107 is the total number of securities Iron Triangle Partners LP has owned. The longest Iron Triangle Partners LP has owned a single stock is 12 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| HZNP | HORIZON THERAPEUTICS P... | 12 | 12 | 1.55% | 5.32% | 9.03% | Q4 2019 | Q3 2022 | 12 |
| GH | GUARDANT HEALTH INC | 12 | 12 | 1.08% | 3.82% | 6.14% | Q4 2019 | Q3 2022 | 12 |
| CRL | CHARLES RIV LABS INTL INC | 8 | 3 | 2.22% | 5.18% | 7.81% | Q1 2020 | Q1 2023 | 11 |
| SGRY | SURGERY PARTNERS INC | 7 | 4 | 1.01% | 3.37% | 6.39% | Q2 2020 | Q2 2023 | 11 |
| ICLR | ICON PLC | 10 | 10 | 1.81% | 5.64% | 11.71% | Q2 2021 | Q3 2023 | 10 |
| BSX | BOSTON SCIENTIFIC CORP | 4 | 1 | 3.09% | 5.38% | 8.87% | Q4 2019 | Q3 2023 | 10 |
| NVRO | NEVRO CORP | 10 | 10 | 2.78% | 4.59% | 6.74% | Q4 2019 | Q1 2022 | 10 |
| DXCM | DEXCOM INC | 7 | 1 | 2.08% | 3.80% | 7.71% | Q4 2019 | Q3 2023 | 10 |
| ABBV | ABBVIE INC | 6 | 3 | 4.13% | 5.96% | 8.10% | Q1 2021 | Q3 2023 | 9 |
| ACHC | ACADIA HEALTHCARE COMP... | 9 | 9 | 2.94% | 4.81% | 7.86% | Q3 2021 | Q3 2023 | 9 |
| MOH | MOLINA HEALTHCARE INC | 9 | 9 | 3.97% | 4.72% | 6.18% | Q1 2020 | Q1 2022 | 9 |
| CTLT | CATALENT INC | 4 | 1 | 2.16% | 4.72% | 6.78% | Q1 2020 | Q3 2022 | 9 |
| NVST | ENVISTA HOLDINGS CORPO... | 8 | 1 | 1.66% | 4.32% | 8.81% | Q4 2019 | Q1 2022 | 9 |
| PACB | PACIFIC BIOSCIENCES CA... | 5 | 4 | 2.20% | 3.38% | 4.41% | Q3 2020 | Q3 2023 | 9 |
| ISRG | INTUITIVE SURGICAL INC | 4 | 2 | 2.14% | 4.01% | 6.07% | Q4 2019 | Q3 2023 | 8 |
| STXS | STEREOTAXIS INC | 8 | 8 | 0.19% | 0.77% | 1.58% | Q2 2021 | Q1 2023 | 8 |
| EHC | ENCOMPASS HEALTH CORP | 7 | 7 | 4.53% | 7.69% | 10.13% | Q4 2019 | Q2 2021 | 7 |
| ZBH | ZIMMER BIOMET HOLDINGS... | 7 | 7 | 2.10% | 5.40% | 7.76% | Q4 2019 | Q2 2021 | 7 |
| CNMD | CONMED CORP | 7 | 7 | 2.15% | 3.02% | 3.57% | Q4 2020 | Q2 2022 | 7 |
| INSP | INSPIRE MED SYS INC | 5 | 2 | 2.02% | 2.77% | 3.61% | Q2 2020 | Q2 2023 | 7 |
| MASS | 908 DEVICES INC | 7 | 7 | 0.82% | 1.54% | 2.59% | Q1 2022 | Q3 2023 | 7 |
| OHPAU | ORION ACQUISITION CORP | 7 | 7 | 1.03% | 1.34% | 1.72% | Q1 2021 | Q3 2022 | 7 |
| HUM | HUMANA INC | 2 | 2 | 2.97% | 6.13% | 8.80% | Q4 2019 | Q3 2022 | 6 |
| UTHR | UNITED THERAPEUTICS CO... | 3 | 1 | 1.85% | 4.58% | 6.95% | Q3 2021 | Q3 2023 | 6 |
| ESTA | ESTABLISHMENT LABS HLD... | 6 | 6 | 2.29% | 3.89% | 4.93% | Q2 2022 | Q3 2023 | 6 |
| ALGN | ALIGN TECHNOLOGY INC | 5 | 1 | 2.59% | 3.60% | 4.82% | Q1 2021 | Q2 2023 | 6 |
| UNH | UNITEDHEALTH GROUP INC | 2 | 1 | 4.20% | 5.74% | 7.57% | Q4 2020 | Q1 2023 | 5 |
| HOLX | HOLOGIC INC | 3 | 2 | 2.99% | 5.24% | 7.18% | Q2 2020 | Q1 2022 | 5 |
| HCA | HCA HEALTHCARE INC | 2 | 1 | 2.78% | 4.54% | 6.07% | Q4 2019 | Q3 2022 | 5 |
| EXAS | EXACT SCIENCES CORP | 2 | 1 | 1.68% | 4.49% | 8.59% | Q4 2019 | Q3 2023 | 5 |
| OLK | OLINK HLDG AB | 3 | 2 | 0.09% | 0.89% | 1.59% | Q2 2021 | Q3 2023 | 5 |
| SNY | SANOFI | 3 | 1 | 1.89% | 5.70% | 9.26% | Q4 2019 | Q1 2023 | 4 |
| RGEN | REPLIGEN CORP | 3 | 1 | 3.27% | 4.40% | 5.40% | Q4 2019 | Q4 2022 | 4 |
| BMY | BRISTOL-MYERS SQUIBB CO | 4 | 4 | 2.02% | 4.19% | 5.39% | Q4 2019 | Q3 2020 | 4 |
| IQV | IQVIA HLDGS INC | 4 | 4 | 2.46% | 3.91% | 4.93% | Q2 2020 | Q1 2021 | 4 |
| MCK | MCKESSON CORP | 3 | 1 | 3.28% | 3.70% | 4.45% | Q4 2019 | Q3 2023 | 4 |
| TWST | TWIST BIOSCIENCE CORP | 4 | 4 | 1.70% | 3.41% | 4.80% | Q4 2019 | Q3 2020 | 4 |
| INOV | INOVALON HLDGS INC | 4 | 4 | 2.94% | 3.38% | 3.84% | Q4 2019 | Q3 2020 | 4 |
| BKD | BROOKDALE SR LIVING INC | 3 | 1 | 1.15% | 1.97% | 2.56% | Q1 2020 | Q3 2023 | 4 |
| SOMALOGIC INC | 4 | 4 | 0.57% | 1.29% | 2.33% | Q3 2021 | Q2 2022 | 4 | |
| RPRX | ROYALTY PHARMA PLC | 4 | 4 | 0.56% | 0.84% | 1.22% | Q2 2020 | Q1 2021 | 4 |
| UHS | UNIVERSAL HLTH SVCS INC | 2 | 1 | 7.58% | 8.90% | 9.91% | Q4 2022 | Q3 2023 | 3 |
| COO | COOPER COS INC | 3 | 3 | 3.84% | 5.24% | 7.29% | Q4 2022 | Q2 2023 | 3 |
| DVA | DAVITA INC | 2 | 1 | 2.13% | 4.49% | 7.13% | Q3 2020 | Q4 2021 | 3 |
| CI | CIGNA CORP NEW | 3 | 3 | 2.73% | 4.41% | 6.94% | Q2 2022 | Q4 2022 | 3 |
| NBIX | NEUROCRINE BIOSCIENCES... | 3 | 3 | 2.14% | 4.39% | 6.60% | Q2 2022 | Q4 2022 | 3 |
| HQY | HEALTHEQUITY INC | 3 | 3 | 3.86% | 4.31% | 5.17% | Q1 2022 | Q3 2022 | 3 |
| LEGN | LEGEND BIOTECH CORP | 1 | 1 | 3.48% | 3.82% | 4.44% | Q2 2022 | Q3 2023 | 3 |
| TXG | 10X GENOMICS INC | 3 | 3 | 2.82% | 3.22% | 4.02% | Q1 2023 | Q3 2023 | 3 |
