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Tri Locum Partners LP

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13F filer, CIK 1826434, NEW YORK, NY

Tri Locum Partners LP reported $194,900,511 across 22 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 73.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001826434-25-000004

Period
2025-03-31
Reported value
$195M
Holdings
22
Top 10 weight
73.17%
New
9
Sold out
15

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MCKnew+26,944$18.1M
SLNOnew+234,920$16.8M
CIadded+33,095$10.9M
GILDnew+89,453$10M
ILMNnew+120,729$9.58M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ZBHexited-369,004-$39M
NTRAexited-202,646-$32.1M
ARGXreduced-40,414-$23.9M
VERONA PHARMA PLCexited-454,201-$21.1M
TEVAreduced-1,362,108-$20.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001826434-25-000004, largest first. % of portfolio is the value over $194,900,511, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,810 shares; 2025Q1: 73,905 shares 73,905$24.3M12.48%+33,095Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,944 shares 26,944$18.1M9.3%newTimeline
SLNOSOLENO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 234,920 shares 234,920$16.8M8.61%newTimeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755,737 shares; 2024Q4: 2,423,116 shares; 2025Q1: 1,061,008 shares 1,061,008$16.3M8.37%-1,362,108Timeline
INSPINSPIRE MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,429 shares; 2024Q4: 150,788 shares; 2025Q1: 78,812 shares 78,812$12.6M6.44%-71,976Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,287 shares; 2024Q4: 47,472 shares; 2025Q1: 37,869 shares 37,869$12.5M6.44%-9,603Timeline
AXSMAXSOME THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,721 shares; 2024Q4: 249,769 shares; 2025Q1: 101,240 shares 101,240$11.8M6.06%-148,529Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,474 shares; 2024Q4: 58,258 shares; 2025Q1: 17,844 shares 17,844$10.6M5.42%-40,414Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,453 shares 89,453$10M5.14%newTimeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,729 shares 120,729$9.58M4.91%newTimeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,920 shares; 2024Q4: not reported; 2025Q1: 101,859 shares 101,859$7.77M3.99%newTimeline
NUVLNUVALENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,825 shares 95,825$6.8M3.49%newTimeline
MERUS N VMERUS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,157 shares; 2024Q4: 347,303 shares; 2025Q1: 156,915 shares 156,915$6.6M3.39%-190,388
WGSGENEDX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,567 shares; 2025Q1: 58,145 shares 58,145$5.15M2.64%-69,422Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,325 shares 32,325$5.04M2.58%newTimeline
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,000 shares 50,000$4.43M2.27%new
EOLSEVOLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 742,574 shares; 2025Q1: 321,802 shares 321,802$3.87M1.99%-420,772Timeline
VERAVERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150,207 shares 150,207$3.61M1.85%newTimeline
STVNSTEVANATO GROUP S P AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867,938 shares; 2024Q4: 1,121,804 shares; 2025Q1: 175,681 shares 175,681$3.59M1.84%-946,123Timeline
PRAXPRAXIS PRECISION MEDICINES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,269 shares; 2025Q1: 83,659 shares 83,659$3.17M1.63%+46,390Timeline
KRROKORRO BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,014 shares; 2024Q4: 144,216 shares; 2025Q1: 128,381 shares 128,381$2.24M1.15%-15,835Timeline
FEMYFEMASYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,606 shares; 2024Q4: 30,606 shares; 2025Q1: 30,606 shares 30,606$38.3K0.02%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ZBHZIMMER BIOMET HOLDINGS INC369,004$39Mshares
NTRANATERA INC202,646$32.1Mshares
VERONA PHARMA PLCVERONA PHARMA PLC454,201$21.1Mshares
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS1,937,984$20.4Mshares
BMYBRISTOL-MYERS SQUIBB CO355,366$20.1Mshares
JAZZJAZZ PHARMACEUTICALS PLC161,812$19.9Mshares
IDXXIDEXX LABS INC44,972$18.6Mshares
NVONOVO-NORDISK A S209,984$18.1Mshares
UNHUNITEDHEALTH GROUP INC28,115$14.2Mshares
JANXJANUX THERAPEUTICS INC236,407$12.7Mshares
LEGNLEGEND BIOTECH CORP388,704$12.6Mshares
GERNGERON CORP2,472,836$8.75Mshares
MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INC820,793$5.71Mshares
BHVNBIOHAVEN LTD140,220$5.24Mshares
LIVNLIVANOVA PLC99,700$4.62Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001826434-25-000004 base2025-05-14acceptance time not in the bulk data set