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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $5,085.62万 | 5.24% | 154,771 | 49,299 | 46.7% | $1,619.92万 | 加仓 |
| DXCM | DEXCOM INC | $4,332.08万 | 4.47% | 689,822 | 102,347 | 17.4% | $642.74万 | 加仓 |
| — | KALVISTA PHARMACEUTICALS INC | $3,694.87万 | 3.81% | 1,835,506 | 66,998 | 3.8% | $134.87万 | 加仓 |
| PODD | INSULET CORP | $3,285.28万 | 3.39% | 156,561 | 15,701 | 11.1% | $329.47万 | 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 |
| PTCT | PTC THERAPEUTICS INC | $2,938.88万 | 3.03% | 431,364 | 271,185 | 169.3% | $1,847.58万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $2,890.26万 | 2.98% | 497,035 | 342,851 | 222.4% | $1,993.68万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,816.02万 | 2.90% | 448,768 | -51,761 | -10.3% | -$324.80万 | 减仓 |
| CVS | CVS HEALTH CORP | $2,781.63万 | 2.87% | 387,306 | -62,906 | -14.0% | -$451.79万 | 减仓 |
| RCUS | ARCUS BIOSCIENCES INC | $2,607.71万 | 2.69% | 1,207,274 | 238,672 | 24.6% | $515.53万 | 加仓 |
| LIVN | LIVANOVA PLC | $2,567.60万 | 2.65% | 403,965 | -6,947 | -1.7% | -$44.16万 | 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 |
| MBX | MBX BIOSCIENCES INC | $2,388.11万 | 2.46% | 800,037 | -85,602 | -9.7% | -$255.52万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $2,157.62万 | 2.23% | 280,575 | 135,575 | 93.5% | $1,042.57万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $2,105.93万 | 2.17% | 901,511 | 327,488 | 57.1% | $765.01万 | 加仓 |
| QGEN | QIAGEN NV | $2,002.00万 | 2.06% | 500,000 | 500,000 | — | $2,002.00万 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1,805.57万 | 1.86% | 711,693 | 711,693 | — | $1,805.57万 | 新建仓 |
| EYPT | EYEPOINT INC | $1,746.34万 | 1.80% | 1,354,800 | 266,767 | 24.5% | $343.86万 | 加仓 |
| ABBV | ABBVIE INC | $1,631.17万 | 1.68% | 75,000 | 75,000 | — | $1,631.17万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,626.11万 | 1.68% | 1,708,099 | 808,042 | 89.8% | $769.26万 | 加仓 |
| IQV | IQVIA HLDGS INC | $1,478.62万 | 1.52% | 86,702 | 51,472 | 146.1% | $877.80万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $1,365.13万 | 1.41% | 403,525 | 303,921 | 305.1% | $1,028.16万 | 加仓 |
| ILMN | ILLUMINA INC | $1,360.42万 | 1.40% | 110,370 | 110,370 | — | $1,360.42万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,338.58万 | 1.38% | 167,155 | 16,170 | 10.7% | $129.49万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,305.13万 | 1.35% | 99,069 | -15,643 | -13.6% | -$206.08万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $1,247.97万 | 1.29% | 259,184 | -406,024 | -61.0% | -$1,955.01万 | 减仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $1,141.15万 | 1.18% | 411,227 | 161,870 | 64.9% | $449.19万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1,118.69万 | 1.15% | 232,093 | 177,093 | 322.0% | $853.59万 | 加仓 |
| MCK | MCKESSON CORP | $1,096.93万 | 1.13% | 12,676 | -23,679 | -65.1% | -$2,049.09万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $1,095.71万 | 1.13% | 336,519 | -93,636 | -21.8% | -$304.88万 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $1,091.32万 | 1.13% | 557,936 | -230,140 | -29.2% | -$450.15万 | 减仓 |
