Tri Locum Partners LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$770.1M
Holdings
15
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JNJJOHNSON & JOHNSON | 603,143 | $124.8M | 16.21% | |
| 2 | DHRDANAHER CORPORATION | 346,875 | $79.4M | 10.31% | |
| 3 | LLYELI LILLY & CO | 63,284 | $68.0M | 8.83% | |
| 4 | UTHUNITED THERAPEUTICS CORP DEL | 120,921 | $58.9M | 7.65% | |
| 5 | ASNDASCENDIS PHARMA A/S | 265,015 | $56.5M | 7.34% | |
| 6 | MDGLMADRIGAL PHARMACEUTICALS INC | 86,023 | $50.1M | 6.50% | |
| 7 | BSXBOSTON SCIENTIFIC CORP | 520,508 | $49.6M | 6.44% | |
| 8 | TEVATEVA PHARMACEUTICAL INDS LTD | 1,435,865 | $44.8M | 5.82% | |
| 9 | ISIIONIS PHARMACEUTICALS INC | 557,174 | $44.1M | 5.72% | |
| 10 | VERAVERA THERAPEUTICS INC | 805,689 | $40.8M | 5.30% | |
| 11 | AXSMAXSOME THERAPEUTICS INC | 201,627 | $36.8M | 4.78% | |
| 12 | ARGXARGENX SE | 37,653 | $31.7M | 4.11% | |
| 13 | NUVLNUVALENT INC | 307,371 | $30.9M | 4.01% | |
| 14 | DC4DEXCOM INC | 421,600 | $28.0M | 3.63% | |
| 15 | DNTHDIANTHUS THERAPEUTICS INC | 622,403 | $25.6M | 3.33% |