Filed: 2/14/2025ACC: 0001420506-25-000552
📋 What this filing means
PARKMAN HEALTHCARE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $750.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$750.93M
Total AUM (reported)
32.51M
Total Shares
Allocation by class
COM$598.13M79.7%
SPONSORED ADS$42.74M5.7%
COM NEW$38.53M5.1%
SHS$17.16M2.3%
ORD SHS CL A$15.14M2.0%
SHS NEW$12.35M1.6%
COM CL A$6.06M0.8%
Portfolio Concentration
Top 3$100.92M13.4%
4–10$166.36M22.2%
11–25$217.14M28.9%
Rest$266.51M35.5%
Top 3 weight
13.4%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 32.51M
Sole
Full voting authority
32.51M
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)
Sole89
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:
GILEAD SCIENCES INC
SOLEShares374.82K
TypeSH
Market value$34.62M
4.61%
Sole
374.82K
Shared
0.00
None
0.00
VERONA PHARMA PLC
SOLEShares720.66K
TypeSH
Market value$33.47M
4.46%
Sole
720.66K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares125.76K
TypeSH
Market value$32.83M
4.37%
Sole
125.76K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares337.35K
TypeSH
Market value$30.13M
4.01%
Sole
337.35K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares77.72K
TypeSH
Market value$27.98M
3.73%
Sole
77.72K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares274.57K
TypeSH
Market value$25.24M
3.36%
Sole
274.57K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares28.16K
TypeSH
Market value$21.74M
2.90%
Sole
28.16K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares1.09M
TypeSH
Market value$20.85M
2.78%
Sole
1.09M
Shared
0.00
None
0.00
INTRA-CELLULAR THERAPIES INC
SOLEShares243.12K
TypeSH
Market value$20.31M
2.70%
Sole
243.12K
Shared
0.00
None
0.00
MANNKIND CORP
SOLEShares3.13M
TypeSH
Market value$20.10M
2.68%
Sole
3.13M
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares176.99K
TypeSH
Market value$20.02M
2.67%
Sole
176.99K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares1.12M
TypeSH
Market value$19.47M
2.59%
Sole
1.12M
Shared
0.00
None
0.00
ARCUS BIOSCIENCES INC
SOLEShares1.27M
TypeSH
Market value$18.97M
2.53%
Sole
1.27M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares70.40K
TypeSH
Market value$15.97M
2.13%
Sole
70.40K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares115.73K
TypeSH
Market value$15.80M
2.10%
Sole
115.73K
Shared
0.00
None
0.00
KINIKSA PHARMACEUTICALS INTL
SOLEShares765.45K
TypeSH
Market value$15.14M
2.02%
Sole
765.45K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares90.35K
TypeSH
Market value$13.63M
1.82%
Sole
90.35K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares106.99K
TypeSH
Market value$13.50M
1.80%
Sole
106.99K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares37.47K
TypeSH
Market value$13.22M
1.76%
Sole
37.47K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares23K
TypeSH
Market value$13.11M
1.75%
Sole
23K
Shared
0.00
None
0.00
DAY ONE BIOPHARMACEUTICALS I
SOLEShares1M
TypeSH
Market value$12.68M
1.69%
Sole
1M
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares277.27K
TypeSH
Market value$12.35M
1.64%
Sole
277.27K
Shared
0.00
None
0.00
CVRX INC
SOLEShares921.17K
TypeSH
Market value$11.67M
1.55%
Sole
921.17K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares563.09K
TypeSH
Market value$10.86M
1.45%
Sole
563.09K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares145.21K
TypeSH
Market value$10.75M
1.43%
Sole
145.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GILEAD SCIENCES INCSOLE | COM | 374.82K | SH | $34.62M 4.61% | 374.82K | 0.00 | 0.00 |
VERONA PHARMA PLCSOLE | SPONSORED ADS | 720.66K | SH | $33.47M 4.46% | 720.66K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 125.76K | SH | $32.83M 4.37% | 125.76K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 337.35K | SH | $30.13M 4.01% | 337.35K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 77.72K | SH | $27.98M 3.73% | 77.72K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 274.57K | SH | $25.24M 3.36% | 274.57K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 28.16K | SH | $21.74M 2.90% | 28.16K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 1.09M | SH | $20.85M 2.78% | 1.09M | 0.00 | 0.00 |
INTRA-CELLULAR THERAPIES INCSOLE | COM | 243.12K | SH | $20.31M 2.70% | 243.12K | 0.00 | 0.00 |
MANNKIND CORPSOLE | COM NEW | 3.13M | SH | $20.10M 2.68% | 3.13M | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 176.99K | SH | $20.02M 2.67% | 176.99K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 1.12M | SH | $19.47M 2.59% | 1.12M | 0.00 | 0.00 |
ARCUS BIOSCIENCES INCSOLE | COM | 1.27M | SH | $18.97M 2.53% | 1.27M | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 70.40K | SH | $15.97M 2.13% | 70.40K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 115.73K | SH | $15.80M 2.10% | 115.73K | 0.00 | 0.00 |
KINIKSA PHARMACEUTICALS INTLSOLE | ORD SHS CL A | 765.45K | SH | $15.14M 2.02% | 765.45K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 90.35K | SH | $13.63M 1.82% | 90.35K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 106.99K | SH | $13.50M 1.80% | 106.99K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 37.47K | SH | $13.22M 1.76% | 37.47K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 23K | SH | $13.11M 1.75% | 23K | 0.00 | 0.00 |
DAY ONE BIOPHARMACEUTICALS ISOLE | COM | 1M | SH | $12.68M 1.69% | 1M | 0.00 | 0.00 |
QIAGEN NVSOLE | SHS NEW | 277.27K | SH | $12.35M 1.64% | 277.27K | 0.00 | 0.00 |
CVRX INCSOLE | COM | 921.17K | SH | $11.67M 1.55% | 921.17K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 563.09K | SH | $10.86M 1.45% | 563.09K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 145.21K | SH | $10.75M 1.43% | 145.21K | 0.00 | 0.00 |
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