Parkman Healthcare Partners LLC
CIK 1777015 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- MBX4.54%
- LLY4.31%
- CVS4.16%
- DXCM3.70%
- PTCT3.65%
- RCUS2.91%
- GPCR2.68%
- VRDN2.60%
- AGIO2.55%
- INBX2.50%
Share classes counted separately33.60%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SYKWeight decreased · -3.07 pp5.27% → 2.20%Shares -86.80K (-56.08%)
- MBXWeight increased · +2.06 pp2.48% → 4.54%Shares +136 (+0.02%)
- GPCRWeight increased · +1.52 pp1.16% → 2.68%Shares +253.57K (+109.25%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MBXMBX BIOSCIENCES INC View history and evidence | $44.17M | 4.54% | 800.17K shares | 2.48% → 4.54%+2.06 pp +136 (+0.02%) | Added | ▾ |
| 02 | LLYELI LILLY & CO View history and evidence | $41.98M | 4.31% | 35.00K shares | 3.30% → 4.31%+1.01 pp +384 (+1.11%) | Added | ▾ |
| 03 | CVSCVS HEALTH CORP View history and evidence | $40.53M | 4.16% | 391.79K shares | 2.88% → 4.16%+1.28 pp +4.49K (+1.16%) | Added | ▾ |
| 04 | DXCMDEXCOM INC View history and evidence | $36.02M | 3.70% | 534.77K shares | 4.49% → 3.70%-0.79 pp -155.06K (-22.48%) | Reduced | ▾ |
| 05 | PTCTPTC THERAPEUTICS INC View history and evidence | $35.54M | 3.65% | 435.69K shares | 3.05% → 3.65%+0.60 pp +4.33K (+1.00%) | Added | ▾ |
| 06 | RCUSARCUS BIOSCIENCES INC View history and evidence | $28.34M | 2.91% | 919.27K shares | 2.70% → 2.91%+0.21 pp -288.01K (-23.86%) | Reduced | ▾ |
| 07 | GPCRSTRUCTURE THERAPEUTICS INCSPONSORED ADS View history and evidence | $26.07M | 2.68% | 485.66K shares | 1.16% → 2.68%+1.52 pp +253.57K (+109.25%) | Added | ▾ |
| 08 | VRDNVIRIDIAN THERAPEUTICS INC View history and evidence | $25.31M | 2.60% | 1.38M shares | 1.13% → 2.60%+1.47 pp +819.64K (+146.91%) | Added | ▾ |
| 09 | AGIOAGIOS PHARMACEUTICALS INC View history and evidence | $24.83M | 2.55% | 669.05K shares | 1.42% → 2.55%+1.13 pp +265.52K (+65.80%) | Added | ▾ |
| 10 | INBXINHIBRX BIOSCIENCES INC View history and evidence | $24.35M | 2.50% | 256.95K shares | Prior unavailable +256.95K | New | ▾ |
Options overlay 1
$3.14M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
GRALGRAIL INCPUT View history and evidence | Put | 46.00K | $3.14M | +46.00K | ▾ |
1 / 1 options · preview only
Exited positions 31
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KALV KALVISTA PHARMACEUTICALS INC | Non-derivative | -1,835,506 | -$36.95M | SEC filing ↗ | SEC filing ↗ |
| QGEN QIAGEN N.V. | Non-derivative | -500,000 | -$20.02M | SEC filing ↗ | SEC filing ↗ |
| ABBV ABBVIE INC | Non-derivative | -75,000 | -$16.31M | SEC filing ↗ | SEC filing ↗ |
3 / 31 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1777015 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 976827960
}Research all 77 reported holdings.
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