Parkman Healthcare Partners LLC

Q2 2026 13F-HR Holdings

Location
Stamford, CT
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$976,828
Net value change ($000)
+7,187 (0.7%)
New positions
17
Sold out positions
30
Turnover %
38.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
INBX 24,346 NEW
UNH 23,242 NEW
MBX 20,289 85.0%
INDV 14,946 NEW
GPCR 14,878 133.0%
VRDN 14,393 131.9%
AVTX 14,161 NEW
EWTX 13,276 130.6%
CVS 12,715 45.7%
DRUG 11,469 392.0%
Top Reduces (Value $000, Stocks/ETFs)
KALV -36,949 -100.0%
SYK -29,455 -57.9%
BSX -20,457 -72.6%
QGEN -20,020 -100.0%
ABBV -16,312 -100.0%
ILMN -13,604 -100.0%
EW -13,386 -100.0%
NBIX -13,051 -100.0%
PODD -12,851 -39.1%
KNSA -12,480 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,140 (0.3% 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