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Parkman Healthcare Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Parkman Healthcare Partners LLC

报告期 2026-03-31 · CIK 0001777015

持仓数

90

前50大市值合计

$840.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SYK STRYKER CORPORATION

COM

$50.9M

154,771

6.0%

DXCM DEXCOM INC

COM

$43.3M

689,822

5.2%

— KALVISTA PHARMACEUTICALS INC

COM

$36.9M

1,835,506

4.4%

PODD INSULET CORP

COM

$32.9M

156,561

3.9%

LLY ELI LILLY & CO

COM

$31.8M

34,616

3.8%

PTCT PTC THERAPEUTICS INC

COM

$29.4M

431,364

3.5%

XENE XENON PHARMACEUTICALS INC

COM

$28.9M

497,035

3.4%

BSX BOSTON SCIENTIFIC CORP

COM

$28.2M

448,768

3.3%

CVS CVS HEALTH CORP

COM

$27.8M

387,306

3.3%

RCUS ARCUS BIOSCIENCES INC

COM

$26.1M

1,207,274

3.1%

— LIVANOVA PLC

SHS

$25.7M

403,965

3.1%

ZBH ZIMMER BIOMET HOLDINGS INC

COM

$24.4M

269,557

2.9%

MBX MBX BIOSCIENCES INC

COM

$23.9M

800,037

2.8%

ANIP ANI PHARMACEUTICALS INC

COM

$21.6M

280,575

2.6%

SNDX SYNDAX PHARMACEUTICALS INC

COM

$21.1M

901,511

2.5%

— QIAGEN NV

ORD SHARES

$20.0M

500,000

2.4%

NVST ENVISTA HOLDINGS CORPORATION

COM

$18.1M

711,693

2.1%

EYPT EYEPOINT INC

COM NEW

$17.5M

1,354,800

2.1%

ABBV ABBVIE INC

COM

$16.3M

75,000

1.9%

BCRX BIOCRYST PHARMACEUTICALS INC

COM

$16.3M

1,708,099

1.9%

IQV IQVIA HLDGS INC

COM

$14.8M

86,702

1.8%

AGIO AGIOS PHARMACEUTICALS INC

COM

$13.7M

403,525

1.6%

ILMN ILLUMINA INC

COM

$13.6M

110,370

1.6%

EW EDWARDS LIFESCIENCES CORP

COM

$13.4M

167,155

1.6%

NBIX NEUROCRINE BIOSCIENCES INC

COM

$13.1M

99,069

1.6%

— KINIKSA PHARMACEUTICALS INTL

ORD SHS CL A

$12.5M

259,184

1.5%

ASMB ASSEMBLY BIOSCIENCES INC

COM NEW

$11.4M

411,227

1.4%

GPCR STRUCTURE THERAPEUTICS INC

SPONSORED ADS

$11.2M

232,093

1.3%

MCK MCKESSON CORP

COM

$11.0M

12,676

1.3%

STOK STOKE THERAPEUTICS INC

COM

$11.0M

336,519

1.3%

VRDN VIRIDIAN THERAPEUTICS INC

COM

$10.9M

557,936

1.3%

WAY WAYSTAR HLDG CORP

COM

$10.7M

443,058

1.3%

MLYS MINERALYS THERAPEUTICS INC

COM

$10.3M

380,137

1.2%

EWTX EDGEWISE THERAPEUTICS INC

COM

$10.2M

322,828

1.2%

XERS XERIS BIOPHARMA HOLDINGS INC

COM

$10.0M

1,721,264

1.2%

THC TENET HEALTHCARE CORP

COM NEW

$9.5M

50,123

1.1%

AORT ARTIVION INC

COM

$9.2M

252,014

1.1%

NUVL NUVALENT INC

COM

$9.0M

88,078

1.1%

ATEC ALPHATEC HLDGS INC

COM NEW

$9.0M

823,763

1.1%

ALNY ALNYLAM PHARMACEUTICALS INC

COM

$8.9M

26,916

1.1%

AXGN AXOGEN INC

COM

$8.9M

268,160

1.1%

IMNM IMMUNOME INC

COM

$8.8M

403,487

1.0%

AMLX AMYLYX PHARMACEUTICALS INC

COM

$8.6M

621,458

1.0%

IDXX IDEXX LABS INC

COM

$8.4M

15,000

1.0%

WAT WATERS CORP

COM

$7.9M

26,447

0.9%

ADPT ADAPTIVE BIOTECHNOLOGIES COR

COM

$7.7M

551,815

0.9%

UPB UPSTREAM BIO INC

COM

$7.1M

786,783

0.8%

ERAS ERASCA INC

COM

$6.6M

406,702

0.8%

APGE APOGEE THERAPEUTICS INC

COM

$6.5M

77,686

0.8%

COO COOPER COS INC

COM

$6.4M

89,883

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

27%前 6 大占比

SYK6.0%DXCM5.2%KALVISTA PHARMACEUTICALS INC4.4%PODD3.9%LLY3.8%PTCT3.5%