Parkman Healthcare Partners LLC
Annual return '25
+18.7%
SPY '25
+17.7%
Alpha
+1.0ptsvs SPY
Invested
$969.6M
Holdings
91
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SYK
STRYKER CORPORATION
Q3 2025: Increased +27.3% (50.4k → 64.1k shares)
5.3%
02
$DXCM
DEXCOM INC
Q3 2025: Sold 24.0% (225.9k → 171.6k shares)
4.5%
03
$KALV
KALVISTA PHARMACEUTICALS INC
Q3 2025: Increased +155.5% (679.1k → 1.74M shares)
3.8%
04
$PODD
INSULET CORP
Q3 2025: Increased +9.9% (105.8k → 116.2k shares)
3.4%
05
$LLY
ELI LILLY & CO
Q3 2025: Sold 70.0% (33.3k → 10.0k shares)
3.3%
06
$PTCT
PTC THERAPEUTICS INC
Q3 2025: Increased +11.4% (181.6k → 202.4k shares)
3.0%
07
$XENE
XENON PHARMACEUTICALS INC
Q3 2025: Increased +17.1% (150.4k → 176.1k shares)
3.0%
08
$BSX
BOSTON SCIENTIFIC CORP
Q3 2025: Increased +53.4% (283.2k → 434.4k shares)
2.9%
09
$CVS
CVS HEALTH CORP
Q3 2025: Sold 26.7% (517.8k → 379.5k shares)
2.9%
10
$RCUS
ARCUS BIOSCIENCES INC
Q3 2025: Increased +8.8% (599.6k → 652.7k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:13 UTC.