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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
$840.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 102 项
建仓 12
增持 47
减持 28
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
BDX
BECTON DICKINSON & CO
-$27.6M
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$26.3M
0
-100%
建仓
IQV
IQVIA HLDGS INC
+$17.3M
109,500
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
WGS
GENEDX HOLDINGS CORP
+$16.2M
175,000
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$11.5M
92,338
+34%
增持
DXCM
DEXCOM INC
+$10.8M
225,875
+73%
减持
CVRX
CVRX INC
-$10.4M
789,099
-36%
减持
GILD
GILEAD SCIENCES INC
-$9.9M
131,675
-40%
增持
—
QIAGEN NV
+$9.5M
498,107
+39%
减持
SYK
STRYKER CORPORATION
-$9.0M
50,376
-35%
增持
DHR
DANAHER CORPORATION
+$8.8M
110,090
+74%
增持
OM
OUTSET MED INC
+$8.0M
549,052
+138%
增持
RXST
RXSIGHT INC
-$7.7M
633,874
+0%
增持
BSX
BOSTON SCIENTIFIC CORP
+$7.6M
283,166
+25%
增持
MBX
MBX BIOSCIENCES INC
+$7.5M
871,933
+166%
增持
—
MERUS N V
+$7.4M
162,980
+477%
建仓
—
ASCENDIS PHARMA A/S
+$7.3M
42,108
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$7.2M
225,150
-19%
增持
—
ARCELLX INC
+$7.1M
174,276
+159%
增持
UPB
UPSTREAM BIO INC
+$6.4M
715,504
+206%
减持
LLY
ELI LILLY & CO
-$6.4M
33,296
-15%
建仓
CERT
CERTARA INC
+$5.8M
500,000
建仓
—
ALKERMES PLC
+$5.7M
200,000
建仓
WAY
WAYSTAR HLDG CORP
+$5.7M
140,000
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$5.6M
147,980
-51%
减持
MNKD
MANNKIND CORP
-$5.4M
1,900,918
-24%
减持
PTCT
PTC THERAPEUTICS INC
-$5.4M
181,643
-35%
增持
EW
EDWARDS LIFESCIENCES CORP
+$5.1M
251,741
+25%
建仓
INCY
INCYTE CORP
+$5.1M
75,000
清仓
RMD
RESMED INC
-$5.1M
0
-100%
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$5.0M
500,000
-52%
减持
TVTX
TRAVERE THERAPEUTICS INC
-$4.9M
827,060
-13%
增持
QDEL
QUIDELORTHO CORP
+$4.7M
386,646
+111%
减持
RCUS
ARCUS BIOSCIENCES INC
-$4.7M
599,610
-51%
建仓
AMLX
AMYLYX PHARMACEUTICALS INC
+$4.2M
650,000
增持
—
UNIQURE NV
+$4.0M
443,422
+118%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$3.8M
1,298,825
+22%
清仓
GH
GUARDANT HEALTH INC
-$3.8M
0
-100%
增持
SIBN
SI-BONE INC
+$3.6M
362,008
+57%
清仓
PCVX
VAXCYTE INC
-$3.5M
0
-100%
建仓
QTRX
QUANTERIX CORP
+$3.4M
515,992
减持
—
KINIKSA PHARMACEUTICALS INTL
-$3.4M
488,796
-36%
建仓
PTGX
PROTAGONIST THERAPEUTICS INC
+$3.4M
61,596
增持
AORT
ARTIVION INC
+$3.2M
192,705
+73%
减持
DGX
QUEST DIAGNOSTICS INC
-$3.2M
40,997
-35%
清仓
INSM
INSMED INC
-$2.9M
0
-100%
增持
OPRX
OPTIMIZERX CORP
+$2.7M
507,423
+7%
增持
ATEC
ALPHATEC HLDGS INC
+$2.7M
648,871
+45%
增持
AXGN
AXOGEN INC
-$2.6M
674,551
+26%
减持
PGEN
PRECIGEN INC
-$2.6M
1,542,823
-52%
减持
LUNG
