Parkman Healthcare Partners LLC

Q1 2026 13F-HR Holdings

Location
Stamford, CT
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$969,641
Net value change ($000)
-80,832 (-7.7%)
New positions
17
Sold out positions
28
Turnover %
38.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LLY 31,839 NEW
XENE 21,992 318.2%
QGEN 20,020 NEW
NVST 18,056 NEW
PTCT 17,222 141.5%
ABBV 16,312 NEW
SYK 13,786 37.2%
ILMN 13,604 NEW
AGIO 10,940 403.5%
ZBH 10,791 79.5%
Top Reduces (Value $000, Stocks/ETFs)
MASI -26,012 -100.0%
TERN -25,083 -100.0%
QGEN -22,231 -100.0%
FOLD -21,179 -100.0%
BSX -19,565 -41.0%
MCK -18,853 -63.2%
UPB -15,577 -68.7%
MTD -15,319 -100.0%
KNSA -14,960 -54.5%
VRDN -13,612 -55.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,080 (0.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type