Parkman Healthcare Partners LLC
STAMFORD CT · SEC CIK 0001777015
$9.77亿2026Q2 申报市值
77持仓数
33.5%前十大占比 · 第一大 4.5%
17 / 31新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INBX 新建仓+$2,434.60万
VRDN 加仓+$1,505.68万
SUPN 新建仓+$1,494.60万
AVTX 新建仓+$1,416.10万
GPCR 加仓+$1,360.90万
2026Q2 卖出最多 按季末市值估算
KALVISTA PHARMAC 清仓-$3,694.87万
SYK 减仓-$2,732.75万
QGEN 清仓-$2,002.00万
ABBV 清仓-$1,631.17万
LIVN 减仓-$1,590.62万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MBX | MBX BIOSCIENCES INC | $4,416.95万 | 4.52% | 800,173 | 136 | 0.0% | $7,507 | 加仓 |
| LLY | ELI LILLY & CO | $4,198.01万 | 4.30% | 35,000 | 384 | 1.1% | $46.06万 | 加仓 |
| CVS | CVS HEALTH CORP | $4,053.08万 | 4.15% | 391,791 | 4,485 | 1.2% | $46.40万 | 加仓 |
| DXCM | DEXCOM INC | $3,601.66万 | 3.69% | 534,767 | -155,055 | -22.5% | -$1,044.30万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $3,553.93万 | 3.64% | 435,691 | 4,327 | 1.0% | $35.30万 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $2,834.10万 | 2.90% | 919,266 | -288,008 | -23.9% | -$887.93万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $2,606.54万 | 2.67% | 485,661 | 253,568 | 109.3% | $1,360.90万 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $2,530.61万 | 2.59% | 1,377,576 | 819,640 | 146.9% | $1,505.68万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $2,482.83万 | 2.54% | 669,046 | 265,521 | 65.8% | $985.35万 | 加仓 |
| INBX | INHIBRX BIOSCIENCES INC | $2,434.60万 | 2.49% | 256,950 | 256,950 | — | $2,434.60万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $2,398.58万 | 2.46% | 397,379 | -99,656 | -20.1% | -$601.52万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $2,344.50万 | 2.40% | 577,036 | 254,208 | 78.7% | $1,032.85万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,324.24万 | 2.38% | 55,921 | 24,046 | 75.4% | $999.42万 | 重新持有 |
| SYK | STRYKER CORPORATION | $2,140.06万 | 2.19% | 67,973 | -86,798 | -56.1% | -$2,732.75万 | 减仓 |
| IQV | IQVIA HLDGS INC | $2,044.48万 | 2.09% | 105,811 | 19,109 | 22.0% | $369.22万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,002.08万 | 2.05% | 232,557 | -37,000 | -13.7% | -$318.53万 | 减仓 |
| PODD | INSULET CORP | $2,000.23万 | 2.05% | 131,378 | -25,183 | -16.1% | -$383.41万 | 减仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $1,981.81万 | 2.03% | 721,181 | 309,954 | 75.4% | $851.75万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $1,917.68万 | 1.96% | 877,256 | -24,255 | -2.7% | -$53.02万 | 减仓 |
| EYPT | EYEPOINT INC | $1,842.07万 | 1.89% | 1,288,163 | -66,637 | -4.9% | -$95.29万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $1,819.91万 | 1.86% | 97,280 | 47,157 | 94.1% | $882.21万 | 加仓 |
| LIVN | LIVANOVA PLC | $1,731.18万 | 1.77% | 210,529 | -193,436 | -47.9% | -$1,590.62万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $1,679.66万 | 1.72% | 202,907 | -77,668 | -27.7% | -$642.94万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,624.28万 | 1.66% | 1,624,279 | -83,820 | -4.9% | -$83.82万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,525.38万 | 1.56% | 50,672 | 23,756 | 88.3% | $715.13万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $1,494.60万 | 1.53% | 364,269 | 364,269 | — | $1,494.60万 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1,459.57万 | 1.49% | 553,916 | -157,777 | -22.2% | -$415.74万 | 减仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $1,439.47万 | 1.47% | 205,053 | 164,955 | 411.4% | $1,157.98万 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $1,431.64万 | 1.47% | 1,807,621 | 86,357 | 5.0% | $68.39万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC | $1,416.10万 | 1.45% | 766,290 | 766,290 | — | $1,416.10万 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $1,261.08万 | 1.29% | 948,184 | 425,607 | 81.4% | $566.06万 | 加仓 |
