Parkman Healthcare Partners LLC Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$271.5M
Holdings
76
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (76 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UTHUNITED THERAPEUTICS CORP DEL | 91,806 | $21.6M | 7.97% | |
| 2 | UNHUNITEDHEALTH GROUP INC | 28,811 | $14.8M | 5.45% | |
| 3 | SGENUSDSEAGEN INC | 76,626 | $13.6M | 4.99% | |
| 4 | DHRDANAHER CORPORATION | 38,466 | $9.8M | 3.59% | |
| 5 | XENEXENON PHARMACEUTICALS INC | 294,559 | $9.0M | 3.30% | |
| 6 | WATWATERS CORP | 26,250 | $8.7M | 3.20% | |
| 7 | IQVIQVIA HLDGS INC | 39,701 | $8.6M | 3.17% | |
| 8 | ELVELEVANCE HEALTH INC | 17,750 | $8.6M | 3.15% | |
| 9 | NBIXNEUROCRINE BIOSCIENCES INC | 85,589 | $8.3M | 3.07% | |
| 10 | IRTCIRHYTHM TECHNOLOGIES INC | 74,001 | $8.0M | 2.94% | |
| 11 | CTLTEURCATALENT INC | 67,618 | $7.3M | 2.67% | |
| 12 | PPHMEURAVID BIOSERVICES INC | 461,226 | $7.0M | 2.59% | |
| 13 | ALTALTIMMUNE INC | 559,755 | $6.5M | 2.41% | |
| 14 | LEGNLEGEND BIOTECH CORP | 117,807 | $6.5M | 2.39% | |
| 15 | ISIIONIS PHARMACEUTICALS INC | 174,300 | $6.5M | 2.38% | |
| 16 | CTIC1USDCTI BIOPHARMA CORP | 1,051,047 | $6.3M | 2.31% | |
| 17 | AVTRAVANTOR INC | 172,269 | $5.4M | 1.97% | |
| 18 | CVSCVS HEALTH CORP | 53,547 | $5.0M | 1.83% | |
| 19 | THCTENET HEALTHCARE CORP | 92,190 | $4.8M | 1.78% | |
| 20 | RCM1USDR1 RCM INC | 230,413 | $4.8M | 1.78% | |
| 21 | CNCEEURCONCERT PHARMACEUTICALS INC | 1,124,072 | $4.7M | 1.74% | |
| 22 | RCUSARCUS BIOSCIENCES INC | 171,214 | $4.3M | 1.60% | |
| 23 | ACRSACLARIS THERAPEUTICS INC | 304,843 | $4.3M | 1.57% | |
| 24 | ATECALPHATEC HLDGS INC | 523,735 | $3.4M | 1.26% | |
| 25 | COOCOOPER COS INC | 10,500 | $3.3M | 1.21% | |
| 26 | SDGRSCHRODINGER INC | 122,225 | $3.2M | 1.19% | |
| 27 | BSFAANI PHARMACEUTICALS INC | 108,559 | $3.2M | 1.19% | |
| 28 | ACLXARCELLX INC | 178,000 | $3.2M | 1.19% | |
| 29 | PRCTPROCEPT BIOROBOTICS CORP | 94,500 | $3.1M | 1.14% | |
| 30 | MASS908 DEVICES INC | 149,315 | $3.1M | 1.13% | |
| 31 | PODDINSULET CORP | 13,889 | $3.0M | 1.11% | |
| 32 | ALNYALNYLAM PHARMACEUTICALS INC | 20,734 | $3.0M | 1.11% | |
| 33 | MNKDMANNKIND CORP | 764,814 | $2.9M | 1.07% | |
| 34 | PFMTUSDPERFORMANT FINL CORP | 1,011,324 | $2.7M | 0.98% | |
| 35 | NTRANATERA INC | 74,047 | $2.6M | 0.97% | |
| 36 | COGTCOGENT BIOSCIENCES INC | 288,750 | $2.6M | 0.96% | |
| 37 | DC4DEXCOM INC | 34,834 | $2.6M | 0.96% | |
