Arkolith/Funds/Parkman Healthcare Partners LLC

Parkman Healthcare Partners LLC

CIK 1777015
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Parkman Healthcare Partners LLC holds a diversified book of 89 stocks worth $964.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Boston Scientific Corp. Their largest long position is Stryker Corp at 5% of the equity book. They also disclosed $5.1M in put options (a bearish bet), shown separately below and excluded from the equity book.

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Use Arkolith to show Parkman Healthcare Partners LLC's latest
holdings, largest changes, and filing provenance.
Opened
17
new positions
Added to
43
existing
Trimmed
27
reduced
Sold out
27
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
35%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Health Care
92%
Consumer Staples
3%
ETF / fund or unclassified
2%
Industrials
2%
Information Technology
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

89 positions
#SecurityValueShares% PortLast moveHistory
1Stryker Corporation
COM
$50.9M154.8K
5.3%
+47%
Added · +49K sh
2Dexcom Inc
COM
$43.3M689.8K
4.5%
+17%
Added · +102K sh
3Kalvista Pharmaceuticals Inc
COM
$36.9M1.84M
3.8%
+3.8%
Added · +67K sh
4Insulet Corp
COM
$32.9M156.6K
3.4%
+11%
Added · +16K sh
5Eli Lilly & Co
COM
$31.8M34.6K
3.3%
New
New position
6PTC Therapeutics Inc
COM
$29.4M431.4K
3.0%
+169%
Added · +271K sh
7Xenon Pharmaceuticals Inc
COM
$28.9M497.0K
3.0%
+222%
Added · +343K sh
8Boston Scientific Corp
COM
$28.2M448.8K
2.9%
−10%
Reduced · −52K sh
9CVS Health Corp
COM
$27.8M387.3K
2.9%
−14%
Reduced · −63K sh
10Arcus Biosciences Inc
COM
$26.1M1.21M
2.7%
+25%
Added · +239K sh
11Livanova PLC
SHS
$25.7M404.0K
2.7%
−1.7%
Reduced · −7K sh
12Zimmer Biomet Holdings Inc
COM
$24.4M269.6K
2.5%
+78%
Added · +119K sh
13MBX Biosciences Inc
COM
$23.9M800.0K
2.5%
−9.7%
Reduced · −86K sh
14Ani Pharmaceuticals Inc
COM
$21.6M280.6K
2.2%
+94%
Added · +136K sh
15Syndax Pharmaceuticals Inc
COM
$21.1M901.5K
2.2%
+57%
Added · +327K sh
16Qiagen NV
ORD SHARES
$20.0M500.0K
2.1%
New
New position
17Envista Holdings Corporation
COM
$18.1M711.7K
1.9%
New
New position
18Eyepoint Inc
COM NEW
$17.5M1.35M
1.8%
+25%
Added · +267K sh
19Abbvie Inc
COM
$16.3M75.0K
1.7%
New
New position
20Biocryst Pharmaceuticals Inc
COM
$16.3M1.71M
1.7%
+90%
Added · +808K sh
21Iqvia Hldgs Inc
COM
$14.8M86.7K
1.5%
+146%
Added · +51K sh
22Agios Pharmaceuticals Inc
COM
$13.7M403.5K
1.4%
+305%
Added · +304K sh
23Illumina Inc
COM
$13.6M110.4K
1.4%
New
New position
24Edwards Lifesciences Corp
COM
$13.4M167.2K
1.4%
+11%
Added · +16K sh
25Neurocrine Biosciences Inc
COM
$13.1M99.1K
1.4%
−14%
Reduced · −16K sh
26Kiniksa Pharmaceuticals Intl
ORD SHS CL A
$12.5M259.2K
1.3%
−61%
Reduced · −406K sh
27Assembly Biosciences Inc
COM NEW
$11.4M411.2K
1.2%
+65%
Added · +162K sh
28Structure Therapeutics Inc
SPONSORED ADS
$11.2M232.1K
1.2%
+322%
Added · +177K sh
29McKesson Corp
COM
$11.0M12.7K
1.1%
−65%
Reduced · −24K sh
30Stoke Therapeutics Inc
COM
$11.0M336.5K
1.1%
−22%
Reduced · −94K sh
31Viridian Therapeutics Inc
COM
$10.9M557.9K
1.1%
−29%
Reduced · −230K sh
32Waystar Hldg Corp
COM
$10.7M443.1K
1.1%
+20%
Added · +74K sh
33Mineralys Therapeutics Inc
COM
$10.3M380.1K
1.1%
−7.3%
Reduced · −30K sh
34Edgewise Therapeutics Inc
COM
$10.2M322.8K
1.1%
−25%
Reduced · −105K sh
35Xeris Biopharma Holdings Inc
COM
$10.0M1.72M
1.0%
+1.8%
Added · +30K sh
36Tenet Healthcare Corp
COM NEW
$9.5M50.1K
1.0%
−17%
Reduced · −10K sh
37Artivion Inc
COM
$9.2M252.0K
1.0%
+15%
Added · +33K sh
38Nuvalent Inc
COM
$9.0M88.1K
0.9%
−26%
Reduced · −31K sh
39Alphatec Hldgs Inc
COM NEW
$9.0M823.8K
0.9%
+197%
Added · +547K sh
40Alnylam Pharmaceuticals Inc
COM
$8.9M26.9K
0.9%
−44%
Reduced · −21K sh
41Axogen Inc
COM
$8.9M268.2K
0.9%
+7.1%
Added · +18K sh
42Immunome Inc
COM
$8.8M403.5K
0.9%
+45%
Added · +126K sh
43Amylyx Pharmaceuticals Inc
COM
$8.6M621.5K
0.9%
+63%
Added · +240K sh
44Idexx Labs Inc
COM
$8.4M15.0K
0.9%
New
New position
45Waters Corp
COM
$7.9M26.4K
0.8%
−37%
Reduced · −15K sh
46Adaptive Biotechnologies Cor
COM
$7.7M551.8K
0.8%
+37%
Added · +150K sh
47Upstream Bio Inc
COM
$7.1M786.8K
0.7%
−5.7%
Reduced · −48K sh
48Erasca Inc
COM
$6.6M406.7K
0.7%
New
New position
49Apogee Therapeutics Inc
COM
$6.5M77.7K
0.7%
−40%
Reduced · −52K sh
50Cooper Cos Inc
COM
$6.4M89.9K
0.7%
−28%
Reduced · −35K sh
Showing 50 of 89 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$5.1M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishMODERNA INC$5.1M100K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202690$969.6M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026100$1.1B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202591$958.7M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202588$870.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.