Filed: 8/14/2025ACC: 0001420506-25-002082
📋 What this filing means
PARKMAN HEALTHCARE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $870.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$870.09M
Total AUM (reported)
38.13M
Total Shares
Allocation by class
COM$680.12M78.2%
COM NEW$64.87M7.5%
COM SHS$23.94M2.8%
SHS$20.46M2.4%
SPONSORED ADS$18.72M2.2%
COM CL A$16.15M1.9%
ORD SHS CL A$13.52M1.6%
Portfolio Concentration
Top 3$99.36M11.4%
4–10$180.83M20.8%
11–25$243.05M27.9%
Rest$346.85M39.9%
Top 3 weight
11.4%
Top 10 weight
32.2%
Voting Authority Distribution
Total shares with voting rights: 38.13M
Sole
Full voting authority
38.13M
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)
Sole88
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:
CVS HEALTH CORP
SOLEShares517.81K
TypeSH
Market value$35.72M
4.11%
Sole
517.81K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares105.76K
TypeSH
Market value$33.23M
3.82%
Sole
105.76K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares283.17K
TypeSH
Market value$30.41M
3.50%
Sole
283.17K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares92.34K
TypeSH
Market value$30.11M
3.46%
Sole
92.34K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares168.88K
TypeSH
Market value$29.72M
3.42%
Sole
168.88K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares385.48K
TypeSH
Market value$27.43M
3.15%
Sole
385.48K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares33.30K
TypeSH
Market value$25.96M
2.98%
Sole
33.30K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares498.11K
TypeSH
Market value$23.94M
2.75%
Sole
498.11K
Shared
0.00
None
0.00
ZIMMER BIOMET HOLDINGS INC
SOLEShares240.40K
TypeSH
Market value$21.93M
2.52%
Sole
240.40K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares110.09K
TypeSH
Market value$21.75M
2.50%
Sole
110.09K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares166.01K
TypeSH
Market value$20.87M
2.40%
Sole
166.01K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares50.38K
TypeSH
Market value$19.93M
2.29%
Sole
50.38K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares225.88K
TypeSH
Market value$19.72M
2.27%
Sole
225.88K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares251.74K
TypeSH
Market value$19.69M
2.26%
Sole
251.74K
Shared
0.00
None
0.00
VERONA PHARMA PLC
SOLEShares197.90K
TypeSH
Market value$18.72M
2.15%
Sole
197.90K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares1.30M
TypeSH
Market value$18.16M
2.09%
Sole
1.30M
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares109.50K
TypeSH
Market value$17.26M
1.98%
Sole
109.50K
Shared
0.00
None
0.00
GENEDX HOLDINGS CORP
SOLEShares175K
TypeSH
Market value$16.15M
1.86%
Sole
175K
Shared
0.00
None
0.00
REVVITY INC
SOLEShares157.20K
TypeSH
Market value$15.20M
1.75%
Sole
157.20K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares131.68K
TypeSH
Market value$14.60M
1.68%
Sole
131.68K
Shared
0.00
None
0.00
KINIKSA PHARMACEUTICALS INTL
SOLEShares488.80K
TypeSH
Market value$13.52M
1.55%
Sole
488.80K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares17.46K
TypeSH
Market value$12.79M
1.47%
Sole
17.46K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares225.15K
TypeSH
Market value$12.38M
1.42%
Sole
225.15K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares827.06K
TypeSH
Market value$12.24M
1.41%
Sole
827.06K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares587.56K
TypeSH
Market value$11.82M
1.36%
Sole
587.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CVS HEALTH CORPSOLE | COM | 517.81K | SH | $35.72M 4.11% | 517.81K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 105.76K | SH | $33.23M 3.82% | 105.76K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 283.17K | SH | $30.41M 3.50% | 283.17K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 92.34K | SH | $30.11M 3.46% | 92.34K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 168.88K | SH | $29.72M 3.42% | 168.88K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 385.48K | SH | $27.43M 3.15% | 385.48K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 33.30K | SH | $25.96M 2.98% | 33.30K | 0.00 | 0.00 |
QIAGEN NVSOLE | COM SHS | 498.11K | SH | $23.94M 2.75% | 498.11K | 0.00 | 0.00 |
ZIMMER BIOMET HOLDINGS INCSOLE | COM | 240.40K | SH | $21.93M 2.52% | 240.40K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 110.09K | SH | $21.75M 2.50% | 110.09K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 166.01K | SH | $20.87M 2.40% | 166.01K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 50.38K | SH | $19.93M 2.29% | 50.38K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 225.88K | SH | $19.72M 2.27% | 225.88K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 251.74K | SH | $19.69M 2.26% | 251.74K | 0.00 | 0.00 |
VERONA PHARMA PLCSOLE | SPONSORED ADS | 197.90K | SH | $18.72M 2.15% | 197.90K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 1.30M | SH | $18.16M 2.09% | 1.30M | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 109.50K | SH | $17.26M 1.98% | 109.50K | 0.00 | 0.00 |
GENEDX HOLDINGS CORPSOLE | COM CL A | 175K | SH | $16.15M 1.86% | 175K | 0.00 | 0.00 |
REVVITY INCSOLE | COM | 157.20K | SH | $15.20M 1.75% | 157.20K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 131.68K | SH | $14.60M 1.68% | 131.68K | 0.00 | 0.00 |
KINIKSA PHARMACEUTICALS INTLSOLE | ORD SHS CL A | 488.80K | SH | $13.52M 1.55% | 488.80K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 17.46K | SH | $12.79M 1.47% | 17.46K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 225.15K | SH | $12.38M 1.42% | 225.15K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 827.06K | SH | $12.24M 1.41% | 827.06K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 587.56K | SH | $11.82M 1.36% | 587.56K | 0.00 | 0.00 |
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