$460 Million is the total value of Parkman Healthcare Partners LLC's 83 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SWAV | New | SHOCKWAVE MED INC | $10,159,570 | – | 46,855 | +100.0% | 2.21% | – |
| BDX | New | BECTON DICKINSON & CO | $9,849,122 | – | 39,788 | +100.0% | 2.14% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $8,398,000 | – | 65,000 | +100.0% | 1.83% | – |
| EVH | New | EVOLENT HEALTH INCcl a | $6,065,651 | – | 186,923 | +100.0% | 1.32% | – |
| TGTX | New | TG THERAPEUTICS INC | $4,145,641 | – | 275,641 | +100.0% | 0.90% | – |
| New | MARINUS PHARMACEUTICALS INC | $1,725,000 | – | 250,000 | +100.0% | 0.38% | – | |
| ESTA | New | ESTABLISHMENT LABS HLDGS INC | $1,693,500 | – | 25,000 | +100.0% | 0.37% | – |
| APLS | New | APELLIS PHARMACEUTICALS INC | $1,649,000 | – | 25,000 | +100.0% | 0.36% | – |
| New | NEWAMSTERDAM PHARMA COMPANYordinary shares | $1,524,900 | – | 115,000 | +100.0% | 0.33% | – | |
| GRTX | New | GALERA THERAPEUTICS INC | $1,344,000 | – | 525,000 | +100.0% | 0.29% | – |
| SAGE | New | SAGE THERAPEUTICS INC | $1,062,469 | – | 25,321 | +100.0% | 0.23% | – |
| TERN | New | TERNS PHARMACEUTICALS INC | $888,000 | – | 75,000 | +100.0% | 0.19% | – |
| CDTX | New | CIDARA THERAPEUTICS INC | $762,000 | – | 600,000 | +100.0% | 0.17% | – |
| INZY | New | INOZYME PHARMA INC | $716,250 | – | 125,000 | +100.0% | 0.16% | – |
| New | AADI BIOSCIENCE INC | $549,958 | – | 75,961 | +100.0% | 0.12% | – | |
| GRTS | New | GRITSTONE BIO INC | $422,340 | – | 151,921 | +100.0% | 0.09% | – |
| SVRA | New | SAVARA INC | $345,624 | – | 177,243 | +100.0% | 0.08% | – |
| New | MINERALYS THERAPEUTICS INC | $156,600 | – | 10,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.