Parkman Healthcare Partners LLC
•CIK: 1777015•Filing: Q4 2025
**Parkman Healthcare Partners LLC** manages $1.1B across a concentrated portfolio of 100 positions, exhibiting a clear focus on the healthcare sector. Top holdings include BSX at $47.7M and PODD at $40.0M, signaling significant conviction in specific healthcare value plays. The remaining top ten positions represent a substantial allocation, with the top five holdings accounting for over $190M of the fund's current assets. This structure suggests a deep, sector-specific research approach targeting established and growth-oriented healthcare names.
Total AUM
$1.1B
QoQ Performance
+15.3%
Positions
100
Top 10 Concentration
32.3%
Latest Filing
Q4 2025
Top Holdings Allocation
BSX4.5%
PODD3.8%
DC43.7%
SYK3.5%
CVS3.4%
MCK2.8%
KALV2.7%
MBX2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.3%
Healthcare5.7%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW20 new positions
↑23 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023