PHP
Parkman Healthcare Partners Portfolio holdings
AUM
$911M
1-Year Est. Return
51.9%
1 Year Est. Return
+51.9%
AUM
$864M
AUM Growth
+$21.2M
(+2.5%)
Holding
103
Top Buys
| 1 | +$17.3M | |
| 2 | +$16.2M | |
| 3 | +$9.25M | |
| 4 |
DexCom
DXCM
|
+$8.34M |
| 5 |
Alnylam Pharmaceuticals
ALNY
|
+$7.63M |
Top Sells
| 1 | +$27.6M | |
| 2 | +$26.3M | |
| 3 | +$10.8M | |
| 4 |
Gilead Sciences
GILD
|
+$9.68M |
| 5 |
Tenet Healthcare
THC
|
+$7.84M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
SI-BONE Inc
SIBN
$756M
| $6.81M | 0.78% |
362,008
+130,899
|
|
||
52
Mineralys Therapeutics
MLYS
$3.23B
| $6.27M | 0.72% |
463,601
+169,673
|
|
||
53
uniQure
QURE
$1.86B
| $6.18M | 0.71% |
443,422
+239,589
|
|
||
54
Artivion
AORT
$2.17B
| $5.99M | 0.69% |
192,705
+81,053
|
|
||
55
Veracyte
VCYT
$3.11B
| $5.96M | 0.68% |
220,387
+54,109
|
|
||
56
Certara
CERT
$1.33B
| $5.85M | 0.67% |
+500,000
|
|
||
|
WAY
57
Waystar Holding Corp
WAY
$6.76B
| $5.72M | 0.66% |
+140,000
|
|
||
58
Ultragenyx Pharmaceutical
RARE
$3.19B
| $5.38M | 0.62% |
147,980
-156,264
|
|
||
59
Incyte
INCY
$20.4B
| $5.11M | 0.59% |
+75,000
|
|
||
60
Treace Medical Concepts
TMCI
$193M
| $4.96M | 0.57% |
843,998
+130,459
|
|
||
61
Arcus Biosciences
RCUS
$2.48B
| $4.88M | 0.56% |
599,610
-616,019
|
|
||
|
PHLT
62
DELISTED
Performant Healthcare Inc
PHLT
| $4.86M | 0.56% |
1,214,272
+153,671
|
|
||
63
Xenon Pharmaceuticals
XENE
$3.15B
| $4.71M | 0.54% |
150,373
-24,203
|
|
||
64
CVRx
CVRX
$243M
| $4.64M | 0.53% |
789,099
-440,423
|
|
||
65
Amylyx Pharmaceuticals
AMLX
$1.39B
| $4.17M | 0.48% |
+650,000
|
|
||
66
Amicus Therapeutics
FOLD
$2.92B
| $3.49M | 0.4% |
608,637
+39,685
|
|
||
67
Quanterix
QTRX
$268M
| $3.43M | 0.39% |
+515,992
|
|
||
68
Protagonist Therapeutics
PTGX
$5.29B
| $3.4M | 0.39% |
+61,596
|
|
||
69
Day One Biopharmaceuticals
DAWN
$904M
| $3.25M | 0.37% |
500,000
-543,162
|
|
||
70
Rapid Micro Biosystems
RPID
$187M
| $3.15M | 0.36% |
913,443
+177,822
|
|
||
71
Terns Pharmaceuticals
TERN
$2.03B
| $3.05M | 0.35% |
817,808
-141,895
|
|
||
72
InspireMD
NSPR
$89.4M
| $2.8M | 0.32% |
1,235,305
+63,889
|
|
||
73
Vera Therapeutics
VERA
$1.81B
| $2.74M | 0.32% |
116,343
+40,218
|
|
||
74
Dynavax Technologies
DVAX
$1.3B
| $2.68M | 0.31% |
270,131
+35,347
|
|
||
75
Nurix Therapeutics
NRIX
$1.3B
| $2.6M | 0.3% |
228,271
-122,149
|
|