Tri Locum Partners LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
TL
Tri Locum Partners LP
Institutional Filer 7.48%$712.5M17

Current Portfolio Holdings

Showing all 17 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1JNJJohnson & JohnsonHealthcare415K$101.3M14.22%
2ISRGIntuitive Surgical, Inc.Healthcare153K$70.6M9.91%
3TMOThermo Fisher Scientific Inc.Healthcare132K$65.1M9.13%
4ASNDAscendis Pharma A/SHealthcare255K$58.4M8.20%
5VRTXVertex Pharmaceuticals IncorporatedHealthcare129K$57.7M8.10%
6LLYEli Lilly and CompanyHealthcare62K$56.8M7.98%
7MDGLMadrigal Pharmaceuticals, Inc.Healthcare103K$54.1M7.59%
8DXCMDexCom, Inc.Healthcare698K$43.8M6.15%
9UTHRUnited Therapeutics CorporationHealthcare70K$41.7M5.86%
10NUVLNuvalent, Inc.Healthcare309K$31.6M4.44%
11TEVATeva Pharmaceutical Industries LimitedHealthcare1.0M$30.8M4.32%
12JAZZJazz Pharmaceuticals plcHealthcare159K$30.0M4.21%
13ARGXargenx SEHealthcare32K$23.1M3.24%
14TARSTarsus Pharmaceuticals, Inc.Healthcare253K$17.7M2.49%
15DNTHDianthus Therapeutics, Inc.Healthcare146K$12.2M1.71%
Showing 1 to 15 of 17 holdings