Tri Locum Partners LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Tri Locum Partners LP disclosed 17 US equity positions worth $712.5m in its Q1 2026 13F filing. The largest position was JNJ at 14.2% of the reported book, followed by ISRG and TMO.
What did Tri Locum Partners LP own in Q1 2026? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | JNJ JOHNSON & JOHNSON | Healthcare | 14.2% | $101.3m | 414,503 | – | |
| 2 | ISRG INTUITIVE SURGICAL INC | Healthcare | 9.9% | $70.6m | 153,250 | – | |
| 3 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 9.1% | $65.1m | 132,413 | – | |
| 4 | ASND ASCENDIS PHARMA A/S | Healthcare | 8.2% | $58.4m | 255,332 | – | |
| 5 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 8.1% | $57.7m | 129,314 | – | |
| 6 | LLY ELI LILLY & CO | Healthcare | 8.0% | $56.8m | 61,795 | – | |
| 7 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 7.6% | $54.1m | 103,288 | – | |
| 8 | DXCM DEXCOM INC | Healthcare | 6.2% | $43.8m | 698,158 | – | |
| 9 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 5.9% | $41.7m | 70,370 | – | |
| 10 | NUVALENT INC | 4.4% | $31.6m | 308,506 | – | ||
| 11 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 4.3% | $30.8m | 1,021,008 | – | |
| 12 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 4.2% | $30.0m | 158,663 | – | |
| 13 | ARGX ARGENX SE | Healthcare | 3.2% | $23.1m | 31,635 | – | |
| 14 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 2.5% | $17.7m | 252,588 | – | |
| 15 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 1.7% | $12.2m | 145,543 | – | |
| 16 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 1.5% | $10.5m | 62,116 | – | |
| 17 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 1.0% | $7.0m | 369,588 | – |
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.