Tri Locum Partners LP holds a focused book of 17 stocks worth $712.5M as of Q1 2026 (disclosed May 18, 2026, a ~48-day 13F lag). This quarter they opened Intuitive Surgical Inc and trimmed Johnson & Johnson. Their largest long position is Johnson & Johnson at 14% of the equity book. Cloning the disclosed picks since 2021 would be +120% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.7 points over this window.
Growth of $10,000 cloning Tri Locum Partners LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~48 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Tri Locum Partners LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 21 / 17 | $183.8B |
| STATE STREET CORP | 21 / 17 | $111.8B |
| FMR LLC | 21 / 17 | $58.5B |
| GEODE CAPITAL MANAGEMENT, LLC | 21 / 17 | $51.6B |
| PNC FINANCIAL SERVICES GROUP, INC. | 21 / 17 | $49.0B |
| JPMORGAN CHASE & CO | 21 / 17 | $42.7B |
| MORGAN STANLEY | 21 / 17 | $40.1B |
| BANK OF AMERICA CORP /DE/ | 21 / 17 | $26.1B |
Ranked by how many of Tri Locum Partners LP's top 17 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Johnson & Johnson COM | $101.3M | 414.5K | 14.2% | ▼−31% Reduced · −189K sh | |
| 2 | Intuitive Surgical Inc COM NEW | $70.6M | 153.3K | 9.9% | ▲New New position | |
| 3 | Thermo Fisher Scientific Inc COM | $65.1M | 132.4K | 9.1% | ▲New New position | |
| 4 | Ascendis Pharma A/s SPONSORED ADR | $58.4M | 255.3K | 8.2% | ▼−3.6% Reduced · −10K sh | |
| 5 | Vertex Pharmaceuticals Inc COM | $57.7M | 129.3K | 8.1% | ▲New New position | |
| 6 | Eli Lilly & Co COM | $56.8M | 61.8K | 8.0% | ▼−2.4% Reduced · −1K sh | |
| 7 | Madrigal Pharmaceuticals Inc COM | $54.1M | 103.3K | 7.6% | ▲+20% Added · +17K sh | |
| 8 | Dexcom Inc COM | $43.8M | 698.2K | 6.2% | ▲+66% Added · +277K sh | |
| 9 | United Therapeutics Corp Del COM | $41.7M | 70.4K | 5.9% | ▼−42% Reduced · −51K sh | |
| 10 | Nuvalent Inc COM | $31.6M | 308.5K | 4.4% | ▲+0.4% Added · +1K sh | |
| 11 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $30.8M | 1.02M | 4.3% | ▼−29% Reduced · −415K sh | |
| 12 | Jazz Pharmaceuticals PLC SHS USD | $30.0M | 158.7K | 4.2% | ▲New New position | |
| 13 | Argenx SE SPONSORED ADR | $23.1M | 31.6K | 3.2% | ▼−16% Reduced · −6K sh | |
| 14 | Tarsus Pharmaceuticals Inc COM | $17.7M | 252.6K | 2.5% | ▲New New position | |
| 15 | Dianthus Therapeutics Inc COM | $12.2M | 145.5K | 1.7% | ▼−77% Reduced · −477K sh | |
| 16 | Axsome Therapeutics Inc. COM | $10.5M | 62.1K | 1.5% | ▼−69% Reduced · −140K sh | |
| 17 | Definium Therapeutics Inc COM SHS | $7.0M | 369.6K | 1.0% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1826434/holdings"
Use Arkolith to show Tri Locum Partners LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 17 | $712.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 15 | $770.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 18 | $435.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 23 | $329.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 22 | $194.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 28 | $482.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 20 | $417.4M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 25 | $395.5M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 27 | $288.4M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 24 | $218.8M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 61 | $312.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 59 | $269.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 47 | $328.3M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 73 | $247.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 41 | $364.3M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 51 | $244.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 37 | $256.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 41 | $254.0M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 30 | $251.6M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 31 | $305.5M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 35 | $403.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 65 | $275.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.