§ 13F · FUND PROFILE
Parkman Healthcare Partners LLC.
AUM · $977M (13F)Positions · 77Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$155M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MBX | MBX BIOSCIENCES INC | 800K | $44M | 4.5% | ±0% |
| 2 | LLY | ELI LILLY & CO | 35K | $42M | 4.3% | +1% |
| 3 | CVS | CVS HEALTH CORP | 392K | $41M | 4.1% | +1% |
| 4 | DXCM | DEXCOM INC | 535K | $36M | 3.7% | −22% |
| 5 | PTCT | PTC THERAPEUTICS INC | 436K | $36M | 3.6% | +1% |
| 6 | RCUS | ARCUS BIOSCIENCES INC | 919K | $28M | 2.9% | −24% |
| 7 | GPCR | STRUCTURE THERAPEUTICS INC | 486K | $26M | 2.7% | +109% |
| 8 | VRDN | VIRIDIAN THERAPEUTICS INC | 1.38M | $25M | 2.6% | +147% |
| 9 | AGIO | AGIOS PHARMACEUTICALS INC | 669K | $25M | 2.5% | +66% |
| 10 | INBX | INHIBRX BIOSCIENCES INC | 257K | $24M | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARKMAN SIGNAL
AC read
Parkman Healthcare Partners LLC is a Other fund managing $977 million in assets. The fund runs a portfolio of 77 positions.
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