Latest Parkman Healthcare Partners LLC Stock Portfolio
$709Million
Equity Portfolio Value
Last Reported on: 14 Feb, 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 $545.8 Millions as of 30 Sep, 2023.
The top stock holdings of Parkman Healthcare Partners LLC are BSX, UTHR, BDX. The fund has invested 5.8% of it's portfolio in BOSTON SCIENTIFIC CORP and 5.7% of portfolio in UNITED THERAPEUTICS CORP DEL.
The fund managers got completely rid off DANAHER CORPORATION (DHR), WATERS CORP (WAT) and SEAGEN INC (SGEN) stocks. They significantly reduced their stock positions in LANTHEUS HLDGS INC (LNTH), X4 PHARMACEUTICALS INC (XFOR) and TERNS PHARMACEUTICALS INC (TERN). Parkman Healthcare Partners LLC opened new stock positions in HCA HEALTHCARE INC (HCA), CHARLES RIV LABS INTL INC (CRL) and ZIMMER BIOMET HOLDINGS INC (ZBH). The fund showed a lot of confidence in some stocks as they added substantially to TRAVERE THERAPEUTICS INC (TVTX), AKERO THERAPEUTICS INC (AKRO) and DEXCOM INC (DXCM).
The top stock holdings of Parkman Healthcare Partners LLC are BSX, UTHR, BDX. The fund has invested 5.8% of it's portfolio in BOSTON SCIENTIFIC CORP and 5.7% of portfolio in UNITED THERAPEUTICS CORP DEL.
The fund managers got completely rid off DANAHER CORPORATION (DHR), WATERS CORP (WAT) and SEAGEN INC (SGEN) stocks. They significantly reduced their stock positions in LANTHEUS HLDGS INC (LNTH), X4 PHARMACEUTICALS INC (XFOR) and TERNS PHARMACEUTICALS INC (TERN). Parkman Healthcare Partners LLC opened new stock positions in HCA HEALTHCARE INC (HCA), CHARLES RIV LABS INTL INC (CRL) and ZIMMER BIOMET HOLDINGS INC (ZBH). The fund showed a lot of confidence in some stocks as they added substantially to TRAVERE THERAPEUTICS INC (TVTX), AKERO THERAPEUTICS INC (AKRO) and DEXCOM INC (DXCM).
New Buys
| Ticker | $ Bought |
|---|---|
| ABBOTT LABS | 17,250,900 |
| INTRA-CELLULAR THERAPIES INC | 13,340,800 |
| QIAGEN NV | 10,857,500 |
| METTLER TOLEDO INTERNATIONAL | 9,097,200 |
| BRISTOL-MYERS SQUIBB CO | 5,131,000 |
| NUVALENT INC | 4,405,610 |
| DYNAVAX TECHNOLOGIES CORP | 3,550,180 |
| SOMALOGIC INC | 2,251,950 |
New stocks bought by Parkman Healthcare Partners LLC
Additions
| Ticker | % Inc. |
|---|---|
| INSPIRE MED SYS INC | 285 |
| SYNDAX PHARMACEUTICALS INC | 247 |
| AMGEN INC | 207 |
| AUGMEDIX INC | 170 |
| BICYCLE THERAPEUTICS PLC | 154 |
| SILK RD MED INC | 118 |
| INSULET CORP | 111 |
| QUANTERIX CORP | 89.87 |
Additions to existing portfolio by Parkman Healthcare Partners LLC
Reductions
| Ticker | % Reduced |
|---|---|
| IMMUNIC INC | -81.82 |
| ASLAN PHARMACEUTICALS LTD | -70.31 |
| TANGO THERAPEUTICS INC | -51.68 |
| BLACK DIAMOND THERAPEUTICS I | -51.26 |
| COGENT BIOSCIENCES INC | -49.99 |
| APPLIED THERAPEUTICS INC | -41.76 |
| 89BIO INC | -39.64 |
| TELA BIO INC | -38.00 |
Parkman Healthcare Partners LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| LEXICON PHARMACEUTICALS INC | -1,238,690 |
| ACUTUS MED INC | -553,201 |
| IMMUNOGEN INC | -11,393,400 |
