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CIK: 0001826434
Total reported value
$813.2M
$813.2M
17 檔
43.4%
In Q1 2026, Tri Locum Partners LP's U.S. equity holdings reached a combined market value of $813.2M, distributed across 17 disclosed stock positions.
Tri Locum Partners LP executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 4 holdings and trimming 8 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 14.22% | -0.95% | -31.28% | |
| 2 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 9.91% | -7.56% | — | |
| 3 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 9.13% | -9.13% | EXIT | |
| 4 | ASND | Ascendis Pharma A/S | Stock-Other | 8.20% | -8.20% | EXIT | |
| 5 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 8.10% | +4.23% | — | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 7.98% | +3.31% | -2.35% | |
| 7 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 7.59% | -3.08% | +20.07% | |
| 8 | DXCM | Dexcom Inc | Stock-Healthcare | 6.15% | +0.65% | +65.60% | |
| 9 | UTHR | United Therapeutics CORP | Stock-Healthcare | 5.86% | -2.73% | -41.80% | |
| 10 | NUVL | Nuvalent Inc-a | Stock-Other | 4.44% | -4.44% | EXIT | |
| 11 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 4.32% | -1.21% | -28.89% | |
| 12 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 4.21% | +2.36% | — | |
| 13 | ARGX | Argenx Se - Adr | Stock-Healthcare | 3.24% | +1.51% | -15.98% | |
| 14 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 2.49% | +0.05% | — | |
| 15 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 1.71% | -0.26% | -76.62% | |
| 16 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 1.47% | +5.13% | -69.19% | |
| 17 | DFTX | Definium Therapeutics Inc | Stock-Other | 0.98% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DXCM | Dexcom Inc | +2.5% | +65.60% | Add |
| 2 | MDGL | Madrigal Pharmaceuticals Inc | +1.1% | +20.07% | Add |
| 3 | ASND | Ascendis Pharma A/S | +0.9% | -3.65% | Trim |
| 4 | NUVL | Nuvalent Inc-a | +0.4% | +0.37% | Add |
| 5 | LLY | Eli Lilly & Co | -0.9% | -2.35% | Trim |
| 6 | ARGX | Argenx Se - Adr | -0.9% | -15.98% | Trim |
| 7 | TEVA | Teva Pharmaceutical-sp Adr | -1.5% | -28.89% | Trim |
| 8 | DNTH | Dianthus Therapeutics Inc | -1.6% | -76.62% | Trim |
| 9 | UTHR | United Therapeutics CORP | -1.8% | -41.80% | Trim |
| 10 | JNJ | Johnson & Johnson | -2% | -31.28% | Trim |
| 11 | AXSM | Axsome Therapeutics Inc | -3.3% | -69.19% | Trim |
| 12 | DHR | Danaher CORP | — | EXIT | Sold out |
| 13 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 14 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 15 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 16 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 17 | IONS | Ionis Pharmaceuticals Inc | — | EXIT | Sold out |
| 18 | VERA | Vera Therapeutics Inc | — | EXIT | Sold out |
| 19 | JAZZ | Jazz Pharmaceuticals plc | — | NEW | New buy |
| 20 | TARS | Tarsus Pharmaceuticals Inc | — | NEW | New buy |
| 21 | DFTX | Definium Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Tri Locum Partners LP reported a total U.S. public equity portfolio value of $813.2M across 17 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including JNJ, ISRG, TMO) accounted for 43.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
ISRG
市值: $70.6M
Top Position Liquidated / Trimmed
DHR
前期市值: $79.4M
During Q1 2026, Tri Locum Partners LP's top holdings by market value included JNJ (14.2%)、ISRG (9.9%)、TMO (9.1%). The largest single position, JNJ, represented 14.2% of total portfolio value.
In Q1 2026, Tri Locum Partners LP made 21 total portfolio adjustments, initiating 6 new buys, adding to 3 positions, trimming 8 holdings, and fully liquidating 4 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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