Filed: 5/15/2024ACC: 0001420506-24-000960
📋 What this filing means
PARKMAN HEALTHCARE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $815.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$815.02M
Total AUM (reported)
40.03M
Total Shares
Allocation by class
COM$625.83M76.8%
COM NEW$52.24M6.4%
COMMON STOCK$28.06M3.4%
SPONSORED ADS$27.97M3.4%
COM CL A$20.96M2.6%
SHS NEW$13.50M1.7%
CL A$12.36M1.5%
Portfolio Concentration
Top 3$88.43M10.8%
4–10$168.49M20.7%
11–25$212.52M26.1%
Rest$345.58M42.4%
Top 3 weight
10.8%
Top 10 weight
31.5%
Voting Authority Distribution
Total shares with voting rights: 40.03M
Sole
Full voting authority
40.03M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings99
Rows:
TENET HEALTHCARE CORP
SOLEShares283.85K
TypeSH
Market value$29.84M
3.66%
Sole
283.85K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares128.20K
TypeSH
Market value$29.45M
3.61%
Sole
128.20K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares425.47K
TypeSH
Market value$29.14M
3.58%
Sole
425.47K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares285.40K
TypeSH
Market value$28.96M
3.55%
Sole
285.40K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares1M
TypeSH
Market value$27.00M
3.31%
Sole
1M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares32.12K
TypeSH
Market value$24.99M
3.07%
Sole
32.12K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares171.66K
TypeSH
Market value$23.81M
2.92%
Sole
171.66K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares97.91K
TypeSH
Market value$23.79M
2.92%
Sole
97.91K
Shared
0.00
None
0.00
RXSIGHT INC
SOLEShares412.43K
TypeSH
Market value$21.27M
2.61%
Sole
412.43K
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares784.81K
TypeSH
Market value$18.68M
2.29%
Sole
784.81K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares131.95K
TypeSH
Market value$18.20M
2.23%
Sole
131.95K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares81.18K
TypeSH
Market value$17.44M
2.14%
Sole
81.18K
Shared
0.00
None
0.00
FORTREA HLDGS INC
SOLEShares427.80K
TypeSH
Market value$17.17M
2.11%
Sole
427.80K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares90.95K
TypeSH
Market value$15.59M
1.91%
Sole
90.95K
Shared
0.00
None
0.00
SILK RD MED INC
SOLEShares848.90K
TypeSH
Market value$15.55M
1.91%
Sole
848.90K
Shared
0.00
None
0.00
LONGBOARD PHARMACEUTICALS IN
SOLEShares693.14K
TypeSH
Market value$14.97M
1.84%
Sole
693.14K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares121.69K
TypeSH
Market value$13.83M
1.70%
Sole
121.69K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares313.95K
TypeSH
Market value$13.50M
1.66%
Sole
313.95K
Shared
0.00
None
0.00
BICYCLE THERAPEUTICS PLC
SOLEShares524.25K
TypeSH
Market value$13.05M
1.60%
Sole
524.25K
Shared
0.00
None
0.00
KINIKSA PHARMACEUTICALS LTD
SOLEShares646.16K
TypeSH
Market value$12.75M
1.56%
Sole
646.16K
Shared
0.00
None
0.00
APPLIED THERAPEUTICS INC
SOLEShares1.85M
TypeSH
Market value$12.61M
1.55%
Sole
1.85M
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares831.28K
TypeSH
Market value$12.36M
1.52%
Sole
831.28K
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares653.65K
TypeSH
Market value$11.92M
1.46%
Sole
653.65K
Shared
0.00
None
0.00
KEROS THERAPEUTICS INC
SOLEShares178.34K
TypeSH
Market value$11.81M
1.45%
Sole
178.34K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares35.28K
TypeSH
Market value$11.77M
1.44%
Sole
35.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TENET HEALTHCARE CORPSOLE | COM NEW | 283.85K | SH | $29.84M 3.66% | 283.85K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 128.20K | SH | $29.45M 3.61% | 128.20K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 425.47K | SH | $29.14M 3.58% | 425.47K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 285.40K | SH | $28.96M 3.55% | 285.40K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 1M | SH | $27.00M 3.31% | 1M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 32.12K | SH | $24.99M 3.07% | 32.12K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 171.66K | SH | $23.81M 2.92% | 171.66K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 97.91K | SH | $23.79M 2.92% | 97.91K | 0.00 | 0.00 |
RXSIGHT INCSOLE | COM | 412.43K | SH | $21.27M 2.61% | 412.43K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 784.81K | SH | $18.68M 2.29% | 784.81K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 131.95K | SH | $18.20M 2.23% | 131.95K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 81.18K | SH | $17.44M 2.14% | 81.18K | 0.00 | 0.00 |
FORTREA HLDGS INCSOLE | COMMON STOCK | 427.80K | SH | $17.17M 2.11% | 427.80K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 90.95K | SH | $15.59M 1.91% | 90.95K | 0.00 | 0.00 |
SILK RD MED INCSOLE | COM | 848.90K | SH | $15.55M 1.91% | 848.90K | 0.00 | 0.00 |
LONGBOARD PHARMACEUTICALS INSOLE | COM | 693.14K | SH | $14.97M 1.84% | 693.14K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 121.69K | SH | $13.83M 1.70% | 121.69K | 0.00 | 0.00 |
QIAGEN NVSOLE | SHS NEW | 313.95K | SH | $13.50M 1.66% | 313.95K | 0.00 | 0.00 |
BICYCLE THERAPEUTICS PLCSOLE | SPONSORED ADS | 524.25K | SH | $13.05M 1.60% | 524.25K | 0.00 | 0.00 |
KINIKSA PHARMACEUTICALS LTDSOLE | COM CL A | 646.16K | SH | $12.75M 1.56% | 646.16K | 0.00 | 0.00 |
APPLIED THERAPEUTICS INCSOLE | COM | 1.85M | SH | $12.61M 1.55% | 1.85M | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 831.28K | SH | $12.36M 1.52% | 831.28K | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 653.65K | SH | $11.92M 1.46% | 653.65K | 0.00 | 0.00 |
KEROS THERAPEUTICS INCSOLE | COM | 178.34K | SH | $11.81M 1.45% | 178.34K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 35.28K | SH | $11.77M 1.44% | 35.28K | 0.00 | 0.00 |
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