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 $712.5M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JNJ ($101.3M, 14.22%), ISRG ($70.6M, 9.91%), TMO ($65.1M, 9.13%), ASND ($58.4M, 8.20%), VRTX ($57.7M, 8.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | $101.3M | 14.22% | 414,503 | Trimmed |
| 2 | ISRG | INTUITIVE SURGICAL INC | $70.6M | 9.91% | 153,250 | New |
| 3 | TMO | THERMO FISHER SCIENTIFIC INC | $65.1M | 9.13% | 132,413 | New |
| 4 | ASND | ASCENDIS PHARMA A/S | $58.4M | 8.20% | 255,332 | Trimmed |
| 5 | VRTX | VERTEX PHARMACEUTICALS INC | $57.7M | 8.10% | 129,314 | New |
| 6 | LLY | ELI LILLY & CO | $56.8M | 7.98% | 61,795 | Trimmed |
| 7 | MDGL | MADRIGAL PHARMACEUTICALS INC | $54.1M | 7.59% | 103,288 | Added |
| 8 | DXCM | DEXCOM INC | $43.8M | 6.15% | 698,158 | Added |
| 9 | UTHR | UNITED THERAPEUTICS CORP DEL | $41.7M | 5.86% | 70,370 | Trimmed |
| 10 | NUVL | NUVALENT INC | $31.6M | 4.44% | 308,506 | Added |
| 11 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $30.8M | 4.32% | 1.0M | Trimmed |
| 12 | JAZZ | JAZZ PHARMACEUTICALS PLC | $30.0M | 4.21% | 158,663 | New |
| 13 | ARGX | ARGENX SE | $23.1M | 3.24% | 31,635 | Trimmed |
| 14 | TARS | TARSUS PHARMACEUTICALS INC | $17.7M | 2.49% | 252,588 | New |
| 15 | DNTH | DIANTHUS THERAPEUTICS INC | $12.2M | 1.71% | 145,543 | Trimmed |
| 16 | AXSM | AXSOME THERAPEUTICS INC. | $10.5M | 1.47% | 62,116 | Trimmed |
| 17 | DEFINIUM THERAPEUTICS INC | $7.0M | 0.98% | 369,588 | New | |
| 18 | BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | Exited |
| 19 | DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | Exited |
| 20 | IONS | IONIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | Exited |
| 21 | VERA | VERA THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31