Tri Locum Partners LP
NEW YORK, NY
$813m in 19 US stocks at the end of 30 June 2026. The top 10 are 80.0% of the money. It changed about 37.6% of the portfolio this quarter.
Value
$813m
Stocks
19
Top 10 share
80.0%
Turnover
37.6%
What changed this quarter
New
Bought for the first time this quarter.
- Ascendis Pharma A/SASND8.5% of the fund
- Enliven TherapeuticsELVN5.4% of the fund
- Revolution MedicinesRVMD3.5% of the fund
- CytokineticsCYTK2.0% of the fund
- Beta BionicsBBNX1.0% of the fund
Added
Bought more of a stock they already held.
- Johnson & JohnsonJNJ13.3% of the fund+3%
- Vertex PharmaceuticalsVRTX12.3% of the fund+56%
- Eli LillyLLY11.3% of the fund+24%
- DexcomDXCM6.8% of the fund+18%
- Axsome TherapeuticsAXSM6.6% of the fund+253%
- Jazz PharmaceuticalsJAZZ6.6% of the fund+40%
- Argenx SEARGX4.7% of the fund+31%
- Tarsus PharmaceuticalsTARS2.5% of the fund+30%
Cut
Sold some of their stake.
- Madrigal PharmaceuticalsMDGL4.5% of the fund-34%
- United TherapeuticsUTHR3.1% of the fund-33%
- Teva Pharmaceutical IndustriesTEVA3.1% of the fund-27%
- Intuitive SurgicalISRG2.3% of the fund-69%
- Dianthus TherapeuticsDNTH1.4% of the fund-17%
- Definium TherapeuticsDFTX0.9% of the fund-56%
Sold out
Sold their entire stake.
- Thermo Fisher ScientificTMO-100%
- Ascendis Pharma A/SASND-100%
- Nuvalent-100%
Holdings
- Argenx SEARGX
- Share
- 4.7%
- Value
- $39m
- Shares
- 41,596
+31%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Johnson & JohnsonJNJ | 13.3% | $108m | 424,945 | +3% |
| Vertex PharmaceuticalsVRTX | 12.3% | $100m | 201,791 | +56% |
| Eli LillyLLY | 11.3% | $92m | 76,532 | +24% |
| Ascendis Pharma A/SASND | 8.5% | $69m | 258,740 | New |
| DexcomDXCM | 6.8% | $55m | 820,479 | +18% |
| Axsome TherapeuticsAXSM | 6.6% | $54m | 219,308 | +253% |
| Jazz PharmaceuticalsJAZZ | 6.6% | $53m | 221,720 | +40% |
| Enliven TherapeuticsELVN | 5.4% | $44m | 866,716 | New |
| Argenx SEARGX | 4.7% | $39m | 41,596 | +31% |
| Madrigal PharmaceuticalsMDGL | 4.5% | $37m | 68,273 | -34% |
| Revolution MedicinesRVMD | 3.5% | $28m | 151,822 | New |
| United TherapeuticsUTHR | 3.1% | $25m | 47,026 | -33% |
| Teva Pharmaceutical IndustriesTEVA | 3.1% | $25m | 746,835 | -27% |
| Tarsus PharmaceuticalsTARS | 2.5% | $21m | 328,340 | +30% |
| Intuitive SurgicalISRG | 2.3% | $19m | 47,983 | -69% |
| CytokineticsCYTK | 2.0% | $17m | 194,000 | New |
| Dianthus TherapeuticsDNTH | 1.4% | $12m | 120,712 | -17% |
| Beta BionicsBBNX | 1.0% | $8m | 493,344 | New |
| Definium TherapeuticsDFTX | 0.9% | $8m | 162,996 | -56% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 146.8% since 30 June 2025.
Where the money is
Health care95.3%
Other4.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.