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 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

TOTAL AUM$1.05B100 positions
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 312.1%4โ€“1020.2%11โ€“2527.8%Rest39.8%TOP 1032.3%0%100%
Top 3$126.75M12.1%
4โ€“10$212.57M20.2%
11โ€“25$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

SOLE
COM
Shares500.53K
TypeSH
Market value$47.73M
4.54%
Sole
500.53K
Shared
0.00
None
0.00

INSULET CORP

SOLE
COM
Shares140.86K
TypeSH
Market value$40.04M
3.81%
Sole
140.86K
Shared
0.00
None
0.00

DEXCOM INC

SOLE
COM
Shares587.48K
TypeSH
Market value$38.99M
3.71%
Sole
587.48K
Shared
0.00
None
0.00

STRYKER CORPORATION

SOLE
COM
Shares105.47K
TypeSH
Market value$37.07M
3.53%
Sole
105.47K
Shared
0.00
None
0.00

CVS HEALTH CORP

SOLE
COM
Shares450.21K
TypeSH
Market value$35.73M
3.40%
Sole
450.21K
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
COM
Shares36.35K
TypeSH
Market value$29.82M
2.84%
Sole
36.35K
Shared
0.00
None
0.00

KALVISTA PHARMACEUTICALS INC

SOLE
COM
Shares1.77M
TypeSH
Market value$28.56M
2.72%
Sole
1.77M
Shared
0.00
None
0.00

MBX BIOSCIENCES INC

SOLE
COM
Shares885.64K
TypeSH
Market value$27.93M
2.66%
Sole
885.64K
Shared
0.00
None
0.00

KINIKSA PHARMACEUTICALS INTL

SOLE
ORD SHS CL A
Shares665.21K
TypeSH
Market value$27.44M
2.61%
Sole
665.21K
Shared
0.00
None
0.00

MASIMO CORP

SOLE
COM
Shares200K
TypeSH
Market value$26.01M
2.48%
Sole
200K
Shared
0.00
None
0.00

LIVANOVA PLC

SOLE
SHS
Shares410.91K
TypeSH
Market value$25.28M
2.41%
Sole
410.91K
Shared
0.00
None
0.00

TERNS PHARMACEUTICALS INC

SOLE
COM
Shares620.88K
TypeSH
Market value$25.08M
2.39%
Sole
620.88K
Shared
0.00
None
0.00

VIRIDIAN THERAPEUTICS INC

SOLE
COM
Shares788.08K
TypeSH
Market value$24.52M
2.33%
Sole
788.08K
Shared
0.00
None
0.00

ARCUS BIOSCIENCES INC

SOLE
COM
Shares968.60K
TypeSH
Market value$23.08M
2.20%
Sole
968.60K
Shared
0.00
None
0.00

UPSTREAM BIO INC

SOLE
COM
Shares834.56K
TypeSH
Market value$22.66M
2.16%
Sole
834.56K
Shared
0.00
None
0.00

QIAGEN NV

SOLE
COM SHS
Shares494.35K
TypeSH
Market value$22.23M
2.12%
Sole
494.35K
Shared
0.00
None
0.00

AMICUS THERAPEUTICS INC

SOLE
COM
Shares1.49M
TypeSH
Market value$21.18M
2.02%
Sole
1.49M
Shared
0.00
None
0.00

EYEPOINT INC

SOLE
COM NEW
Shares1.09M
TypeSH
Market value$19.88M
1.89%
Sole
1.09M
Shared
0.00
None
0.00

ALNYLAM PHARMACEUTICALS INC

SOLE
COM
Shares47.70K
TypeSH
Market value$18.97M
1.81%
Sole
47.70K
Shared
0.00
None
0.00

NEUROCRINE BIOSCIENCES INC

SOLE
COM
Shares114.71K
TypeSH
Market value$16.27M
1.55%
Sole
114.71K
Shared
0.00
None
0.00

WATERS CORP

SOLE
COM
Shares41.90K
TypeSH
Market value$15.91M
1.51%
Sole
41.90K
Shared
0.00
None
0.00

METTLER TOLEDO INTERNATIONAL

SOLE
COM
Shares10.99K
TypeSH
Market value$15.32M
1.46%
Sole
10.99K
Shared
0.00
None
0.00

MINERALYS THERAPEUTICS INC

SOLE
COM
Shares410.25K
TypeSH
Market value$14.89M
1.42%
Sole
410.25K
Shared
0.00
None
0.00

STOKE THERAPEUTICS INC

SOLE
COM
Shares430.15K
TypeSH
Market value$13.65M
1.30%
Sole
430.15K
Shared
0.00
None
0.00

AGILENT TECHNOLOGIES INC

SOLE
COM
Shares100K
TypeSH
Market value$13.61M
1.30%
Sole
100K
Shared
0.00
None
0.00
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PARKMAN HEALTHCARE PARTNERS LLC 13F Holdings โ€” 100 Positions | Finecho