PARKMAN HEALTHCARE PARTNERS LLC

PrivateCIK: 1777015
Location

STAMFORD, CT

๐Ÿ“‹ What this filing means

PARKMAN HEALTHCARE PARTNERS LLC filed this quarterly 13Fโ€‘HR report disclosing 91 equity positions with a total reported market value of $843.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

91
Positions
$843.13M
Total AUM (reported)
38.91M
Total Shares

Allocation by class

TOTAL AUM$843.13M91 positions
COM$706.88M83.8%
COM NEW$57.10M6.8%
ORD SHS CL A$16.94M2.0%
SPONSORED ADS$16.53M2.0%
COM SHS$14.44M1.7%
SHS$9.46M1.1%
CL A$7.25M0.9%

Portfolio Concentration

Top 311.9%4โ€“1022.0%11โ€“2529.5%Rest36.7%TOP 1033.9%0%100%
Top 3$100.30M11.9%
4โ€“10$185.18M22.0%
11โ€“25$248.34M29.5%
Rest$309.31M36.7%

Top 3 weight

11.9%

Top 10 weight

33.9%

Voting Authority Distribution

Total shares with voting rights: 38.91M

Sole

Full voting authority

38.91M

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)

Sole91
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings91
Rows:

INSULET CORP

SOLE
COM
Shares130.51K
TypeSH
Market value$34.27M
4.07%
Sole
130.51K
Shared
0.00
None
0.00

CVS HEALTH CORP

SOLE
COM
Shares496.74K
TypeSH
Market value$33.65M
3.99%
Sole
496.74K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares39.19K
TypeSH
Market value$32.37M
3.84%
Sole
39.19K
Shared
0.00
None
0.00

STRYKER CORPORATION

SOLE
COM
Shares77.69K
TypeSH
Market value$28.92M
3.43%
Sole
77.69K
Shared
0.00
None
0.00

TENET HEALTHCARE CORP

SOLE
COM NEW
Shares213.42K
TypeSH
Market value$28.70M
3.40%
Sole
213.42K
Shared
0.00
None
0.00

BECTON DICKINSON & CO

SOLE
COM
Shares120.28K
TypeSH
Market value$27.55M
3.27%
Sole
120.28K
Shared
0.00
None
0.00

COOPER COS INC

SOLE
COM
Shares312.65K
TypeSH
Market value$26.37M
3.13%
Sole
312.65K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares50.21K
TypeSH
Market value$26.30M
3.12%
Sole
50.21K
Shared
0.00
None
0.00

GILEAD SCIENCES INC

SOLE
COM
Shares218.95K
TypeSH
Market value$24.53M
2.91%
Sole
218.95K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares225.99K
TypeSH
Market value$22.80M
2.70%
Sole
225.99K
Shared
0.00
None
0.00

ZIMMER BIOMET HOLDINGS INC

SOLE
COM
Shares200.50K
TypeSH
Market value$22.69M
2.69%
Sole
200.50K
Shared
0.00
None
0.00

BIOMARIN PHARMACEUTICAL INC

SOLE
COM
Shares277.25K
TypeSH
Market value$19.60M
2.32%
Sole
277.25K
Shared
0.00
None
0.00

NEUROCRINE BIOSCIENCES INC

SOLE
COM
Shares168.38K
TypeSH
Market value$18.62M
2.21%
Sole
168.38K
Shared
0.00
None
0.00

ALNYLAM PHARMACEUTICALS INC

SOLE
COM
Shares68.94K
TypeSH
Market value$18.61M
2.21%
Sole
68.94K
Shared
0.00
None
0.00

TRAVERE THERAPEUTICS INC

SOLE
COM
Shares954.07K
TypeSH
Market value$17.10M
2.03%
Sole
954.07K
Shared
0.00
None
0.00

KINIKSA PHARMACEUTICALS INTL

SOLE
ORD SHS CL A
Shares762.62K
TypeSH
Market value$16.94M
2.01%
Sole
762.62K
Shared
0.00
None
0.00

VERONA PHARMA PLC

SOLE
SPONSORED ADS
Shares260.42K
TypeSH
Market value$16.53M
1.96%
Sole
260.42K
Shared
0.00
None
0.00

RXSIGHT INC

SOLE
COM
Shares631.24K
TypeSH
Market value$15.94M
1.89%
Sole
631.24K
Shared
0.00
None
0.00

CVRX INC

SOLE
COM
Shares1.23M
TypeSH
Market value$15.04M
1.78%
Sole
1.23M
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
COM
Shares22.10K
TypeSH
Market value$14.87M
1.76%
Sole
22.10K
Shared
0.00
None
0.00

REVVITY INC

SOLE
COM
Shares139.56K
TypeSH
Market value$14.77M
1.75%
Sole
139.56K
Shared
0.00
None
0.00

EDWARDS LIFESCIENCES CORP

SOLE
COM
Shares200.82K
TypeSH
Market value$14.56M
1.73%
Sole
200.82K
Shared
0.00
None
0.00

QIAGEN NV

SOLE
COM SHS
Shares359.64K
TypeSH
Market value$14.44M
1.71%
Sole
359.64K
Shared
0.00
None
0.00

VIRIDIAN THERAPEUTICS INC

SOLE
COM
Shares1.06M
TypeSH
Market value$14.35M
1.70%
Sole
1.06M
Shared
0.00
None
0.00

PTC THERAPEUTICS INC

SOLE
COM
Shares280.31K
TypeSH
Market value$14.28M
1.69%
Sole
280.31K
Shared
0.00
None
0.00
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PARKMAN HEALTHCARE PARTNERS LLC 13F Holdings โ€” 91 Positions | Finecho