Tri Locum Partners LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Tri Locum Partners LP disclosed 22 US equity positions worth $194.9m in its Q1 2025 13F filing. The largest position was CI at 12.5% of the reported book, followed by MCK and SLNOEUR. Against the Q4 2024 filing, it opened 9 new positions, added to 2 and reduced 10 among the top 22 holdings.
What did Tri Locum Partners LP own in Q1 2025? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CI THE CIGNA GROUP | Healthcare | 12.5% | $24.3m | 73,905 | 81% | added |
| 2 | MCK MCKESSON CORP | Healthcare | 9.3% | $18.1m | 26,944 | – | new |
| 3 | SLNOEUR SOLENO THERAPEUTICS INC | 8.6% | $16.8m | 234,920 | – | new | |
| 4 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 8.4% | $16.3m | 1,061,008 | -56% | reduced |
| 5 | INSP INSPIRE MED SYS INC | Healthcare | 6.4% | $12.6m | 78,812 | -48% | reduced |
| 6 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 6.4% | $12.5m | 37,869 | -20% | reduced |
| 7 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 6.1% | $11.8m | 101,240 | -59% | reduced |
| 8 | ARGX ARGENX SE | Healthcare | 5.4% | $10.6m | 17,844 | -69% | reduced |
| 9 | GILD GILEAD SCIENCES INC | Healthcare | 5.1% | $10.0m | 89,453 | – | new |
| 10 | ILMN ILLUMINA INC | Healthcare | 4.9% | $9.6m | 120,729 | – | new |
| 11 | INSM INSMED INC | Healthcare | 4.0% | $7.8m | 101,859 | – | new |
| 12 | NUVALENT INC | 3.5% | $6.8m | 95,825 | – | new | |
| 13 | MERUS N V | 3.4% | $6.6m | 156,915 | -55% | reduced | |
| 14 | WGS GENEDX HOLDINGS CORP | Healthcare | 2.6% | $5.1m | 58,145 | -54% | reduced |
| 15 | ASND ASCENDIS PHARMA A/S | Healthcare | 2.6% | $5.0m | 32,325 | – | new |
| 16 | 2655787D BLUEPRINT MEDICINES CORP | 2.3% | $4.4m | 50,000 | – | new | |
| 17 | EOLS EVOLUS INC | Healthcare | 2.0% | $3.9m | 321,802 | -57% | reduced |
| 18 | VERA VERA THERAPEUTICS INC | Healthcare | 1.9% | $3.6m | 150,207 | – | new |
| 19 | STVN STEVANATO GROUP S P A | 1.8% | $3.6m | 175,681 | -84% | reduced | |
| 20 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 1.6% | $3.2m | 83,659 | 124% | added |
| 21 | KRRO KORRO BIO INC | Healthcare | 1.1% | $2.2m | 128,381 | -11% | reduced |
| 22 | FEMY FEMASYS INC | 0.0% | $38.3k | 30,606 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.