Filed: 8/14/2024ACC: 0001420506-24-001560
📋 What this filing means
PARKMAN HEALTHCARE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $746.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$746.58M
Total AUM (reported)
34.23M
Total Shares
Allocation by class
COM$596.41M79.9%
COM NEW$45.06M6.0%
SPONSORED ADS$25.19M3.4%
SHS$17.02M2.3%
COMMON STOCK$12.22M1.6%
ORD SHS CL A$12.08M1.6%
SHS NEW$9.63M1.3%
Portfolio Concentration
Top 3$114.14M15.3%
4–10$149.05M20.0%
11–25$193.02M25.9%
Rest$290.37M38.9%
Top 3 weight
15.3%
Top 10 weight
35.3%
Voting Authority Distribution
Total shares with voting rights: 34.23M
Sole
Full voting authority
34.23M
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)
Sole90
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings90
Rows:
BOSTON SCIENTIFIC CORP
SOLEShares551.59K
TypeSH
Market value$42.48M
5.69%
Sole
551.59K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares179.31K
TypeSH
Market value$36.18M
4.85%
Sole
179.31K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares111.38K
TypeSH
Market value$35.48M
4.75%
Sole
111.38K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares31.65K
TypeSH
Market value$28.66M
3.84%
Sole
31.65K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares308.40K
TypeSH
Market value$26.92M
3.61%
Sole
308.40K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares148.93K
TypeSH
Market value$19.81M
2.65%
Sole
148.93K
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares446.42K
TypeSH
Market value$19.25M
2.58%
Sole
446.42K
Shared
0.00
None
0.00
LONGBOARD PHARMACEUTICALS IN
SOLEShares694.18K
TypeSH
Market value$18.76M
2.51%
Sole
694.18K
Shared
0.00
None
0.00
RXSIGHT INC
SOLEShares296.74K
TypeSH
Market value$17.85M
2.39%
Sole
296.74K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares156.85K
TypeSH
Market value$17.78M
2.38%
Sole
156.85K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares68.17K
TypeSH
Market value$15.93M
2.13%
Sole
68.17K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares115.17K
TypeSH
Market value$15.86M
2.12%
Sole
115.17K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares27.75K
TypeSH
Market value$15.04M
2.01%
Sole
27.75K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares721.37K
TypeSH
Market value$13.95M
1.87%
Sole
721.37K
Shared
0.00
None
0.00
INTRA-CELLULAR THERAPIES INC
SOLEShares185.03K
TypeSH
Market value$12.67M
1.70%
Sole
185.03K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares121.91K
TypeSH
Market value$12.67M
1.70%
Sole
121.91K
Shared
0.00
None
0.00
MANNKIND CORP
SOLEShares2.41M
TypeSH
Market value$12.58M
1.68%
Sole
2.41M
Shared
0.00
None
0.00
DAY ONE BIOPHARMACEUTICALS I
SOLEShares908.82K
TypeSH
Market value$12.52M
1.68%
Sole
908.82K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares100K
TypeSH
Market value$12.38M
1.66%
Sole
100K
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares600.70K
TypeSH
Market value$12.33M
1.65%
Sole
600.70K
Shared
0.00
None
0.00
KINIKSA PHARMACEUTICALS INTL
SOLEShares647.14K
TypeSH
Market value$12.08M
1.62%
Sole
647.14K
Shared
0.00
None
0.00
ICON PLC
SOLEShares37.06K
TypeSH
Market value$11.62M
1.56%
Sole
37.06K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares150.19K
TypeSH
Market value$11.34M
1.52%
Sole
150.19K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares30.04K
TypeSH
Market value$11.22M
1.50%
Sole
30.04K
Shared
0.00
None
0.00
BICYCLE THERAPEUTICS PLC
SOLEShares535.06K
TypeSH
Market value$10.83M
1.45%
Sole
535.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BOSTON SCIENTIFIC CORPSOLE | COM | 551.59K | SH | $42.48M 5.69% | 551.59K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 179.31K | SH | $36.18M 4.85% | 179.31K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 111.38K | SH | $35.48M 4.75% | 111.38K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 31.65K | SH | $28.66M 3.84% | 31.65K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 308.40K | SH | $26.92M 3.61% | 308.40K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 148.93K | SH | $19.81M 2.65% | 148.93K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 446.42K | SH | $19.25M 2.58% | 446.42K | 0.00 | 0.00 |
LONGBOARD PHARMACEUTICALS INSOLE | COM | 694.18K | SH | $18.76M 2.51% | 694.18K | 0.00 | 0.00 |
RXSIGHT INCSOLE | COM | 296.74K | SH | $17.85M 2.39% | 296.74K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 156.85K | SH | $17.78M 2.38% | 156.85K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 68.17K | SH | $15.93M 2.13% | 68.17K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 115.17K | SH | $15.86M 2.12% | 115.17K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 27.75K | SH | $15.04M 2.01% | 27.75K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 721.37K | SH | $13.95M 1.87% | 721.37K | 0.00 | 0.00 |
INTRA-CELLULAR THERAPIES INCSOLE | COM | 185.03K | SH | $12.67M 1.70% | 185.03K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 121.91K | SH | $12.67M 1.70% | 121.91K | 0.00 | 0.00 |
MANNKIND CORPSOLE | COM NEW | 2.41M | SH | $12.58M 1.68% | 2.41M | 0.00 | 0.00 |
DAY ONE BIOPHARMACEUTICALS ISOLE | COM | 908.82K | SH | $12.52M 1.68% | 908.82K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 100K | SH | $12.38M 1.66% | 100K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 600.70K | SH | $12.33M 1.65% | 600.70K | 0.00 | 0.00 |
KINIKSA PHARMACEUTICALS INTLSOLE | ORD SHS CL A | 647.14K | SH | $12.08M 1.62% | 647.14K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 37.06K | SH | $11.62M 1.56% | 37.06K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 150.19K | SH | $11.34M 1.52% | 150.19K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 30.04K | SH | $11.22M 1.50% | 30.04K | 0.00 | 0.00 |
BICYCLE THERAPEUTICS PLCSOLE | SPONSORED ADS | 535.06K | SH | $10.83M 1.45% | 535.06K | 0.00 | 0.00 |
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