Tri Locum Partners LP
NEW YORK NY · SEC CIK 0001826434
$8.13亿2026Q2 申报市值
19持仓数
80.0%前十大占比 · 第一大 13.3%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASND 新建仓+$6,901.11万
ELVN 新建仓+$4,398.58万
AXSM 加仓+$3,847.59万
VRTX 加仓+$3,600.15万
RVMD 新建仓+$2,843.32万
2026Q2 卖出最多 按季末市值估算
TMO 清仓-$6,508.50万
ASND 清仓-$5,840.21万
ISRG 减仓-$4,186.26万
NUVALENT INC 清仓-$3,160.64万
MDGL 减仓-$1,880.13万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $1.08亿 | 13.27% | 424,945 | 10,442 | 2.5% | $265.20万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.00亿 | 12.33% | 201,791 | 72,477 | 56.0% | $3,600.15万 | 加仓 |
| LLY | ELI LILLY & CO | $9,179.48万 | 11.29% | 76,532 | 14,737 | 23.8% | $1,767.60万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $6,901.11万 | 8.49% | 258,740 | 258,740 | — | $6,901.11万 | 新建仓 |
| DXCM | DEXCOM INC | $5,525.93万 | 6.80% | 820,479 | 122,321 | 17.5% | $823.83万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $5,368.00万 | 6.60% | 219,308 | 157,192 | 253.1% | $3,847.59万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $5,342.79万 | 6.57% | 221,720 | 63,057 | 39.7% | $1,519.48万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $4,398.58万 | 5.41% | 866,716 | 866,716 | — | $4,398.58万 | 新建仓 |
| ARGX | ARGENX SE | $3,859.15万 | 4.75% | 41,596 | 9,961 | 31.5% | $924.15万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $3,665.92万 | 4.51% | 68,273 | -35,015 | -33.9% | -$1,880.13万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $2,843.32万 | 3.50% | 151,822 | 151,822 | — | $2,843.32万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,548.01万 | 3.13% | 47,026 | -23,344 | -33.2% | -$1,264.85万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $2,530.28万 | 3.11% | 746,835 | -274,173 | -26.9% | -$928.90万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $2,066.57万 | 2.54% | 328,340 | 75,752 | 30.0% | $476.78万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,908.19万 | 2.35% | 47,983 | -105,267 | -68.7% | -$4,186.26万 | 减仓 |
| CYTK | CYTOKINETICS INC | $1,652.69万 | 2.03% | 194,000 | 194,000 | — | $1,652.69万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,176.70万 | 1.45% | 120,712 | -24,831 | -17.1% | -$242.05万 | 减仓 |
| BBNX | BETA BIONICS INC | $773.07万 | 0.95% | 493,344 | 493,344 | — | $773.07万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $766.73万 | 0.94% | 162,996 | -206,592 | -55.9% | -$971.81万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -132,413 | -100.0% | -$6,508.50万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -255,332 | -100.0% | -$5,840.21万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -308,506 | -100.0% | -$3,160.64万 | 清仓 |