Tri Locum Partners LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| JOHNSON & JOHNSON(JNJ) | 0 | 302,831 | +302,831 | 0 | 56,150,924 | 12.91% | +56,150,924 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 0 | 122,187 | +122,187 | 0 | 51,222,012 | 11.77% | +51,222,012 |
| MERCK & CO INC(MRK) | 0 | 446,874 | +446,874 | 0 | 37,506,135 | 8.62% | +37,506,135 |
| VERA THERAPEUTICS INC(VERA) | 413,114 | 1,190,207 | +777,093 | 9,732,966 | 34,587,415 | 7.95% | +24,854,449 |
| AXSOME THERAPEUTICS INC(AXSM) | 157,861 | 292,137 | +134,276 | 16,479,110 | 35,480,039 | 8.16% | +19,000,929 |
| XENON PHARMACEUTICALS INC(XENE) | 0 | 366,102 | +366,102 | 0 | 14,698,995 | 3.38% | +14,698,995 |
| KORRO BIO INC | 139,493 | 337,764 | +198,271 | 3,484,535 | 16,175,518 | 3.72% | +12,690,983 |
| ABBVIE INC(ABBV) | 55,661 | 89,621 | +33,960 | 10,331,795 | 20,750,846 | 4.77% | +10,419,051 |
| ASCENDIS PHARMA A/S(ASND) | 147,642 | 174,829 | +27,187 | 25,483,009 | 34,757,753 | 7.99% | +9,274,744 |
| STEVANATO GROUP S P A | 0 | 332,912 | +332,912 | 0 | 8,572,484 | 1.97% | +8,572,484 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 0 | 182,867 | +182,867 | 0 | 7,195,816 | 1.65% | +7,195,816 |
| SOLENO THERAPEUTICS INC | 288,880 | 450,585 | +161,705 | 24,202,366 | 30,459,546 | 7.00% | +6,257,180 |
| ARGENX SE(ARGX) | 47,793 | 43,411 | -4,382 | 26,344,457 | 32,018,217 | 7.36% | +5,673,760 |
| AVADEL PHARMACEUTICALS PLC | 1,014,456 | 724,859 | -289,597 | 8,977,936 | 11,068,597 | 2.54% | +2,090,661 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 97,765 | 67,706 | -30,059 | 29,587,600 | 31,054,034 | 7.14% | +1,466,434 |
| FEMASYS INC | 30,606 | 0 | -30,606 | 29,559 | 0 | — | -29,559 |
| TARSUS PHARMACEUTICALS INC(TARS) | 177,656 | 119,260 | -58,396 | 7,196,845 | 7,087,622 | 1.63% | -109,223 |
| BIOHAVEN LTD(BHVN) | 271,367 | 149,179 | -122,188 | 3,828,988 | 2,239,177 | 0.51% | -1,589,811 |
| GENEDX HOLDINGS CORP(WGS) | 32,931 | 0 | -32,931 | 3,039,861 | 0 | — | -3,039,861 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 195,432 | 75,986 | -119,446 | 8,217,916 | 4,027,258 | 0.93% | -4,190,658 |
| NUVALENT INC(NUVL) | 75,973 | 0 | -75,973 | 5,796,740 | 0 | — | -5,796,740 |
| LEGEND BIOTECH CORP(LEGN) | 173,260 | 0 | -173,260 | 6,148,997 | 0 | — | -6,148,997 |
| INTUITIVE SURGICAL INC | 12,824 | 0 | -12,824 | 6,968,690 | 0 | — | -6,968,690 |
| EVOLUS INC | 1,239,031 | 0 | -1,239,031 | 11,411,476 | 0 | — | -11,411,476 |
| UNITEDHEALTH GROUP INC(UNH) | 60,584 | 0 | -60,584 | 18,900,390 | 0 | — | -18,900,390 |
| INSPIRE MED SYS INC(INSP) | 149,244 | 0 | -149,244 | 19,367,394 | 0 | — | -19,367,394 |
| VERONA PHARMA PLC | 216,578 | 0 | -216,578 | 20,483,947 | 0 | — | -20,483,947 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 89,525 | 0 | -89,525 | 29,193,207 | 0 | — | -29,193,207 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 2,046,846 | 0 | -2,046,846 | 34,305,139 | 0 | — | -34,305,139 |