Tri Locum Partners LP
Net buyer this quarter
$813M
19
+$37.1M
80.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 JNJ | $108M | 13.27% | 0.02% | +2.5% | Q4 2020 |
 VRTX | $100M | 12.33% | 0.08% | +56.1% | Q2 2023 |
 LLY | $91.8M | 11.29% | 0.01% | +23.9% | Q4 2020 |
 ASND | $69M | 8.49% | 0.42% | +1.3% | Q4 2022 |
 DXCM | $55.3M | 6.80% | 0.22% | +17.5% | Q2 2023 |
 AXSM | $53.7M | 6.60% | 0.42% | +253.1% | Q4 2022 |
 JAZZ | $53.4M | 6.57% | 0.35% | +39.7% | Q1 2021 |
 ELVN | $44M | 5.41% | 1.18% | New | Q2 2026 |
 ARGX | $38.6M | 4.75% | 0.07% | +31.5% | Q2 2021 |
 MDGL | $36.7M | 4.51% | 0.30% | -33.9% | Q4 2022 |
 RVMD | $28.4M | 3.50% | 0.07% | Not reported | Q1 2022 |
 UTHR | $25.5M | 3.13% | 0.11% | -33.2% | Q3 2021 |
 TEVA | $25.3M | 3.11% | 0.06% | -26.9% | Q3 2022 |
 TARS | $20.7M | 2.54% | 0.76% | +30.0% | Q2 2025 |
 ISRG | $19.1M | 2.35% | 0.01% | -68.7% | Q3 2023 |
 CYTK | $16.5M | 2.03% | 0.16% | Not reported | Q4 2021 |
 DNTH | $11.8M | 1.45% | 0.22% | -17.1% | Q3 2025 |
 BBNX | $7.73M | 0.95% | 1.10% | New | Q2 2026 |
 DFTX | $7.67M | 0.94% | 0.12% | -55.9% | Q1 2026 |
| Q1 2026 | |||||
| JNJ | $101M | 14.22% | 0.02% | -31.3% | Q4 2020 |
| ISRG | $70.6M | 9.91% | 0.04% | Not reported | Q3 2023 |
 TMO | $65.1M | 9.13% | 0.04% | Not reported | Q1 2023 |
| ASND | $58.4M | 8.20% | 0.41% | -3.7% | Q4 2022 |
| VRTX | $57.7M | 8.10% | 0.05% | Not reported | Q2 2023 |
| LLY | $56.8M | 7.98% | 0.01% | -2.4% | Q4 2020 |
| MDGL | $54.1M | 7.59% | 0.45% | +20.1% | Q4 2022 |
| DXCM | $43.8M | 6.15% | 0.18% | +65.6% | Q2 2023 |
| UTHR | $41.7M | 5.86% | 0.17% | -41.8% | Q3 2021 |
| NUVL | $31.6M | 4.44% | 9.86% | +0.4% | Q3 2023 |
| TEVA | $30.8M | 4.32% | 0.09% | -28.9% | Q3 2022 |
| JAZZ | $30M | 4.21% | 0.26% | Not reported | Q1 2021 |
| ARGX | $23.1M | 3.24% | 0.05% | -16.0% | Q2 2021 |
| TARS | $17.7M | 2.49% | 0.59% | Not reported | Q2 2025 |
| DNTH | $12.2M | 1.71% | 0.27% | -76.6% | Q3 2025 |
| AXSM | $10.5M | 1.47% | 0.12% | -69.2% | Q4 2022 |
| DFTX | $6.99M | 0.98% | 0.36% | New | Q1 2026 |
| Q4 2025 | |||||
| JNJ | $125M | 16.21% | 0.03% | +99.2% | Q4 2020 |
 DHR | $79.4M | 10.31% | 0.05% | New | Q4 2025 |
| LLY | $68M | 8.83% | 0.01% | Not reported | Q4 2020 |
| UTHR | $58.9M | 7.65% | 0.28% | -1.0% | Q3 2021 |
| ASND | $56.5M | 7.34% | 0.43% | +51.6% | Q4 2022 |
| MDGL | $50.1M | 6.50% | 0.38% | +27.1% | Q4 2022 |
 BSX | $49.6M | 6.44% | 0.04% | New | Q4 2025 |
| TEVA | $44.8M | 5.82% | 0.12% | Not reported | Q3 2022 |
 IONS | $44.1M | 5.72% | 0.34% | New | Q4 2025 |
 VERA | $40.8M | 5.30% | 1.26% | -32.3% | Q2 2023 |
| AXSM | $36.8M | 4.78% | 0.40% | -31.0% | Q4 2022 |
| ARGX | $31.7M | 4.11% | 0.06% | -13.3% | Q2 2021 |
| NUVL | $30.9M | 4.01% | 9.82% | Not reported | Q3 2023 |
| DXCM | $28M | 3.63% | 0.11% | Not reported | Q2 2023 |
| DNTH | $25.6M | 3.33% | 1.44% | +240.4% | Q3 2025 |
| Q3 2025 | |||||
| JNJ | $56.2M | 12.91% | 0.01% | Not reported | Q4 2020 |
| UTHR | $51.2M | 11.77% | 0.28% | Not reported | Q3 2021 |
 MRK | $37.5M | 8.62% | 0.02% | Not reported | Q4 2020 |
| AXSM | $35.5M | 8.16% | 0.58% | +85.1% | Q4 2022 |
| ASND | $34.8M | 7.99% | 0.29% | +18.4% | Q4 2022 |
| VERA | $34.6M | 7.95% | 1.86% | +188.1% | Q2 2023 |
| ARGX | $32M | 7.36% | 0.07% | -9.2% | Q2 2021 |
| MDGL | $31.1M | 7.14% | 0.30% | -30.8% | Q4 2022 |
| SLNO | $30.5M | 7.00% | 0.84% | +56.0% | Q1 2025 |
 ABBV | $20.8M | 4.77% | 0.01% | +61.0% | Q4 2020 |
 KRRO | $16.2M | 3.72% | 3.59% | +142.1% | Q2 2024 |
 XENE | $14.7M | 3.38% | 0.47% | Not reported | Q3 2021 |
| AVDL | $11.1M | 2.54% | 0.75% | -28.6% | Q1 2021 |
 STVN | $8.57M | 1.97% | 0.11% | Not reported | Q4 2021 |
| DNTH | $7.2M | 1.65% | 0.43% | New | Q3 2025 |
| TARS | $7.09M | 1.63% | 0.28% | -32.9% | Q2 2025 |
 PRAX | $4.03M | 0.93% | 0.36% | -61.1% | Q4 2022 |
 BHVN | $2.24M | 0.51% | 0.14% | -45.0% | Q4 2020 |