Parkman Healthcare Partners LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$1.1B

Holdings

100

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (100 positions)

#StockSharesValue% PortfolioType
1
BSXBOSTON SCIENTIFIC CORP
500,529$47.7M4.54%
2
PODDINSULET CORP
140,860$40.0M3.81%
3
DC4DEXCOM INC
587,475$39.0M3.71%
4
SYKSTRYKER CORPORATION
105,472$37.1M3.53%
5
CVSCVS HEALTH CORP
450,212$35.7M3.40%
6
MCKMCKESSON CORP
36,355$29.8M2.84%
7
KALVKALVISTA PHARMACEUTICALS INC
1,768,508$28.6M2.72%
8
MBXMBX BIOSCIENCES INC
885,639$27.9M2.66%
9
KNSAKINIKSA PHARMACEUTICALS INTL
665,208$27.4M2.61%
10
3M4MASIMO CORP
200,000$26.0M2.48%
11
LIVNLIVANOVA PLC
410,912$25.3M2.41%
12
TERNTERNS PHARMACEUTICALS INC
620,877$25.1M2.39%
13
VRDNVIRIDIAN THERAPEUTICS INC
788,076$24.5M2.33%
14
RCUSARCUS BIOSCIENCES INC
968,602$23.1M2.20%
15
UPBUPSTREAM BIO INC
834,559$22.7M2.16%
16
QGENQIAGEN NV
494,351$22.2M2.12%
17
AM6AMICUS THERAPEUTICS INC
1,487,283$21.2M2.02%
18
EYPTEYEPOINT INC
1,088,033$19.9M1.89%
19
ALNYALNYLAM PHARMACEUTICALS INC
47,703$19.0M1.81%
20
NBIXNEUROCRINE BIOSCIENCES INC
114,712$16.3M1.55%
21
WATWATERS CORP
41,899$15.9M1.51%
22
MTDMETTLER TOLEDO INTERNATIONAL
10,988$15.3M1.46%
23
MLYSMINERALYS THERAPEUTICS INC
410,249$14.9M1.42%
24
STOKSTOKE THERAPEUTICS INC
430,155$13.7M1.30%
25
AG8AGILENT TECHNOLOGIES INC
100,000$13.6M1.30%
26
ZBHZIMMER BIOMET HOLDINGS INC
151,049$13.6M1.29%
27
DHRDANAHER CORPORATION
58,889$13.5M1.28%
28
XERSXERIS BIOPHARMA HOLDINGS INC
1,691,585$13.3M1.26%
29
EWEDWARDS LIFESCIENCES CORP
150,985$12.9M1.23%
30
PTCTPTC THERAPEUTICS INC
160,179$12.2M1.16%
31
WAYWAYSTAR HLDG CORP
369,023$12.1M1.15%
32
SNDXSYNDAX PHARMACEUTICALS INC
574,023$12.1M1.15%
33
THCTENET HEALTHCARE CORP
60,514$12.0M1.14%
34
NUVLNUVALENT INC
118,712$11.9M1.14%
35
BSFAANI PHARMACEUTICALS INC
145,000$11.4M1.09%
36
EWTXEDGEWISE THERAPEUTICS INC
427,690$10.6M1.01%
37
UNHUNITEDHEALTH GROUP INC
31,875$10.5M1.00%
38
COOCOOPER COS INC
125,335$10.3M0.98%
39
AORTARTIVION INC
218,669$10.0M0.95%
40
APGEAPOGEE THERAPEUTICS INC
130,069$9.8M0.93%
41
MAZEMAZE THERAPEUTICS INC
209,266$8.7M0.83%
42
ASMBASSEMBLY BIOSCIENCES INC
249,357$8.5M0.81%
43
ACLXARCELLX INC
128,111$8.4M0.80%
44
AXGNAXOGEN INC
250,318$8.2M0.78%
45
IQVIQVIA HLDGS INC
35,230$7.9M0.76%
46
SIBNSI-BONE INC
374,382$7.4M0.70%
47
DOCSDOXIMITY INC
162,276$7.2M0.68%
48
