Tri Locum Partners LP
Filing Date
Global Rank
#2,862
/ 8,795
▼ 127
· as of Jun 2026
Top Industry
Biotechnology
59.1%
Period ended 3 months ago
Filed Aug 14, 2026 · 53d
23 quarters · since Dec 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
13.3%
−1.6 pts
Top 5
52.2%
+0.3 pts
Top 10
80.0%
−5.2 pts
HHI
784
Diversified−58
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $813,224,115 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AXSM | Axsome Therapeutics, Inc. | +157,192 | 219,308 | $53,680,019 | |
| DXCM | Dexcom Inc | +122,321 | 820,479 | $55,259,260 | |
| TARS | Tarsus Pharmaceuticals, Inc. | +75,752 | 328,340 | $20,665,719 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | +72,477 | 201,791 | $100,235,643 | |
| JAZZ | Jazz Pharmaceuticals plc | +63,057 | 221,720 | $53,427,868 | |
| LLY | ELI LILLY & Co | +14,737 | 76,532 | $91,794,784 | |
| JNJ | Johnson & Johnson | +10,442 | 424,945 | $107,923,281 | |
| ARGX | Argenx SE | +9,961 | 41,596 | $38,591,520 | |
| ASND | Ascendis Pharma A/S | +3,408 | 258,740 | $69,011,132 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TEVA | Teva Pharmaceutical Industries Ltd | −274,173 | 746,835 | $25,302,769 | |
| DFTX | Definium Therapeutics, Inc. | −206,592 | 162,996 | $7,667,331 | |
| ISRG | Intuitive Surgical Inc | −105,267 | 47,983 | $19,081,879 | |
| MDGL | Madrigal Pharmaceuticals, Inc. | −35,015 | 68,273 | $36,659,187 | |
| DNTH | Dianthus Therapeutics, Inc. /DE/ | −24,831 | 120,712 | $11,767,005 | |
| UTHR | UNITED THERAPEUTICS Corp | −23,344 | 47,026 | $25,480,097 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exited
2 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TMO | Thermo Fisher Scientific Inc. | 132,413 | $65,084,961 | |
| — | 308,506 | $0 | ||
| No positions match the current search. | ||||
19 tracked positions ·
$813,224,115 total
· filing declares
19 positions · $813,224,117
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 424,945 | $107,923,281 | 13.27% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 201,791 | $100,235,643 | 12.33% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 76,532 | $91,794,784 | 11.29% | |
| ASND |
Ascendis Pharma A/S
Healthcare
|
Added | 258,740 | $69,011,132 | 8.49% | |
| DXCM |
Dexcom Inc
Healthcare
|
Added | 820,479 | $55,259,260 | 6.80% | |
| AXSM |
Axsome Therapeutics, Inc.
Healthcare
|
Added | 219,308 | $53,680,019 | 6.60% | |
| JAZZ |
Jazz Pharmaceuticals plc
Healthcare
|
Added | 221,720 | $53,427,868 | 6.57% | |
| ELVN |
Enliven Therapeutics, Inc.
Healthcare
|
NEW | 866,716 | $43,985,837 | 5.41% | |
| ARGX |
Argenx SE
Healthcare
|
Added | 41,596 | $38,591,520 | 4.75% | |
| MDGL |
Madrigal Pharmaceuticals, Inc.
Healthcare
|
Reduced | 68,273 | $36,659,187 | 4.51% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
NEW | 151,822 | $28,433,224 | 3.50% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Reduced | 47,026 | $25,480,097 | 3.13% | |
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
Reduced | 746,835 | $25,302,769 | 3.11% | |
| TARS |
Tarsus Pharmaceuticals, Inc.
Healthcare
|
Added | 328,340 | $20,665,719 | 2.54% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 47,983 | $19,081,879 | 2.35% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
NEW | 194,000 | $16,526,860 | 2.03% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
Reduced | 120,712 | $11,767,005 | 1.45% | |
| BBNX |
Beta Bionics, Inc.
Healthcare
|
NEW | 493,344 | $7,730,700 | 0.95% | |
| DFTX |
Definium Therapeutics, Inc.
Healthcare
|
Reduced | 162,996 | $7,667,331 | 0.94% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.