| AZN | ASTRAZENECA PLC | 2 | 1 | 2.59% | 3.11% | 3.75% | Q3 2021 | Q2 2022 | 3 |
| IDXX | IDEXX LABS INC | 2 | 1 | 2.18% | 3.01% | 3.61% | Q1 2021 | Q1 2023 | 3 |
| SRPT | SAREPTA THERAPEUTICS INC | 3 | 3 | 2.50% | 2.86% | 3.18% | Q3 2022 | Q1 2023 | 3 |
| AXNX | AXONICS MODULATION TEC... | 3 | 3 | 1.97% | 2.83% | 3.46% | Q1 2020 | Q3 2020 | 3 |
| VCEL | VERICEL CORP | 3 | 3 | 1.13% | 1.95% | 2.40% | Q3 2020 | Q1 2021 | 3 |
| ADPT | ADAPTIVE BIOTECHNOLOGI... | 3 | 3 | 1.19% | 1.54% | 1.83% | Q4 2019 | Q2 2020 | 3 |
| KPTI | KARYOPHARM THERAPEUTIC... | 2 | 1 | 0.64% | 1.19% | 1.75% | Q1 2022 | Q4 2022 | 3 |
| OM | OUTSET MED INC | 3 | 3 | 0.69% | 1.16% | 1.68% | Q3 2020 | Q1 2021 | 3 |
| SWTX | SPRINGWORKS THERAPEUTI... | 3 | 3 | 0.51% | 1.10% | 1.63% | Q1 2023 | Q3 2023 | 3 |
| ILMN | ILLUMINA INC | 1 | 1 | 4.57% | 5.91% | 7.25% | Q4 2019 | Q1 2022 | 2 |
| GILD | GILEAD SCIENCES INC | 2 | 2 | 5.03% | 5.39% | 5.75% | Q4 2022 | Q1 2023 | 2 |
| BAX | BAXTER INTL INC | 2 | 2 | 3.14% | 5.15% | 7.16% | Q1 2020 | Q2 2020 | 2 |
| HAE | HAEMONETICS CORP MASS | 2 | 2 | 4.24% | 4.45% | 4.66% | Q4 2020 | Q1 2021 | 2 |
| ANTM | ANTHEM INC | 1 | 1 | 3.60% | 4.00% | 4.40% | Q4 2019 | Q3 2020 | 2 |
| CHNG | CHANGE HEALTHCARE INC | 2 | 2 | 3.24% | 3.86% | 4.49% | Q1 2020 | Q2 2020 | 2 |
| LH | LABORATORY CORP AMER H... | 1 | 1 | 2.19% | 3.85% | 5.51% | Q1 2021 | Q4 2021 | 2 |
| GKOS | GLAUKOS CORP | 2 | 2 | 2.95% | 3.84% | 4.73% | Q2 2023 | Q3 2023 | 2 |
| NSTG | NANOSTRING TECHNOLOGIE... | 2 | 2 | 2.99% | 3.70% | 4.41% | Q4 2021 | Q1 2022 | 2 |
| ICUI | ICU MED INC | 2 | 2 | 3.61% | 3.70% | 3.79% | Q4 2021 | Q1 2022 | 2 |
| BIO | BIO RAD LABS INC | 2 | 2 | 3.65% | 3.68% | 3.72% | Q2 2022 | Q3 2022 | 2 |
| THC | TENET HEALTHCARE CORP | 2 | 2 | 3.03% | 3.18% | 3.34% | Q2 2021 | Q3 2021 | 2 |
| LUNG | PULMONX CORP | 2 | 2 | 2.50% | 2.99% | 3.49% | Q1 2021 | Q2 2021 | 2 |
| NARI | INARI MED INC | 2 | 2 | 2.16% | 2.99% | 3.81% | Q3 2022 | Q4 2022 | 2 |
| OSH | OAK STR HEALTH INC | 2 | 2 | 2.42% | 2.82% | 3.23% | Q1 2021 | Q2 2021 | 2 |
| TMO | THERMO FISHER SCIENTIF... | 2 | 2 | 2.23% | 2.55% | 2.87% | Q3 2021 | Q4 2021 | 2 |