| WAY | WAYSTAR HLDG CORP | $1,068.21万 | 1.10% | 443,058 | 74,035 | 20.1% | $178.50万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $1,029.79万 | 1.06% | 380,137 | -30,112 | -7.3% | -$81.57万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $1,016.91万 | 1.05% | 322,828 | -104,862 | -24.5% | -$330.32万 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $998.33万 | 1.03% | 1,721,264 | 29,679 | 1.8% | $17.21万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $945.87万 | 0.98% | 50,123 | -10,391 | -17.2% | -$196.09万 | 减仓 |
| AORT | ARTIVION INC | $922.88万 | 0.95% | 252,014 | 33,345 | 15.2% | $122.11万 | 加仓 |
| — | NUVALENT INC | $902.36万 | 0.93% | 88,078 | -30,634 | -25.8% | -$313.85万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $896.25万 | 0.92% | 823,763 | 546,582 | 197.2% | $594.68万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $890.57万 | 0.92% | 26,916 | -20,787 | -43.6% | -$687.78万 | 减仓 |
| AXGN | AXOGEN INC | $888.41万 | 0.92% | 268,160 | 17,842 | 7.1% | $59.11万 | 加仓 |
| IMNM | IMMUNOME INC | $882.43万 | 0.91% | 403,487 | 125,675 | 45.2% | $274.85万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $863.83万 | 0.89% | 621,458 | 239,698 | 62.8% | $333.18万 | 加仓 |
| IDXX | IDEXX LABS INC | $842.84万 | 0.87% | 15,000 | 15,000 | — | $842.84万 | 新建仓 |
| WAT | WATERS CORP | $787.59万 | 0.81% | 26,447 | -15,452 | -36.9% | -$460.16万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $765.92万 | 0.79% | 551,815 | 150,085 | 37.4% | $208.32万 | 加仓 |
| UPB | UPSTREAM BIO INC | $708.10万 | 0.73% | 786,783 | -47,776 | -5.7% | -$43.00万 | 减仓 |
| ERAS | ERASCA INC | $658.04万 | 0.68% | 406,702 | 406,702 | — | $658.04万 | 新建仓 |
| — | APOGEE THERAPEUTICS INC | $653.88万 | 0.67% | 77,686 | -52,383 | -40.3% | -$440.91万 | 减仓 |
| COO | COOPER COS INC | $642.66万 | 0.66% | 89,883 | -35,452 | -28.3% | -$253.48万 | 减仓 |
| ABSI | ABSCI CORPORATION | $559.44万 | 0.58% | 1,864,806 | 406,154 | 27.8% | $121.85万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $556.74万 | 0.57% | 266,127 | 266,127 | — | $556.74万 | 新建仓 |
| — | MODERNA INC 看跌期权 | $508.00万 | 0.52% | 100,000 | 100,000 | — | $508.00万 | 新建仓 |
| CDNA | CAREDX INC | $505.83万 | 0.52% | 291,378 | 15,224 | 5.5% | $26.43万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $494.45万 | 0.51% | 275,000 | 106,232 | 62.9% | $191.01万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $492.32万 | 0.51% | 235,000 | 172,970 | 278.8% | $362.37万 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $486.52万 | 0.50% | 522,577 | 19,146 | 3.8% | $17.82万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $473.56万 | 0.49% | 40,125 | 40,125 | — | $473.56万 | 新建仓 |
| MMED | MINIMED GROUP INC | $473.45万 | 0.49% | 317,324 | 317,324 | — | $473.45万 | 新建仓 |
| SIBN | SI BONE INC | $471.80万 | 0.49% | 373,553 | -829 | -0.2% | -$1.05万 | 减仓 |
| — | CARLSMED INC | $471.62万 | 0.49% | 521,123 | 521,123 | — | $471.62万 | 新建仓 |
| — | OPTIMIZERX CORP | $458.04万 | 0.47% | 729,369 | 190,720 | 35.4% | $119.77万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $448.00万 | 0.46% | 500,000 | 500,000 | — | $448.00万 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS | $439.69万 | 0.45% | 85,062 | 85,062 | — | $439.69万 | 新建仓 |
