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 |
|---|---|---|---|---|---|---|---|---|
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -35,425 | -100.0% | -$623.44万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -645,544 | -100.0% | -$601.65万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -45,174 | -100.0% | -$549.54万 | 清仓 |
| SDGR | SCHRODINGER INC | $0 | 0.00% | 0 | -298,939 | -100.0% | -$534.50万 | 清仓 |
| VERA | VERA THERAPEUTICS INC | $0 | 0.00% | 0 | -100,564 | -100.0% | -$509.26万 | 清仓 |
| PGEN | PRECIGEN INC | $0 | 0.00% | 0 | -1,002,826 | -100.0% | -$419.18万 | 清仓 |
| SYRE | SPYRE THERAPEUTICS INC | $0 | 0.00% | 0 | -124,485 | -100.0% | -$407.81万 | 清仓 |
| MNKD | MANNKIND CORP | $0 | 0.00% | 0 | -640,356 | -100.0% | -$363.08万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -86,297 | -100.0% | -$329.74万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -348,750 | -100.0% | -$307.25万 | 清仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $0 | 0.00% | 0 | -25,973 | -100.0% | -$226.85万 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -100,000 | -100.0% | -$141.90万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$138.34万 | 清仓 |
| — | SENSEONICS HLDGS INC | $0 | 0.00% | 0 | -206,793 | -100.0% | -$114.15万 | 清仓 |
| — | CRINETICS PHARMACEUTICALS IN | $0 | 0.00% | 0 | -22,852 | -100.0% | -$106.38万 | 清仓 |
| — | RAPID MICRO BIOSYSTEMS INC | $0 | 0.00% | 0 | -354,465 | -100.0% | -$102.79万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -20,558 | -100.0% | -$86.34万 | 清仓 |
| — | TREACE MED CONCEPTS INC | $0 | 0.00% | 0 | -199,393 | -100.0% | -$48.85万 | 清仓 |