Parkman Healthcare Partners LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$815.0B
Holdings
99
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (99 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | THCTENET HEALTHCARE CORP | 283,853 | $29.8B | 3.66% | |
| 2 | UTHUNITED THERAPEUTICS CORP DEL | 128,199 | $29.4B | 3.61% | |
| 3 | BSXBOSTON SCIENTIFIC CORP | 425,473 | $29.1B | 3.58% | |
| 4 | COOCOOPER COS INC | 285,399 | $29.0B | 3.55% | |
| 5 | SDGRSCHRODINGER INC | 1,000,014 | $27.0B | 3.31% | |
| 6 | LLYELI LILLY & CO | 32,117 | $25.0B | 3.07% | |
| 7 | DC4DEXCOM INC | 171,665 | $23.8B | 2.92% | |
| 8 | ABGCENCORA INC | 97,905 | $23.8B | 2.92% | |
| 9 | RXSTRXSIGHT INC | 412,432 | $21.3B | 2.61% | |
| 10 | SNDXSYNDAX PHARMACEUTICALS INC | 784,811 | $18.7B | 2.29% | |
| 11 | NBIXNEUROCRINE BIOSCIENCES INC | 131,951 | $18.2B | 2.23% | |
| 12 | INSPINSPIRE MED SYS INC | 81,183 | $17.4B | 2.14% | |
| 13 | FTREFORTREA HLDGS INC | 427,804 | $17.2B | 2.11% | |
| 14 | PODDINSULET CORP | 90,949 | $15.6B | 1.91% | |
| 15 | SILKSILK RD MED INC | 848,897 | $15.6B | 1.91% | |
| 16 | —LONGBOARD PHARMACEUTICALS IN | 693,144 | $15.0B | 1.84% | |
| 17 | ABTABBOTT LABS | 121,689 | $13.8B | 1.70% | |
| 18 | QGENQIAGEN NV | 313,954 | $13.5B | 1.66% | |
| 19 | BCYCBICYCLE THERAPEUTICS PLC | 524,253 | $13.1B | 1.60% | |
| 20 | KNSAKINIKSA PHARMACEUTICALS LTD | 646,163 | $12.7B | 1.56% | |
| 21 | APLTAPPLIED THERAPEUTICS INC | 1,854,763 | $12.6B | 1.55% | |
| 22 | OSCROSCAR HEALTH INC | 831,283 | $12.4B | 1.52% | |
| 23 | EWTXEDGEWISE THERAPEUTICS INC | 653,653 | $11.9B | 1.46% | |
| 24 | KROSKEROS THERAPEUTICS INC | 178,335 | $11.8B | 1.45% | |
| 25 | HCAHCA HEALTHCARE INC | 35,283 | $11.8B | 1.44% | |
| 26 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 729,230 | $11.5B | 1.41% | |
| 27 | DAWNDAY ONE BIOPHARMACEUTICALS I | 691,812 | $11.4B | 1.40% | |
| 28 | BDXBECTON DICKINSON & CO | 45,597 | $11.3B | 1.38% | |
| 29 | MNKDMANNKIND CORP | 2,405,936 | $10.9B | 1.34% | |
| 30 | ACLXARCELLX INC | 156,598 | $10.9B | 1.34% | |
| 31 | PCVXVAXCYTE INC | 149,956 | $10.2B | 1.26% | |
| 32 | STROSUTRO BIOPHARMA INC | 1,790,051 | $10.1B | 1.24% | |
| 33 | XENEXENON PHARMACEUTICALS INC | 223,942 | $9.6B | 1.18% | |
| 34 | TMOTHERMO FISHER SCIENTIFIC INC | 15,572 | $9.1B | 1.11% | |
| 35 | VRNAVERONA PHARMA PLC | 529,520 | $8.5B | 1.05% | |
| 36 | CSTLCASTLE BIOSCIENCES INC | 367,408 | $8.1B | 1.00% | |
| 37 | LIVNLIVANOVA PLC | 145,000 | $8.1B | 1.00% | |
| 38 | ELVELEVANCE HEALTH INC | 15,164 | $7.9B | 0.96% | |
| 39 | HAEHAEMONETICS CORP MASS | 90,962 | $7.8B | 0.95% | |
| 40 | TVTXTRAVERE THERAPEUTICS INC | 968,420 | $7.5B | 0.92% | |
| 41 | IRWDIRONWOOD PHARMACEUTICALS INC | 850,000 | $7.4B | 0.91% | |
| 42 | IRONDISC MEDICINE INC | 107,593 | $6.7B | 0.82% | |
| 43 | VTYXVENTYX BIOSCIENCES INC | 1,208,099 | $6.6B | 0.82% | |
| 44 | AVDLAVADEL PHARMACEUTICALS PLC | 387,770 | $6.5B | 0.80% | |
| 45 | TEVATEVA PHARMACEUTICAL INDS LTD | 453,590 | $6.4B | 0.79% | |
| 46 | ISIIONIS PHARMACEUTICALS INC | 141,499 | $6.1B | 0.75% | |
| 47 | CVRXCVRX INC | 332,090 | $6.0B | 0.74% | |
| 48 | NARIUSDINARI MED INC | 125,338 | $6.0B | 0.74% | |
