Latest Parkman Healthcare Partners LLC Stock Portfolio
$815Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About Parkman Healthcare Partners LLC and it’s 13F Hedge Fund Stock Holdings
Parkman Healthcare Partners LLC is a hedge fund based in STAMFORD, CT. On 27-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $591.9 Millions. In it's latest 13F Holdings report, Parkman Healthcare Partners LLC reported an equity portfolio of $815 Millions as of 31 Mar, 2024.
The top stock holdings of Parkman Healthcare Partners LLC are THC, UTHR, BSX. The fund has invested 3.7% of it's portfolio in TENET HEALTHCARE CORP and 3.6% of portfolio in UNITED THERAPEUTICS CORP DEL.
The fund managers got completely rid off COOPER COS INC (COO), AMGEN INC (AMGN) and QIAGEN NV (QGEN) stocks. They significantly reduced their stock positions in CULLINAN ONCOLOGY INC (CGEM), INTRA-CELLULAR THERAPIES INC (ITCI) and KEROS THERAPEUTICS INC (KROS). Parkman Healthcare Partners LLC opened new stock positions in COOPER COS INC (COO), ELI LILLY & CO (LLY) and FORTREA HLDGS INC. The fund showed a lot of confidence in some stocks as they added substantially to IRONWOOD PHARMACEUTICALS INC (IRWD), STANDARD BIOTOOLS INC (LAB) and SCHRODINGER INC (SDGR).
The top stock holdings of Parkman Healthcare Partners LLC are THC, UTHR, BSX. The fund has invested 3.7% of it's portfolio in TENET HEALTHCARE CORP and 3.6% of portfolio in UNITED THERAPEUTICS CORP DEL.
The fund managers got completely rid off COOPER COS INC (COO), AMGEN INC (AMGN) and QIAGEN NV (QGEN) stocks. They significantly reduced their stock positions in CULLINAN ONCOLOGY INC (CGEM), INTRA-CELLULAR THERAPIES INC (ITCI) and KEROS THERAPEUTICS INC (KROS). Parkman Healthcare Partners LLC opened new stock positions in COOPER COS INC (COO), ELI LILLY & CO (LLY) and FORTREA HLDGS INC. The fund showed a lot of confidence in some stocks as they added substantially to IRONWOOD PHARMACEUTICALS INC (IRWD), STANDARD BIOTOOLS INC (LAB) and SCHRODINGER INC (SDGR).
New Buys
| Ticker | $ Bought |
|---|---|
| COOPER COS INC | 28,956,600 |
| ELI LILLY & CO | 24,985,700 |
| FORTREA HLDGS INC | 17,172,100 |
| QIAGEN NV | 13,496,900 |
| OSCAR HEALTH INC | 12,361,200 |
| HCA HEALTHCARE INC | 11,767,900 |
| LIVANOVA PLC | 8,111,300 |
| ELEVANCE HEALTH INC | 7,863,140 |
New stocks bought by Parkman Healthcare Partners LLC
Additions
| Ticker | % Inc. |
|---|---|
| IRONWOOD PHARMACEUTICALS INC | 604 |
| STANDARD BIOTOOLS INC | 176 |
| SCHRODINGER INC | 146 |
| APPLIED THERAPEUTICS INC | 81.99 |
| BICYCLE THERAPEUTICS PLC | 67.55 |
| LONGBOARD PHARMACEUTICALS IN | 61.24 |
| THERMO FISHER SCIENTIFIC INC | 55.72 |
| SILK RD MED INC | 55.69 |
Additions to existing portfolio by Parkman Healthcare Partners LLC
Reductions
| Ticker | % Reduced |
|---|---|
| CULLINAN ONCOLOGY INC | -66.33 |
| INTRA-CELLULAR THERAPIES INC | -62.48 |
| KEROS THERAPEUTICS INC | -50.53 |
| MERUS N V | -49.23 |
| IDEAYA BIOSCIENCES INC | -49.08 |
| VAXCYTE INC | -43.96 |
| INSMED INC | -38.31 |
| BOSTON SCIENTIFIC CORP | -34.82 |
Parkman Healthcare Partners LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SOMALOGIC INC | -2,251,950 |
