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 $958.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

91
Positions
$958.70M
Total AUM (reported)
37.55M
Total Shares

Allocation by class

TOTAL AUM$958.70M91 positions
COM$715.63M74.6%
COM NEW$60.54M6.3%
UNIT SER 1$48.03M5.0%
SHS$35.14M3.7%
ORD SHS CL A$26.08M2.7%
COM SHS$22.35M2.3%
CL A$15.90M1.7%

Portfolio Concentration

Top 313.6%4โ€“1019.4%11โ€“2526.5%Rest40.5%TOP 1033.0%0%100%
Top 3$130.42M13.6%
4โ€“10$186.30M19.4%
11โ€“25$253.61M26.5%
Rest$388.37M40.5%

Top 3 weight

13.6%

Top 10 weight

33.0%

Voting Authority Distribution

Total shares with voting rights: 37.55M

Sole

Full voting authority

37.55M

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:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares80K
TypeSH
Market value$48.03M
5.01%
Sole
80K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares434.38K
TypeSH
Market value$42.41M
4.42%
Sole
434.38K
Shared
0.00
None
0.00

ALNYLAM PHARMACEUTICALS INC

SOLE
COM
Shares87.69K
TypeSH
Market value$39.99M
4.17%
Sole
87.69K
Shared
0.00
None
0.00

INSULET CORP

SOLE
COM
Shares116.24K
TypeSH
Market value$35.89M
3.74%
Sole
116.24K
Shared
0.00
None
0.00

CVS HEALTH CORP

SOLE
COM
Shares379.49K
TypeSH
Market value$28.61M
2.98%
Sole
379.49K
Shared
0.00
None
0.00

KINIKSA PHARMACEUTICALS INTL

SOLE
ORD SHS CL A
Shares671.59K
TypeSH
Market value$26.08M
2.72%
Sole
671.59K
Shared
0.00
None
0.00

VIRIDIAN THERAPEUTICS INC

SOLE
COM
Shares1.15M
TypeSH
Market value$24.91M
2.60%
Sole
1.15M
Shared
0.00
None
0.00

ZIMMER BIOMET HOLDINGS INC

SOLE
COM
Shares251.42K
TypeSH
Market value$24.76M
2.58%
Sole
251.42K
Shared
0.00
None
0.00

STRYKER CORPORATION

SOLE
COM
Shares64.11K
TypeSH
Market value$23.70M
2.47%
Sole
64.11K
Shared
0.00
None
0.00

QIAGEN NV

SOLE
COM SHS
Shares500.16K
TypeSH
Market value$22.35M
2.33%
Sole
500.16K
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
COM
Shares28.54K
TypeSH
Market value$22.05M
2.30%
Sole
28.54K
Shared
0.00
None
0.00

DANAHER CORPORATION

SOLE
COM
Shares110.54K
TypeSH
Market value$21.92M
2.29%
Sole
110.54K
Shared
0.00
None
0.00

KALVISTA PHARMACEUTICALS INC

SOLE
COM
Shares1.74M
TypeSH
Market value$21.13M
2.20%
Sole
1.74M
Shared
0.00
None
0.00

UNIQURE NV

SOLE
SHS
Shares345.36K
TypeSH
Market value$20.16M
2.10%
Sole
345.36K
Shared
0.00
None
0.00

NEUROCRINE BIOSCIENCES INC

SOLE
COM
Shares141.82K
TypeSH
Market value$19.91M
2.08%
Sole
141.82K
Shared
0.00
None
0.00

BIOGEN INC

SOLE
COM
Shares130.16K
TypeSH
Market value$18.23M
1.90%
Sole
130.16K
Shared
0.00
None
0.00

MINERALYS THERAPEUTICS INC

SOLE
COM
Shares455.52K
TypeSH
Market value$17.27M
1.80%
Sole
455.52K
Shared
0.00
None
0.00

UPSTREAM BIO INC

SOLE
COM
Shares843.50K
TypeSH
Market value$15.87M
1.65%
Sole
843.50K
Shared
0.00
None
0.00

TENET HEALTHCARE CORP

SOLE
COM NEW
Shares74.33K
TypeSH
Market value$15.09M
1.57%
Sole
74.33K
Shared
0.00
None
0.00

XERIS BIOPHARMA HOLDINGS INC

SOLE
COM
Shares1.79M
TypeSH
Market value$14.58M
1.52%
Sole
1.79M
Shared
0.00
None
0.00

LIVANOVA PLC

SOLE
SHS
Shares275.81K
TypeSH
Market value$14.45M
1.51%
Sole
275.81K
Shared
0.00
None
0.00

MBX BIOSCIENCES INC

SOLE
COM
Shares773.30K
TypeSH
Market value$13.53M
1.41%
Sole
773.30K
Shared
0.00
None
0.00

AMICUS THERAPEUTICS INC

SOLE
COM
Shares1.69M
TypeSH
Market value$13.30M
1.39%
Sole
1.69M
Shared
0.00
None
0.00

DOXIMITY INC

SOLE
CL A
Shares178.97K
TypeSH
Market value$13.09M
1.37%
Sole
178.97K
Shared
0.00
None
0.00

SYNDAX PHARMACEUTICALS INC

SOLE
COM
Shares846.90K
TypeSH
Market value$13.03M
1.36%
Sole
846.90K
Shared
0.00
None
0.00
Page 1 of 4
PARKMAN HEALTHCARE PARTNERS LLC 13F Holdings โ€” 91 Positions | Finecho