$355 Million is the total value of Parkman Healthcare Partners LLC's 79 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HUM | New | HUMANA INC | $11,633,000 | – | 30,000 | +100.0% | 3.28% | – |
| DHR | New | DANAHER CORPORATION | $8,842,000 | – | 50,000 | +100.0% | 2.49% | – |
| XBI | New | SPDR SER TRput | $8,396,000 | – | 75,000 | +100.0% | 2.36% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $8,293,000 | – | 120,000 | +100.0% | 2.34% | – |
| ABBV | New | ABBVIE INC | $7,364,000 | – | 75,000 | +100.0% | 2.08% | – |
| CRL | New | CHARLES RIV LABS INTL INC | $6,974,000 | – | 40,000 | +100.0% | 1.96% | – |
| CTLT | New | CATALENT INC | $6,964,000 | – | 95,000 | +100.0% | 1.96% | – |
| MRSN | New | MERSANA THERAPEUTICS INC | $5,850,000 | – | 250,000 | +100.0% | 1.65% | – |
| RCUS | New | ARCUS BIOSCIENCES INC | $3,958,000 | – | 160,000 | +100.0% | 1.12% | – |
| KDMN | New | KADMON HLDGS INC | $3,712,000 | – | 725,000 | +100.0% | 1.05% | – |
| PODD | New | INSULET CORP | $3,400,000 | – | 17,500 | +100.0% | 0.96% | – |
| NVAX | New | NOVAVAX INC | $3,334,000 | – | 40,000 | +100.0% | 0.94% | – |
| AXSM | New | AXSOME THERAPEUTICS INC | $3,291,000 | – | 40,000 | +100.0% | 0.93% | – |
| AKRO | New | AKERO THERAPEUTICS INC | $2,367,000 | – | 95,000 | +100.0% | 0.67% | – |
| BHVN | New | BIOHAVEN PHARMACTL HLDG CO L | $1,828,000 | – | 25,000 | +100.0% | 0.52% | – |
| IMUX | New | IMMUNIC INC | $1,697,000 | – | 140,000 | +100.0% | 0.48% | – |
| QDEL | New | QUIDEL CORP | $1,342,000 | – | 6,000 | +100.0% | 0.38% | – |
| RAPT | New | RAPT THERAPEUTICS INC | $1,161,000 | – | 40,000 | +100.0% | 0.33% | – |
| CSTL | New | CASTLE BIOSCIENCES INC | $942,000 | – | 25,000 | +100.0% | 0.26% | – |
| SURF | New | SURFACE ONCOLOGY INC | $820,000 | – | 125,000 | +100.0% | 0.23% | – |
| CDMO | New | AVID BIOSERVICES INC | $821,000 | – | 125,000 | +100.0% | 0.23% | – |
| SNDX | New | SYNDAX PHARMACEUTICALS INC | $445,000 | – | 30,000 | +100.0% | 0.12% | – |
| MRNS | New | MARINUS PHARMACEUTICALS INC | $254,000 | – | 100,000 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DEXCOM INC | 16 | Q3 2023 | 6.3% |
| ACLARIS THERAPEUTICS INC | 16 | Q3 2023 | 10.0% |
| XENON PHARMACEUTICALS INC | 16 | Q3 2023 | 3.3% |
| NATERA INC | 16 | Q3 2023 | 3.4% |
| AVID BIOSERVICES INC | 15 | Q3 2023 | 2.9% |
| SCHRODINGER INC | 15 | Q3 2023 | 4.2% |
| REPRO MED SYS INC | 15 | Q2 2023 | 2.0% |
| MANNKIND CORP | 15 | Q3 2023 | 1.6% |
| IQVIA HLDGS INC | 14 | Q1 2023 | 4.6% |
| INSULET CORP | 14 | Q3 2023 | 2.9% |
View Parkman Healthcare Partners LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| PLUS THERAPEUTICS, INC. | February 13, 2023 | 583,467 | 1.7% |
View Parkman Healthcare Partners LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| SC 13G/A | 2023-02-13 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View Parkman Healthcare Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.