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Parkman Healthcare Partners LLC13F | |
| Parkman Healthcare Partners LLC | |
| Last update 2024-08-15 | 90 Stocks (11 new) |
| Value $747.00 Mil | Turnover 22 % |
| Portfolio Report | |
Parkman Healthcare Partners LL... Top Holdings of 2024-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSX | Boston Scientific Corp | 551,592 | 42478.100 | +29.64% | 5.690 | +1.30% | 0.040 | +8.96% | +45.13% | 123582.787 | Medical Devices & Instruments | |
PODD | Insulet Corp | 179,305 | 36183.750 | +97.15% | 4.850 | +2.39% | 0.260 | +18.72% | +9.05% | 16590.377 | Medical Devices & Instruments | |
UTHR | United Therapeutics Corp | 111,381 | 35480.420 | -13.12% | 4.750 | -0.47% | 0.250 | +14.25% | +60.53% | 15705.385 | Biotechnology | |
LLY | Eli Lilly and Co | 31,654 | 28658.900 | -1.44% | 3.840 | -0.04% | 0.000 | +4.16% | +58.86% | 829733.350 | Drug Manufacturers | |
COO | The Cooper Companies Inc | 308,398 | 26923.150 | +8.06% | 3.610 | +0.27% | 0.150 | +20.34% | +16.68% | 22004.701 | Medical Devices & Instruments | |
THC | Tenet Healthcare Corp | 148,927 | 19811.760 | -47.53% | 2.650 | -1.74% | 0.160 | +22.24% | +118.75% | 15825.960 | Healthcare Providers & Services | |
AGIO | Agios Pharmaceuticals Inc | 446,416 | 19249.460 | New Holding | 2.580 | +2.58% | 0.780 | +9.66% | +109.03% | 2648.372 | Biotechnology | |
LBPH | Longboard Pharmaceuticals Inc | 694,178 | 18763.630 | +0.15% | 2.510 | 0% | 1.780 | +68.27% | +462.02% | 1318.305 | Biotechnology | |
RXST | RxSight Inc | 296,739 | 17854.790 | -28.05% | 2.390 | -0.73% | 0.750 | -5.33% | +31.40% | 2102.399 | Medical Devices & Instruments | |
DXCM | DexCom Inc | 156,855 | 17784.220 | -8.63% | 2.380 | -0.25% | 0.040 | -39.32% | -43.24% | 28223.194 | Medical Devices & Instruments |
Parkman Healthcare Partners LLC's Historical Top Holdings Breakdowns
Parkman Healthcare Partners LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGIO | Agios Pharmaceuticals Inc | 2024-06-30 | New Buy | +2.58% | 27.55 ($36.09) 48.83 | $46.55 | 28.98% | New holding | 446,416 | 446,416 | |
PODD | Insulet Corp | 2024-06-30 | Add | +2.39% | 161.02 ($180.2) 206.98 | $236.62 | 31.31% | Add 97.15% | 179,305 | 88,356 | |
INSP | Inspire Medical Systems Inc | 2024-06-30 | Sold Out | -2.14% | 133.83 ($189.24) 251.19 | $212.85 | 12.48% | Sold Out | 0 | -81,183 | |
SILK | Silk Road Medical Inc | 2024-06-30 | Sold Out | -1.91% | 16.95 ($20.8) 27.04 | $27.49 | 32.16% | Sold Out | 0 | -848,897 | |
COR | Cencora Inc | 2024-06-30 | Reduce | -1.79% | 216.21 ($231.6) 245.8 | $228.11 | -1.51% | Reduce -61.17% | 38,014 | -59,891 | |
THC | Tenet Healthcare Corp | 2024-06-30 | Reduce | -1.74% | 91.08 ($120.38) 140.75 | $165.16 | 37.20% | Reduce -47.53% | 148,927 | -134,926 | |
ICLR | Icon PLC | 2024-06-30 | New Buy | +1.56% | 288.23 ($313.39) 331.73 | $303.07 | -3.29% | New holding | 37,056 | 37,056 | |
OSCR | Oscar Health Inc | 2024-06-30 | Sold Out | -1.52% | 13.93 ($18.38) 23.28 | $22.93 | 24.76% | Sold Out | 0 | -831,283 | |
HUM | Humana Inc | 2024-06-30 | New Buy | +1.50% | 302.09 ($337.63) 373.65 | $310.41 | -8.06% | New holding | 30,037 | 30,037 | |
HCA | HCA Healthcare Inc | 2024-06-30 | Sold Out | -1.44% | 297 ($324.92) 343.29 | $404.66 | 24.54% | Sold Out | 0 | -35,283 |
Parkman Healthcare Partners LLC Total Holding History ($B)
Parkman Healthcare Partners LLC's Asset Allocation
Parkman Healthcare Partners LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Parkman Healthcare Partners LLC's Hypothetical Growth since 2024-06-30
Parkman Healthcare Partners LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Parkman Healthcare Partners LLC's Holdings Heat Map
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Parkman Healthcare Partners LLC's Holdings Bubble Chart
Parkman Healthcare Partners LLC News
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