Q2 2026 13F · SEC CIK 1777015

Parkman Healthcare Partners LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $973.7M
Reported positions: 76
Top holdings a year, 3 yrs: +13.4%
Assets under management: $1.7B

Parkman Healthcare Partners LLC is a hedge fund that reported 76 positions worth $973.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Mbx Biosciences Inc (MBX, 4.5%), Lilly Eli & Co (LLY, 4.3%), Cvs Caremark Corporation (CVS, 4.2%). A portfolio copying its top holdings returned 13.4% a year over the last 3 years, against 20.4% for the S&P 500.

Parkman Healthcare Partners LLC holdings largest 50 of 76 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Parkman Healthcare Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MBXMbx Biosciences Inc	4.5%	2.5%	800,173	+0.0%	$44.2M
LLYLilly Eli & Co	4.3%	3.3%	35,000	+1.1%	$42.0M
CVSCvs Caremark Corporation	4.2%	2.9%	391,791	+1.2%	$40.5M
DXCMDexcom Inc	3.7%	4.5%	534,767	-22.5%	$36.0M
PTCTPtc Therapeutics Inc	3.6%	3.0%	435,691	+1.0%	$35.5M
RCUSArcus Biosciences Inc.	2.9%	2.7%	919,266	-23.9%	$28.3M
GPCRStructure Therapeutics Inc	2.7%	1.2%	485,661	+109.3%	$26.1M
VRDNViridian Therapeutics Inc	2.6%	1.1%	1,377,576	+146.9%	$25.3M
AGIOAgios Pharmaceuticals Inc	2.5%	1.4%	669,046	+65.8%	$24.8M
INBXInhibrx Biosciences Inc	2.5%	—	256,950	—	$24.3M
XENEXenon Pharmaceuticals Inc	2.5%	3.0%	397,379	-20.1%	$24.0M
EWTXEdgewise Therapeutics Inc	2.4%	1.1%	577,036	+78.7%	$23.4M
UNHUnitedhealth Group Inc Com	2.4%	—	55,921	—	$23.2M
SYKStryker Corporation	2.2%	5.3%	67,973	-56.1%	$21.4M
IQVIqvia Holdings Inc	2.1%	1.5%	105,811	+22.0%	$20.4M
ZBHZimmer Hldgs Inc	2.1%	2.5%	232,557	-13.7%	$20.0M
PODDInsulet Corp	2.1%	3.4%	131,378	-16.1%	$20.0M
ASMBAssembly Biosciences Inc.	2.0%	1.2%	721,181	+75.4%	$19.8M
SNDXSyndax Pharmaceuticals Inc	2.0%	2.2%	877,256	-2.7%	$19.2M
EYPTEyepoint Pharmaceuticals Inc	1.9%	1.8%	1,288,163	-4.9%	$18.4M
THCTenet Healthcare Corp	1.9%	1.0%	97,280	+94.1%	$18.2M
LIVNLivanova PLC	1.8%	2.7%	210,529	-47.9%	$17.3M
ANIPAni Pharmaceuticals Inc	1.7%	2.2%	202,907	-27.7%	$16.8M
BCRXBiocryst Pharmaceuticals Inc	1.7%	1.7%	1,624,279	-4.9%	$16.2M
ALNYAlnylam Pharmaceuticals Inc	1.6%	0.9%	50,672	+88.3%	$15.3M
INDVIndivior Pharmaceuticals, Inc.	1.5%	—	364,269	—	$14.9M
NVSTEnvista Holdings Corporation	1.5%	1.9%	553,916	-22.2%	$14.6M
10919W405Bright Minds Biosciences Inc	1.5%	—	205,053	—	$14.4M
XERSXeris Biopharma Holdings Inc	1.5%	1.0%	1,807,621	+5.0%	$14.3M
AVTXAvalo Therapeutics Inc	1.5%	—	766,290	—	$14.2M
FDMT4d Molecular Therapeutics in	1.3%	—	948,184	—	$12.6M
IMNMImmunome Inc	1.3%	0.9%	594,202	+47.3%	$12.6M
STOKStoke Therapeutics Inc	1.2%	1.1%	355,443	+5.6%	$11.6M
WATWaters Corp.	1.2%	0.8%	30,206	+14.2%	$11.3M
ANROAlto Neuroscience Inc	1.2%	—	429,035	—	$11.3M
ORKAOruka Therapeutics Inc	1.1%	—	113,188	—	$10.8M
ADPTAdaptive Biotechnologies Corp	1.1%	0.8%	486,984	-11.7%	$10.4M
ABSIAbsci Corporation	1.1%	—	894,374	—	$10.4M
MLYSMineralys Therapeutics Inc	1.1%	1.1%	380,354	+0.1%	$10.3M
COGTCogent Biosciences Inc	1.0%	—	253,365	—	$9.8M
QUREUniqure NV	1.0%	—	208,170	—	$9.6M
TARSTarsus Pharmaceuticals Inc	1.0%	—	150,000	—	$9.4M
AMRXAmneal	1.0%	—	541,190	—	$9.4M
IRTCIrhythm Holdings Inc	0.8%	—	67,267	—	$8.0M
CYRXCryoport Inc	0.8%	—	508,324	—	$8.0M
BSXBoston Scientific Corp	0.8%	2.9%	180,481	-59.8%	$7.7M
CLYMClimb Bio Inc	0.8%	—	563,484	—	$7.3M
AMLXAmylyx Pharmaceuticals Inc	0.7%	0.9%	398,782	-35.8%	$7.2M
UPBUpstream Bio Inc	0.7%	0.7%	935,247	+18.9%	$6.5M
RMDResmed Inc	0.7%	—	32,983	—	$6.4M