BCRXBIOCRYST PHARMACEUTICALS INC
900,057$7.0M0.67%
49
XENEXENON PHARMACEUTICALS INC
154,184$6.9M0.66%
50
OPRXOPTIMIZERX CORP
538,649$6.6M0.63%
51
ADPTADAPTIVE BIOTECHNOLOGIES COR
401,730$6.5M0.62%
52
BIIBBIOGEN INC
35,425$6.2M0.59%
53
QUREUNIQURE NV
257,382$6.2M0.59%
54
DAWNDAY ONE BIOPHARMACEUTICALS I
645,544$6.0M0.57%
55
IMNMIMMUNOME INC
277,812$6.0M0.57%
56
CSTLCASTLE BIOSCIENCES INC
150,558$5.9M0.56%
57
ATECALPHATEC HLDGS INC
277,181$5.8M0.56%
58
TMDXTRANSMEDICS GROUP INC
45,174$5.5M0.52%
59
SDGRSCHRODINGER INC
298,939$5.3M0.51%
60
QDELQUIDELORTHO CORP
184,491$5.3M0.50%
61
CDNACAREDX INC
276,154$5.2M0.50%
62
WGSGENEDX HOLDINGS CORP
39,272$5.1M0.49%
63
VERAVERA THERAPEUTICS INC
100,564$5.1M0.48%
64
ABSIABSCI CORPORATION
1,458,652$5.1M0.48%
65
AMLXAMYLYX PHARMACEUTICALS INC
381,760$4.6M0.44%
66
NSPRINSPIREMD INC
2,416,518$4.3M0.41%
67
VCYTVERACYTE INC
100,269$4.2M0.40%
68
PGENPRECIGEN INC
1,002,826$4.2M0.40%
69
SYRESPYRE THERAPEUTICS INC
124,485$4.1M0.39%
70
URGNUROGEN PHARMA LTD
168,768$4.0M0.38%
71
AFWALIGN TECHNOLOGY INC
25,285$3.9M0.38%
72
GPCRSTRUCTURE THERAPEUTICS INC
55,000$3.8M0.36%
73
FDMT4D MOLECULAR THERAPEUTICS IN
503,431$3.8M0.36%
74
RXSTRXSIGHT INC
351,655$3.7M0.35%
75
ADMAADMA BIOLOGICS INC
200,000$3.6M0.35%
76
MNKDMANNKIND CORP
640,356$3.6M0.35%
77
CAICARIS LIFE SCIENCES INC
125,000$3.4M0.32%
78
TVTXTRAVERE THERAPEUTICS INC
86,297$3.3M0.31%
79
CERTCERTARA INC
348,750$3.1M0.29%
80
ANNXANNEXON INC
601,202$3.0M0.29%
81
CVRXCVRX INC
413,018$2.9M0.28%
82
AGIOAGIOS PHARMACEUTICALS INC
99,604$2.7M0.26%
83
SLDBSOLID BIOSCIENCES INC
418,371$2.4M0.22%
84
PTGXPROTAGONIST THERAPEUTICS INC
25,973$2.3M0.22%
85
QTRXQUANTERIX CORP
328,956$2.1M0.20%
86
LUNGPULMONX CORP
727,781$1.6M0.15%
87
RAREULTRAGENYX PHARMACEUTICAL IN
62,030$1.4M0.14%
88
ACHCACADIA HEALTHCARE COMPANY IN
100,000$1.4M0.14%
89
INSPINSPIRE MED SYS INC
15,000$1.4M0.13%
90
SENSSENSEONICS HLDGS INC
206,793$1.1M0.11%
91
CRNXCRINETICS PHARMACEUTICALS IN
22,852$1.1M0.10%
92
RPIDRAPID MICRO BIOSYSTEMS INC
354,465$1.0M0.10%
93
MDLNMEDLINE INC
20,558$863K0.08%
94
XEJACCURAY INC
852,012$702K0.07%
95
CMPSCOMPASS PATHWAYS PLC
99,472$686K0.07%
96
ENTXWENTERA BIO LTD
275,073$533K0.05%
97
EDAEDAP TMS S A
154,832$509K0.05%
98
TMCITREACE MED CONCEPTS INC
199,393$488K0.05%
99
BFLYBUTTERFLY NETWORK INC
100,835$383K0.04%
100
OVIDOVID THERAPEUTICS INC
201,036$327K0.03%