Tri Locum Partners LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Tri Locum Partners LP disclosed 23 US equity positions worth $329.5m in its Q2 2025 13F filing. The largest position was TEVA at 10.4% of the reported book, followed by MDGL and ALNY. Against the Q1 2025 filing, it opened 9 new positions, added to 11 and reduced 2 among the top 23 holdings.
What did Tri Locum Partners LP own in Q2 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 10.4% | $34.3m | 2,046,846 | 93% | added |
| 2 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 9.0% | $29.6m | 97,765 | 158% | added |
| 3 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 8.9% | $29.2m | 89,525 | – | new |
| 4 | ARGX ARGENX SE | Healthcare | 8.0% | $26.3m | 47,793 | 168% | added |
| 5 | ASND ASCENDIS PHARMA A/S | Healthcare | 7.7% | $25.5m | 147,642 | 357% | added |
| 6 | SLNOEUR SOLENO THERAPEUTICS INC | 7.3% | $24.2m | 288,880 | 23% | added | |
| 7 | VRNA VERONA PHARMA PLC | 6.2% | $20.5m | 216,578 | – | new | |
| 8 | INSP INSPIRE MED SYS INC | Healthcare | 5.9% | $19.4m | 149,244 | 89% | added |
| 9 | UNH UNITEDHEALTH GROUP INC | Healthcare | 5.7% | $18.9m | 60,584 | – | new |
| 10 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 5.0% | $16.5m | 157,861 | 56% | added |
| 11 | EOLS EVOLUS INC | Healthcare | 3.5% | $11.4m | 1,239,031 | 285% | added |
| 12 | ABBV ABBVIE INC | Healthcare | 3.1% | $10.3m | 55,661 | – | new |
| 13 | VERA VERA THERAPEUTICS INC | Healthcare | 3.0% | $9.7m | 413,114 | 175% | added |
| 14 | AVADEL PHARMACEUTICALS PLC | 2.7% | $9.0m | 1,014,456 | – | new | |
| 15 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 2.5% | $8.2m | 195,432 | 134% | added |
| 16 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 2.2% | $7.2m | 177,656 | – | new |
| 17 | ISRG INTUITIVE SURGICAL INC | Healthcare | 2.1% | $7.0m | 12,824 | – | new |
| 18 | LEGN LEGEND BIOTECH CORP | Healthcare | 1.9% | $6.1m | 173,260 | – | new |
| 19 | NUVALENT INC | 1.8% | $5.8m | 75,973 | -21% | reduced | |
| 20 | BHVN BIOHAVEN LTD | Healthcare | 1.2% | $3.8m | 271,367 | – | new |
| 21 | KRRO KORRO BIO INC | Healthcare | 1.1% | $3.5m | 139,493 | 9% | added |
| 22 | WGS GENEDX HOLDINGS CORP | Healthcare | 0.9% | $3.0m | 32,931 | -43% | reduced |
| 23 | FEMY FEMASYS INC | 0.0% | $29.6k | 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.