What Parkman Healthcare Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +3.7% /yr; S&P 500 +20.1%
3 years: +13.4% /yr; S&P 500 +20.4%
5 years: +5.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$973.7M	76
Q1 2026	$964.6M	89
Q4 2025	$1.1B	100
Q3 2025	$910.7M	90
Q2 2025	$864.4M	87
Q1 2025	$843.1M	91
Q4 2024	$750.9M	89
Q3 2024	$783.4M	93
Q2 2024	$734.2M	89
Q1 2024	$815.0M	99
Q4 2023	$706.8M	88
Q3 2023	$545.8M	102

Questions about Parkman Healthcare Partners LLC's portfolio

What stocks does Parkman Healthcare Partners LLC own?

Parkman Healthcare Partners LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 76 positions worth $973.7M. The largest are Mbx Biosciences Inc (MBX) at 4.5%, Lilly Eli & Co (LLY) at 4.3%, Cvs Caremark Corporation (CVS) at 4.2%, Dexcom Inc (DXCM) at 3.7% and Ptc Therapeutics Inc (PTCT) at 3.6%.

What did Parkman Healthcare Partners LLC buy last quarter?

In Q2 2026, Parkman Healthcare Partners LLC added Viridian Therapeutics Inc (VRDN) (+146.9% shares), Structure Therapeutics Inc (GPCR) (+109.3% shares) and Tenet Healthcare Corp (THC) (+94.1% shares), compared with its Q1 2026 filing.

What did Parkman Healthcare Partners LLC sell last quarter?

In Q2 2026, Parkman Healthcare Partners LLC cut from its top 50 Kalvista Pharmaceuticals Inc (KALV), cut from its top 50 Qiagen NV (QGEN), cut from its top 50 Abbvie Inc (ABBV), cut from its top 50 Illumina Inc (ILMN), cut from its top 50 Edwards Lifesciences Corp (EW), Boston Scientific Corp (BSX) (-59.8% shares), Stryker Corporation (SYK) (-56.1% shares) and Livanova PLC (LIVN) (-47.9% shares), compared with its Q1 2026 filing.

How has Parkman Healthcare Partners LLC's portfolio performed?

A portfolio copying Parkman Healthcare Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +3.7% against +20.1%. Over 5 years: +5.9% a year against +11.6%.

When is Parkman Healthcare Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Parkman Healthcare Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Parkman Healthcare Partners LLC manage?

Parkman Healthcare Partners LLC reported $1.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $973.7M.