Parkman Healthcare Partners LLC reported 74 positions worth $972.40M for the quarter ended Jun 30, 2026, up 6.7% on the prior quarter. It opened 17 new positions, added to 27, trimmed 29 and exited 27. Its largest holding is MBX Biosciences, Inc. at 4.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INBX Inhibrx Biosciences, Inc. | +257.0K | – | $24.35M | 2.5% |
| UNH Unitedhealth Group Inc | +55.9K | – | $23.24M | 2.39% |
| VRDN Viridian Therapeutics, Inc.\DE | +819.6K | +146.9% | $15.06M | 2.6% |
| INDV Supernus, Inc. | +364.3K | – | $14.95M | 1.54% |
| AVTX Avalo Therapeutics, Inc. | +766.3K | – | $14.16M | 1.46% |
| GPCR Structure Therapeutics Inc. | +253.6K | +109.3% | $13.61M | 2.68% |
| DRUG Bright Minds Biosciences Inc. | +165.0K | +411.4% | $11.58M | 1.48% |
| ANRO Alto Neuroscience, Inc. | +429.0K | – | $11.32M | 1.16% |
| ORKA Oruka Therapeutics, Inc. | +113.2K | – | $10.77M | 1.11% |
| EWTX Edgewise Therapeutics, Inc. | +254.2K | +78.7% | $10.33M | 2.41% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SYK Stryker Corp | -86.8K | -56.1% | $27.33M | 2.2% |
| QGEN Qiagen N.V. | -500.0K | -100.0% | $20.02M | Exited |
| ABBV AbbVie Inc. | -75.0K | -100.0% | $16.31M | Exited |
| LIVN LivaNova PLC | -193.4K | -47.9% | $15.91M | 1.78% |
| ILMN Illumina, Inc. | -110.4K | -100.0% | $13.60M | Exited |
| EW Edwards Lifesciences Corp | -167.2K | -100.0% | $13.39M | Exited |
| NBIX Neurocrine Biosciences Inc | -99.1K | -100.0% | $13.05M | Exited |
| KNSA Kiniksa Pharmaceuticals International, plc | -259.2K | -100.0% | $12.48M | Exited |
| BSX Boston Scientific Corp | -268.3K | -59.8% | $11.45M | 0.792% |
| ABSI Absci Corp | -970.4K | -52.0% | $11.25M | 1.07% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INBX Inhibrx Biosciences, Inc. | +257.0K | $24.35M | 2.5% |
| UNH Unitedhealth Group Inc | +55.9K | $23.24M | 2.39% |
| INDV Supernus, Inc. | +364.3K | $14.95M | 1.54% |
| AVTX Avalo Therapeutics, Inc. | +766.3K | $14.16M | 1.46% |
| ANRO Alto Neuroscience, Inc. | +429.0K | $11.32M | 1.16% |
| ORKA Oruka Therapeutics, Inc. | +113.2K | $10.77M | 1.11% |
| TARS Tarsus Pharmaceuticals, Inc. | +150.0K | $9.44M | 0.971% |
| CYRX Cryoport, Inc. | +508.3K | $7.98M | 0.821% |
| CLYM Climb Bio, Inc. | +563.5K | $7.35M | 0.756% |
| RMD Resmed Inc | +33.0K | $6.43M | 0.661% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| QGEN Qiagen N.V. | -500.0K | $20.02M | 2.2% |
| ABBV AbbVie Inc. | -75.0K | $16.31M | 1.79% |
| ILMN Illumina, Inc. | -110.4K | $13.60M | 1.49% |
| EW Edwards Lifesciences Corp | -167.2K | $13.39M | 1.47% |
| NBIX Neurocrine Biosciences Inc | -99.1K | $13.05M | 1.43% |
| KNSA Kiniksa Pharmaceuticals International, plc | -259.2K | $12.48M | 1.37% |
| MCK Mckesson Corp | -12.7K | $10.97M | 1.2% |
