Parkman Healthcare Partners LLC
CIK: 0001777015SEC EDGAR →
Portfolio Value
$1.0M
Holdings
100
As of
Q4 2025
New Positions
15
Closed Positions
12
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BOSTON SCIENTIFIC CORP | 500,529 | $47K | 4.68% |
| 2 | INSULET CORP | 140,860 | $40K | 3.98% |
| 3 | DEXCOM INC | 587,475 | $38K | 3.78% |
| 4 | STRYKER CORPORATION | 105,472 | $37K | 3.69% |
| 5 | CVS HEALTH CORP | 450,212 | $35K | 3.49% |
| 6 | MCKESSON CORP | 36,355 | $29K | 2.89% |
| 7 | KALVISTA PHARMACEUTICALS INC | 1,768,508 | $28K | 2.79% |
| 8 | KINIKSA PHARMACEUTICALS INTL | 665,208 | $27K | 2.69% |
| 9 | MBX BIOSCIENCES INC | 885,639 | $27K | 2.69% |
| 10 | MASIMO CORP | 200,000 | $26K | 2.59% |
Quarterly Changes
Top Buys
New Positions (20)
$26K · 200K shares
$19K · 1.1M shares
$15K · 42K shares
$15K · 11K shares
$13K · 100K shares
$11K · 145K shares
$10K · 32K shares
$6K · 402K shares
$5K · 276K shares
$5K · 45K shares
$5K · 1.5M shares
$3K · 125K shares
$3K · 200K shares
$3K · 25K shares
$3K · 55K shares
$1K · 100K shares
$1K · 15K shares
$1K · 207K shares
$0 · 852K shares
$0 · 21K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 90 | $880K | 87.6% |
| Unknown | 8 | $112K | 11.2% |
| Technology | 2 | $12K | 1.2% |