| BLACK DIAMOND THERAPEUTICS I | -712,945 |
| QIAGEN NV | -10,857,500 |
| NEOGENOMICS INC | -3,846,990 |
| SUPERNUS PHARMACEUTICALS INC | -3,455,930 |
| ASLAN PHARMACEUTICALS LTD | -57,775 |
| IMMUNIC INC | -153,384 |
| LIQUIDIA CORPORATION | -1,224,260 |
Parkman Healthcare Partners LLC got rid off the above stocks
Current Stock Holdings of Parkman Healthcare Partners LLC
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ABC | CENCORA INC | 2.92 | 97,905 | 23,789,900 | REDUCED | -4.85 | |
| ABOS | ACUMEN PHARMACEUTICALS INC | 0.29 | 576,657 | 2,335,460 | REDUCED | -4.45 | |
| ABT | ABBOTT LABS | 1.70 | 121,689 | 13,831,200 | REDUCED | -22.36 | |
| ACLX | ARCELLX INC | 1.34 | 156,598 | 10,891,400 | REDUCED | -6.93 | |
| AKYA | AKOYA BIOSCIENCES INC | 0.53 | 917,442 | 4,302,800 | ADDED | 35.96 | |
| AMAM | AMBRX BIOPHARMA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMGN | AMGEN INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ANNX | ANNEXON INC | 0.30 | 346,687 | 2,485,750 | NEW | ||
| APLT | APPLIED THERAPEUTICS INC | 1.55 | 1,854,760 | 12,612,400 | ADDED | 81.99 | |
| ARDX | ARDELYX INC | 0.18 | 200,000 | 1,460,000 | NEW | ||
| ARVN | ARVINAS INC | 0.63 | 124,979 | 5,159,130 | REDUCED | -25.16 | |
| ASLN | ASLAN PHARMACEUTICALS LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ATEC | ALPHATEC HLDGS INC | 0.57 | 336,688 | 4,642,930 | NEW | ||
| AUGX | AUGMEDIX INC | 0.54 | 1,066,110 | 4,360,390 | ADDED | 4.95 | |
| AVDL | AVADEL PHARMACEUTICALS PLC | 0.80 | 387,770 | 6,549,440 | NEW | ||
| BBIO | BRIDGEBIO PHARMA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BCYC | BICYCLE THERAPEUTICS PLC | 1.60 | 524,253 | 13,053,900 | ADDED | 67.55 | |
| BDTX | BLACK DIAMOND THERAPEUTICS I | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BDX | BECTON DICKINSON & CO | 1.38 | 45,597 | 11,283,000 | REDUCED | -32.41 | |
| BFLY | BUTTERFLY NETWORK INC | 0.10 | 750,000 | 810,000 | NEW | ||
| BMY | BRISTOL-MYERS SQUIBB CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BSX | BOSTON SCIENTIFIC CORP | 3.58 | 425,473 | 29,140,600 | REDUCED | -34.82 | |
| CDMO | AVID BIOSERVICES INC | 0.22 | 270,136 | 1,809,910 | NEW | ||
| CGEM | CULLINAN ONCOLOGY INC | 0.37 | 178,396 | 3,039,870 | REDUCED | -66.33 | |
| CNC | CENTENE CORP DEL | 0.54 | 55,794 | 4,378,710 | NEW | ||
| COGT | COGENT BIOSCIENCES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| COO | COOPER COS INC | 3.55 | 285,399 | 28,956,600 | NEW | ||
| COO | COOPER COS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CRL | CHARLES RIV LABS INTL INC | 0.59 | 17,697 | 4,795,000 | NEW | ||
| CRNX | CRINETICS PHARMACEUTICALS IN | 0.58 | 101,119 | 4,733,380 | REDUCED | -16.19 | |
| CSTL | CASTLE BIOSCIENCES INC | 1.00 | 367,408 | 8,138,090 | ADDED | 2.87 | |
| CVRX | CVRX INC | 0.74 | 332,090 | 6,047,360 | ADDED | 38.37 | |
| CYTK | CYTOKINETICS INC | 0.17 | 20,160 | 1,413,420 | NEW | ||
| DAWN | DAY ONE BIOPHARMACEUTICALS I | 1.40 | 691,812 | 11,428,700 | ADDED | 10.56 | |
| DCPH | DECIPHERA PHARMACEUTICALS IN | 1.41 | 729,230 | 11,470,800 | ADDED | 29.98 | |