| IMNM | IMMUNOME INC | $1,259.11万 | 1.29% | 594,202 | 190,715 | 47.3% | $404.13万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $1,163.01万 | 1.19% | 355,443 | 18,924 | 5.6% | $61.92万 | 加仓 |
| WAT | WATERS CORP | $1,132.85万 | 1.16% | 30,206 | 3,759 | 14.2% | $140.98万 | 加仓 |
| ANRO | ALTO NEUROSCIENCE INC | $1,132.22万 | 1.16% | 429,035 | 429,035 | — | $1,132.22万 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1,077.21万 | 1.10% | 113,188 | 113,188 | — | $1,077.21万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $1,044.58万 | 1.07% | 486,984 | -64,831 | -11.7% | -$139.06万 | 减仓 |
| ABSI | ABSCI CORPORATION | $1,036.58万 | 1.06% | 894,374 | -970,432 | -52.0% | -$1,124.73万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $1,026.20万 | 1.05% | 380,354 | 217 | 0.1% | $5,855 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $980.52万 | 1.00% | 253,365 | 153,239 | 153.0% | $593.03万 | 加仓 |
| QURE | UNIQURE NV | $958.83万 | 0.98% | 208,170 | 1,328 | 0.6% | $6.12万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $944.10万 | 0.97% | 150,000 | 150,000 | — | $944.10万 | 新建仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $936.80万 | 0.96% | 541,190 | 240,438 | 79.9% | $416.20万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $800.14万 | 0.82% | 67,267 | 27,142 | 67.6% | $322.85万 | 加仓 |
| CYRX | CRYOPORT INC | $798.07万 | 0.82% | 508,324 | 508,324 | — | $798.07万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $770.29万 | 0.79% | 180,481 | -268,287 | -59.8% | -$1,145.05万 | 减仓 |
| CLYM | CLIMB BIO INC | $734.78万 | 0.75% | 563,484 | 563,484 | — | $734.78万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $716.21万 | 0.73% | 398,782 | -222,676 | -35.8% | -$399.93万 | 减仓 |
| UPB | UPSTREAM BIO INC | $647.19万 | 0.66% | 935,247 | 148,464 | 18.9% | $102.74万 | 加仓 |
| RMD | RESMED INC | $642.77万 | 0.66% | 32,983 | 32,983 | — | $642.77万 | 新建仓 |
| URGN | UROGEN PHARMA LTD | $640.56万 | 0.66% | 174,064 | -100,936 | -36.7% | -$371.44万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $623.42万 | 0.64% | 36,963 | 15,730 | 74.1% | $265.30万 | 加仓 |
| — | CARLSMED INC | $620.02万 | 0.63% | 597,318 | 76,195 | 14.6% | $79.09万 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $612.28万 | 0.63% | 714,451 | 714,451 | — | $612.28万 | 新建仓 |
| CDNA | CAREDX INC | $576.89万 | 0.59% | 202,417 | -88,961 | -30.5% | -$253.54万 | 减仓 |
| SIBN | SI BONE INC | $536.42万 | 0.55% | 328,686 | -44,867 | -12.0% | -$73.22万 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC | $484.31万 | 0.50% | 475,279 | -24,721 | -4.9% | -$25.19万 | 减仓 |
| ERAS | ERASCA INC | $473.91万 | 0.49% | 258,684 | -148,018 | -36.4% | -$271.17万 | 减仓 |
| SI | SHOULDER INNOVATIONS INC | $458.76万 | 0.47% | 226,212 | 226,212 | — | $458.76万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $418.78万 | 0.43% | 203,986 | -239,072 | -54.0% | -$490.81万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $389.20万 | 0.40% | 449,943 | -373,820 | -45.4% | -$323.35万 | 减仓 |
