Filed: 5/15/2025ACC: 0001420506-25-001258
๐ What this filing means
PARKMAN HEALTHCARE PARTNERS LLC filed this quarterly 13FโHR 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
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 3$100.30M11.9%
4โ10$185.18M22.0%
11โ25$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
SOLEShares130.51K
TypeSH
Market value$34.27M
4.07%
Sole
130.51K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares496.74K
TypeSH
Market value$33.65M
3.99%
Sole
496.74K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares39.19K
TypeSH
Market value$32.37M
3.84%
Sole
39.19K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares77.69K
TypeSH
Market value$28.92M
3.43%
Sole
77.69K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares213.42K
TypeSH
Market value$28.70M
3.40%
Sole
213.42K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares120.28K
TypeSH
Market value$27.55M
3.27%
Sole
120.28K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares312.65K
TypeSH
Market value$26.37M
3.13%
Sole
312.65K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares50.21K
TypeSH
Market value$26.30M
3.12%
Sole
50.21K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares218.95K
TypeSH
Market value$24.53M
2.91%
Sole
218.95K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares225.99K
TypeSH
Market value$22.80M
2.70%
Sole
225.99K
Shared
0.00
None
0.00
ZIMMER BIOMET HOLDINGS INC
SOLEShares200.50K
TypeSH
Market value$22.69M
2.69%
Sole
200.50K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares277.25K
TypeSH
Market value$19.60M
2.32%
Sole
277.25K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares168.38K
TypeSH
Market value$18.62M
2.21%
Sole
168.38K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares68.94K
TypeSH
Market value$18.61M
2.21%
Sole
68.94K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares954.07K
TypeSH
Market value$17.10M
2.03%
Sole
954.07K
Shared
0.00
None
0.00
KINIKSA PHARMACEUTICALS INTL
SOLEShares762.62K
TypeSH
Market value$16.94M
2.01%
Sole
762.62K
Shared
0.00
None
0.00
VERONA PHARMA PLC
SOLEShares260.42K
TypeSH
Market value$16.53M
1.96%
Sole
260.42K
Shared
0.00
None
0.00
RXSIGHT INC
SOLEShares631.24K
TypeSH
Market value$15.94M
1.89%
Sole
631.24K
Shared
0.00
None
0.00
CVRX INC
SOLEShares1.23M
TypeSH
Market value$15.04M
1.78%
Sole
1.23M
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares22.10K
TypeSH
Market value$14.87M
1.76%
Sole
22.10K
Shared
0.00
None
0.00
REVVITY INC
SOLEShares139.56K
TypeSH
Market value$14.77M
1.75%
Sole
139.56K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares200.82K
TypeSH
Market value$14.56M
1.73%
Sole
200.82K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares359.64K
TypeSH
Market value$14.44M
1.71%
Sole
359.64K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares1.06M
TypeSH
Market value$14.35M
1.70%
Sole
1.06M
Shared
0.00
None
0.00
PTC THERAPEUTICS INC
SOLEShares280.31K
TypeSH
Market value$14.28M
1.69%
Sole
280.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INSULET CORPSOLE | COM | 130.51K | SH | $34.27M 4.07% | 130.51K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 496.74K | SH | $33.65M 3.99% | 496.74K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 39.19K | SH | $32.37M 3.84% | 39.19K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 77.69K | SH | $28.92M 3.43% | 77.69K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 213.42K | SH | $28.70M 3.40% | 213.42K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 120.28K | SH | $27.55M 3.27% | 120.28K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 312.65K | SH | $26.37M 3.13% | 312.65K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 50.21K | SH | $26.30M 3.12% | 50.21K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 218.95K | SH | $24.53M 2.91% | 218.95K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 225.99K | SH | $22.80M 2.70% | 225.99K | 0.00 | 0.00 |
ZIMMER BIOMET HOLDINGS INCSOLE | COM | 200.50K | SH | $22.69M 2.69% | 200.50K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 277.25K | SH | $19.60M 2.32% | 277.25K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 168.38K | SH | $18.62M 2.21% | 168.38K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 68.94K | SH | $18.61M 2.21% | 68.94K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 954.07K | SH | $17.10M 2.03% | 954.07K | 0.00 | 0.00 |
KINIKSA PHARMACEUTICALS INTLSOLE | ORD SHS CL A | 762.62K | SH | $16.94M 2.01% | 762.62K | 0.00 | 0.00 |
VERONA PHARMA PLCSOLE | SPONSORED ADS | 260.42K | SH | $16.53M 1.96% | 260.42K | 0.00 | 0.00 |
RXSIGHT INCSOLE | COM | 631.24K | SH | $15.94M 1.89% | 631.24K | 0.00 | 0.00 |
CVRX INCSOLE | COM | 1.23M | SH | $15.04M 1.78% | 1.23M | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 22.10K | SH | $14.87M 1.76% | 22.10K | 0.00 | 0.00 |
REVVITY INCSOLE | COM | 139.56K | SH | $14.77M 1.75% | 139.56K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 200.82K | SH | $14.56M 1.73% | 200.82K | 0.00 | 0.00 |
QIAGEN NVSOLE | COM SHS | 359.64K | SH | $14.44M 1.71% | 359.64K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 1.06M | SH | $14.35M 1.70% | 1.06M | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 280.31K | SH | $14.28M 1.69% | 280.31K | 0.00 | 0.00 |
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