§ 13F · FUND PROFILE
Tri Locum Partners LP.
AUM · $435M (13F)Positions · 18Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$166M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | 425K | $108M | 13.3% | +3% |
| 2 | VRTX | VERTEX PHARMACEUTICALS INC | 202K | $100M | 12.3% | +56% |
| 3 | LLY | ELI LILLY & CO | 77K | $92M | 11.3% | +24% |
| 4 | ASND | ASCENDIS PHARMA A/S | 259K | $69M | 8.5% | NEW |
| 5 | DXCM | DEXCOM INC | 820K | $55M | 6.8% | +18% |
| 6 | AXSM | AXSOME THERAPEUTICS INC. | 219K | $54M | 6.6% | +253% |
| 7 | JAZZ | JAZZ PHARMACEUTICALS PLC | 222K | $53M | 6.6% | +40% |
| 8 | ELVN | ENLIVEN THERAPEUTICS INC | 867K | $44M | 5.4% | NEW |
| 9 | ARGX | ARGENX SE | 42K | $39M | 4.7% | +31% |
| 10 | MDGL | MADRIGAL PHARMACEUTICALS INC | 68K | $37M | 4.5% | −34% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRI SIGNAL
AC read
Tri Locum Partners LP is a Other fund managing $435 million in assets. The fund runs a focused portfolio of just 18 positions.
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