Tri Locum Partners LP
CIK 1826434
13F filing for Q2 2026・No. 2,929
- Holdings
- US$813.22M
- Quarter change
- +US$100.67M
- Entries
- 19
- Net bought (estimate)
- +US$56.79M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 3
- Cut 6
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
19 stocks worth US$813.22M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| JNJJOHNSON & JOHNSONCOM | Added | 424,945 | US$107.92M | 13.27% |
| VRTXVERTEX PHARMACEUTICALS INCCOM | Added | 201,791 | US$100.24M | 12.33% |
| LLYELI LILLY & COCOM | Added | 76,532 | US$91.79M | 11.29% |
| ASCENDIS PHARMA A/SORD SHS | New | 258,740 | US$69.01M | 8.49% |
| DXCMDEXCOM INCCOM | Added | 820,479 | US$55.26M | 6.80% |
| AXSMAXSOME THERAPEUTICS INC.COM | Added | 219,308 | US$53.68M | 6.60% |
| JAZZJAZZ PHARMACEUTICALS PLCSHS USD | Added | 221,720 | US$53.43M | 6.57% |
| ELVNENLIVEN THERAPEUTICS INCCOM | New | 866,716 | US$43.99M | 5.41% |
| ARGXARGENX SESPONSORED ADR | Added | 41,596 | US$38.59M | 4.75% |
| MDGLMADRIGAL PHARMACEUTICALS INCCOM | Cut | 68,273 | US$36.66M | 4.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.