| PACIFIC BIOSCIENCES CALIF IN | -1,758,340 |
| AVID BIOSERVICES INC | -1,752,190 |
| AMBRX BIOPHARMA INC | -1,725,000 |
| ACLARIS THERAPEUTICS INC | -971,042 |
| AKERO THERAPEUTICS INC | -5,872,690 |
Parkman Healthcare Partners LLC got rid off the above stocks
Current Stock Holdings of Parkman Healthcare Partners LLC
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ABC | CENCORA INC | 2.98 | 102,891 | 21,131,800 | ADDED | 6.24 | |
| ABOS | ACUMEN PHARMACEUTICALS INC | 0.33 | 603,497 | 2,317,430 | ADDED | 20.74 | |
| ABT | ABBOTT LABS | 2.43 | 156,727 | 17,250,900 | NEW | ||
| ACAD | ACADIA PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACLX | ARCELLX INC | 1.31 | 168,262 | 9,338,540 | REDUCED | -17.31 | |
| ACRS | ACLARIS THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AFIB | ACUTUS MED INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AKRO | AKERO THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AKYA | AKOYA BIOSCIENCES INC | 0.46 | 674,787 | 3,292,960 | ADDED | 28.38 | |
| AMAM | AMBRX BIOPHARMA INC | 0.18 | 87,678 | 1,248,540 | NEW | ||
| AMAM | AMBRX BIOPHARMA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMGN | AMGEN INC | 2.50 | 61,524 | 17,720,100 | ADDED | 207 | |
| ANIP | ANI PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| APLT | APPLIED THERAPEUTICS INC | 0.48 | 1,019,160 | 3,414,170 | REDUCED | -41.76 | |
| ARVN | ARVINAS INC | 0.97 | 167,001 | 6,873,760 | ADDED | 60.4 | |
| ASLN | ASLAN PHARMACEUTICALS LTD | 0.01 | 110,658 | 57,775 | REDUCED | -70.31 | |
| AUGX | AUGMEDIX INC | 0.84 | 1,015,810 | 5,942,510 | ADDED | 170 | |
| BBIO | BRIDGEBIO PHARMA INC | 0.57 | 100,734 | 4,066,630 | ADDED | 0.73 | |
| BCYC | BICYCLE THERAPEUTICS PLC | 0.80 | 312,889 | 5,657,030 | ADDED | 154 | |
| BDTX | BLACK DIAMOND THERAPEUTICS I | 0.10 | 253,717 | 712,945 | REDUCED | -51.26 | |
| BDX | BECTON DICKINSON & CO | 2.32 | 67,458 | 16,448,300 | REDUCED | -31.13 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 0.72 | 100,000 | 5,131,000 | NEW | ||
| BSX | BOSTON SCIENTIFIC CORP | 5.32 | 652,803 | 37,738,500 | ADDED | 9.3 | |
| CDMO | AVID BIOSERVICES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CGEM | CULLINAN ONCOLOGY INC | 0.76 | 529,877 | 5,399,450 | ADDED | 20.77 | |
| COGT | COGENT BIOSCIENCES INC | 0.08 | 96,837 | 569,402 | REDUCED | -49.99 | |
| COO | COOPER COS INC | 4.01 | 75,183 | 28,452,300 | ADDED | 15.1 | |
| CRL | CHARLES RIV LABS INTL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CRNX | CRINETICS PHARMACEUTICALS IN | 0.60 | 120,652 | 4,292,800 | ADDED | 20.65 | |
| CSTL | CASTLE BIOSCIENCES INC | 1.09 | 357,156 | 7,707,430 | ADDED | 59.02 | |
| CTLT | CATALENT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CUTR | CUTERA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CVRX | CVRX INC | 1.06 | 240,000 | 7,545,600 | ADDED | 8.05 | |
| DAWN | DAY ONE BIOPHARMACEUTICALS I | 1.29 | 625,749 | 9,135,940 | ADDED | 34.16 | |
