Parkman Healthcare Partners LLC
CIK 1777015
13F filing for Q2 2026・No. 2,625
- Holdings
- US$976.83M
- Quarter change
- +US$7.19M
- Entries
- 77
- Net bought (estimate)
- −US$78.24M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 30
- Cut 30
- Added 27
- Corporate actions 0
- Unchanged 2
Largest holdings
76 stocks worth US$973.69M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MBX BIOSCIENCES INCCOM | Added | 800,173 | US$44.17M | 4.54% |
| LLYELI LILLY & COCOM | Added | 35,000 | US$41.98M | 4.31% |
| CVSCVS HEALTH CORPCOM | Added | 391,791 | US$40.53M | 4.16% |
| DXCMDEXCOM INCCOM | Cut | 534,767 | US$36.02M | 3.70% |
| PTCTPTC THERAPEUTICS INCCOM | Added | 435,691 | US$35.54M | 3.65% |
| ARCUS BIOSCIENCES INCCOM | Cut | 919,266 | US$28.34M | 2.91% |
| STRUCTURE THERAPEUTICS INCSPONSORED ADS | Added | 485,661 | US$26.07M | 2.68% |
| VIRIDIAN THERAPEUTICS INCCOM | Added | 1,377,576 | US$25.31M | 2.60% |
| AGIOS PHARMACEUTICALS INCCOM | Added | 669,046 | US$24.83M | 2.55% |
| INHIBRX BIOSCIENCES INCCOM | New | 256,950 | US$24.35M | 2.50% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.