TLP

Tri Locum Partners Portfolio holdings

AUM $435M
1-Year Est. Return 54.07%
This Quarter Est. Return
1 Year Est. Return
+54.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$56.2M
2
+$51.2M
3
+$37.5M
4
VERA icon
Vera Therapeutics
VERA
+$22.6M
5
AXSM icon
Axsome Therapeutics
AXSM
+$16.3M

Top Sells

1
+$34.3M
2
+$29.2M
3
+$20.5M
4
INSP icon
Inspire Medical Systems
INSP
+$19.4M
5
UNH icon
UnitedHealth
UNH
+$18.9M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEVA icon
26
Teva Pharmaceuticals
TEVA
$37.4B
– –
-2,046,846
UNH icon
27
UnitedHealth
UNH
$303B
– –
-60,584
VRNA
28
DELISTED
Verona Pharma
VRNA
– –
-216,578
WGS icon
29
GeneDx Holdings
WGS
$3.02B
– –
-32,931
1
2