companies/rxst.md) | COM | $0 | 0.0% | 0 |  | Sold out −249,989 |
| [SOLID BIOSCIENCES INC (SLDB)](/companies/sldb.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −308,844 |
| [SUPERNUS PHARMACEUTICALS (SUPN)](/companies/supn.md) | COM | $0 | 0.0% | 0 |  | Sold out −85,062 |
| [TANGO THERAPEUTICS INC (TNGX)](/companies/tngx.md) | COM | $0 | 0.0% | 0 |  | Sold out −266,127 |
| [ULTRAGENYX PHARMACEUTICAL IN (RARE)](/companies/rare.md) | COM | $0 | 0.0% | 0 |  | Sold out −235,000 |
| [VERACYTE INC (VCYT)](/companies/vcyt.md) | COM | $0 | 0.0% | 0 |  | Sold out −101,237 |

Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001734. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.