Parkman Healthcare Partners LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ELI LILLY & CO(LLY) | 0 | 34,616 | +34,616 | 0 | 31,838,758 | 3.30% | +31,838,758 |
| XENON PHARMACEUTICALS INC(XENE) | 0 | 497,035 | +497,035 | 0 | 28,902,585 | 3.00% | +28,902,585 |
| QIAGEN NV(QGEN) | 0 | 500,000 | +500,000 | 0 | 20,020,000 | 2.08% | +20,020,000 |
| ENVISTA HOLDINGS CORPORATION(NVST) | 0 | 711,693 | +711,693 | 0 | 18,055,651 | 1.87% | +18,055,651 |
| PTC THERAPEUTICS INC(PTCT) | 0 | 431,364 | +431,364 | 0 | 29,388,829 | 3.05% | +29,388,829 |
| ABBVIE INC(ABBV) | 0 | 75,000 | +75,000 | 0 | 16,311,750 | 1.69% | +16,311,750 |
| STRYKER CORPORATION(SYK) | 0 | 154,771 | +154,771 | 0 | 50,856,203 | 5.27% | +50,856,203 |
| ILLUMINA INC(ILMN) | 0 | 110,370 | +110,370 | 0 | 13,604,206 | 1.41% | +13,604,206 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 0 | 403,525 | +403,525 | 0 | 13,651,251 | 1.42% | +13,651,251 |
| ZIMMER BIOMET HOLDINGS INC(ZBH) | 0 | 269,557 | +269,557 | 0 | 24,373,344 | 2.53% | +24,373,344 |
| ANI PHARMACEUTICALS INC(ANIP) | 0 | 280,575 | +280,575 | 0 | 21,576,218 | 2.24% | +21,576,218 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 0 | 1,708,099 | +1,708,099 | 0 | 16,261,102 | 1.69% | +16,261,102 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 0 | 901,511 | +901,511 | 0 | 21,059,297 | 2.18% | +21,059,297 |
| IDEXX LABS INC(IDXX) | 0 | 15,000 | +15,000 | 0 | 8,428,350 | 0.87% | +8,428,350 |
| KALVISTA PHARMACEUTICALS INC(KALV) | 0 | 1,835,506 | +1,835,506 | 0 | 36,948,736 | 3.83% | +36,948,736 |
| STRUCTURE THERAPEUTICS INC | 0 | 232,093 | +232,093 | 0 | 11,186,883 | 1.16% | +11,186,883 |
| IQVIA HLDGS INC(IQV) | 0 | 86,702 | +86,702 | 0 | 14,786,159 | 1.53% | +14,786,159 |
| ERASCA INC(ERAS) | 0 | 406,702 | +406,702 | 0 | 6,580,438 | 0.68% | +6,580,438 |
| TANGO THERAPEUTICS INC(TNGX) | 0 | 266,127 | +266,127 | 0 | 5,567,377 | 0.58% | +5,567,377 |
| MODERNA INC(MRNA)(Put) | 0 | 100,000 | +100,000 | 0 | 5,080,000 | — | +5,080,000 |
| IRHYTHM HOLDINGS INC(IRTC) | 0 | 40,125 | +40,125 | 0 | 4,735,553 | 0.49% | +4,735,553 |
| MINIMED GROUP INC(MMED) | 0 | 317,324 | +317,324 | 0 | 4,734,474 | 0.49% | +4,734,474 |
| CARLSMED INC | 0 | 521,123 | +521,123 | 0 | 4,716,163 | 0.49% | +4,716,163 |
| VIR BIOTECHNOLOGY INC(VIR) | 0 | 500,000 | +500,000 | 0 | 4,480,000 | 0.46% | +4,480,000 |
| SUPERNUS PHARMACEUTICALS(SUPN) | 0 | 85,062 | +85,062 | 0 | 4,396,855 | 0.46% | +4,396,855 |
| DEXCOM INC(DXCM) | 0 | 689,822 | +689,822 | 0 | 43,320,822 | 4.49% | +43,320,822 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 0 | 621,458 | +621,458 | 0 | 8,638,266 | 0.90% | +8,638,266 |
| COGENT BIOSCIENCES INC(COGT) | 0 | 100,126 | +100,126 | 0 | 3,853,850 | 0.40% | +3,853,850 |
| AMNEAL PHARMACEUTICALS INC(AMRX) | 0 | 300,752 | +300,752 | 0 | 3,738,347 | 0.39% | +3,738,347 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 0 | 235,000 | +235,000 | 0 | 4,923,250 | 0.51% | +4,923,250 |
