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Parkman Healthcare Partners LLC

Portfolio Manager
Parkman Healthcare Partners LLC
Performance
-14.79% (2026 Q1)
AUM (13F)
$969.64M
# of Holdings
89
Performance Rank
Allocation (Top 20)
56.08%

Parkman Healthcare Partners LLC Holdings Map

Top 50 Parkman Healthcare Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SYK
STRYKER CORPORATION
5.27%154.8K$50.9M
+46.74%(+49.30K)
2025-Q1: 77.7K shares2025-Q2: 50.4K shares2025-Q3: 64.1K shares2025-Q4: 105.5K shares2026-Q1: 154.8K shares
$354.85(-7.98%)
2026-03-31
DXCM
DEXCOM INC
4.49%689.8K$43.3M
+17.42%(+102.35K)
2025-Q1: 130.4K shares2025-Q2: 225.9K shares2025-Q3: 171.6K shares2025-Q4: 587.5K shares2026-Q1: 689.8K shares
$70.93(+0.45%)
2026-03-31
KALV
KALVISTA PHARMACEUTICALS INC
3.83%1.84M$36.9M
+3.79%(+67.00K)
2025-Q1: 753.8K shares2025-Q2: 679.1K shares2025-Q3: 1.74M shares2025-Q4: 1.77M shares2026-Q1: 1.84M shares
$11.38(+134.94%)
2026-03-31
PODD
INSULET CORP
3.41%156.6K$32.9M
+11.15%(+15.70K)
2025-Q1: 130.5K shares2025-Q2: 105.8K shares2025-Q3: 116.2K shares2025-Q4: 140.9K shares2026-Q1: 156.6K shares
$234.67(-29.91%)
2026-03-31
LLY
ELI LILLY & CO
3.3%34.6K$31.8Mnew2025-Q1: 39.2K shares2025-Q2: 33.3K shares2025-Q3: 10.0K shares2025-Q4: 0 shares2026-Q1: 34.6K shares
$875.00(+38.73%)
2026-03-31
PTCT
PTC THERAPEUTICS INC
3.05%431.4K$29.4M
+169.30%(+271.19K)
2025-Q1: 280.3K shares2025-Q2: 181.6K shares2025-Q3: 202.4K shares2025-Q4: 160.2K shares2026-Q1: 431.4K shares
$60.41(+37.92%)
2026-03-31
XENE
XENON PHARMACEUTICALS INC
3%497.0K$28.9M
+222.36%(+342.85K)
2025-Q1: 174.6K shares2025-Q2: 150.4K shares2025-Q3: 176.1K shares2025-Q4: 154.2K shares2026-Q1: 497.0K shares
$43.48(+40.21%)
2026-03-31
BSX
BOSTON SCIENTIFIC CORP
2.92%448.8K$28.2M
-10.34%(-51.76K)
2025-Q1: 226.0K shares2025-Q2: 283.2K shares2025-Q3: 434.4K shares2025-Q4: 500.5K shares2026-Q1: 448.8K shares
$77.97(-42.11%)
2026-03-31
CVS
CVS HEALTH CORP
2.88%387.3K$27.8M
-13.97%(-62.91K)
2025-Q1: 496.7K shares2025-Q2: 517.8K shares2025-Q3: 379.5K shares2025-Q4: 450.2K shares2026-Q1: 387.3K shares
$59.32(+76.54%)
2026-03-31
RCUS
ARCUS BIOSCIENCES INC
2.7%1.21M$26.1M
+24.64%(+238.67K)
2025-Q1: 1.22M shares2025-Q2: 599.6K shares2025-Q3: 652.7K shares2025-Q4: 968.6K shares2026-Q1: 1.21M shares
$18.28(+65.92%)
2026-03-31

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