| DCPH | DECIPHERA PHARMACEUTICALS IN | 1.27 | 561,025 | 9,049,330 | REDUCED | -6.09 | |
| DVAX | DYNAVAX TECHNOLOGIES CORP | 0.50 | 253,947 | 3,550,180 | NEW | ||
| DXCM | DEXCOM INC | 3.94 | 225,615 | 27,996,600 | REDUCED | -15.03 | |
| ESPR | ESPERION THERAPEUTICS INC NE | 0.60 | 1,425,200 | 4,261,360 | REDUCED | -28.64 | |
| ESTA | ESTABLISHMENT LABS HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ETNB | 89BIO INC | 0.34 | 219,448 | 2,451,230 | REDUCED | -39.64 | |
| ETON | ETON PHARMACEUTICALS INC | 0.12 | 199,168 | 872,356 | ADDED | 20.71 | |
| EVH | EVOLENT HEALTH INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EW | EDWARDS LIFESCIENCES CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EWTX | EDGEWISE THERAPEUTICS INC | 1.00 | 651,625 | 7,128,780 | ADDED | 37.67 | |
| HAE | HAEMONETICS CORP MASS | 0.84 | 69,940 | 5,980,570 | REDUCED | -21.38 | |
| HCA | HCA HEALTHCARE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HUM | HUMANA INC | 1.17 | 18,081 | 8,277,660 | REDUCED | -15.16 | |
| IDYA | IDEAYA BIOSCIENCES INC | 0.65 | 130,265 | 4,634,830 | REDUCED | -1.84 | |
| IMGN | IMMUNOGEN INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IMUX | IMMUNIC INC | 0.02 | 102,256 | 153,384 | REDUCED | -81.82 | |
| INSM | INSMED INC | 0.66 | 150,816 | 4,673,790 | ADDED | 20.65 | |
| INSP | INSPIRE MED SYS INC | 2.97 | 103,746 | 21,105,000 | ADDED | 285 | |
| INZY | INOZYME PHARMA INC | 0.13 | 212,432 | 904,960 | ADDED | 20.77 | |
| IONS | IONIS PHARMACEUTICALS INC | 1.51 | 211,400 | 10,694,700 | ADDED | 32.54 | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 0.19 | 120,652 | 1,380,260 | ADDED | 20.65 | |
| ITCI | INTRA-CELLULAR THERAPIES INC | 1.88 | 186,272 | 13,340,800 | NEW | ||
| KNSA | KINIKSA PHARMACEUTICALS LTD | 1.52 | 615,693 | 10,799,300 | ADDED | 20.77 | |
| KROS | KEROS THERAPEUTICS INC | 2.02 | 360,467 | 14,332,200 | ADDED | 20.77 | |
| KRTX | KARUNA THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LAB | STANDARD BIOTOOLS INC | 0.19 | 603,620 | 1,334,000 | ADDED | 20.72 | |
| LBPH | LONGBOARD PHARMACEUTICALS IN | 0.36 | 429,892 | 2,592,250 | ADDED | 20.77 | |
| LNTH | LANTHEUS HLDGS INC | 0.70 | 80,000 | 4,960,000 | ADDED | 60.36 | |
| LQDA | LIQUIDIA CORPORATION | 0.17 | 101,767 | 1,224,260 | REDUCED | -13.21 | |
| LXRX | LEXICON PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LYRA | LYRA THERAPEUTICS INC | 0.56 | 754,885 | 3,955,600 | ADDED | 20.77 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 0.70 | 82,009 | 4,952,520 | ADDED | 53.88 | |
| MNKD | MANNKIND CORP | 1.28 | 2,498,620 | 9,094,990 | ADDED | 20.77 | |
| MORF | MORPHIC HLDG INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MRUS | MERUS N V | 0.61 | 157,817 | 4,339,970 | ADDED | 20.72 | |
| MTD | METTLER TOLEDO INTERNATIONAL | 1.28 | 7,500 | 9,097,200 | NEW | ||
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 0.47 | 300,750 | 3,359,380 | ADDED | 20.77 | |
| NBIX | NEUROCRINE BIOSCIENCES INC | 2.60 | 140,116 | 18,461,700 | ADDED | 67.11 | |