PULMONX CORP
-$2.6M
605,029
-1%
增持
SDGR
SCHRODINGER INC
+$2.3M
587,556
+22%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
+$2.2M
166,010
-1%
清仓
KROS
KEROS THERAPEUTICS INC
-$2.2M
0
-100%
减持
—
VERONA PHARMA PLC
+$2.2M
197,898
-24%
减持
MCK
MCKESSON CORP
-$2.1M
17,458
-21%
清仓
—
NEWAMSTERDAM PHARMA COMPANY
-$2.1M
0
-100%
增持
CVS
CVS HEALTH CORP
+$2.1M
517,807
+4%
增持
DOCS
DOXIMITY INC
+$2.0M
120,834
+29%
减持
—
UROGEN PHARMA LTD
-$1.9M
176,702
-55%
增持
—
PERFORMANT HEALTHCARE INC
+$1.7M
1,214,272
+14%
清仓
—
ICAD INC
-$1.6M
0
-100%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$1.6M
463,601
+58%
减持
NRIX
NURIX THERAPEUTICS INC
-$1.6M
228,271
-35%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$1.5M
1,007,992
+1%
清仓
MRVI
MARAVAI LIFESCIENCES HLDGS I
-$1.5M
0
-100%
增持
ANIP
ANI PHARMACEUTICALS INC
+$1.4M
128,478
+22%
增持
NUVL
NUVALENT INC
+$1.3M
119,623
+9%
增持
—
LIVANOVA PLC
+$1.3M
175,000
+5%
增持
RPID
RAPID MICRO BIOSYSTEMS INC
+$1.2M
913,443
+24%
增持
—
AMICUS THERAPEUTICS INC
-$1.2M
608,637
+7%
减持
XENE
XENON PHARMACEUTICALS INC
-$1.2M
150,373
-14%
清仓
SLN
SILENCE THERAPEUTICS PLC
-$1.1M
0
-100%
清仓
ORIC
ORIC PHARMACEUTICALS INC
-$1.1M
0
-100%
增持
COO
COOPER COS INC
+$1.1M
385,479
+23%
减持
PODD
INSULET CORP
-$1.0M
105,762
-19%
增持
VCYT
VERACYTE INC
+$1.0M
220,387
+33%
增持
TMCI
TREACE MED CONCEPTS INC
-$1.0M
843,998
+18%
减持
—
KALVISTA PHARMACEUTICALS INC
-$1.0M
679,063
-10%
减持
THC
TENET HEALTHCARE CORP
+$1.0M
168,884
-21%
减持
REPL
REPLIMUNE GROUP INC
-$936.0K
896,710
-6%
增持
VERA
VERA THERAPEUTICS INC
+$912.5K
116,343
+53%
增持
EWTX
EDGEWISE THERAPEUTICS INC
-$872.4K
647,331
+52%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$817.7K
867,813
+46%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$766.2K
240,395
+20%
建仓
ATYR
ATYR PHARMA INC
+$760.5K
150,000
建仓
MASS
908 DEVICES INC
+$713.0K
100,000
增持
APGE
APOGEE THERAPEUTICS INC
+$662.9K
55,404
+19%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$622.4K
8,811
-14%
清仓
RLAY
RELAY THERAPEUTICS INC
-$492.7K
0
-100%
增持
RVTY
REVVITY INC
+$438.9K
157,196
+13%
减持
—
TERNS PHARMACEUTICALS INC
+$401.6K
817,808
-15%
增持
—
DYNAVAX TECHNOLOGIES CORP
-$365.4K
270,131
+15%
增持
NSPR
INSPIREMD INC
-$347.0K
1,235,305
+5%
清仓
VYNE
VYNE THERAPEUTICS INC
-$344.4K
0
-100%
清仓
IRWD
IRONWOOD PHARMACEUTICALS INC
-$301.5K
0
-100%
增持
ANNX
ANNEXON INC
+$291.8K
404,194
+15%
增持
CSTL
CASTLE BIOSCIENCES INC
+$175.2K
352,262
+0%
增持
ARDX
ARDELYX INC
+$151.2K
301,086
+44%
减持
—
ENTERA BIO LTD
-$71.3K
355,822
-19%
增持
XERS
XERIS BIOPHARMA HOLDINGS INC
+$67.3K
2,107,483
+18%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
-$33.2K
73,412
+15%
