Parkman Healthcare Partners LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$215.8M
Holdings
66
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRKMERCK & CO. INC | 215,826 | $16.6M | 7.70% | |
| 2 | NBIXNEUROCRINE BIOSCIENCES INC | 128,526 | $11.1M | 5.16% | |
| 3 | —GW PHARMACEUTICALS PLC | 122,778 | $10.8M | 4.98% | |
| 4 | VRTXVERTEX PHARMACEUTICALS INC | 42,842 | $10.2M | 4.72% | |
| 5 | UNHUNITEDHEALTH GROUP INC | 35,000 | $8.7M | 4.04% | |
| 6 | DC4DEXCOM INC | 32,033 | $8.6M | 4.00% | |
| 7 | HZNPHORIZON THERAPEUTICS PUB LTD | 246,906 | $7.3M | 3.39% | |
| 8 | XENEXENON PHARMACEUTICALS INC | 590,267 | $6.7M | 3.10% | |
| 9 | AXNX*AXONICS MODULATION TECHNOLOG | 241,909 | $6.1M | 2.85% | |
| 10 | —DICERNA PHARMACEUTICALS INC | 300,805 | $5.5M | 2.56% | |
| 11 | ICADUSDICAD INC | 725,590 | $5.3M | 2.47% | |
| 12 | —MOMENTA PHARMACEUTICALS INC | 175,453 | $4.8M | 2.21% | |
| 13 | —AVROBIO INC | 295,593 | $4.6M | 2.13% | |
| 14 | —MOLECULAR TEMPLATES INC | 342,875 | $4.6M | 2.11% | |
| 15 | ISRGINTUITIVE SURGICAL INC | 9,070 | $4.5M | 2.08% | |
| 16 | KRMDREPRO MED SYS INC | 571,985 | $4.3M | 1.99% | |
| 17 | SILKSILK RD MED INC | 135,000 | $4.3M | 1.97% | |
| 18 | KPTIEURKARYOPHARM THERAPEUTICS INC | 215,802 | $4.1M | 1.92% | |
| 19 | SGENEURSEATTLE GENETICS INC | 35,110 | $4.1M | 1.88% | |
| 20 | —EIDOS THERAPEUTICS INC | 81,085 | $4.0M | 1.84% | |
| 21 | ALNYALNYLAM PHARMACEUTICALS INC | 36,363 | $4.0M | 1.83% | |
| 22 | —TURNING POINT THERAPEUTICS I | 80,318 | $3.6M | 1.66% | |
| 23 | SDGRSCHRODINGER INC | 80,071 | $3.5M | 1.60% | |
| 24 | XLRNACCELERON PHARMA INC | 37,500 | $3.4M | 1.56% | |
| 25 | IQVIQVIA HLDGS INC | 30,000 | $3.2M | 1.50% | |
| 26 | —ITAMAR MED LTD | 265,650 | $3.1M | 1.45% | |
| 27 | KODKODIAK SCIENCES INC | 65,218 | $3.1M | 1.44% | |
| 28 | VCELVERICEL CORP | 330,296 | $3.0M | 1.40% | |
| 29 | NTRANATERA INC | 85,133 | $2.5M | 1.18% | |
| 30 | NUANEURNUANCE COMMUNICATIONS INC | 150,056 | $2.5M | 1.17% | |
| 31 | IRMDIRADIMED CORP | 113,855 | $2.4M | 1.13% | |
| 32 | MRNAMODERNA INC | 75,000 | $2.2M | 1.04% | |
| 33 | BBIOBRIDGEBIO PHARMA INC | 75,215 | $2.2M | 1.01% | |
| 34 | SG7SAGE THERAPEUTICS INC | 75,000 | $2.2M | 1.00% | |
| 35 | SPNEUSDSEASPINE HLDGS CORP | 245,785 | $2.0M | 0.93% | |
| 36 | MDGLMADRIGAL PHARMACEUTICALS INC | 30,000 | $2.0M | 0.93% | |
| 37 | BCRXBIOCRYST PHARMACEUTICALS INC | 995,608 | $2.0M | 0.92% | |
| 38 | KALAKALA PHARMACEUTICALS INC | 225,000 | $2.0M | 0.92% | |
| 39 | RJR1STEREOTAXIS INC | 653,693 | $2.0M | 0.91% | |
| 40 | —INTERSECT ENT INC | 165,923 | $2.0M | 0.91% | |
| 41 | AUPHAURINIA PHARMACEUTICALS INC | 120,288 | $1.7M | 0.81% | |
| 42 | TREURTRILLIUM THERAPEUTICS INC | 425,000 | $1.7M | 0.80% | |
| 43 | MGTXMEIRAGTX HOLDINGS PLC | 125,000 | $1.7M | 0.78% | |
| 44 | ACRSACLARIS THERAPEUTICS INC | 1,537,357 | $1.6M | 0.74% | |
| 45 | NEPHNEPHROS INC | 251,366 | $1.6M | 0.73% | |
| 46 | HAEHAEMONETICS CORP | 15,147 | $1.5M | 0.70% | |
| 47 | INFUINFUSYSTEM HLDGS INC | 170,483 | $1.4M | 0.67% | |
| 48 | —MISONIX INC | 150,000 | $1.4M | 0.65% | |
| 49 | ATECALPHATEC HLDGS INC | 376,599 | $1.3M | 0.60% | |
| 50 | INSPINSPIRE MED SYS INC | 20,000 | $1.2M | 0.56% | |
| 51 | PIRSPIERIS PHARMACEUTICALS INC | 498,843 | $1.1M | 0.53% | |
| 52 | —MENLO THERAPEUTICS INC | 406,383 | $1.1M | 0.50% | |
| 53 | APREAPREA THERAPEUTICS INC | 30,036 | $1.0M | 0.48% | |
| 54 | GYRECATALYST BIOSCIENCES INC | 215,237 | $941K | 0.44% | |
| 55 | MNKDMANNKIND CORP | 901,117 | $928K | 0.43% | |
| 56 | HALOHALOZYME THERAPEUTICS INC | 50,466 | $908K | 0.42% | |
| 57 | —GENMARK DIAGNOSTICS INC | 200,000 | $824K | 0.38% | |
| 58 | MBIOUSDMUSTANG BIO INC | 303,376 | $813K | 0.38% | |
| 59 | —R1 RCM INC | 86,492 | $786K | 0.36% | |
| 60 | RETAEURREATA PHARMACEUTICALS INC | 5,027 | $726K | 0.34% | |
| 61 | —CATABASIS PHARMACEUTICALS IN | 155,473 | $645K | 0.30% | |
| 62 | IMVTIMMUNOVANT INC | 40,125 | $625K | 0.29% | |
| 63 | FLBFLUIDIGM CORP DEL | 225,391 | $572K | 0.27% | |
| 64 | AMRNAMARIN CORP PLC | 76,115 | $304K | 0.14% | |
| 65 | APYXAPYX MED CORP | 35,497 | $127K | 0.06% | |
| 66 | CLPTCLEARPOINT NEURO INC | 25,078 | $90K | 0.04% |