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Tri Locum Partners LP · 13F 持仓分析
期权收益计算器 机构排行

Tri Locum Partners LP

No.3164 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8.13亿
环比变动 Q1 2026
+$1.01亿+14.1%
持仓股票数
19
新买入
4
加仓
9
减仓
6
清仓
2
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
强生JNJ
13.27%14.22%$1.08亿42.5万股$1.01亿41.5万股+1.0万股+2.52%加仓
福泰制药VRTX
12.33%8.1%$1.00亿20.2万股$5,774.4万12.9万股+7.2万股+56.05%加仓
礼来LLY
11.29%7.98%$9,179.5万7.7万股$5,683.7万6.2万股+1.5万股+23.85%加仓
AASCENDIS PHARMA A/S SPONSORED ADRASND
8.49%8.2%$6,901.1万25.9万股$5,840.2万25.5万股+3,408股+1.33%加仓
德康医疗DXCM
6.8%6.15%$5,525.9万82.0万股$4,384.4万69.8万股+12.2万股+17.52%加仓
AXSOME THERAPEUTICSAXSM
6.6%1.47%$5,368.0万21.9万股$1,049.9万6.2万股+15.7万股+253.06%加仓
爵士制药JAZZ
6.57%4.21%$5,342.8万22.2万股$2,999.5万15.9万股+6.3万股+39.74%加仓
EENLIVEN THERAPEUTICSELVN
5.41%$4,398.6万86.7万股$00股+86.7万股新买入
ARGENX SPONSORED ADRARGX
4.75%3.24%$3,859.2万4.2万股$2,310.1万3.2万股+9,961股+31.49%加仓
MADRIGAL PHARMACEUTICALSMDGL
4.51%7.59%$3,665.9万6.8万股$5,406.8万10.3万股-3.5万股-33.90%减仓
RREVOLUTION MEDICINES COMRVMD
3.5%$2,843.3万15.2万股$00股+15.2万股新买入
United TherapeuticsUTHR
3.13%5.86%$2,548.0万4.7万股$4,172.8万7.0万股-2.3万股-33.17%减仓
TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA
3.11%4.32%$2,530.3万74.7万股$3,075.3万102.1万股-27.4万股-26.85%减仓
TTARSUS PHARMACEUTICALSTARS
2.54%2.49%$2,066.6万32.8万股$1,771.9万25.3万股+7.6万股+29.99%加仓
直觉外科ISRG
2.35%9.91%$1,908.2万4.8万股$7,064.7万15.3万股-10.5万股-68.69%减仓
CYTOKINETICSCYTK
2.03%$1,652.7万19.4万股$00股+19.4万股新买入
DDIANTHUS THERAPEUTICSDNTH
1.45%1.71%$1,176.7万12.1万股$1,221.4万14.6万股-2.5万股-17.06%减仓
BBETA BIONICSBBNX
0.95%$773.1万49.3万股$00股+49.3万股新买入
DDEFINIUM THERAPEUTICSDFTX
0.94%0.98%$766.7万16.3万股$698.5万37.0万股-20.7万股-55.90%减仓

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