TRI LOCUM PARTNERS LP
TRI LOCUM PARTNERS LP runs TRI LOCUM PARTNERS LP and currently holds 19 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $813.22M. Their top holdings are JNJ, VRTX, LLY, DXCM, AXSM. The top five represent 50.3% of reported portfolio weight. TRI LOCUM PARTNERS LP ranks #492 out of 1000 investors tracked by Alpha Score. In the most recent quarter, TRI LOCUM PARTNERS LP initiated 4 new positions. They added to 8 existing positions. They trimmed 6 positions. Their current best-performing preview position is DFTX with returns of +148.89%.
19 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
JNJ JOHNSON & JOHNSON | 13.27% | $197.56 | $270.30 | +36.82% | Added +2.52% |
VRTX VERTEX PHARMACEUTICALS INC | 12.33% | $464.57 | $548.05 | +17.97% | Added +56.05% |
LLY ELI LILLY & CO | 11.29% | $1,098.70 | $1,254.77 | +14.20% | Added +23.85% |
DXCM DEXCOM INC | 6.80% | $65.31 | $92.34 | +41.39% | Added +17.52% |
AXSM AXSOME THERAPEUTICS INC. | 6.60% | $205.10 | $207.77 | +1.30% | Added +253.06% |
JAZZ JAZZ PHARMACEUTICALS PLC | 6.57% | $203.82 | $254.28 | +24.76% | Added +39.74% |
ELVN ENLIVEN THERAPEUTICS INC | 5.41% | $50.75 | $59.82 | +17.87% | New Buy |
ARGX ARGENX SE | 4.75% | $608.76 | $1,039.78 | +70.80% | Added +31.49% |
MDGL MADRIGAL PHARMACEUTICALS INC | 4.51% | $377.63 | $516.74 | +36.84% | Trimmed -33.90% |
RVMD REVOLUTION MEDICINES INC | 3.50% | $187.28 | $209.46 | +11.84% | New Buy |
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