Tri Locum Partners LP
Top Portfolio Positions
17 positions ·
$712,549,404 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
414,503 | $101,321,113 | 14.22% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
153,250 | $70,646,717 | 9.91% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
132,413 | $65,084,961 | 9.13% | |
| ASND |
Ascendis Pharma A/S
Healthcare
|
255,332 | $58,402,088 | 8.20% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
129,314 | $57,743,873 | 8.10% | |
| LLY |
ELI LILLY & Co
Healthcare
|
61,795 | $56,837,187 | 7.98% | |
| MDGL |
Madrigal Pharmaceuticals, Inc.
Healthcare
|
103,288 | $54,068,169 | 7.59% | |
| DXCM |
Dexcom Inc
Healthcare
|
698,158 | $43,844,322 | 6.15% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
70,370 | $41,728,002 | 5.86% | |
| NUVL |
Nuvalent, Inc.
Healthcare
|
308,506 | $31,606,439 | 4.44% |
Portfolio Trend
22 quarters · across all stocks
Holdings in NUVL
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,606,439 | 308,506 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $30,918,448 | 307,371 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $5,796,739 | 75,973 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,795,909 | 95,825 | Shares | Sole | 2025-05-14 | |
| 2023-09-30 | $5,218,882 | 113,528 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||