$376 Million is the total value of Parkman Healthcare Partners LLC's 81 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HUM | New | HUMANA INC | $8,932,081 | – | 17,439 | +100.0% | 2.38% | – |
| PCVX | New | VAXCYTE INC | $7,578,402 | – | 158,048 | +100.0% | 2.02% | – |
| SILK | New | SILK RD MED INC | $4,931,169 | – | 93,305 | +100.0% | 1.31% | – |
| SRPT | New | SAREPTA THERAPEUTICS INC | $4,575,988 | – | 35,314 | +100.0% | 1.22% | – |
| BIIB | New | BIOGEN INC | $4,213,892 | – | 15,217 | +100.0% | 1.12% | – |
| IMVT | New | IMMUNOVANT INC | $2,804,607 | – | 158,006 | +100.0% | 0.75% | – |
| AGIO | New | AGIOS PHARMACEUTICALS INC | $1,404,000 | – | 50,000 | +100.0% | 0.37% | – |
| CGEM | New | CULLINAN ONCOLOGY INC | $1,386,038 | – | 131,378 | +100.0% | 0.37% | – |
| New | SIGHT SCIENCES INC | $1,283,295 | – | 105,102 | +100.0% | 0.34% | – | |
| CYTK | New | CYTOKINETICS INC | $1,145,500 | – | 25,000 | +100.0% | 0.30% | – |
| GH | New | GUARDANT HEALTH INC | $952,000 | – | 35,000 | +100.0% | 0.25% | – |
| New | UNITY BIOTECHNOLOGY INC | $117,132 | – | 42,749 | +100.0% | 0.03% | – | |
| AFIB | New | ACUTUS MED INC | $59,831 | – | 52,027 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.