13F HOLDINGS REPORT
Tri Locum Partners LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001826434-26-000002
Total Value
$770.1M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JOHNSON & JOHNSON | JNJ | 603,143 | $124.8M | 16.21% |
| 2 | DANAHER CORPORATION | 235851102 | 346,875 | $79.4M | 10.31% |
| 3 | ELI LILLY & CO | LLY | 63,284 | $68.0M | 8.83% |
| 4 | UNITED THERAPEUTICS CORP DEL | UTHR | 120,921 | $58.9M | 7.65% |
| 5 | ASCENDIS PHARMA A/S | ASND | 265,015 | $56.5M | 7.34% |
| 6 | MADRIGAL PHARMACEUTICALS INC | MDGL | 86,023 | $50.1M | 6.50% |
| 7 | BOSTON SCIENTIFIC CORP | BSX | 520,508 | $49.6M | 6.44% |
| 8 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 1,435,865 | $44.8M | 5.82% |
| 9 | IONIS PHARMACEUTICALS INC | IONS | 557,174 | $44.1M | 5.72% |
| 10 | VERA THERAPEUTICS INC | VERA | 805,689 | $40.8M | 5.30% |
| 11 | AXSOME THERAPEUTICS INC | AXSM | 201,627 | $36.8M | 4.78% |
| 12 | ARGENX SE | ARGX | 37,653 | $31.7M | 4.11% |
| 13 | NUVALENT INC | NUVL | 307,371 | $30.9M | 4.01% |
| 14 | DEXCOM INC | DXCM | 421,600 | $28.0M | 3.63% |
| 15 | DIANTHUS THERAPEUTICS INC | DNTH | 622,403 | $25.6M | 3.33% |