Tri Locum Partners LP
CIK: 0001826434Latest portfolio: $770.1M · Q4 2025
Holdings
15
Total Value
$770.1M
New Positions
7
Closed Positions
10
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | JNJJOHNSON & JOHNSON | 603,143 | $124.8M | 16.21% | +300K | |
| 2 | DHRDANAHER CORPORATION | 346,875 | $79.4M | 10.31% | NEW | |
| 3 | LLYELI LILLY & CO | 63,284 | $68.0M | 8.83% | NEW | |
| 4 | UTHUNITED THERAPEUTICS CORP DEL | 120,921 | $58.9M | 7.65% | -1,266 | |
| 5 | ASNDASCENDIS PHARMA A/S | 265,015 | $56.5M | 7.34% | +90K | |
| 6 | MDGLMADRIGAL PHARMACEUTICALS INC | 86,023 | $50.1M | 6.50% | +18K | |
| 7 | BSXBOSTON SCIENTIFIC CORP | 520,508 | $49.6M | 6.44% | NEW | |
| 8 | TEVATEVA PHARMACEUTICAL INDS LTD | 1,435,865 | $44.8M | 5.82% | NEW | |
| 9 | ISIIONIS PHARMACEUTICALS INC | 557,174 | $44.1M | 5.72% | NEW | |
| 10 | VERAVERA THERAPEUTICS INC | 805,689 | $40.8M | 5.30% | -384,518 | |
| 11 | AXSMAXSOME THERAPEUTICS INC | 201,627 | $36.8M | 4.78% | -90,510 | |
| 12 | ARGXARGENX SE | 37,653 | $31.7M | 4.11% | -5,758 | |
| 13 | NUVLNUVALENT INC | 307,371 | $30.9M | 4.01% | NEW | |
| 14 | DC4DEXCOM INC | 421,600 | $28.0M | 3.63% | NEW | |
| 15 | DNTHDIANTHUS THERAPEUTICS INC | 622,403 | $25.6M | 3.33% | +440K |
Quarterly Changes
Sector Breakdown
Healthcare0.0% ($1.2482079406680105e+51T)
Unknown0.0% ($589184.4T)
Filing History
Fund Information
Tri Locum Partners LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $770.1M across 15 holdings. The largest position is JOHNSON & JOHNSON (JNJ), representing 16.2% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.