TLP
Tri Locum Partners Portfolio holdings
AUM
$770M
1-Year Est. Return
78.21%
This Fund
S&P 500
1 Year Est. Return
+78.21%
AUM
$435M
AUM Growth
+$106M
(+32%)
Holding
29
Top Buys
| 1 | +$51.9M | |
| 2 | +$41.1M | |
| 3 | +$36.8M | |
| 4 |
Vera Therapeutics
VERA
|
+$18M |
| 5 |
Axsome Therapeutics
AXSM
|
+$15.1M |
Top Sells
| 1 | +$34.3M | |
| 2 | +$29.2M | |
| 3 | +$20.5M | |
| 4 |
Inspire Medical Systems
INSP
|
+$19.4M |
| 5 |
UnitedHealth
UNH
|
+$18.9M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
UnitedHealth
UNH
$266B
| – | – |
-60,584
|
|
||
|
VRNA
27
DELISTED
Verona Pharma
VRNA
| – | – |
-216,578
|
|
||
28
GeneDx Holdings
WGS
$2.3B
| – | – |
-32,931
|
|
||
|
29
Inspire Medical Systems
INSP
$1.84B
| – | – |
-149,244
|
|