Filed: 2/17/2026ACC: 0001420506-26-000499
๐ What this filing means
PARKMAN HEALTHCARE PARTNERS LLC filed this quarterly 13FโHR report disclosing 100 equity positions with a total reported market value of $1.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$1.05B
Total AUM (reported)
36.86M
Total Shares
Allocation by class
COM$872.90M83.1%
COM NEW$62.89M6.0%
SHS$31.98M3.0%
ORD SHS CL A$27.44M2.6%
COM SHS$22.23M2.1%
CL A$12.28M1.2%
COMMON STOCK$8.35M0.8%
Portfolio Concentration
Top 3$126.75M12.1%
4โ10$212.57M20.2%
11โ25$292.54M27.8%
Rest$418.61M39.8%
Top 3 weight
12.1%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 36.86M
Sole
Full voting authority
36.86M
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)
Sole100
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings100
Rows:
BOSTON SCIENTIFIC CORP
SOLEShares500.53K
TypeSH
Market value$47.73M
4.54%
Sole
500.53K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares140.86K
TypeSH
Market value$40.04M
3.81%
Sole
140.86K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares587.48K
TypeSH
Market value$38.99M
3.71%
Sole
587.48K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares105.47K
TypeSH
Market value$37.07M
3.53%
Sole
105.47K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares450.21K
TypeSH
Market value$35.73M
3.40%
Sole
450.21K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares36.35K
TypeSH
Market value$29.82M
2.84%
Sole
36.35K
Shared
0.00
None
0.00
KALVISTA PHARMACEUTICALS INC
SOLEShares1.77M
TypeSH
Market value$28.56M
2.72%
Sole
1.77M
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares885.64K
TypeSH
Market value$27.93M
2.66%
Sole
885.64K
Shared
0.00
None
0.00
KINIKSA PHARMACEUTICALS INTL
SOLEShares665.21K
TypeSH
Market value$27.44M
2.61%
Sole
665.21K
Shared
0.00
None
0.00
MASIMO CORP
SOLEShares200K
TypeSH
Market value$26.01M
2.48%
Sole
200K
Shared
0.00
None
0.00
LIVANOVA PLC
SOLEShares410.91K
TypeSH
Market value$25.28M
2.41%
Sole
410.91K
Shared
0.00
None
0.00
TERNS PHARMACEUTICALS INC
SOLEShares620.88K
TypeSH
Market value$25.08M
2.39%
Sole
620.88K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares788.08K
TypeSH
Market value$24.52M
2.33%
Sole
788.08K
Shared
0.00
None
0.00
ARCUS BIOSCIENCES INC
SOLEShares968.60K
TypeSH
Market value$23.08M
2.20%
Sole
968.60K
Shared
0.00
None
0.00
UPSTREAM BIO INC
SOLEShares834.56K
TypeSH
Market value$22.66M
2.16%
Sole
834.56K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares494.35K
TypeSH
Market value$22.23M
2.12%
Sole
494.35K
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares1.49M
TypeSH
Market value$21.18M
2.02%
Sole
1.49M
Shared
0.00
None
0.00
EYEPOINT INC
SOLEShares1.09M
TypeSH
Market value$19.88M
1.89%
Sole
1.09M
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares47.70K
TypeSH
Market value$18.97M
1.81%
Sole
47.70K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares114.71K
TypeSH
Market value$16.27M
1.55%
Sole
114.71K
Shared
0.00
None
0.00
WATERS CORP
SOLEShares41.90K
TypeSH
Market value$15.91M
1.51%
Sole
41.90K
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares10.99K
TypeSH
Market value$15.32M
1.46%
Sole
10.99K
Shared
0.00
None
0.00
MINERALYS THERAPEUTICS INC
SOLEShares410.25K
TypeSH
Market value$14.89M
1.42%
Sole
410.25K
Shared
0.00
None
0.00
STOKE THERAPEUTICS INC
SOLEShares430.15K
TypeSH
Market value$13.65M
1.30%
Sole
430.15K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares100K
TypeSH
Market value$13.61M
1.30%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BOSTON SCIENTIFIC CORPSOLE | COM | 500.53K | SH | $47.73M 4.54% | 500.53K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 140.86K | SH | $40.04M 3.81% | 140.86K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 587.48K | SH | $38.99M 3.71% | 587.48K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 105.47K | SH | $37.07M 3.53% | 105.47K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 450.21K | SH | $35.73M 3.40% | 450.21K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 36.35K | SH | $29.82M 2.84% | 36.35K | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 1.77M | SH | $28.56M 2.72% | 1.77M | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 885.64K | SH | $27.93M 2.66% | 885.64K | 0.00 | 0.00 |
KINIKSA PHARMACEUTICALS INTLSOLE | ORD SHS CL A | 665.21K | SH | $27.44M 2.61% | 665.21K | 0.00 | 0.00 |
MASIMO CORPSOLE | COM | 200K | SH | $26.01M 2.48% | 200K | 0.00 | 0.00 |
LIVANOVA PLCSOLE | SHS | 410.91K | SH | $25.28M 2.41% | 410.91K | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 620.88K | SH | $25.08M 2.39% | 620.88K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 788.08K | SH | $24.52M 2.33% | 788.08K | 0.00 | 0.00 |
ARCUS BIOSCIENCES INCSOLE | COM | 968.60K | SH | $23.08M 2.20% | 968.60K | 0.00 | 0.00 |
UPSTREAM BIO INCSOLE | COM | 834.56K | SH | $22.66M 2.16% | 834.56K | 0.00 | 0.00 |
QIAGEN NVSOLE | COM SHS | 494.35K | SH | $22.23M 2.12% | 494.35K | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 1.49M | SH | $21.18M 2.02% | 1.49M | 0.00 | 0.00 |
EYEPOINT INCSOLE | COM NEW | 1.09M | SH | $19.88M 1.89% | 1.09M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 47.70K | SH | $18.97M 1.81% | 47.70K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 114.71K | SH | $16.27M 1.55% | 114.71K | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 41.90K | SH | $15.91M 1.51% | 41.90K | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 10.99K | SH | $15.32M 1.46% | 10.99K | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 410.25K | SH | $14.89M 1.42% | 410.25K | 0.00 | 0.00 |
STOKE THERAPEUTICS INCSOLE | COM | 430.15K | SH | $13.65M 1.30% | 430.15K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 100K | SH | $13.61M 1.30% | 100K | 0.00 | 0.00 |
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