Tri Locum Partners LP
CIK: 0001826434SEC EDGAR →
Portfolio Value
$770.1M
Holdings
15
As of
Q4 2025
New Positions
6
Closed Positions
11
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | JOHNSON & JOHNSON | 603,143 | $124.8M | 16.21% |
| 2 | DANAHER CORPORATION | 346,875 | $79.4M | 10.31% |
| 3 | ELI LILLY & CO | 63,284 | $68.0M | 8.83% |
| 4 | UNITED THERAPEUTICS CORP DEL | 120,921 | $58.9M | 7.65% |
| 5 | ASCENDIS PHARMA A/S | 265,015 | $56.5M | 7.34% |
| 6 | MADRIGAL PHARMACEUTICALS INC | 86,023 | $50.1M | 6.50% |
| 7 | BOSTON SCIENTIFIC CORP | 520,508 | $49.6M | 6.44% |
| 8 | TEVA PHARMACEUTICAL INDS LTD | 1,435,865 | $44.8M | 5.82% |
| 9 | IONIS PHARMACEUTICALS INC | 557,174 | $44.1M | 5.72% |
| 10 | VERA THERAPEUTICS INC | 805,689 | $40.8M | 5.30% |
Quarterly Changes
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 12 | $639.1M | 83.0% |
| Unknown | 3 | $131.0M | 17.0% |