Parkman Healthcare Partners LLC
STAMFORD CT · SEC CIK 0001777015
$9.70亿2026Q1 申报市值
90持仓数
34.7%前十大占比 · 第一大 5.2%
17 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LLY 重新持有+$2,264.11万
QGEN 新建仓+$2,002.00万
XENE 加仓+$1,993.68万
PTCT 加仓+$1,847.58万
NVST 新建仓+$1,805.57万
2026Q1 卖出最多 按季末市值估算
MASIMO CORP 清仓-$2,601.20万
TERNS PHARMACEUT 清仓-$2,508.34万
QIAGEN NV 清仓-$2,223.10万
AMICUS THERAPEUT 清仓-$2,117.89万
MCK 减仓-$2,049.09万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EYPT | EYEPOINT INC | $1,746.34万 | 1.80% | 1,354,800 | 266,767 | 24.5% | $343.86万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1,805.57万 | 1.86% | 711,693 | 711,693 | — | $1,805.57万 | 新建仓 |
| QGEN | QIAGEN NV | $2,002.00万 | 2.06% | 500,000 | 500,000 | — | $2,002.00万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $2,105.93万 | 2.17% | 901,511 | 327,488 | 57.1% | $765.01万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $2,157.62万 | 2.23% | 280,575 | 135,575 | 93.5% | $1,042.57万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $2,388.11万 | 2.46% | 800,037 | -85,602 | -9.7% | -$255.52万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,437.33万 | 2.51% | 269,557 | 118,508 | 78.5% | $1,071.55万 | 加仓 |
| LIVN | LIVANOVA PLC | $2,567.60万 | 2.65% | 403,965 | -6,947 | -1.7% | -$44.16万 | 减仓 |
| RCUS | ARCUS BIOSCIENCES INC | $2,607.71万 | 2.69% | 1,207,274 | 238,672 | 24.6% | $515.53万 | 加仓 |
| CVS | CVS HEALTH CORP | $2,781.63万 | 2.87% | 387,306 | -62,906 | -14.0% | -$451.79万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,816.02万 | 2.90% | 448,768 | -51,761 | -10.3% | -$324.80万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $2,890.26万 | 2.98% | 497,035 | 342,851 | 222.4% | $1,993.68万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $2,938.88万 | 3.03% | 431,364 | 271,185 | 169.3% | $1,847.58万 | 加仓 |
| LLY | ELI LILLY & CO | $3,183.88万 | 3.28% | 34,616 | 24,616 | 246.2% | $2,264.11万 | 重新持有 |
| PODD | INSULET CORP | $3,285.28万 | 3.39% | 156,561 | 15,701 | 11.1% | $329.47万 | 加仓 |
| — | KALVISTA PHARMACEUTICALS INC | $3,694.87万 | 3.81% | 1,835,506 | 66,998 | 3.8% | $134.87万 | 加仓 |
| DXCM | DEXCOM INC | $4,332.08万 | 4.47% | 689,822 | 102,347 | 17.4% | $642.74万 | 加仓 |
| SYK | STRYKER CORPORATION | $5,085.62万 | 5.24% | 154,771 | 49,299 | 46.7% | $1,619.92万 | 加仓 |