| 38 | SUPNSUPERNUS PHARMACEUTICALS INC | 88,658 | $2.6M | 0.94% | |
| 39 | —AKOYA BIOSCIENCES INC | 184,785 | $2.4M | 0.87% | |
| 40 | —APOLLO ENDOSURGERY INC | 650,000 | $2.4M | 0.87% | |
| 41 | IMUXIMMUNIC INC | 650,028 | $2.3M | 0.83% | |
| 42 | CDXSCODEXIS INC | 204,049 | $2.1M | 0.79% | |
| 43 | DAWNDAY ONE BIOPHARMACEUTICALS I | 114,750 | $2.1M | 0.76% | |
| 44 | —IMAGO BIOSCIENCES INC | 147,387 | $2.0M | 0.73% | |
| 45 | KRMDREPRO MED SYS INC | 675,434 | $1.7M | 0.63% | |
| 46 | HAEHAEMONETICS CORP MASS | 25,000 | $1.6M | 0.60% | |
| 47 | RXSTRXSIGHT INC | 115,000 | $1.6M | 0.60% | |
| 48 | AXGNAXOGEN INC | 188,494 | $1.5M | 0.57% | |
| 49 | MDGLMADRIGAL PHARMACEUTICALS INC | 21,336 | $1.5M | 0.56% | |
| 50 | VCYTVERACYTE INC | 73,966 | $1.5M | 0.54% | |
| 51 | LNTHLANTHEUS HLDGS INC | 21,427 | $1.4M | 0.52% | |
| 52 | KROSKEROS THERAPEUTICS INC | 47,788 | $1.3M | 0.49% | |
| 53 | FULCFULCRUM THERAPEUTICS INC | 262,689 | $1.3M | 0.47% | |
| 54 | HBIOHARVARD BIOSCIENCE INC | 351,750 | $1.3M | 0.47% | |
| 55 | LDELANDEC CORP | 121,618 | $1.2M | 0.45% | |
| 56 | KNSAKINIKSA PHARMACEUTICALS LTD | 124,708 | $1.2M | 0.44% | |
| 57 | BCYCBICYCLE THERAPEUTICS PLC | 60,426 | $1.0M | 0.37% | |
| 58 | TKNOALPHA TEKNOVA INC | 119,997 | $1.0M | 0.37% | |
| 59 | STROSUTRO BIOPHARMA INC | 184,518 | $961K | 0.35% | |
| 60 | HCATHEALTH CATALYST INC | 63,104 | $914K | 0.34% | |
| 61 | OPNTEUROPIANT PHARMACEUTICALS INC | 75,632 | $907K | 0.33% | |
| 62 | —PLUS THERAPEUTICS INC | 1,533,075 | $828K | 0.30% | |
| 63 | TELATELA BIO INC | 108,984 | $764K | 0.28% | |
| 64 | —ZYMEWORKS INC | 125,806 | $667K | 0.25% | |
| 65 | TVTXTRAVERE THERAPEUTICS INC | 26,250 | $636K | 0.23% | |
| 66 | MIRMMIRUM PHARMACEUTICALS INC | 32,014 | $623K | 0.23% | |
| 67 | PHATPHATHOM PHARMACEUTICALS INC | 69,135 | $583K | 0.21% | |
| 68 | —FORMA THERAPEUTICS HLDGS INC | 78,603 | $542K | 0.20% | |
| 69 | ALLKGUSDALLAKOS INC | 160,376 | $502K | 0.18% | |
| 70 | LXRXLEXICON PHARMACEUTICALS INC | 250,000 | $465K | 0.17% | |
| 71 | RCKTROCKET PHARMACEUTICALS INC | 26,677 | $367K | 0.14% | |
| 72 | —BIOLINERX LTD | 285,454 | $365K | 0.13% | |
| 73 | SIENUSDSIENTRA INC | 419,176 | $351K | 0.13% | |
| 74 | CLDNEUREIGER BIOPHARMACEUTICALS INC | 52,733 | $332K | 0.12% | |
| 75 | SLNSILENCE THERAPEUTICS PLC | 26,250 | $311K | 0.11% | |
| 76 | SURFUSDSURFACE ONCOLOGY INC | 115,577 | $190K | 0.07% |