| DVAX | DYNAVAX TECHNOLOGIES CORP | 0.41 | 266,510 | 3,307,390 | ADDED | 4.95 | |
| DXCM | DEXCOM INC | 2.92 | 171,665 | 23,809,900 | REDUCED | -23.91 | |
| ELAN | ELANCO ANIMAL HEALTH INC | 0.40 | 201,181 | 3,275,230 | NEW | ||
| ELV | ELEVANCE HEALTH INC | 0.96 | 15,164 | 7,863,140 | NEW | ||
| EPIX | ESSA PHARMA INC | 0.26 | 251,695 | 2,136,890 | NEW | ||
| ESPR | ESPERION THERAPEUTICS INC NE | 0.38 | 1,142,900 | 3,062,960 | REDUCED | -19.81 | |
| ETNB | 89BIO INC | 0.26 | 179,899 | 2,094,020 | REDUCED | -18.02 | |
| ETON | ETON PHARMACEUTICALS INC | 0.09 | 199,168 | 746,880 | UNCHANGED | 0.00 | |
| EWTX | EDGEWISE THERAPEUTICS INC | 1.46 | 653,653 | 11,922,600 | ADDED | 0.31 | |
| FOLD | AMICUS THERAPEUTICS INC | 0.33 | 226,723 | 2,670,800 | NEW | ||
| HAE | HAEMONETICS CORP MASS | 0.95 | 90,962 | 7,763,610 | ADDED | 30.06 | |
| HCA | HCA HEALTHCARE INC | 1.44 | 35,283 | 11,767,900 | NEW | ||
| HUM | HUMANA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IDYA | IDEAYA BIOSCIENCES INC | 0.36 | 66,332 | 2,910,650 | REDUCED | -49.08 | |
| IMUX | IMMUNIC INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| INSM | INSMED INC | 0.31 | 93,032 | 2,523,960 | REDUCED | -38.31 | |
| INSP | INSPIRE MED SYS INC | 2.14 | 81,183 | 17,437,300 | REDUCED | -21.75 | |
| INZY | INOZYME PHARMA INC | 0.21 | 222,943 | 1,707,740 | ADDED | 4.95 | |
| IONS | IONIS PHARMACEUTICALS INC | 0.75 | 141,499 | 6,133,980 | REDUCED | -33.07 | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 0.91 | 850,000 | 7,403,500 | ADDED | 604 | |
| ITCI | INTRA-CELLULAR THERAPIES INC | 0.59 | 69,892 | 4,836,530 | REDUCED | -62.48 | |
| KNSA | KINIKSA PHARMACEUTICALS LTD | 1.56 | 646,163 | 12,748,800 | ADDED | 4.95 | |
| KROS | KEROS THERAPEUTICS INC | 1.45 | 178,335 | 11,805,800 | REDUCED | -50.53 | |
| LAB | STANDARD BIOTOOLS INC | 0.56 | 1,670,400 | 4,526,790 | ADDED | 176 | |
| LBPH | LONGBOARD PHARMACEUTICALS IN | 1.84 | 693,144 | 14,971,900 | ADDED | 61.24 | |
| LIVN | LIVANOVA PLC | 1.00 | 145,000 | 8,111,300 | NEW | ||
| LLY | ELI LILLY & CO | 3.07 | 32,117 | 24,985,700 | NEW | ||
| LNTH | LANTHEUS HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LQDA | LIQUIDIA CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LYRA | LYRA THERAPEUTICS INC | 0.49 | 642,245 | 3,994,760 | REDUCED | -14.92 | |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 0.62 | 101,071 | 5,076,800 | ADDED | 23.24 | |
| MNKD | MANNKIND CORP | 1.34 | 2,405,940 | 10,898,900 | REDUCED | -3.71 | |
| MRUS | MERUS N V | 0.44 | 80,123 | 3,607,940 | REDUCED | -49.23 | |
| MTD | METTLER TOLEDO INTERNATIONAL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 0.58 | 200,311 | 4,737,360 | REDUCED | -33.4 | |
| NARI | INARI MED INC | 0.74 | 125,338 | 6,013,720 | NEW | ||
| NBIX | NEUROCRINE BIOSCIENCES INC | 2.23 | 131,951 | 18,198,700 | REDUCED | -5.83 | |
| NEO | NEOGENOMICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NKTX | NKARTA INC | 0.33 | 252,028 | 2,724,420 | NEW | ||
| NRIX | NURIX THERAPEUTICS INC | 0.45 | 250,000 | 3,675,000 | NEW | ||
| NUVL | NUVALENT INC | 0.44 | 47,808 | 3,589,900 | REDUCED | -20.14 | |
| NVCR | NOVOCURE LTD | 0.10 | 50,000 | 781,500 | NEW | ||
