account_balance
Investment manager · 13F filer · SEC CIK 1826434
Tri Locum Partners LP
Reported value$813Mas of Jun 30, 2026
Positions19 4 new, 2 sold out
Top 10 weight80.0%JNJ alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
JNJJohnson & Johnson
13.3%Added +3%
VRTXVertex Pharmaceuticals Inc
12.3%Added +56%
LLYELI Lilly & Co
11.3%Added +24%
ASNDAscendis Pharma A/S
8.5%
DXCMDexcom Inc
6.8%Added +18%
AXSMAxsome Therapeutics, Inc.
6.6%Added +253%
JAZZJazz Pharmaceuticals PLC
6.6%Added +40%
ELVNEnliven Therapeutics, Inc.
5.4%New
ARGXArgenx SE
4.7%+31%
MDGLMadrigal Pharmaceuticals, Inc.
4.5%−34%
RVMDRevolution Medicines, Inc.
3.5%New
UTHRUnited Therapeutics Corp
3.1%−33%
JNJJohnson & Johnson
13.3%Added +3%
VRTXVertex Pharmaceuticals Inc
12.3%Added +56%
LLYELI Lilly & Co
11.3%
ASNDAscendis Pharma A/S
8.5%
DXCMDexcom Inc
6.8%+18%
AXSMAxsome Therapeutics, Inc.
6.6%
JAZZJazz Pharmaceuticals PLC
6.6%
ELVNEnliven Therapeutics, Inc.
5.4%
ARGXMDGLRVMDUTHRBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JNJ Johnson & Johnson 13.3% Added +3%VRTX Vertex Pharmaceuticals Inc 12.3% Added +56%LLY ELI Lilly & Co 11.3% Added +24%ASND Ascendis Pharma A/S 8.5% HeldDXCM Dexcom Inc 6.8% Added +18%AXSM Axsome Therapeutics, Inc. 6.6% Added +253%JAZZ Jazz Pharmaceuticals PLC 6.6% Added +40%ELVN Enliven Therapeutics, Inc. 5.4% NewARGX Argenx SE 4.7% Added +31%MDGL Madrigal Pharmaceuticals, Inc. 4.5% Trimmed −34%RVMD Revolution Medicines, Inc. 3.5% NewUTHR United Therapeutics Corp 3.1% Trimmed −33%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.