Tri Locum Partners Lp Portfolio Stock Holdings

Tri Locum Partners Lp disclosed 17 stock positions valued at approximately $712.5 million in its latest SEC 13F filing. The largest holdings include JOHNSON & JOHNSON, INTUITIVE SURGICAL INC, and THERMO FISHER SCIENTIFIC INC. The filing reflects positions held as of March 31, 2026 and was filed on May 18, 2026.

Report Period
March 31, 2026
No. of Stocks
17
Portfolio Value
$712.5M
Holdings by Sector
Tri Locum Partners Lp Portfolio Holdings in Q1 2026

15 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
JOHNSON & JOHNSONJNJHealthcare14.22%414,503-188,640-31.28%$101,321,113
INTUITIVE SURGICAL INCISRGHealthcare9.91%153,250+153,250+100.00%$70,646,718
THERMO FISHER SCIENTIFIC INCTMOHealthcare9.13%132,413+132,413+100.00%$65,084,962
ASCENDIS PHARMA A/SASNDHealthcare8.20%255,332-9,683-3.65%$58,402,088
VERTEX PHARMACEUTICALS INCVRTXHealthcare8.10%129,314+129,314+100.00%$57,743,874
ELI LILLY & COLLYHealthcare7.98%61,795-1,489-2.35%$56,837,187
MADRIGAL PHARMACEUTICALS INCMDGLHealthcare7.59%103,288+17,265+20.07%$54,068,169
DEXCOM INCDXCMHealthcare6.15%698,158+276,558+65.60%$43,844,322
UNITED THERAPEUTICS CORP DELUTHRHealthcare5.86%70,370-50,551-41.80%$41,728,003
NUVALENT INCNUVLHealthcare4.44%308,506+1,135+0.37%$31,606,440
TEVA PHARMACEUTICAL INDS LTDTEVAHealthcare4.32%1,021,008-414,857-28.89%$30,752,761
ARGENX SEARGXHealthcare3.24%31,635-6,018-15.98%$23,101,459
TARSUS PHARMACEUTICALS INCTARSHealthcare2.49%252,588+252,588+100.00%$17,719,048
DIANTHUS THERAPEUTICS INCDNTHHealthcare1.71%145,543-476,860-76.62%$12,213,969
AXSOME THERAPEUTICS INC.AXSMHealthcare1.47%62,116-139,511-69.19%$10,498,846