Parkman Healthcare Partners LLC Portfolio Holdings by Sector
Parkman Healthcare Partners LLC
- $746 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
ALNY VRNA VRDN BMRN TVTX ACLX XERS NUVL 38 stocks |
$262,787
35.22% of portfolio
|
  21  
|
  17  
|
  5  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
PODD BSX ZBH SYK DXCM EW RXST LIVN 20 stocks |
$209,867
28.13% of portfolio
|
  15  
|
  4  
|
  2  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR PKI IQV CSTL DGX 5 stocks |
$70,836
9.49% of portfolio
|
  4  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY GILD 2 stocks |
$40,553
5.44% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX ANIP ALKS DVAX 4 stocks |
$37,649
5.05% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
1
Puts
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$35,718
4.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
SDGR DOCS OPRX CERT 4 stocks |
$31,932
4.28% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
THC 1 stocks |
$29,723
3.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK 1 stocks |
$12,792
1.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
QDEL 1 stocks |
$11,143
1.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
PFMT 1 stocks |
$3,035
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|