Filed: 11/14/2024ACC: 0001420506-24-002511
📋 What this filing means
PARKMAN HEALTHCARE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $783.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$783.44M
Total AUM (reported)
34.08M
Total Shares
Allocation by class
COM$621.87M79.4%
COM NEW$43.11M5.5%
SPONSORED ADS$33.24M4.2%
ORD SHS CL A$18.87M2.4%
SHS$13.66M1.7%
SHS NEW$9.60M1.2%
ADS$9.05M1.2%
Portfolio Concentration
Top 3$110.42M14.1%
4–10$161.18M20.6%
11–25$213.30M27.2%
Rest$298.55M38.1%
Top 3 weight
14.1%
Top 10 weight
34.7%
Voting Authority Distribution
Total shares with voting rights: 34.08M
Sole
Full voting authority
34.08M
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)
Sole93
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings93
Rows:
BOSTON SCIENTIFIC CORP
SOLEShares447.20K
TypeSH
Market value$37.48M
4.78%
Sole
447.20K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares159.69K
TypeSH
Market value$37.17M
4.74%
Sole
159.69K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares40.38K
TypeSH
Market value$35.78M
4.57%
Sole
40.38K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares292.59K
TypeSH
Market value$32.28M
4.12%
Sole
292.59K
Shared
0.00
None
0.00
KEROS THERAPEUTICS INC
SOLEShares421.78K
TypeSH
Market value$24.49M
3.13%
Sole
421.78K
Shared
0.00
None
0.00
TELEFLEX INCORPORATED
SOLEShares96.14K
TypeSH
Market value$23.78M
3.04%
Sole
96.14K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares64.03K
TypeSH
Market value$22.95M
2.93%
Sole
64.03K
Shared
0.00
None
0.00
MANNKIND CORP
SOLEShares3.30M
TypeSH
Market value$20.78M
2.65%
Sole
3.30M
Shared
0.00
None
0.00
KINIKSA PHARMACEUTICALS INTL
SOLEShares755.24K
TypeSH
Market value$18.87M
2.41%
Sole
755.24K
Shared
0.00
None
0.00
VERONA PHARMA PLC
SOLEShares626.45K
TypeSH
Market value$18.02M
2.30%
Sole
626.45K
Shared
0.00
None
0.00
INTRA-CELLULAR THERAPIES INC
SOLEShares241.57K
TypeSH
Market value$17.68M
2.26%
Sole
241.57K
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares657.07K
TypeSH
Market value$17.54M
2.24%
Sole
657.07K
Shared
0.00
None
0.00
LONGBOARD PHARMACEUTICALS IN
SOLEShares491.27K
TypeSH
Market value$16.37M
2.09%
Sole
491.27K
Shared
0.00
None
0.00
ARCUS BIOSCIENCES INC
SOLEShares1.03M
TypeSH
Market value$15.68M
2.00%
Sole
1.03M
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares93.75K
TypeSH
Market value$15.58M
1.99%
Sole
93.75K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares1.09M
TypeSH
Market value$15.19M
1.94%
Sole
1.09M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares129.84K
TypeSH
Market value$14.96M
1.91%
Sole
129.84K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares130.25K
TypeSH
Market value$14.88M
1.90%
Sole
130.25K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares60.01K
TypeSH
Market value$14.47M
1.85%
Sole
60.01K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares123.60K
TypeSH
Market value$14.09M
1.80%
Sole
123.60K
Shared
0.00
None
0.00
DAY ONE BIOPHARMACEUTICALS I
SOLEShares924.14K
TypeSH
Market value$12.87M
1.64%
Sole
924.14K
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares285.10K
TypeSH
Market value$12.67M
1.62%
Sole
285.10K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares129.03K
TypeSH
Market value$10.82M
1.38%
Sole
129.03K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares559.11K
TypeSH
Market value$10.37M
1.32%
Sole
559.11K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares28K
TypeSH
Market value$10.12M
1.29%
Sole
28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BOSTON SCIENTIFIC CORPSOLE | COM | 447.20K | SH | $37.48M 4.78% | 447.20K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 159.69K | SH | $37.17M 4.74% | 159.69K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 40.38K | SH | $35.78M 4.57% | 40.38K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 292.59K | SH | $32.28M 4.12% | 292.59K | 0.00 | 0.00 |
KEROS THERAPEUTICS INCSOLE | COM | 421.78K | SH | $24.49M 3.13% | 421.78K | 0.00 | 0.00 |
TELEFLEX INCORPORATEDSOLE | COM | 96.14K | SH | $23.78M 3.04% | 96.14K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 64.03K | SH | $22.95M 2.93% | 64.03K | 0.00 | 0.00 |
MANNKIND CORPSOLE | COM NEW | 3.30M | SH | $20.78M 2.65% | 3.30M | 0.00 | 0.00 |
KINIKSA PHARMACEUTICALS INTLSOLE | ORD SHS CL A | 755.24K | SH | $18.87M 2.41% | 755.24K | 0.00 | 0.00 |
VERONA PHARMA PLCSOLE | SPONSORED ADS | 626.45K | SH | $18.02M 2.30% | 626.45K | 0.00 | 0.00 |
INTRA-CELLULAR THERAPIES INCSOLE | COM | 241.57K | SH | $17.68M 2.26% | 241.57K | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 657.07K | SH | $17.54M 2.24% | 657.07K | 0.00 | 0.00 |
LONGBOARD PHARMACEUTICALS INSOLE | COM | 491.27K | SH | $16.37M 2.09% | 491.27K | 0.00 | 0.00 |
ARCUS BIOSCIENCES INCSOLE | COM | 1.03M | SH | $15.68M 2.00% | 1.03M | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 93.75K | SH | $15.58M 1.99% | 93.75K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 1.09M | SH | $15.19M 1.94% | 1.09M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 129.84K | SH | $14.96M 1.91% | 129.84K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 130.25K | SH | $14.88M 1.90% | 130.25K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 60.01K | SH | $14.47M 1.85% | 60.01K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 123.60K | SH | $14.09M 1.80% | 123.60K | 0.00 | 0.00 |
DAY ONE BIOPHARMACEUTICALS ISOLE | COM | 924.14K | SH | $12.87M 1.64% | 924.14K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 285.10K | SH | $12.67M 1.62% | 285.10K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 129.03K | SH | $10.82M 1.38% | 129.03K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 559.11K | SH | $10.37M 1.32% | 559.11K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 28K | SH | $10.12M 1.29% | 28K | 0.00 | 0.00 |
Page 1 of 4