Tri Locum Partners LP: 13F holdings
CIK 18264342026Q2
| Positions | 19 |
|---|
| Reported value | $813.2m |
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| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 19 (+2 vs prior quarter) |
|---|
| Reported value | $813.2m (+14.1%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JNJ JOHNSON & JOHNSON | 424,945 | $107.9m | 13.3% |
| VRTX VERTEX PHARMACEUTICALS INC | 201,791 | $100.2m | 12.3% |
| LLY ELI LILLY & CO | 76,532 | $91.8m | 11.3% |
| ASCENDIS PHARMA A/S | 258,740 | $69.0m | 8.5% |
| DXCM DEXCOM INC | 820,479 | $55.3m | 6.8% |
| AXSM AXSOME THERAPEUTICS INC. | 219,308 | $53.7m | 6.6% |
| JAZZ PHARMACEUTICALS PLC | 221,720 | $53.4m | 6.6% |
| ELVN ENLIVEN THERAPEUTICS INC | 866,716 | $44.0m | 5.4% |
| ARGX ARGENX SE | 41,596 | $38.6m | 4.7% |
| MDGL MADRIGAL PHARMACEUTICALS INC | 68,273 | $36.7m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1826434")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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