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Tri Locum Partners LP

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13F filer, CIK 1826434, NEW YORK, NY

Tri Locum Partners LP reported $435,052,388 across 18 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 83.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001826434-25-000008

Period
2025-09-30
Reported value
$435M
Holdings
18
Top 10 weight
83.67%
New
6
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JNJnew+302,831$56.2M
UTHRnew+122,187$51.2M
MRKnew+446,874$37.5M
VERAadded+777,093$22.6M
AXSMadded+134,276$16.3M

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
TEVAexited-2,046,846-$34.3M
ALNYexited-89,525-$29.2M
VERONA PHARMA PLCexited-216,578-$20.5M
INSPexited-149,244-$19.4M
UNHexited-60,584-$18.9M

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, Q3 2025

Share positions as resolved from 13F-HR 0001826434-25-000008, largest first. % of portfolio is the value over $435,052,388, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302,831 shares 302,831$56.2M12.91%newTimeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,187 shares 122,187$51.2M11.77%newTimeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446,874 shares 446,874$37.5M8.62%newTimeline
AXSMAXSOME THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,721 shares; 2024Q4: 249,769 shares; 2025Q1: 101,240 shares; 2025Q2: 157,861 shares; 2025Q3: 292,137 shares 292,137$35.5M8.16%+134,276Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,325 shares; 2025Q2: 147,642 shares; 2025Q3: 174,829 shares 174,829$34.8M7.99%+27,187Timeline
VERAVERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150,207 shares; 2025Q2: 413,114 shares; 2025Q3: 1,190,207 shares 1,190,207$34.6M7.95%+777,093Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,474 shares; 2024Q4: 58,258 shares; 2025Q1: 17,844 shares; 2025Q2: 47,793 shares; 2025Q3: 43,411 shares 43,411$32M7.36%-4,382Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,287 shares; 2024Q4: 47,472 shares; 2025Q1: 37,869 shares; 2025Q2: 97,765 shares; 2025Q3: 67,706 shares 67,706$31.1M7.14%-30,059Timeline
SLNOSOLENO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 234,920 shares; 2025Q2: 288,880 shares; 2025Q3: 450,585 shares 450,585$30.5M7%+161,705Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,661 shares; 2025Q3: 89,621 shares 89,621$20.8M4.77%+33,960Timeline
KRROKORRO BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,014 shares; 2024Q4: 144,216 shares; 2025Q1: 128,381 shares; 2025Q2: 139,493 shares; 2025Q3: 337,764 shares 337,764$16.2M3.72%+198,271Timeline
XENEXENON PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 366,102 shares 366,102$14.7M3.38%newTimeline
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660,955 shares; 2024Q4: 1,937,984 shares; 2025Q1: not reported; 2025Q2: 1,014,456 shares; 2025Q3: 724,859 shares 724,859$11.1M2.54%-289,597
STVNSTEVANATO GROUP S P AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867,938 shares; 2024Q4: 1,121,804 shares; 2025Q1: 175,681 shares; 2025Q2: not reported; 2025Q3: 332,912 shares 332,912$8.57M1.97%newTimeline
DNTHDIANTHUS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182,867 shares 182,867$7.2M1.65%newTimeline
TARSTARSUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,656 shares; 2025Q3: 119,260 shares 119,260$7.09M1.63%-58,396Timeline
PRAXPRAXIS PRECISION MEDICINES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,269 shares; 2025Q1: 83,659 shares; 2025Q2: 195,432 shares; 2025Q3: 75,986 shares 75,986$4.03M0.93%-119,446Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,195 shares; 2024Q4: 140,220 shares; 2025Q1: not reported; 2025Q2: 271,367 shares; 2025Q3: 149,179 shares 149,179$2.24M0.51%-122,188Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
TEVATEVA PHARMACEUTICAL INDS LTD2,046,846$34.3Mshares
ALNYALNYLAM PHARMACEUTICALS INC89,525$29.2Mshares
VERONA PHARMA PLCVERONA PHARMA PLC216,578$20.5Mshares
INSPINSPIRE MED SYS INC149,244$19.4Mshares
UNHUNITEDHEALTH GROUP INC60,584$18.9Mshares
EOLSEVOLUS INC1,239,031$11.4Mshares
ISRGINTUITIVE SURGICAL INC12,824$6.97Mshares
LEGNLEGEND BIOTECH CORP173,260$6.15Mshares
NUVLNUVALENT INC75,973$5.8Mshares
WGSGENEDX HOLDINGS CORP32,931$3.04Mshares
FEMYFEMASYS INC30,606$29.6Kshares

How Q3 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 0001826434-25-000008 base2025-11-14acceptance time not in the bulk data set