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Specialist biotech fund · SEC 13F

Parkman Healthcare Partners 13F Holdings (Q2 2026)

According to its SEC 13F filed on Aug 14, 2026, Parkman Healthcare Partners reported 76 long positions worth $977M as of Jun 30, 2026. MBX is 4.5% of the portfolio and the top 10 holdings are 33%. Against Q1 2026 it opened 18 new positions, added to 27, trimmed 30 and exited 31. 10 holdings have a dated FDA decision or data readout in the next 90 days, and 20 more expect one in a stated window such as "H2 2026".

Data as of Jun 30, 2026SEC 13F filed Aug 14, 2026Next filing (Q3 2026) due Nov 16, 2026Value as filed; options at underlying sharesLong positions only
Market Value$ 976.83 M13F value, as filed
QoQ Changes0.74 %13F value vs the previous quarter
Holdings77 76 stocks · 1 option positions
PeriodQ2 202613F reporting quarter
Holdings in Top 20 % top 10: 33% of the portfolio
Activity vs Q1 202618 new27 added · 30 trimmed · 31 exits
Catalysts ahead10dated in 90 days · +20 in a stated window

Catalysts ahead in this portfolio

Dated FDA decisions and data readouts for its holdings in the next 90 days, with our probability of approval

Nov 6, 2026ALNYPhase 3 data presentation: vutrisiran (HELIOS-B)PoA 100%
Nov 7, 2026ASMBPhase 1a data presentation: ABI-6250PoA 12%

8 more with a subscription

What changed vs Q1 2026

INBXInhibrx%2C$24M
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)$23M

Full lists with a subscription

Portfolio over time

13F value by quarter, Q1 2021 to Q2 2026

Q1 2021: $431MQ2 2026: $977M

By company stage (share of value)

Commercial 42%Clinical 38%Other 20%

Holdings

Every position in the 13F, with the change since the fund's previous filing, how many of the 45 specialist funds also own it, and its next FDA catalyst. Option positions are labelled CALL or PUT.

Showing 6 Stocks Out Of 77. Click On The Tickers For More Details
Stock Company Name Shares Held Market Value % of Portfolio QoQ Change Position Change Also Held By Stage Next Catalyst
ENTX
ENTX
ENTERA BIO LTD
274.50 K
485.86 K
0
Trimmed -5%
Clinical
Expected end of 2026
Phase 1 data readout
CDNA
CDNA
CAREDX INC
202.42 K
5.77 M
0.6
Trimmed -31%
—
None in 90 days
MBX
MBX
MBX BIOSCIENCES INC
800.17 K
44.17 M
4.5
Added +0%
Clinical
Expected 2026
Phase 2a data readout
COAG
COAG
HEMAB THERAPEUTICS HLDGS INC
45.00 K
1.65 M
0.2
New
Clinical
None in 90 days
ADPT
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
486.98 K
10.45 M
1.1
Trimmed -12%
—
None in 90 days
LUNG
LUNG
PULMONX CORP
646.56 K
840.53 K
0.1
Trimmed -14%
Clinical
None in 90 days

Top 20 Holdings

Size = share of the portfolio. Option positions show CALL or PUT.

Who else owns these stocks?

All Stock Holdings ranks every biotech stock by how many of the 45 specialist funds own it, and whether that number rose or fell this quarter. Click "of 45 funds" on any row above, or open the full view.

Open All Stock Holdings ›

Questions about Parkman Healthcare Partners's 13F

What does Parkman Healthcare Partners own?

76 stocks worth $977M at Jun 30, 2026, as reported in its 13F, led by MBX (4.5% of the portfolio). The full list is in the Holdings table above.

What did it buy and sell last quarter?

Against Q1 2026: 18 new positions, 27 increases, 30 reductions and 31 full exits, from its 13F filings.

How current is this data?

13F filings are due 45 days after each quarter ends, so they show positions at quarter end, not today. The next filing (Q3 2026) is due Nov 16, 2026.

Why are some positions labelled CALL or PUT?

Those are option positions (calls and puts). The 13F reports them as the shares underlying the option, with no strike or expiry, so they are listed apart from share positions.

Source: SEC EDGAR Form 13F-HR filed by PARKMAN HEALTHCARE PARTNERS LLC, accession 0001420506-26-001734, filed Aug 14, 2026. Values as filed; option positions are shown at the value of the underlying shares and labelled CALL or PUT.