Institutional Fund
Tri Locum Partners LP
New York, NYCIK 18264345 filings on record
Portfolio Value
$712.55M
Q1 2026
Holdings
17
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-7.5%
from $770.12M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Johnson & Johnson14.2%
- Intuitive Surgical Inc9.9%
- Thermo Fisher Scientific Inc9.1%
- Ascendis Pharma A/S8.2%
- Vertex Pharmaceuticals Inc8.1%
- Eli Lilly & Co8.0%
- Other42.5%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Johnson & Johnson | 414.5K | $101.32M | 14.2% | −188.6K | Reduced |
| 2 | Intuitive Surgical Inc | 153.3K | $70.65M | 9.9% | +153.3K | New |
| 3 | Thermo Fisher Scientific Inc | 132.4K | $65.08M | 9.1% | +132.4K | New |
| 4 | Ascendis Pharma A/S | 255.3K | $58.40M | 8.2% | −9.7K | Reduced |
| 5 | Vertex Pharmaceuticals Inc | 129.3K | $57.74M | 8.1% | +129.3K | New |
| 6 | Eli Lilly & Co | 61.8K | $56.84M | 8.0% | −1.5K | Reduced |
| 7 | Madrigal Pharmaceuticals Inc | 103.3K | $54.07M | 7.6% | +17.3K | Added |
| 8 | Dexcom Inc | 698.2K | $43.84M | 6.2% | +276.6K | Added |
| 9 | United Therapeutics Corp Del | 70.4K | $41.73M | 5.9% | −50.6K | Reduced |
| 10 | Nuvalent Inc | 308.5K | $31.61M | 4.4% | +1.1K | Added |
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