| ALPHATEC HLDGS INC(ATEC) | 0 | 823,763 | +823,763 | 0 | 8,962,541 | 0.93% | +8,962,541 |
| ARCUS BIOSCIENCES INC(RCUS) | 0 | 1,207,274 | +1,207,274 | 0 | 26,077,118 | 2.70% | +26,077,118 |
| ASSEMBLY BIOSCIENCES INC | 0 | 411,227 | +411,227 | 0 | 11,411,549 | 1.18% | +11,411,549 |
| BRIGHT MINDS BIOSCIENCES INC | 0 | 40,098 | +40,098 | 0 | 2,925,951 | 0.30% | +2,925,951 |
| IMMUNOME INC(IMNM) | 0 | 403,487 | +403,487 | 0 | 8,824,261 | 0.91% | +8,824,261 |
| COMPASS PATHWAYS PLC(CMPS) | 0 | 554,411 | +554,411 | 0 | 3,065,893 | 0.32% | +3,065,893 |
| BUTTERFLY NETWORK INC(BFLY) | 0 | 544,477 | +544,477 | 0 | 2,199,687 | 0.23% | +2,199,687 |
| ADAPTIVE BIOTECHNOLOGIES COR(ADPT) | 0 | 551,815 | +551,815 | 0 | 7,659,192 | 0.79% | +7,659,192 |
| CVRX INC | 0 | 429,507 | +429,507 | 0 | 4,063,136 | 0.42% | +4,063,136 |
| 4D MOLECULAR THERAPEUTICS IN | 0 | 522,577 | +522,577 | 0 | 4,865,192 | 0.50% | +4,865,192 |
| PULSE BIOSCIENCES INC(PLSE) | 0 | 50,125 | +50,125 | 0 | 1,082,199 | 0.11% | +1,082,199 |
| UROGEN PHARMA LTD(URGN) | 0 | 275,000 | +275,000 | 0 | 4,944,500 | 0.51% | +4,944,500 |
| CARIS LIFE SCIENCES INC(CAI) | 0 | 229,912 | +229,912 | 0 | 4,110,827 | 0.43% | +4,110,827 |
| ANNEXON INC | 0 | 674,013 | +674,013 | 0 | 3,734,032 | 0.39% | +3,734,032 |
| AXOGEN INC(AXGN) | 0 | 268,160 | +268,160 | 0 | 8,884,141 | 0.92% | +8,884,141 |
| EDWARDS LIFESCIENCES CORP | 0 | 167,155 | +167,155 | 0 | 13,385,772 | 1.39% | +13,385,772 |
| ABSCI CORPORATION | 0 | 1,864,806 | +1,864,806 | 0 | 5,594,418 | 0.58% | +5,594,418 |
| LIVANOVA PLC(LIVN) | 0 | 403,965 | +403,965 | 0 | 25,676,015 | 2.66% | +25,676,015 |
| OVID THERAPEUTICS INC | 0 | 208,205 | +208,205 | 0 | 462,215 | 0.05% | +462,215 |
| EDAP TMS S A | 0 | 154,832 | +154,832 | 0 | 575,975 | 0.06% | +575,975 |
| SOLID BIOSCIENCES INC | 0 | 308,844 | +308,844 | 0 | 2,223,677 | 0.23% | +2,223,677 |
| CAREDX INC(CDNA) | 0 | 291,378 | +291,378 | 0 | 5,058,322 | 0.52% | +5,058,322 |
| ENTERA BIO LTD | 0 | 288,670 | +288,670 | 0 | 320,424 | 0.03% | +320,424 |
| ALIGN TECHNOLOGY INC | 0 | 21,233 | +21,233 | 0 | 3,639,973 | 0.38% | +3,639,973 |
| ACCURAY INC DEL | 0 | 884,578 | +884,578 | 0 | 343,305 | 0.04% | +343,305 |
| INSPIREMD INC | 0 | 2,416,518 | +2,416,518 | 0 | 3,938,924 | 0.41% | +3,938,924 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 0 | 322,828 | +322,828 | 0 | 10,169,082 | 1.05% | +10,169,082 |
| TREACE MED CONCEPTS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| PULMONX CORP | 0 | 755,636 | +755,636 | 0 | 974,770 | 0.10% | +974,770 |
| ARTIVION INC(AORT) | 0 | 252,014 | +252,014 | 0 | 9,228,753 | 0.96% | +9,228,753 |
| MEDLINE INC(MDLN) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| QUANTERIX CORP | 0 | 341,453 | +341,453 | 0 | 1,201,915 | 0.12% | +1,201,915 |
| VERACYTE INC(VCYT) | 0 | 101,237 | +101,237 | 0 | 3,260,844 | 0.34% | +3,260,844 |