| AXGN Axogen, Inc. | -268.2K | $8.88M | 0.975% |
| IDXX Idexx Laboratories Inc | -15.0K | $8.43M | 0.925% |
| COO Cooper Companies, Inc. | -89.9K | $6.43M | 0.705% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MBX MBX Biosciences, Inc. | Healthcare | 800.2K | $44.17M | 4.54% | +136 | +0.0% | Added | 1.67% |
| 2 | LLY ELI LILLY & Co | Healthcare | 35.0K | $41.98M | 4.32% | +384 | +1.1% | Added | 0% |
| 3 | CVS CVS HEALTH Corp | Healthcare | 391.8K | $40.53M | 4.17% | +4,485 | +1.2% | Added | 0.03% |
| 4 | DXCM Dexcom Inc | Healthcare | 534.8K | $36.02M | 3.7% | -155.1K | -22.5% | Reduced | 0.14% |
| 5 | PTCT Ptc Therapeutics, Inc. | Healthcare | 435.7K | $35.54M | 3.65% | +4,327 | +1.0% | Added | 0.52% |
| 6 | RCUS Arcus Biosciences, Inc. | Healthcare | 919.3K | $28.34M | 2.91% | -288.0K | -23.9% | Reduced | 0.72% |
| 7 | GPCR Structure Therapeutics Inc. | Healthcare | 485.7K | $26.07M | 2.68% | +253.6K | +109.3% | Added | 0.22% |
| 8 | VRDN Viridian Therapeutics, Inc.\DE | Healthcare | 1.38M | $25.31M | 2.6% | +819.6K | +146.9% | Added | 1.22% |
| 9 | AGIO Agios Pharmaceuticals, Inc. | Healthcare | 669.0K | $24.83M | 2.55% | +265.5K | +65.8% | Added | 1.12% |
| 10 | INBX Inhibrx Biosciences, Inc. | Healthcare | 257.0K | $24.35M | 2.5% | +257.0K | – | New | 1.64% |
| 11 | XENE Xenon Pharmaceuticals Inc. | Healthcare | 397.4K | $23.99M | 2.47% | -99.7K | -20.1% | Reduced | 0.4% |
| 12 | EWTX Edgewise Therapeutics, Inc. | Healthcare | 577.0K | $23.44M | 2.41% | +254.2K | +78.7% | Added | 0.54% |
| 13 | UNH Unitedhealth Group Inc | Healthcare | 55.9K | $23.24M | 2.39% | +55.9K | – | New | 0.01% |
| 14 | SYK Stryker Corp | Healthcare | 68.0K | $21.40M | 2.2% | -86.8K | -56.1% | Reduced | 0.02% |
| 15 | IQV Iqvia Holdings Inc. | Healthcare | 105.8K | $20.44M | 2.1% | +19.1K | +22.0% | Added | 0.06% |
Tip. Select a row to see that position’s full history at Parkman Healthcare Partners.
As of its Q2 2026 13F filing, Parkman Healthcare Partners LLC’s five largest positions were MBX Biosciences, Inc. (MBX) at 4.5%, ELI LILLY & Co (LLY) at 4.3%, CVS HEALTH Corp (CVS) at 4.2%, Dexcom Inc (DXCM) at 3.7%, Ptc Therapeutics, Inc. (PTCT) at 3.7% of the reported portfolio.
Parkman Healthcare Partners LLC reported a 13F portfolio worth $972.40M across 74 positions for Q2 2026. That is up 6.7% from the previous quarter.
Its largest purchases by value were Inhibrx Biosciences, Inc. ($24.35M), Unitedhealth Group Inc ($23.24M), Viridian Therapeutics, Inc.\DE ($15.06M). It opened 17 new positions.
Its largest sales by value were Stryker Corp ($27.33M), Qiagen N.V. ($20.02M), AbbVie Inc. ($16.31M). It exited 27 positions entirely.
From the Form 13F-HR reports Parkman Healthcare Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.