Tri Locum Partners LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Tri Locum Partners LP disclosed 18 US equity positions worth $435.1m in its Q3 2025 13F filing. The largest position was JNJ at 12.9% of the reported book, followed by UTHR and MRK. Against the Q2 2025 filing, it opened 6 new positions, added to 6 and reduced 6 among the top 18 holdings.
What did Tri Locum Partners LP own in Q3 2025? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | JNJ JOHNSON & JOHNSON | Healthcare | 12.9% | $56.2m | 302,831 | – | new |
| 2 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 11.8% | $51.2m | 122,187 | – | new |
| 3 | MRK MERCK & CO INC | Healthcare | 8.6% | $37.5m | 446,874 | – | new |
| 4 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 8.2% | $35.5m | 292,137 | 85% | added |
| 5 | ASND ASCENDIS PHARMA A/S | Healthcare | 8.0% | $34.8m | 174,829 | 18% | added |
| 6 | VERA VERA THERAPEUTICS INC | Healthcare | 8.0% | $34.6m | 1,190,207 | 188% | added |
| 7 | ARGX ARGENX SE | Healthcare | 7.4% | $32.0m | 43,411 | -9% | reduced |
| 8 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 7.1% | $31.1m | 67,706 | -31% | reduced |
| 9 | SLNOEUR SOLENO THERAPEUTICS INC | 7.0% | $30.5m | 450,585 | 56% | added | |
| 10 | ABBV ABBVIE INC | Healthcare | 4.8% | $20.8m | 89,621 | 61% | added |
| 11 | KRRO KORRO BIO INC | Healthcare | 3.7% | $16.2m | 337,764 | 142% | added |
| 12 | XENE XENON PHARMACEUTICALS INC | Healthcare | 3.4% | $14.7m | 366,102 | – | new |
| 13 | AVADEL PHARMACEUTICALS PLC | 2.5% | $11.1m | 724,859 | -29% | reduced | |
| 14 | STVN STEVANATO GROUP S P A | 2.0% | $8.6m | 332,912 | – | new | |
| 15 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 1.7% | $7.2m | 182,867 | – | new |
| 16 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 1.6% | $7.1m | 119,260 | -33% | reduced |
| 17 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 0.9% | $4.0m | 75,986 | -61% | reduced |
| 18 | BHVN BIOHAVEN LTD | Healthcare | 0.5% | $2.2m | 149,179 | -45% | reduced |
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.