PHP
Parkman Healthcare Partners Portfolio holdings
AUM
$911M
1-Year Est. Return
51.9%
1 Year Est. Return
+51.9%
AUM
$911M
AUM Growth
+$46.3M
(+5.4%)
Holding
103
Top Buys
| 1 | +$18.2M | |
| 2 | +$14.8M | |
| 3 | +$12.9M | |
| 4 |
McKesson
MCK
|
+$8.56M |
| 5 |
Amicus Therapeutics
FOLD
|
+$8.5M |
Top Sells
| 1 | +$19.2M | |
| 2 | +$18.7M | |
| 3 | +$17.8M | |
| 4 |
Revvity
RVTY
|
+$15.2M |
| 5 |
IQVIA
IQV
|
+$15.1M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Arcellx
ACLX
$4.2B
| $12.3M | 1.28% |
149,848
-24,428
|
|
||
27
Edwards Lifesciences
EW
$48.7B
| $12.1M | 1.26% |
155,766
-95,975
|
|
||
28
Cooper Companies
COO
$15.8B
| $12.1M | 1.26% |
176,523
-208,956
|
|
||
|
WAY
29
Waystar Holding Corp
WAY
$5.82B
| $11.6M | 1.21% |
306,027
+166,027
|
|
||
30
DexCom
DXCM
$26.3B
| $11.5M | 1.2% |
171,628
-54,247
|
|
||
31
Castle Biosciences
CSTL
$1.11B
| $10.8M | 1.13% |
475,568
+123,306
|
|
||
32
OptimizeRx
OPRX
$259M
| $10.4M | 1.09% |
509,611
+2,188
|
|
||
33
Nuvalent
NUVL
$8.21B
| $10.4M | 1.08% |
120,190
+567
|
|
||
34
Alphatec Holdings
ATEC
$3.1B
| $10.1M | 1.06% |
696,980
+48,109
|
|
||
35
Artivion
AORT
$2.09B
| $9.36M | 0.98% |
221,044
+28,339
|
|
||
36
United Therapeutics
UTHR
$20.9B
| $9.22M | 0.96% |
22,000
+13,189
|
|
||
37
Axogen
AXGN
$1.38B
| $8.95M | 0.93% |
501,832
-172,719
|
|
||
38
Edgewise Therapeutics
EWTX
$2.51B
| $8.92M | 0.93% |
550,173
-97,158
|
|
||
39
Arcus Biosciences
RCUS
$3.11B
| $8.88M | 0.93% |
652,680
+53,070
|
|
||
40
Incyte
INCY
$18.7B
| $8.52M | 0.89% |
100,442
+25,442
|
|
||
41
Travere Therapeutics
TVTX
$3.13B
| $8.12M | 0.85% |
339,764
-487,296
|
|
||
42
UroGen Pharma
URGN
$1.04B
| $8.03M | 0.84% |
402,595
+225,893
|
|
||
43
Ascendis Pharma
ASND
$12.3B
| $8.02M | 0.84% |
40,343
-1,765
|
|
||
44
Amylyx Pharmaceuticals
AMLX
$1.44B
| $7.87M | 0.82% |
579,174
-70,826
|
|
||
45
BioCryst Pharmaceuticals
BCRX
$1.61B
| $7.69M | 0.8% |
1,012,664
+4,672
|
|
||
46
Veracyte
VCYT
$3.43B
| $7.66M | 0.8% |
223,065
+2,678
|
|
||
47
Eli Lilly
LLY
$889B
| $7.63M | 0.8% |
10,000
-23,296
|
|
||
48
QuidelOrtho
QDEL
$1.96B
| $7.45M | 0.78% |
252,817
-133,829
|
|
||
49
Xenon Pharmaceuticals
XENE
$3.36B
| $7.07M | 0.74% |
176,137
+25,764
|
|
||
50
Terns Pharmaceuticals
TERN
$4.02B
| $7.02M | 0.73% |
934,760
+116,952
|
|