| ANNX | ANNEXON INC | $366.03万 | 0.37% | 641,029 | -32,984 | -4.9% | -$18.83万 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC | $345.33万 | 0.35% | 144,791 | 18,641 | 14.8% | $44.46万 | 加仓 |
| MMED | MINIMED GROUP INC | $338.54万 | 0.35% | 226,446 | -90,878 | -28.6% | -$135.86万 | 减仓 |
| EIKN | EIKON THERAPEUTICS INC | $334.15万 | 0.34% | 256,053 | 256,053 | — | $334.15万 | 新建仓 |
| VTRS | VIATRIS INC | $317.60万 | 0.33% | 200,000 | 200,000 | — | $317.60万 | 新建仓 |
| — | GRAIL INC 看跌期权 | $314.04万 | 0.32% | 46,000 | 46,000 | — | $314.04万 | 新建仓 |
| AORT | ARTIVION INC | $312.20万 | 0.32% | 138,940 | -113,074 | -44.9% | -$254.08万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $244.77万 | 0.25% | 10,000 | 10,000 | — | $244.77万 | 新建仓 |
| — | OPTIMIZERX CORP | $200.40万 | 0.21% | 350,347 | -379,022 | -52.0% | -$216.80万 | 减仓 |
| — | INSPIREMD INC | $169.18万 | 0.17% | 2,416,518 | 0 | 0.0% | — | 不变 |
| COAG | HEMAB THERAPEUTICS HLDGS INC | $165.28万 | 0.17% | 45,000 | 45,000 | — | $165.28万 | 新建仓 |
| — | PULMONX CORP | $84.05万 | 0.09% | 646,564 | -109,072 | -14.4% | -$14.18万 | 减仓 |
| SPRY | ARS PHARMACEUTICALS INC | $82.26万 | 0.08% | 102,700 | 102,700 | — | $82.26万 | 新建仓 |
| — | EDAP TMS S A | $80.20万 | 0.08% | 154,832 | 0 | 0.0% | — | 不变 |
| OVID | OVID THERAPEUTICS INC | $53.25万 | 0.05% | 197,947 | -10,258 | -4.9% | -$2.76万 | 减仓 |
| — | ENTERA BIO LTD | $48.59万 | 0.05% | 274,497 | -14,173 | -4.9% | -$2.51万 | 减仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,835,506 | -100.0% | -$3,694.87万 | 清仓 |
| QGEN | QIAGEN NV | $0 | 0.00% | 0 | -500,000 | -100.0% | -$2,002.00万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -75,000 | -100.0% | -$1,631.17万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -110,370 | -100.0% | -$1,360.42万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -167,155 | -100.0% | -$1,338.58万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -99,069 | -100.0% | -$1,305.13万 | 清仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $0 | 0.00% | 0 | -259,184 | -100.0% | -$1,247.97万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -12,676 | -100.0% | -$1,096.93万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -88,078 | -100.0% | -$902.36万 | 清仓 |
| AXGN | AXOGEN INC | $0 | 0.00% | 0 | -268,160 | -100.0% | -$888.41万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$842.84万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -77,686 | -100.0% | -$653.88万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -89,883 | -100.0% | -$642.66万 | 清仓 |
| TNGX | TANGO THERAPEUTICS INC | $0 | 0.00% | 0 | -266,127 | -100.0% | -$556.74万 | 清仓 |
| — | MODERNA INC 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$508.00万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -235,000 | -100.0% | -$492.32万 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS | $0 | 0.00% | 0 | -85,062 | -100.0% | -$439.69万 | 清仓 |
| CAI | CARIS LIFE SCIENCES INC | $0 | 0.00% | 0 | -229,912 | -100.0% | -$411.08万 | 清仓 |
| — | CVRX INC | $0 | 0.00% | 0 | -429,507 | -100.0% | -$406.31万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -50,778 | -100.0% | -$326.10万 | 清仓 |
| VCYT | VERACYTE INC | $0 | 0.00% | 0 | -101,237 | -100.0% | -$326.08万 | 清仓 |
| CMPS | COMPASS PATHWAYS PLC | $0 | 0.00% | 0 | -554,411 | -100.0% | -$306.59万 | 清仓 |
| SLDB | SOLID BIOSCIENCES INC | $0 | 0.00% | 0 | -308,844 | -100.0% | -$222.37万 | 清仓 |