| RAPID MICRO BIOSYSTEMS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SENSEONICS HLDGS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| INSPIRE MED SYS INC(INSP) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| WAYSTAR HLDG CORP(WAY) | 0 | 443,058 | +443,058 | 0 | 10,682,128 | 1.11% | +10,682,128 |
| ACADIA HEALTHCARE COMPANY IN(ACHC) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| GENEDX HOLDINGS CORP(WGS) | 0 | 50,778 | +50,778 | 0 | 3,260,963 | 0.34% | +3,260,963 |
| OPTIMIZERX CORP | 0 | 729,369 | +729,369 | 0 | 4,580,437 | 0.47% | +4,580,437 |
| RXSIGHT INC | 0 | 249,989 | +249,989 | 0 | 1,539,932 | 0.16% | +1,539,932 |
| PROTAGONIST THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| EYEPOINT INC(EYPT) | 0 | 1,354,800 | +1,354,800 | 0 | 17,463,372 | 1.81% | +17,463,372 |
| TENET HEALTHCARE CORP(THC) | 0 | 50,123 | +50,123 | 0 | 9,458,711 | 0.98% | +9,458,711 |
| SI BONE INC | 0 | 373,553 | +373,553 | 0 | 4,717,974 | 0.49% | +4,717,974 |
| STOKE THERAPEUTICS INC(STOK) | 0 | 336,519 | +336,519 | 0 | 10,957,059 | 1.14% | +10,957,059 |
| CASTLE BIOSCIENCES INC | 0 | 126,150 | +126,150 | 0 | 3,096,983 | 0.32% | +3,096,983 |
| UNIQURE NV(QURE) | 0 | 206,842 | +206,842 | 0 | 3,381,867 | 0.35% | +3,381,867 |
| ADMA BIOLOGICS INC | 0 | 82,443 | +82,443 | 0 | 742,811 | 0.08% | +742,811 |
| NUVALENT INC(NUVL) | 0 | 88,078 | +88,078 | 0 | 9,023,591 | 0.94% | +9,023,591 |
| CERTARA INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 0 | 99,069 | +99,069 | 0 | 13,051,350 | 1.35% | +13,051,350 |
| APOGEE THERAPEUTICS INC(APGE) | 0 | 77,686 | +77,686 | 0 | 6,538,831 | 0.68% | +6,538,831 |
| XERIS BIOPHARMA HOLDINGS INC | 0 | 1,721,264 | +1,721,264 | 0 | 9,983,331 | 1.04% | +9,983,331 |
| TRAVERE THERAPEUTICS INC(TVTX) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| QUIDELORTHO CORP | 0 | 101,764 | +101,764 | 0 | 1,671,983 | 0.17% | +1,671,983 |
| MANNKIND CORP(MNKD) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| COOPER COS INC(COO) | 0 | 89,883 | +89,883 | 0 | 6,426,635 | 0.67% | +6,426,635 |
| MBX BIOSCIENCES INC(MBX) | 0 | 800,037 | +800,037 | 0 | 23,881,104 | 2.48% | +23,881,104 |
| SPYRE THERAPEUTICS INC(SYRE) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| PRECIGEN INC(PGEN) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MINERALYS THERAPEUTICS INC(MLYS) | 0 | 380,137 | +380,137 | 0 | 10,297,911 | 1.07% | +10,297,911 |
| VERA THERAPEUTICS INC(VERA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SCHRODINGER INC(SDGR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TRANSMEDICS GROUP INC(TMDX) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| DAY ONE BIOPHARMACEUTICALS I | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BIOGEN INC(BIIB) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| INSULET CORP(PODD) | 0 | 156,561 | +156,561 | 0 | 32,852,760 | 3.41% | +32,852,760 |
| DOXIMITY INC(DOCS) | 0 | 0 | 0 | 0 | 0 | — | 0 |