Tri Locum Partners LP
NEW YORK NY · SEC CIK 0001826434
$7.13亿2026Q1 申报市值
17持仓数
81.6%前十大占比 · 第一大 14.2%
5 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ISRG 新建仓+$7,064.67万
TMO 新建仓+$6,508.50万
VRTX 新建仓+$5,774.39万
JAZZ 新建仓+$2,999.52万
DXCM 加仓+$1,736.78万
2026Q1 卖出最多 按季末市值估算
DHR 清仓-$7,940.66万
BSX 清仓-$4,963.04万
JNJ 减仓-$4,611.12万
IONS 清仓-$4,407.80万
VERA 清仓-$4,080.01万
2026Q1 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 | $1.01亿 | 14.22% | 414,503 | -188,640 | -31.3% | -$4,611.12万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $7,064.67万 | 9.91% | 153,250 | 153,250 | — | $7,064.67万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,508.50万 | 9.13% | 132,413 | 132,413 | — | $6,508.50万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $5,840.21万 | 8.20% | 255,332 | -9,683 | -3.7% | -$221.48万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5,774.39万 | 8.10% | 129,314 | 129,314 | — | $5,774.39万 | 新建仓 |
| LLY | ELI LILLY & CO | $5,683.72万 | 7.98% | 61,795 | -1,489 | -2.4% | -$136.95万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $5,406.82万 | 7.59% | 103,288 | 17,265 | 20.1% | $903.77万 | 加仓 |
| DXCM | DEXCOM INC | $4,384.43万 | 6.15% | 698,158 | 276,558 | 65.6% | $1,736.78万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $4,172.80万 | 5.86% | 70,370 | -50,551 | -41.8% | -$2,997.57万 | 减仓 |
| — | NUVALENT INC | $3,160.64万 | 4.44% | 308,506 | 1,135 | 0.4% | $11.63万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3,075.28万 | 4.32% | 1,021,008 | -414,857 | -28.9% | -$1,249.55万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2,999.52万 | 4.21% | 158,663 | 158,663 | — | $2,999.52万 | 新建仓 |
| ARGX | ARGENX SE | $2,310.15万 | 3.24% | 31,635 | -6,018 | -16.0% | -$439.46万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $1,771.90万 | 2.49% | 252,588 | 133,328 | 111.8% | $935.30万 | 重新持有 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,221.40万 | 1.71% | 145,543 | -476,860 | -76.6% | -$4,001.81万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,049.88万 | 1.47% | 62,116 | -139,511 | -69.2% | -$2,358.01万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $698.52万 | 0.98% | 369,588 | 369,588 | — | $698.52万 | 新建仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -346,875 | -100.0% | -$7,940.66万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -520,508 | -100.0% | -$4,963.04万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -557,174 | -100.0% | -$4,407.80万 | 清仓 |
| VERA | VERA THERAPEUTICS INC | $0 | 0.00% | 0 | -805,689 | -100.0% | -$4,080.01万 | 清仓 |