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CIK: 0001826434
Total reported value
$813.2M
$813.2M
15 檔
47.7%
The Q4 2025 SEC filing reveals that Tri Locum Partners LP held a total portfolio value of $813.2M, covering 15 public equity positions.
In Q4 2025, Tri Locum Partners LP adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 10 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including JNJ, DHR, LLY) accounted for 47.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 16.21% | -0.95% | +99.17% | |
| 2 | DHR | Danaher CORP | Stock-Healthcare | 10.31% | — | — | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 8.83% | +3.31% | — | |
| 4 | UTHR | United Therapeutics CORP | Stock-Healthcare | 7.65% | -2.73% | -1.04% | |
| 5 | ASND | Ascendis Pharma A/S | Stock-Other | 7.34% | -8.20% | EXIT | |
| 6 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 6.50% | -3.08% | +27.05% | |
| 7 | BSX | Boston Scientific CORP | Stock-Healthcare | 6.44% | — | — | |
| 8 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 5.82% | -1.21% | — | |
| 9 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 5.72% | — | — | |
| 10 | VERA | Vera Therapeutics Inc | Stock-Other | 5.30% | — | -32.31% | |
| 11 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 4.78% | +5.13% | -30.98% | |
| 12 | ARGX | Argenx Se - Adr | Stock-Healthcare | 4.11% | +1.51% | -13.26% | |
| 13 | NUVL | Nuvalent Inc-a | Stock-Other | 4.01% | -4.44% | EXIT | |
| 14 | DXCM | Dexcom Inc | Stock-Healthcare | 3.63% | +0.65% | — | |
| 15 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 3.33% | -0.26% | +240.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +3.3% | +99.17% | Add |
| 2 | DNTH | Dianthus Therapeutics Inc | +1.7% | +240.36% | Add |
| 3 | MDGL | Madrigal Pharmaceuticals Inc | -0.6% | +27.05% | Add |
| 4 | ASND | Ascendis Pharma A/S | -0.7% | +51.59% | Add |
| 5 | VERA | Vera Therapeutics Inc | -2.7% | -32.31% | Trim |
| 6 | ARGX | Argenx Se - Adr | -3.3% | -13.26% | Trim |
| 7 | AXSM | Axsome Therapeutics Inc | -3.4% | -30.98% | Trim |
| 8 | UTHR | United Therapeutics CORP | -4.1% | -1.04% | Trim |
| 9 | DHR | Danaher CORP | — | NEW | New buy |
| 10 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 11 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 12 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | New buy |
| 13 | IONS | Ionis Pharmaceuticals Inc | — | NEW | New buy |
| 14 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 15 | NUVL | Nuvalent Inc-a | — | NEW | New buy |
| 16 | SLNOEUR | Soleno Therapeutics Inc | — | EXIT | Sold out |
| 17 | DXCM | Dexcom Inc | — | NEW | New buy |
| 18 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 19 | KRRO | Korro Bio Inc | — | EXIT | Sold out |
| 20 | XENE | Xenon Pharmaceuticals Inc | — | EXIT | Sold out |
| 21 | ✓ | Avadel Pharmaceuticals PLC ADR | — | EXIT | Sold out |
| 22 | STVN | Stevanato Group S.p.A. | — | EXIT | Sold out |
| 23 | TARS | Tarsus Pharmaceuticals Inc | — | EXIT | Sold out |
| 24 | PRAX | Praxis Precision Medicines I | — | EXIT | Sold out |
| 25 | BHVN | Biohaven Ltd. | — | EXIT | Sold out |
According to official SEC Form 13F filings, Tri Locum Partners LP reported a total U.S. public equity portfolio value of $813.2M across 15 disclosed positions in Q4 2025.
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Top New Position Initiated
DHR
市值: $79.4M
Top Position Liquidated / Trimmed
MRK
前期市值: $37.5M
During Q4 2025, Tri Locum Partners LP's top holdings by market value included JNJ (16.2%)、DHR (10.3%)、LLY (8.8%). The largest single position, JNJ, represented 16.2% of total portfolio value.
In Q4 2025, Tri Locum Partners LP made 25 total portfolio adjustments, initiating 7 new buys, adding to 4 positions, trimming 4 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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