StockDriftsStockDriftsTop 50 Parkman Healthcare Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MBX | MBX BIOSCIENCES INC | 4.54% | 800.2K | $44.2M | +0.02%(+136) | $14.16(+373.77%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.31% | 35.0K | $42.0M | +1.11%(+384) | $876.85(+37.88%) | 2026-06-30 | |
| CVS | CVS HEALTH CORP | 4.16% | 391.8K | $40.5M | +1.16%(+4.49K) | $59.63(+59.30%) | 2026-06-30 | |
| DXCM | DEXCOM INC | 3.7% | 534.8K | $36.0M | -22.48%(-155.06K) | $70.93(+28.98%) | 2026-06-30 | |
| PTCT | PTC THERAPEUTICS INC | 3.65% | 435.7K | $35.5M | +1.00%(+4.33K) | $60.54(+18.89%) | 2026-06-30 | |
| RCUS | ARCUS BIOSCIENCES INC | 2.91% | 919.3K | $28.3M | -23.86%(-288.01K) | $18.28(+57.88%) | 2026-06-30 | |
| GPCR | STRUCTURE THERAPEUTICS INC | 2.68% | 485.7K | $26.1M | +109.25%(+253.57K) | $52.47(+4.24%) | 2026-06-30 | |
| VRDN | VIRIDIAN THERAPEUTICS INC | 2.6% | 1.38M | $25.3M | +146.91%(+819.64K) | $18.57(+18.39%) | 2026-06-30 | |
| AGIO | AGIOS PHARMACEUTICALS INC | 2.55% | 669.0K | $24.8M | +65.80%(+265.52K) | $32.36(+3.43%) | 2026-06-30 | |
| INBX | INHIBRX BIOSCIENCES INC | 2.5% | 256.9K | $24.3M | new | $77.32(+25.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.40% | +13.78% | -1.30% | -6.31% |
| Top 20 Holdings Unweighted | +4.21% | +13.18% | -1.01% | -4.97% |
Parkman Healthcare Partners LLC reports $976.83M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are MBX (4.5%), LLY (4.3%) and CVS (4.2%). The top 20 holdings account for 55.17% of reported assets. Its disclosed equity book has returned +13.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Parkman Healthcare Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1777015). View Parkman Healthcare Partners LLC’s 13F filings on SEC