Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tri Locum Partners LP (CIK 1826434) reported $813.2M across 19 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JNJ ($107.9M, 13.27%), VRTX ($100.2M, 12.33%), LLY ($91.8M, 11.29%), ASND ($69.0M, 8.49%), DXCM ($55.3M, 6.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | $107.9M | 13.27% | 424,945 | Added |
| 2 | VRTX | VERTEX PHARMACEUTICALS INC | $100.2M | 12.33% | 201,791 | Added |
| 3 | LLY | ELI LILLY & CO | $91.8M | 11.29% | 76,532 | Added |
| 4 | ASND | ASCENDIS PHARMA A/S | $69.0M | 8.49% | 258,740 | New |
| 5 | DXCM | DEXCOM INC | $55.3M | 6.80% | 820,479 | Added |
| 6 | AXSM | AXSOME THERAPEUTICS INC. | $53.7M | 6.60% | 219,308 | Added |
| 7 | JAZZ | JAZZ PHARMACEUTICALS PLC | $53.4M | 6.57% | 221,720 | Added |
| 8 | ELVN | ENLIVEN THERAPEUTICS INC | $44.0M | 5.41% | 866,716 | New |
| 9 | ARGX | ARGENX SE | $38.6M | 4.75% | 41,596 | Added |
| 10 | MDGL | MADRIGAL PHARMACEUTICALS INC | $36.7M | 4.51% | 68,273 | Trimmed |
| 11 | RVMD | REVOLUTION MEDICINES INC | $28.4M | 3.50% | 151,822 | New |
| 12 | UTHR | UNITED THERAPEUTICS CORP DEL | $25.5M | 3.13% | 47,026 | Trimmed |
| 13 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $25.3M | 3.11% | 746,835 | Trimmed |
| 14 | TARS | TARSUS PHARMACEUTICALS INC | $20.7M | 2.54% | 328,340 | Added |
| 15 | ISRG | INTUITIVE SURGICAL INC | $19.1M | 2.35% | 47,983 | Trimmed |
| 16 | CYTK | CYTOKINETICS INC | $16.5M | 2.03% | 194,000 | New |
| 17 | DNTH | DIANTHUS THERAPEUTICS INC | $11.8M | 1.45% | 120,712 | Trimmed |
| 18 | BBNX | BETA BIONICS INC | $7.7M | 0.95% | 493,344 | New |
| 19 | DFTX | DEFINIUM THERAPEUTICS INC | $7.7M | 0.94% | 162,996 | Trimmed |
| 20 | ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | Exited |
| 21 | NUVL | NUVALENT INC | $0 | 0.00% | 0 | Exited |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30