| OSCR | OSCAR HEALTH INC | 1.52 | 831,283 | 12,361,200 | NEW | ||
| PCVX | VAXCYTE INC | 1.26 | 149,956 | 10,243,500 | REDUCED | -43.96 | |
| PFMT | PERFORMANT FINL CORP | 0.60 | 1,659,100 | 4,877,750 | ADDED | 4.95 | |
| PODD | INSULET CORP | 1.91 | 90,949 | 15,588,700 | ADDED | 2.56 | |
| QGEN | QIAGEN NV | 1.66 | 313,954 | 13,496,900 | NEW | ||
| QGEN | QIAGEN NV | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| QTRX | QUANTERIX CORP | 0.51 | 176,112 | 4,149,200 | ADDED | 20.32 | |
| RCUS | ARCUS BIOSCIENCES INC | 0.60 | 259,920 | 4,907,290 | ADDED | 4.95 | |
| RVPH | REVIVA PHARMACEUTCLS HLDGS I | 0.23 | 503,854 | 1,904,570 | NEW | ||
| RXST | RXSIGHT INC | 2.61 | 412,432 | 21,273,200 | REDUCED | -19.61 | |
| SDGR | SCHRODINGER INC | 3.31 | 1,000,010 | 27,000,400 | ADDED | 146 | |
| SIBN | SI-BONE INC | 0.31 | 152,781 | 2,501,020 | ADDED | 4.95 | |
| SILK | SILK RD MED INC | 1.91 | 848,897 | 15,551,800 | ADDED | 55.69 | |
| SLGC | SOMALOGIC INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SLN | SILENCE THERAPEUTICS PLC | 0.65 | 244,471 | 5,280,570 | ADDED | 4.95 | |
| SNDX | SYNDAX PHARMACEUTICALS INC | 2.29 | 784,811 | 18,678,500 | ADDED | 6.26 | |
| SOPH | SOPHIA GENETICS SA | 0.13 | 209,896 | 1,034,790 | ADDED | 4.95 | |
| STRO | SUTRO BIOPHARMA INC | 1.24 | 1,790,050 | 10,113,800 | ADDED | 48.87 | |
| SUPN | SUPERNUS PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TELA | TELA BIO INC | 0.07 | 97,668 | 553,778 | REDUCED | -5.52 | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 0.78 | 453,590 | 6,400,160 | NEW | ||
| TGTX | TG THERAPEUTICS INC | 0.29 | 155,039 | 2,358,140 | REDUCED | -24.49 | |
| THC | TENET HEALTHCARE CORP | 3.66 | 283,853 | 29,835,800 | REDUCED | -20.45 | |
| THRD | THIRD HARMONIC BIO INC | 0.05 | 40,000 | 377,600 | NEW | ||
| TKNO | ALPHA TEKNOVA INC | 0.10 | 296,202 | 784,935 | ADDED | 4.95 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.11 | 15,572 | 9,050,600 | ADDED | 55.72 | |
| TNGX | TANGO THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TVTX | TRAVERE THERAPEUTICS INC | 0.92 | 968,420 | 7,466,520 | REDUCED | -4.95 | |
| URGN | UROGEN PHARMA LTD | 0.34 | 184,184 | 2,762,760 | ADDED | 4.95 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 3.61 | 128,199 | 29,449,900 | REDUCED | -20.64 | |
| VCYT | VERACYTE INC | 0.69 | 254,092 | 5,630,680 | ADDED | 7.07 | |
| VKTX | VIKING THERAPEUTICS INC | 0.30 | 30,298 | 2,484,440 | NEW | ||
| VRNA | VERONA PHARMA PLC | 1.04 | 529,520 | 8,519,980 | ADDED | 4.91 | |
| VTYX | VENTYX BIOSCIENCES INC | 0.81 | 1,208,100 | 6,644,540 | NEW | ||
| VYNE | VYNE THERAPEUTICS INC | 0.26 | 696,470 | 2,138,160 | UNCHANGED | 0.00 | |
| XENE | XENON PHARMACEUTICALS INC | 1.18 | 223,942 | 9,640,700 | REDUCED | -24.03 | |
| XERS | XERIS BIOPHARMA HOLDINGS INC | 0.03 | 100,676 | 222,494 | NEW | ||
| XFOR | X4 PHARMACEUTICALS INC | 0.14 | 805,359 | 1,119,450 | ADDED | 4.96 | |
| FORTREA HLDGS INC | 2.11 | 427,804 | 17,172,100 | NEW | |||
| DISC MEDICINE INC | 0.82 | 107,593 | 6,698,740 | ADDED | 15.85 | ||
| STRUCTURE THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |