Parkman Healthcare Partners LLC Q1 2023 Filing
Filed May 12, 2023
Portfolio Value
$459.8B
Holdings
83
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (83 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UTHUNITED THERAPEUTICS CORP DEL | 108,072 | $24.2B | 5.26% | |
| 2 | NBIXNEUROCRINE BIOSCIENCES INC | 217,838 | $22.0B | 4.80% | |
| 3 | BSXBOSTON SCIENTIFIC CORP | 428,231 | $21.4B | 4.66% | |
| 4 | COOCOOPER COS INC | 52,384 | $19.6B | 4.25% | |
| 5 | LNTHLANTHEUS HLDGS INC | 187,187 | $15.5B | 3.36% | |
| 6 | SGENUSDSEAGEN INC | 73,100 | $14.8B | 3.22% | |
| 7 | HAEHAEMONETICS CORP MASS | 140,740 | $11.6B | 2.53% | |
| 8 | THCTENET HEALTHCARE CORP | 185,832 | $11.0B | 2.40% | |
| 9 | SDGRSCHRODINGER INC | 399,170 | $10.5B | 2.29% | |
| 10 | SWAVUSDSHOCKWAVE MED INC | 46,855 | $10.2B | 2.21% | |
| 11 | ELVELEVANCE HEALTH INC | 21,643 | $10.0B | 2.16% | |
| 12 | XENEXENON PHARMACEUTICALS INC | 277,283 | $9.9B | 2.16% | |
| 13 | BDXBECTON DICKINSON & CO | 39,788 | $9.8B | 2.14% | |
| 14 | VRNAVERONA PHARMA PLC | 487,995 | $9.8B | 2.13% | |
| 15 | LLYLILLY ELI & CO | 27,671 | $9.5B | 2.07% | |
| 16 | SILKSILK RD MED INC | 239,864 | $9.4B | 2.04% | |
| 17 | DC4DEXCOM INC | 78,927 | $9.2B | 1.99% | |
| 18 | PODDINSULET CORP | 28,744 | $9.2B | 1.99% | |
| 19 | IQVIQVIA HLDGS INC | 45,643 | $9.1B | 1.97% | |
| 20 | HUMHUMANA INC | 17,837 | $8.7B | 1.88% | |
| 21 | PPHMEURAVID BIOSERVICES INC | 453,952 | $8.5B | 1.85% | |
| 22 | ZBHZIMMER BIOMET HOLDINGS INC | 65,000 | $8.4B | 1.83% | |
| 23 | KROSKEROS THERAPEUTICS INC | 179,290 | $7.7B | 1.67% | |
| 24 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 491,772 | $7.6B | 1.65% | |
| 25 | CTIC1USDCTI BIOPHARMA CORP | 1,753,630 | $7.4B | 1.60% | |
| 26 | KRTXKARUNA THERAPEUTICS INC | 39,307 | $7.1B | 1.55% | |
| 27 | RXSTRXSIGHT INC | 427,793 | $7.1B | 1.55% | |
| 28 | PCVXVAXCYTE INC | 186,097 | $7.0B | 1.52% | |
| 29 | NTRANATERA INC | 125,043 | $6.9B | 1.51% | |
| 30 | MDGLMADRIGAL PHARMACEUTICALS INC | 25,840 | $6.3B | 1.36% | |
| 31 | EVHEVOLENT HEALTH INC | 186,923 | $6.1B | 1.32% | |
| 32 | MNKDMANNKIND CORP | 1,474,098 | $6.0B | 1.31% | |
| 33 | ISIIONIS PHARMACEUTICALS INC | 151,161 | $5.4B | 1.17% | |
| 34 | DAWNDAY ONE BIOPHARMACEUTICALS I | 400,220 | $5.4B | 1.16% | |
| 35 | PFMTUSDPERFORMANT FINL CORP | 1,553,875 | $5.3B | 1.15% | |
| 36 | STROSUTRO BIOPHARMA INC | 1,100,038 | $5.1B | 1.11% | |
| 37 | BIIBBIOGEN INC | 17,920 | $5.0B | 1.08% | |
| 38 | SUPNSUPERNUS PHARMACEUTICALS INC | 131,878 | $4.8B | 1.04% | |
| 39 | ACLXARCELLX INC | 147,646 | $4.5B | 0.99% | |
| 40 | TGTXTG THERAPEUTICS INC | 275,641 | $4.1B | 0.90% | |
| 41 | BSFAANI PHARMACEUTICALS INC | 100,000 | $4.0B | 0.86% | |
| 42 | DHRDANAHER CORPORATION | 15,216 | $3.8B | 0.83% | |
| 43 | ETNBGBP89BIO INC | 246,956 | $3.8B | 0.82% | |
| 44 | WATWATERS CORP | 11,867 | $3.7B | 0.80% | |
| 45 | KRMDKORU MEDICAL SYSTEMS INC | 851,375 | $3.6B | 0.78% | |
| 46 | TVTXTRAVERE THERAPEUTICS INC | 141,887 | $3.2B | 0.69% | |
| 47 | BCYCBICYCLE THERAPEUTICS PLC | 147,799 | $3.1B | 0.68% | |
| 48 | ESPRESPERION THERAPEUTICS INC NE | 1,878,857 | $3.0B | 0.65% | |
| 49 | IMVTIMMUNOVANT INC | 186,045 | $2.9B | 0.63% | |
| 50 | KNSAKINIKSA PHARMACEUTICALS LTD | 250,257 | $2.7B | 0.59% | |
| 51 | VCYTVERACYTE INC | 118,622 | $2.6B | 0.58% | |
| 52 | ASNSUSDX4 PHARMACEUTICALS INC | 2,797,147 | $2.4B | 0.53% | |
| 53 | OPHTEURIVERIC BIO INC | 97,082 | $2.4B | 0.51% | |
| 54 | LEGNLEGEND BIOTECH CORP | 47,608 | $2.3B | 0.50% | |
| 55 | LQDALIQUIDIA CORPORATION | 326,965 | $2.3B | 0.49% | |
| 56 | AXGNAXOGEN INC | 223,783 | $2.1B | 0.46% | |
| 57 | COGTCOGENT BIOSCIENCES INC | 181,896 | $2.0B | 0.43% | |
| 58 | PRCTPROCEPT BIOROBOTICS CORP | 67,252 | $1.9B | 0.42% | |
| 59 | RCUSARCUS BIOSCIENCES INC | 102,987 | $1.9B | 0.41% | |
| 60 | CGEMCULLINAN ONCOLOGY INC | 169,886 | $1.7B | 0.38% | |
| 61 | MRNS*MARINUS PHARMACEUTICALS INC | 250,000 | $1.7B | 0.38% | |
| 62 | ESTAESTABLISHMENT LABS HLDGS INC | 25,000 | $1.7B | 0.37% | |
| 63 | APLSAPELLIS PHARMACEUTICALS INC | 25,000 | $1.6B | 0.36% | |
| 64 | —AKOYA BIOSCIENCES INC | 201,385 | $1.6B | 0.36% | |
| 65 | LXRXLEXICON PHARMACEUTICALS INC | 675,328 | $1.6B | 0.36% | |
| 66 | NAMSNEWAMSTERDAM PHARMA COMPANY | 115,000 | $1.5B | 0.33% | |
| 67 | MIRMMIRUM PHARMACEUTICALS INC | 62,118 | $1.5B | 0.32% | |
| 68 | TELATELA BIO INC | 137,372 | $1.5B | 0.32% | |
| 69 | GRTXGALERA THERAPEUTICS INC | 525,000 | $1.3B | 0.29% | |
| 70 | ACRSACLARIS THERAPEUTICS INC | 166,020 | $1.3B | 0.29% | |
| 71 | SG7SAGE THERAPEUTICS INC | 25,321 | $1.1B | 0.23% | |
| 72 | SLNSILENCE THERAPEUTICS PLC | 158,774 | $984.4M | 0.21% | |
| 73 | TERNTERNS PHARMACEUTICALS INC | 75,000 | $888.0M | 0.19% | |
| 74 | —CIDARA THERAPEUTICS INC | 600,000 | $762.0M | 0.17% | |
| 75 | INZYINOZYME PHARMA INC | 125,000 | $716.3M | 0.16% | |
| 76 | IMUXIMMUNIC INC | 459,770 | $685.1M | 0.15% | |
| 77 | WHWKAADI BIOSCIENCE INC | 75,961 | $550.0M | 0.12% | |
| 78 | AFIBACUTUS MED INC | 653,721 | $492.9M | 0.11% | |
| 79 | TKNOALPHA TEKNOVA INC | 151,255 | $447.7M | 0.10% | |
| 80 | 2JQGRITSTONE BIO INC | 151,921 | $422.3M | 0.09% | |
| 81 | EWTXEDGEWISE THERAPEUTICS INC | 62,283 | $415.4M | 0.09% | |
| 82 | YB4PSAVARA INC | 177,243 | $345.6M | 0.08% | |
| 83 | MLYSMINERALYS THERAPEUTICS INC | 10,000 | $156.6M | 0.03% |