StockDriftsStockDriftsTop 18 Tri Locum Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 13.27% | 424.9K | $107.9M | +2.52%(+10.44K) | $184.19(+42.29%) | 2026-06-30 | |
| VRTX | VERTEX PHARMACEUTICALS INC | 12.33% | 201.8K | $100.2M | +56.05%(+72.48K) | $457.13(+12.97%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 11.29% | 76.5K | $91.8M | +23.85%(+14.74K) | $942.75(+28.24%) | 2026-06-30 | |
| DXCM | DEXCOM INC | 6.8% | 820.5K | $55.3M | +17.52%(+122.32K) | $65.74(+39.14%) | 2026-06-30 | |
| AXSM | AXSOME THERAPEUTICS INC. | 6.6% | 219.3K | $53.7M | +253.06%(+157.19K) | $174.15(+22.70%) | 2026-06-30 | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 6.57% | 221.7K | $53.4M | +39.74%(+63.06K) | $144.24(+70.45%) | 2026-06-30 | |
| ELVN | ENLIVEN THERAPEUTICS INC | 5.41% | 866.7K | $44.0M | new | $43.67(+32.26%) | 2026-06-30 | |
| ARGX | ARGENX SE | 4.75% | 41.6K | $38.6M | +31.49%(+9.96K) | $585.71(+46.31%) | 2026-06-30 | |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 4.51% | 68.3K | $36.7M | -33.90%(-35.02K) | $371.45(+36.59%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 3.5% | 151.8K | $28.4M | new | $139.99(+44.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +32.86% | +134.52% | +11.71% | +73.94% |
| Top 20 Holdings Unweighted | +39.22% | +169.83% | +13.40% | +87.53% |
Tri Locum Partners LP reports $813.22M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are JNJ (13.3%), VRTX (12.3%) and LLY (11.3%). The top 20 holdings account for 91.53% of reported assets. Its disclosed equity book has returned +134.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tri Locum Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1826434). View Tri Locum Partners LP’s 13F filings on SEC