Tri Locum Partners LP — 13F holdings

Tri Locum Partners LP reported 19 holdings worth $813M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. JNJ JOHNSON & JOHNSON — $108M (13.3%)
2. VRTX VERTEX PHARMACEUTICALS INC — $100M (12.3%)
3. LLY ELI LILLY & CO — $91.8M (11.3%)
4. ASND Ascendis Pharma A/S — $69.0M (8.5%)
5. DXCM DEXCOM INC — $55.3M (6.8%)
6. AXSM AXSOME THERAPEUTICS INC — $53.7M (6.6%)
7. JAZZ JAZZ PHARMACEUTICALS PLC — $53.4M (6.6%)
8. ELVN ENLIVEN THERAPEUTICS INC — $44.0M (5.4%)
9. ARGX ARGENX SE — $38.6M (4.7%)
10. MDGL MADRIGAL PHARMACEUTICALS INC — $36.7M (4.5%)