| NEO | NEOGENOMICS INC | 0.54 | 237,762 | 3,846,990 | REDUCED | -3.27 | |
| NTRA | NATERA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NUVL | NUVALENT INC | 0.62 | 59,867 | 4,405,610 | NEW | ||
| PACB | PACIFIC BIOSCIENCES CALIF IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PCVX | VAXCYTE INC | 2.37 | 267,594 | 16,804,900 | ADDED | 12.37 | |
| PFMT | PERFORMANT FINL CORP | 0.70 | 1,580,860 | 4,940,200 | ADDED | 21.66 | |
| PODD | INSULET CORP | 2.71 | 88,675 | 19,240,700 | ADDED | 111 | |
| QGEN | QIAGEN NV | 1.53 | 250,000 | 10,857,500 | NEW | ||
| QTRX | QUANTERIX CORP | 0.56 | 146,366 | 4,001,650 | ADDED | 89.87 | |
| RCUS | ARCUS BIOSCIENCES INC | 0.67 | 247,664 | 4,730,380 | ADDED | 20.75 | |
| RXST | RXSIGHT INC | 2.91 | 513,032 | 20,685,400 | ADDED | 34.54 | |
| SDGR | SCHRODINGER INC | 2.04 | 405,232 | 14,507,300 | ADDED | 9.92 | |
| SIBN | SI-BONE INC | 0.43 | 145,575 | 3,055,620 | REDUCED | -6.11 | |
| SILK | SILK RD MED INC | 0.94 | 545,235 | 6,690,030 | ADDED | 118 | |
| SLGC | SOMALOGIC INC | 0.32 | 890,099 | 2,251,950 | NEW | ||
| SLN | SILENCE THERAPEUTICS PLC | 0.57 | 232,942 | 4,046,200 | ADDED | 20.77 | |
| SLNO | SOLENO THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SNDX | SYNDAX PHARMACEUTICALS INC | 2.25 | 738,589 | 15,960,900 | ADDED | 247 | |
| SOPH | SOPHIA GENETICS SA | 0.13 | 199,997 | 941,986 | NEW | ||
| STRO | SUTRO BIOPHARMA INC | 0.73 | 1,202,430 | 5,158,430 | ADDED | 1.71 | |
| SUPN | SUPERNUS PHARMACEUTICALS INC | 0.49 | 119,417 | 3,455,930 | REDUCED | -13.57 | |
| TELA | TELA BIO INC | 0.10 | 103,375 | 684,343 | REDUCED | -38.00 | |
| TERN | TERNS PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TGTX | TG THERAPEUTICS INC | 0.49 | 205,317 | 3,506,810 | REDUCED | -1.91 | |
| THC | TENET HEALTHCARE CORP | 3.80 | 356,806 | 26,963,800 | ADDED | 57.78 | |
| TKNO | ALPHA TEKNOVA INC | 0.15 | 282,236 | 1,052,740 | ADDED | 20.74 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.75 | 10,000 | 5,307,900 | REDUCED | -34.78 | |
| TNGX | TANGO THERAPEUTICS INC | 0.09 | 65,679 | 650,222 | REDUCED | -51.68 | |
| TVTX | TRAVERE THERAPEUTICS INC | 1.29 | 1,018,810 | 9,159,120 | ADDED | 76.42 | |
| URGN | UROGEN PHARMA LTD | 0.37 | 175,500 | 2,632,500 | ADDED | 20.78 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 5.00 | 161,539 | 35,520,800 | ADDED | 16.78 | |
| VCYT | VERACYTE INC | 0.92 | 237,316 | 6,528,560 | ADDED | 5.07 | |
| VRNA | VERONA PHARMA PLC | 1.41 | 504,742 | 10,034,300 | ADDED | 20.77 | |
| VYGR | VOYAGER THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VYNE | VYNE THERAPEUTICS INC | 0.23 | 696,470 | 1,622,780 | NEW | ||
| XENE | XENON PHARMACEUTICALS INC | 1.91 | 294,788 | 13,577,900 | ADDED | 36.07 | |
| XFOR | X4 PHARMACEUTICALS INC | 0.09 | 767,332 | 643,408 | REDUCED | -4.08 | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DISC MEDICINE INC | 0.76 | 92,871 | 5,364,230 | ADDED | 78.4 | ||
| STRUCTURE THERAPEUTICS INC | 0.22 | 38,678 | 1,576,520 | ADDED | 28.93 |