Holders — by stockHoldings — by fund
Tri Locum Partners LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001826434
$813.2M
disclosed book value
19
positions
13.3%
largest position share
Positions, as of 2026-06-30
top 19 of 19 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | JNJJOHNSON & JOHNSON | 424,945 | $107.9M | 13.3% |
| 2 | VRTXVERTEX PHARMACEUTICALS INC | 201,791 | $100.2M | 12.3% |
| 3 | LLYELI LILLY & CO | 76,532 | $91.8M | 11.3% |
| 4 | ASNDASCENDIS PHARMA A/S | 258,740 | $69.0M | 8.5% |
| 5 | DXCMDEXCOM INC | 820,479 | $55.3M | 6.8% |
| 6 | AXSMAXSOME THERAPEUTICS INC. | 219,308 | $53.7M | 6.6% |
| 7 | JAZZJAZZ PHARMACEUTICALS PLC | 221,720 | $53.4M | 6.6% |
| 8 | ELVNENLIVEN THERAPEUTICS INC | 866,716 | $44.0M | 5.4% |
| 9 | ARGXARGENX SE | 41,596 | $38.6M | 4.7% |
| 10 | MDGLMADRIGAL PHARMACEUTICALS INC | 68,273 | $36.7M | 4.5% |
| 11 | RVMDREVOLUTION MEDICINES INC | 151,822 | $28.4M | 3.5% |
| 12 | UTHRUNITED THERAPEUTICS CORP DEL | 47,026 | $25.5M | 3.1% |
| 13 | TEVATEVA PHARMACEUTICAL INDS LTD | 746,835 | $25.3M | 3.1% |
| 14 | TARSTARSUS PHARMACEUTICALS INC | 328,340 | $20.7M | 2.5% |
| 15 | ISRGINTUITIVE SURGICAL INC | 47,983 | $19.1M | 2.3% |
| 16 | CYTKCYTOKINETICS INC | 194,000 | $16.5M | 2% |
| 17 | DNTHDIANTHUS THERAPEUTICS INC | 120,712 | $11.8M | 1.4% |
| 18 | BBNXBETA BIONICS INC | 493,344 | $7.7M | 1% |
| 19 | DFTXDEFINIUM THERAPEUTICS INC | 162,996 | $7.7M | 0.9% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.