StockDriftsStockDriftsTop 17 Tri Locum Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 14.22% | 414.5K | $101.3M | -31.28%(-188.64K) | $182.58(+44.07%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC | 9.91% | 153.3K | $70.6M | new | $514.01(-17.12%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 9.13% | 132.4K | $65.1M | new | $535.49(-2.25%) | 2026-03-31 | |
| ASND | ASCENDIS PHARMA A/S | 8.2% | 255.3K | $58.4M | -3.65%(-9.68K) | $176.21(+55.78%) | 2026-03-31 | |
| VRTX | VERTEX PHARMACEUTICALS INC | 8.1% | 129.3K | $57.7M | new | $449.95(+17.36%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 7.98% | 61.8K | $56.8M | -2.35%(-1.49K) | $918.84(+32.11%) | 2026-03-31 | |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 7.59% | 103.3K | $54.1M | +20.07%(+17.27K) | $371.45(+42.17%) | 2026-03-31 | |
| DXCM | DEXCOM INC | 6.15% | 698.2K | $43.8M | +65.60%(+276.56K) | $65.94(+8.05%) | 2026-03-31 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 5.86% | 70.4K | $41.7M | -41.80%(-50.55K) | $320.24(+73.59%) | 2026-03-31 | |
| NUVL | NUVALENT INC | 4.44% | 308.5K | $31.6M | +0.37%(+1.14K) | $81.38(+52.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.54% | +112.38% |
| Top 20 Holdings Unweighted | +31.42% | +126.96% |
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