Tri Locum Partners LP 13F 持仓 · 2026年Q2
Tri Locum Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 8.13 亿美元。前几大持仓：JNJ（13.27%）、VRTX（12.33%）、LLY（11.29%）。本季前 25 大持仓中：新建仓 5 只、增持 8 只、减持 6 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | $107.9M | 13.27% | 424,945 | 增持 |
| 2 | VRTX | VERTEX PHARMACEUTICALS INC | $100.2M | 12.33% | 201,791 | 增持 |
| 3 | LLY | ELI LILLY & CO | $91.8M | 11.29% | 76,532 | 增持 |
| 4 | ASND | ASCENDIS PHARMA A/S | $69.0M | 8.49% | 258,740 | 新建仓 |
| 5 | DXCM | DEXCOM INC | $55.3M | 6.80% | 820,479 | 增持 |
| 6 | AXSM | AXSOME THERAPEUTICS INC. | $53.7M | 6.60% | 219,308 | 增持 |
| 7 | JAZZ | JAZZ PHARMACEUTICALS PLC | $53.4M | 6.57% | 221,720 | 增持 |
| 8 | ELVN | ENLIVEN THERAPEUTICS INC | $44.0M | 5.41% | 866,716 | 新建仓 |
| 9 | ARGX | ARGENX SE | $38.6M | 4.75% | 41,596 | 增持 |
| 10 | MDGL | MADRIGAL PHARMACEUTICALS INC | $36.7M | 4.51% | 68,273 | 减持 |
| 11 | RVMD | REVOLUTION MEDICINES INC | $28.4M | 3.50% | 151,822 | 新建仓 |
| 12 | UTHR | UNITED THERAPEUTICS CORP DEL | $25.5M | 3.13% | 47,026 | 减持 |
| 13 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $25.3M | 3.11% | 746,835 | 减持 |
| 14 | TARS | TARSUS PHARMACEUTICALS INC | $20.7M | 2.54% | 328,340 | 增持 |
| 15 | ISRG | INTUITIVE SURGICAL INC | $19.1M | 2.35% | 47,983 | 减持 |
| 16 | CYTK | CYTOKINETICS INC | $16.5M | 2.03% | 194,000 | 新建仓 |
| 17 | DNTH | DIANTHUS THERAPEUTICS INC | $11.8M | 1.45% | 120,712 | 减持 |
| 18 | BBNX | BETA BIONICS INC | $7.7M | 0.95% | 493,344 | 新建仓 |
| 19 | DFTX | DEFINIUM THERAPEUTICS INC | $7.7M | 0.94% | 162,996 | 减持 |
| 20 | ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | 清仓 |
| 21 | NUVL | NUVALENT INC | $0 | 0.00% | 0 | 清仓 |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR