Vault-13

Tri Locum Partners LP

NEW YORK, NY · CIK 1826434 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2020 · limited partnership

As an employer

US visa salary filings

Job titleFilingsMedianRange
Senior AnalystNew York, NY 1 $200,000
Research AssociateNew York, NY 1 $133,370 $133,370 – $175,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Tri Locum Partners LP.

$813.2m reported value +14.1% vs Q1 2026
19positions
80.0%in top 10
5 new 8 added 6 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 JOHNSON & JOHNSON COM JNJ JNJ 424,945 $107.9m13.27% 13.27% AddedShares held: Q3 2025 302.8k, Q4 2025 603.1k, Q1 2026 414.5k, Q2 2026 424.9k +10.4k +10,442 2.5%
2 VERTEX PHARMACEUTICALS INC COM VRTX VRTX 201,791 $100.2m12.33% 12.33% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 129.3k, Q2 2026 201.8k +72.5k +72,477 56.0%
3 ELI LILLY & CO COM LLY LLY 76,532 $91.8m11.29% 11.29% AddedShares held: Q3 2025 0, Q4 2025 63.3k, Q1 2026 61.8k, Q2 2026 76.5k +14.7k +14,737 23.9%
4 ASCENDIS PHARMA A/S ORD SHS ASND ASND 258,740 $69.0m8.49% 8.49% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 258.7k
5 DEXCOM INC COM DXCM DXCM 820,479 $55.3m6.80% 6.80% AddedShares held: Q3 2025 0, Q4 2025 421.6k, Q1 2026 698.2k, Q2 2026 820.5k +122.3k +122,321 17.5%
6 AXSOME THERAPEUTICS INC COM AXSM AXSM 219,308 $53.7m6.60% 6.60% AddedShares held: Q3 2025 292.1k, Q4 2025 201.6k, Q1 2026 62.1k, Q2 2026 219.3k +157.2k +157,192 253.1%
7 JAZZ PHARMACEUTICALS PLC SHS USD JAZZ JAZZ 221,720 $53.4m6.57% 6.57% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 158.7k, Q2 2026 221.7k +63.1k +63,057 39.7%
8 ENLIVEN THERAPEUTICS INC COM ELVN ELVN 866,716 $44.0m5.41% 5.41% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 866.7k
9 ARGENX SE SPONSORED ADR ARGX ARGX 41,596 $38.6m4.75% 4.75% AddedShares held: Q3 2025 43.4k, Q4 2025 37.7k, Q1 2026 31.6k, Q2 2026 41.6k +10.0k +9,961 31.5%
10 MADRIGAL PHARMACEUTICALS INC COM MDGL MDGL 68,273 $36.7m4.51% 4.51% ReducedShares held: Q3 2025 67.7k, Q4 2025 86.0k, Q1 2026 103.3k, Q2 2026 68.3k -35.0k -35,015 -33.9%
11 REVOLUTION MEDICINES INC COM RVMD RVMD 151,822 $28.4m3.50% 3.50% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 151.8k
12 UNITED THERAPEUTICS CORP DEL COM UTHR UTHR 47,026 $25.5m3.13% 3.13% ReducedShares held: Q3 2025 122.2k, Q4 2025 120.9k, Q1 2026 70.4k, Q2 2026 47.0k -23.3k -23,344 -33.2%
13 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS 746,835 $25.3m3.11% 3.11% ReducedShares held: Q3 2025 0, Q4 2025 1.4m, Q1 2026 1.0m, Q2 2026 746.8k -274.2k -274,173 -26.9%
14 TARSUS PHARMACEUTICALS INC COM TARS TARS 328,340 $20.7m2.54% 2.54% AddedShares held: Q3 2025 119.3k, Q4 2025 0, Q1 2026 252.6k, Q2 2026 328.3k +75.8k +75,752 30.0%
15 INTUITIVE SURGICAL INC COM NEW ISRG ISRG 47,983 $19.1m2.35% 2.35% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 153.2k, Q2 2026 48.0k -105.3k -105,267 -68.7%
16 CYTOKINETICS INC COM NEW CYTK CYTK 194,000 $16.5m2.03% 2.03% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 194.0k
17 DIANTHUS THERAPEUTICS INC COM DNTH DNTH 120,712 $11.8m1.45% 1.45% ReducedShares held: Q3 2025 182.9k, Q4 2025 622.4k, Q1 2026 145.5k, Q2 2026 120.7k -24.8k -24,831 -17.1%
18 BETA BIONICS INC COM BBNX BBNX 493,344 $7.7m0.95% 0.95% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 493.3k
19 DEFINIUM THERAPEUTICS INC COM SHS DFTX DFTX 162,996 $7.7m0.94% 0.94% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 369.6k, Q2 2026 163.0k -206.6k -206,592 -55.9%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
THERMO FISHER SCIENTIFIC INC TMO TMO 132,413 $65.1m132.4k shares
ASCENDIS PHARMA A/S 255,332 $58.4m255.3k shares
NUVALENT INC 308,506 $31.6m308.5k shares