13F HOLDINGS REPORT
Tri Locum Partners LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001826434-25-000004
Total Value
$194.9M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | THE CIGNA GROUP | 125523100 | 73,905 | $24.3M | 12.48% |
| 2 | MCKESSON CORP | MCK | 26,944 | $18.1M | 9.30% |
| 3 | SOLENO THERAPEUTICS INC | SLNO | 234,920 | $16.8M | 8.61% |
| 4 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 1,061,008 | $16.3M | 8.37% |
| 5 | INSPIRE MED SYS INC | 457730109 | 78,812 | $12.6M | 6.44% |
| 6 | MADRIGAL PHARMACEUTICALS INC | MDGL | 37,869 | $12.5M | 6.44% |
| 7 | AXSOME THERAPEUTICS INC | AXSM | 101,240 | $11.8M | 6.06% |
| 8 | ARGENX SE | ARGX | 17,844 | $10.6M | 5.42% |
| 9 | GILEAD SCIENCES INC | GILD | 89,453 | $10.0M | 5.14% |
| 10 | ILLUMINA INC | ILMN | 120,729 | $9.6M | 4.91% |
| 11 | INSMED INC | INSM | 101,859 | $7.8M | 3.99% |
| 12 | NUVALENT INC | NUVL | 95,825 | $6.8M | 3.49% |
| 13 | MERUS N V | N5749R100 | 156,915 | $6.6M | 3.39% |
| 14 | GENEDX HOLDINGS CORP | WGSWW | 58,145 | $5.1M | 2.64% |
| 15 | ASCENDIS PHARMA A/S | ASND | 32,325 | $5.0M | 2.58% |
| 16 | BLUEPRINT MEDICINES CORP | 09627Y109 | 50,000 | $4.4M | 2.27% |
| 17 | EVOLUS INC | EOLS | 321,802 | $3.9M | 1.99% |
| 18 | VERA THERAPEUTICS INC | VERA | 150,207 | $3.6M | 1.85% |
| 19 | STEVANATO GROUP S P A | STVN | 175,681 | $3.6M | 1.84% |
| 20 | PRAXIS PRECISION MEDICINES I | PRAX | 83,659 | $3.2M | 1.63% |
| 21 | KORRO BIO INC | KRRO | 128,381 | $2.2M | 1.15% |
| 22 | FEMASYS INC | FEMY | 30,606 | $38,258 | 0.02% |