PHP
Parkman Healthcare Partners Portfolio holdings
AUM
$1.05B
1-Year Est. Return
89.76%
This Fund
S&P 500
1 Year Est. Return
+89.76%
AUM
$1.05B
AUM Growth
+$140M
(+15%)
Holding
111
Top Buys
| 1 | +$28.6M | |
| 2 | +$26.9M | |
| 3 | +$15.4M | |
| 4 |
Waters Corp
WAT
|
+$15.4M |
| 5 |
Mettler-Toledo International
MTD
|
+$15.3M |
Top Sells
| 1 | +$17.7M | |
| 2 | +$15.5M | |
| 3 | +$11.4M | |
| 4 |
Castle Biosciences
CSTL
|
+$10.5M |
| 5 |
Viridian Therapeutics
VRDN
|
+$10M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ABVX
101
Abivax
ABVX
$9.08B
| – | – |
-55,197
|
|
||
102
Ascendis Pharma A/S
ASND
$14.2B
| – | – |
-40,343
|
|
||
103
BioMarin Pharmaceuticals
BMRN
$10.3B
| – | – |
-125,949
|
|
||
|
DVAX
104
DELISTED
Dynavax Technologies
DVAX
| – | – |
-271,306
|
|
||
105
Incyte
INCY
$18.8B
| – | – |
-100,442
|
|
||
106
Eli Lilly
LLY
$790B
| – | – |
-10,000
|
|
||
107
908 Devices
MASS
$252M
| – | – |
-100,368
|
|
||
108
Outset Medical
OM
$82.8M
| – | – |
-454,512
|
|
||
109
Invesco QQQ Trust
QQQ
$436B
| – | – |
0
|
|
||
110
United Therapeutics
UTHR
$24.9B
| – | – |
-22,000
|
|
||
|
TVRD
111
Tvardi Therapeutics
TVRD
$29.1M
| – | – |
-65,000
|
|