| CAI | CARIS LIFE SCIENCES INC | $411.08万 | 0.42% | 229,912 | 104,912 | 83.9% | $187.58万 | 加仓 |
| — | CVRX INC | $406.31万 | 0.42% | 429,507 | 16,489 | 4.0% | $15.60万 | 加仓 |
| — | INSPIREMD INC | $393.89万 | 0.41% | 2,416,518 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $385.38万 | 0.40% | 100,126 | 100,126 | — | $385.38万 | 新建仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $373.83万 | 0.39% | 300,752 | 300,752 | — | $373.83万 | 新建仓 |
| ANNX | ANNEXON INC | $373.40万 | 0.39% | 674,013 | 72,811 | 12.1% | $40.34万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $364.00万 | 0.38% | 21,233 | -4,052 | -16.0% | -$69.46万 | 减仓 |
| QURE | UNIQURE NV | $338.19万 | 0.35% | 206,842 | -50,540 | -19.6% | -$82.63万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $326.10万 | 0.34% | 50,778 | 11,506 | 29.3% | $73.89万 | 加仓 |
| VCYT | VERACYTE INC | $326.08万 | 0.34% | 101,237 | 968 | 1.0% | $3.12万 | 加仓 |
| CSTL | CASTLE BIOSCIENCES INC | $309.70万 | 0.32% | 126,150 | -24,408 | -16.2% | -$59.92万 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $306.59万 | 0.32% | 554,411 | 454,939 | 457.4% | $251.58万 | 加仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $292.60万 | 0.30% | 40,098 | 40,098 | — | $292.60万 | 新建仓 |
| SLDB | SOLID BIOSCIENCES INC | $222.37万 | 0.23% | 308,844 | -109,527 | -26.2% | -$78.86万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $219.97万 | 0.23% | 544,477 | 443,642 | 440.0% | $179.23万 | 加仓 |
| QDEL | QUIDELORTHO CORP | $167.20万 | 0.17% | 101,764 | -82,727 | -44.8% | -$135.92万 | 减仓 |
| RXST | RXSIGHT INC | $153.99万 | 0.16% | 249,989 | -101,666 | -28.9% | -$62.63万 | 减仓 |
| QTRX | QUANTERIX CORP | $120.19万 | 0.12% | 341,453 | 12,497 | 3.8% | $4.40万 | 加仓 |
| PLSE | PULSE BIOSCIENCES INC | $108.22万 | 0.11% | 50,125 | 50,125 | — | $108.22万 | 新建仓 |
| — | PULMONX CORP | $97.48万 | 0.10% | 755,636 | 27,855 | 3.8% | $3.59万 | 加仓 |
| MAZE | MAZE THERAPEUTICS INC | $95.05万 | 0.10% | 31,844 | -177,422 | -84.8% | -$529.60万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $74.28万 | 0.08% | 82,443 | -117,557 | -58.8% | -$105.92万 | 减仓 |
| — | EDAP TMS S A | $57.60万 | 0.06% | 154,832 | 0 | 0.0% | — | 不变 |
| OVID | OVID THERAPEUTICS INC | $46.22万 | 0.05% | 208,205 | 7,169 | 3.6% | $1.59万 | 加仓 |
| — | ACCURAY INC DEL | $34.33万 | 0.04% | 884,578 | 32,566 | 3.8% | $1.26万 | 加仓 |
| — | ENTERA BIO LTD | $32.04万 | 0.03% | 288,670 | 13,597 | 4.9% | $1.51万 | 加仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -200,000 | -100.0% | -$2,601.20万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -620,877 | -100.0% | -$2,508.34万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -494,351 | -100.0% | -$2,223.10万 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -1,487,283 | -100.0% | -$2,117.89万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -10,988 | -100.0% | -$1,531.94万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,360.70万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -58,889 | -100.0% | -$1,348.09万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -128,111 | -100.0% | -$835.28万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -162,276 | -100.0% | -$718.56万 | 清仓 |