13FBOX
Tri Locum Partners LP · 13F Holdings
Options Calculator Rankings

Tri Locum Partners LP

No.3164 Data as of 2026Q2
Latest AUM (Q2 2026)
$813.2M
QoQ Change Q1 2026
+$100.7M+14.1%
Holdings
19
New Buys
4
Adds
9
Reduces
6
Exits
2
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
JOHNSON & JOHNSONJNJ
13.27%14.22%$107.9M424,945$101.3M414,503+10,442+2.52%Add
VERTEX PHARMACEUTICALS INCVRTX
12.33%8.1%$100.2M201,791$57.7M129,314+72,477+56.05%Add
ELI LILLY & COLLY
11.29%7.98%$91.8M76,532$56.8M61,795+14,737+23.85%Add
AASCENDIS PHARMA A/S SPONSORED ADRASND
8.49%8.2%$69.0M258,740$58.4M255,332+3,408+1.33%Add
DEXCOM INCDXCM
6.8%6.15%$55.3M820,479$43.8M698,158+122,321+17.52%Add
AXSOME THERAPEUTICS INC.AXSM
6.6%1.47%$53.7M219,308$10.5M62,116+157,192+253.06%Add
JAZZ PHARMACEUTICALS PLCJAZZ
6.57%4.21%$53.4M221,720$30.0M158,663+63,057+39.74%Add
EENLIVEN THERAPEUTICS INCELVN
5.41%$44.0M866,716$00+866,716New Buy
ARGENX SE SPONSORED ADRARGX
4.75%3.24%$38.6M41,596$23.1M31,635+9,961+31.49%Add
MADRIGAL PHARMACEUTICALS INCMDGL
4.51%7.59%$36.7M68,273$54.1M103,288-35,015-33.90%Reduce
RREVOLUTION MEDICINES INC COMRVMD
3.5%$28.4M151,822$00+151,822New Buy
UNITED THERAPEUTICS CORP DELUTHR
3.13%5.86%$25.5M47,026$41.7M70,370-23,344-33.17%Reduce
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA
3.11%4.32%$25.3M746,835$30.8M1.0M-274,173-26.85%Reduce
TTARSUS PHARMACEUTICALS INCTARS
2.54%2.49%$20.7M328,340$17.7M252,588+75,752+29.99%Add
INTUITIVE SURGICAL INCISRG
2.35%9.91%$19.1M47,983$70.6M153,250-105,267-68.69%Reduce
CYTOKINETICS INCCYTK
2.03%$16.5M194,000$00+194,000New Buy
DDIANTHUS THERAPEUTICS INCDNTH
1.45%1.71%$11.8M120,712$12.2M145,543-24,831-17.06%Reduce
BBETA BIONICS INCBBNX
0.95%$7.7M493,344$00+493,344New Buy
DDEFINIUM THERAPEUTICS INCDFTX
0.94%0.98%$7.7M162,996$7.0M369,588-206,592-55.90%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow