Parkman Healthcare Partners
Parkman Healthcare Partners reported 76 stocks worth $974M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MBX (4.5%), LLY (4.3%) and CVS (4.2%). Compared with Q1 2026, the fund opened new positions in INBX, UNH and INDV, added to LLY, CVS and PTCT, trimmed DXCM, RCUS and XENE and sold out of QGEN, ABBV and ILMN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MBX Mbx Biosciences Inc | $44.2M | 4.5% | 800K | No change | 7 of 8 | |
| 2 |  LLY Eli Lilly & Co | $42M | 4.3% | 35K | +384 (+1%) | 7 of 8 | |
| 3 |  CVS Cvs Health Corp | $40.5M | 4.2% | 392K | +4,485 (+1%) | 7 of 8 | |
| 4 |  DXCM Dexcom Inc | $36M | 3.7% | 535K | −155K (−22%) | 8 of 8 | |
| 5 |  PTCT Ptc Therapeutics Inc | $35.5M | 3.6% | 436K | +4,327 (+1%) | 8 of 8 | |
| 6 |  RCUS Arcus Biosciences Inc | $28.3M | 2.9% | 919K | −288K (−24%) | 8 of 8 | |
| 7 |  GPCR Structure Therapeutics Inc | $26.1M | 2.7% | 486K | +254K (+109%) | 3 of 8 | |
| 8 |  VRDN Viridian Therapeutics Inc | $25.3M | 2.6% | 1.4M | +820K (+147%) | 8 of 8 | |
| 9 |  AGIO Agios Pharmaceuticals Inc | $24.8M | 2.5% | 669K | +266K (+66%) | 5 of 8 | |
| 10 |  INBX Inhibrx Biosciences Inc | $24.3M | 2.5% | 257K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
KALVISTA PHARMACEUTICALS INC | $36.9M | 1.8M |
 QGEN Qiagen NV Ord Shares | $20M | 500K |
 ABBV Abbvie Inc | $16.3M | 75K |
 ILMN Illumina Inc | $13.6M | 110K |
 EW Edwards Lifesciences Cor | $13.4M | 167K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 GRAL Grail Inc | Put | $3.1M | 46K | +46,000 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Parkman Healthcare Partners 13F FAQ
What does Parkman Healthcare Partners own?
Parkman Healthcare Partners reported 76 stocks worth $974M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MBX (4.5%), LLY (4.3%) and CVS (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Parkman Healthcare Partners buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 25 added to, 30 trimmed and 30 sold out. New positions include INBX, UNH and INDV. It sold all of QGEN, ABBV and ILMN.
When will Parkman Healthcare Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Parkman Healthcare Partners's portfolio worth?
The Q2 2026 filing reports $974M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.