| 49 | VCYTVERACYTE INC | 254,092 | $5.6B | 0.69% | |
| 50 | SLNSILENCE THERAPEUTICS PLC | 244,471 | $5.3B | 0.65% | |
| 51 | ARVNARVINAS INC | 124,979 | $5.2B | 0.63% | |
| 52 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 101,071 | $5.1B | 0.62% | |
| 53 | RCUSARCUS BIOSCIENCES INC | 259,920 | $4.9B | 0.60% | |
| 54 | PFMTUSDPERFORMANT FINL CORP | 1,659,100 | $4.9B | 0.60% | |
| 55 | ITCIEURINTRA-CELLULAR THERAPIES INC | 69,892 | $4.8B | 0.59% | |
| 56 | CRLCHARLES RIV LABS INTL INC | 17,697 | $4.8B | 0.59% | |
| 57 | NAMSNEWAMSTERDAM PHARMA COMPANY | 200,311 | $4.7B | 0.58% | |
| 58 | CRNXCRINETICS PHARMACEUTICALS IN | 101,119 | $4.7B | 0.58% | |
| 59 | ATECALPHATEC HLDGS INC | 336,688 | $4.6B | 0.57% | |
| 60 | FLBSTANDARD BIOTOOLS INC | 1,670,401 | $4.5B | 0.56% | |
| 61 | CNCCENTENE CORP DEL | 55,794 | $4.4B | 0.54% | |
| 62 | AUGXAUGMEDIX INC | 1,066,109 | $4.4B | 0.54% | |
| 63 | —AKOYA BIOSCIENCES INC | 917,442 | $4.3B | 0.53% | |
| 64 | QTRXQUANTERIX CORP | 176,112 | $4.1B | 0.51% | |
| 65 | LYRALYRA THERAPEUTICS INC | 642,245 | $4.0B | 0.49% | |
| 66 | NRIXNURIX THERAPEUTICS INC | 250,000 | $3.7B | 0.45% | |
| 67 | MRUSMERUS N V | 80,123 | $3.6B | 0.44% | |
| 68 | NUVLNUVALENT INC | 47,808 | $3.6B | 0.44% | |
| 69 | DVAXDYNAVAX TECHNOLOGIES CORP | 266,510 | $3.3B | 0.41% | |
| 70 | ELANELANCO ANIMAL HEALTH INC | 201,181 | $3.3B | 0.40% | |
| 71 | ESPRESPERION THERAPEUTICS INC NE | 1,142,897 | $3.1B | 0.38% | |
| 72 | CGEMCULLINAN ONCOLOGY INC | 178,396 | $3.0B | 0.37% | |
| 73 | IDYAIDEAYA BIOSCIENCES INC | 66,332 | $2.9B | 0.36% | |
| 74 | URGNUROGEN PHARMA LTD | 184,184 | $2.8B | 0.34% | |
| 75 | NKTXNKARTA INC | 252,028 | $2.7B | 0.33% | |
| 76 | AM6AMICUS THERAPEUTICS INC | 226,723 | $2.7B | 0.33% | |
| 77 | IM8NINSMED INC | 93,032 | $2.5B | 0.31% | |
| 78 | SIBNSI-BONE INC | 152,781 | $2.5B | 0.31% | |
| 79 | ANNXANNEXON INC | 346,687 | $2.5B | 0.30% | |
| 80 | VKTXVIKING THERAPEUTICS INC | 30,298 | $2.5B | 0.30% | |
| 81 | TGTXTG THERAPEUTICS INC | 155,039 | $2.4B | 0.29% | |
| 82 | ABOSACUMEN PHARMACEUTICALS INC | 576,657 | $2.3B | 0.29% | |
| 83 | VYNEVYNE THERAPEUTICS INC | 696,470 | $2.1B | 0.26% | |
| 84 | EPIEURESSA PHARMA INC | 251,695 | $2.1B | 0.26% | |
| 85 | ETNBGBP89BIO INC | 179,899 | $2.1B | 0.26% | |
| 86 | —REVIVA PHARMACEUTCLS HLDGS I | 503,854 | $1.9B | 0.23% | |
| 87 | PPHMEURAVID BIOSERVICES INC | 270,136 | $1.8B | 0.22% | |
| 88 | INZYINOZYME PHARMA INC | 222,943 | $1.7B | 0.21% | |
| 89 | ARDXARDELYX INC | 200,000 | $1.5B | 0.18% | |
| 90 | CYTKCYTOKINETICS INC | 20,160 | $1.4B | 0.17% | |
| 91 | ASNSUSDX4 PHARMACEUTICALS INC | 805,359 | $1.1B | 0.14% | |
| 92 | SOPHSOPHIA GENETICS SA | 209,896 | $1.0B | 0.13% | |
| 93 | BFLYBUTTERFLY NETWORK INC | 750,000 | $810.0M | 0.10% | |
| 94 | TKNOALPHA TEKNOVA INC | 296,202 | $784.9M | 0.10% | |
| 95 | NVCRNOVOCURE LTD | 50,000 | $781.5M | 0.10% | |
| 96 | ETONETON PHARMACEUTICALS INC | 199,168 | $746.9M | 0.09% | |
| 97 | TELATELA BIO INC | 97,668 | $553.8M | 0.07% | |
| 98 | THRDTHIRD HARMONIC BIO INC | 40,000 | $377.6M | 0.05% | |
| 99 | XERSXERIS BIOPHARMA HOLDINGS INC | 100,676 | $222.5M | 0.03% |