1y return+36.1%S&P 500 +20.9%
3y return+44.9%S&P 500 +68.5%
5y return+30.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $206 against $232 in the S&P 500.2
Parkman Healthcare Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MBXMbx Biosciences Inc | $44.2M | 4.5% | |
| LLYEli Lilly & Co | $42.0M | 4.3% | +1.1% |
| CVSCvs Health Corp | $40.5M | 4.2% | +1.2% |
| DXCMDexcom Inc | $36.0M | 3.7% | −22.5% |
| PTCTPtc Therapeutics Inc | $35.5M | 3.6% | +1.0% |
| RCUSArcus Biosciences Inc | $28.3M | 2.9% | −23.9% |
| GPCRStructure Therapeutics Inc | $26.1M | 2.7% | +109.3% |
| VRDNViridian Therapeutics Inc | $25.3M | 2.6% | +146.9% |
| AGIOAgios Pharmaceuticals Inc | $24.8M | 2.5% | +65.8% |
| INBXInhibrx Biosciences Inc | $24.3M | 2.5% | New |
| XENEXenon Pharmaceuticals Inc | $24.0M | 2.5% | −20.1% |
| EWTXEdgewise Therapeutics Inc | $23.4M | 2.4% | +78.7% |
| UNHUnitedhealth Group Inc | $23.2M | 2.4% | New |
| SYKStryker Corporation | $21.4M | 2.2% | −56.1% |
| IQVIqvia Hldgs Inc | $20.4M | 2.1% | +22.0% |
| ZBHZimmer Biomet Holdings Inc | $20.0M | 2.1% | −13.7% |
| PODDInsulet Corp | $20.0M | 2.1% | −16.1% |
| ASMBAssembly Biosciences Inc | $19.8M | 2.0% | +75.4% |
| SNDXSyndax Pharmaceuticals Inc | $19.2M | 2.0% | −2.7% |
| EYPTEyepoint Inc | $18.4M | 1.9% | −4.9% |
| THCTenet Healthcare Corp | $18.2M | 1.9% | +94.1% |
| Livanova PLCCUSIP G5509L101 | $17.3M | 1.8% | −47.9% |
| ANIPAni Pharmaceuticals Inc | $16.8M | 1.7% | −27.7% |
| BCRXBiocryst Pharmaceuticals Inc | $16.2M | 1.7% | −4.9% |
| ALNYAlnylam Pharmaceuticals Inc | $15.3M | 1.6% | +88.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| XENEXenon Pharmaceuticals Inc | June 30, 2020 | +381.3% | $24.0M |
| EWTXEdgewise Therapeutics Inc | September 30, 2022 | +312.9% | $23.4M |
| XERSXeris Biopharma Holdings Inc | March 31, 2024 | +258.4% | $14.3M |
| MBXMbx Biosciences Inc | December 31, 2024 | +199.5% | $44.2M |
| CVSCvs Health Corp | December 31, 2024 | +130.5% | $40.5M |
| THCTenet Healthcare Corp | December 31, 2021 | +129.0% | $18.2M |
| PTCTPtc Therapeutics Inc | September 30, 2024 | +119.9% | $35.5M |
| IMNMImmunome Inc | September 30, 2025 | +81.0% | $12.6M |
| MLYSMineralys Therapeutics Inc | March 31, 2025 | +69.9% | $10.3M |
| BCRXBiocryst Pharmaceuticals Inc | June 30, 2024 | +61.8% | $16.2M |
Sold off last quarter
- Kalvista Pharmaceuticals IncCUSIP 483497103 was $36.9M
- Qiagen NvCUSIP N72482156 was $20.0M
- ABBVAbbvie Inc was $16.3M
- ILMNIllumina Inc was $13.6M
- EWEdwards Lifesciences Corp was $13.4M
- NBIXNeurocrine Biosciences Inc was $13.1M
- Kiniksa Pharmaceuticals IntlCUSIP G52694109 was $12.5M
- MCKMckesson Corp was $11.0M
- Nuvalent IncCUSIP 670703107 was $9.0M
- AXGNAxogen Inc was $8.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.1% | +14.8% |
| March 31, 2026 | −7.0% | −4.6% |
| December 31, 2025 | +12.0% | +2.4% |
| September 30, 2025 | +15.6% | +7.8% |
| June 30, 2025 | −1.1% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | −3.8% | +2.1% |
| September 30, 2024 | +10.0% | +5.4% |
| June 30, 2024 | −4.9% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +16.7% | +11.2% |
| September 30, 2023 | −13.0% | −3.6% |
| June 30, 2023 | +8.4% | +8.3% |
| March 31, 2023 | −5.1% | +7.0% |
| December 31, 2022 | +10.6% | +7.1% |
| September 30, 2022 | +0.8% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −10.8% | −4.9% |
| December 31, 2021 | +0.8% | +10.7% |
| September 30, 2021 | +1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Parkman Healthcare Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1777015&type=13F-HR&dateb=&owner=include&count=40CIK 1777015
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1777015/000142050626001734/Filed August 14, 2026 · accession 0001420506-26-001734