| SDGR | SCHRODINGER INC | 1 | 1 | 2.26% | 2.38% | 2.50% | Q1 2020 | Q1 2023 | 2 |
| HRTX | HERON THERAPEUTICS INC | 1 | 1 | 2.27% | 2.32% | 2.37% | Q1 2020 | Q4 2020 | 2 |
| NTRA | NATERA INC | 2 | 2 | 1.94% | 1.94% | 1.94% | Q4 2020 | Q1 2021 | 2 |
| DERMTECH INC | 2 | 2 | 1.07% | 1.34% | 1.62% | Q1 2021 | Q2 2021 | 2 | |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 19.57% | 19.57% | 19.57% | Q2 2022 | Q2 2022 | 1 |
| IWM | ISHARES TR | 1 | 1 | 7.62% | 7.62% | 7.62% | Q4 2020 | Q4 2020 | 1 |
| WAT | WATERS CORP | 1 | 1 | 6.05% | 6.05% | 6.05% | Q2 2021 | Q2 2021 | 1 |
| ELAN | ELANCO ANIMAL HEALTH INC | 1 | 1 | 5.60% | 5.60% | 5.60% | Q3 2023 | Q3 2023 | 1 |
| APLS | APELLIS PHARMACEUTICAL... | 1 | 1 | 4.89% | 4.89% | 4.89% | Q3 2023 | Q3 2023 | 1 |
| EVH | EVOLENT HEALTH INC | 1 | 1 | 4.68% | 4.68% | 4.68% | Q1 2023 | Q1 2023 | 1 |
| BRKR | BRUKER CORP | 1 | 1 | 3.92% | 3.92% | 3.92% | Q3 2023 | Q3 2023 | 1 |
| CERN | CERNER CORP | 1 | 1 | 3.89% | 3.89% | 3.89% | Q4 2019 | Q4 2019 | 1 |
| ABC | AMERISOURCEBERGEN CORP | 1 | 1 | 3.77% | 3.77% | 3.77% | Q1 2020 | Q1 2020 | 1 |
| TEVA | TEVA PHARMACEUTICAL IN... | 1 | 1 | 3.47% | 3.47% | 3.47% | Q1 2020 | Q1 2020 | 1 |
| CNC | CENTENE CORP DEL | 1 | 1 | 3.33% | 3.33% | 3.33% | Q4 2019 | Q4 2019 | 1 |
| PODD | INSULET CORP | 1 | 1 | 3.21% | 3.21% | 3.21% | Q3 2022 | Q3 2022 | 1 |
| BMY | BRISTOL-MYERS SQUIBB CO | 1 | 1 | 2.96% | 2.96% | 2.96% | Q2 2020 | Q2 2020 | 1 |
| ALNY | ALNYLAM PHARMACEUTICAL... | 1 | 1 | 2.80% | 2.80% | 2.80% | Q3 2022 | Q3 2022 | 1 |
| ITCI | INTRA-CELLULAR THERAPI... | 1 | 1 | 2.52% | 2.52% | 2.52% | Q3 2023 | Q3 2023 | 1 |
| GDRX | GOODRX HLDGS INC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q1 2022 | Q1 2022 | 1 |
| NBIX | NEUROCRINE BIOSCIENCES... | 1 | 1 | 2.47% | 2.47% | 2.47% | Q2 2023 | Q2 2023 | 1 |
| AHCO | ADAPTHEALTH CORP | 1 | 1 | 2.39% | 2.39% | 2.39% | Q4 2021 | Q4 2021 | 1 |
| SGEN | SEAGEN INC | 1 | 1 | 2.23% | 2.23% | 2.23% | Q1 2022 | Q1 2022 | 1 |
| CUTR | CUTERA INC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q1 2023 | Q1 2023 | 1 |
| TMDX | TRANSMEDICS GROUP INC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2023 | Q2 2023 | 1 |
| SNDX | SYNDAX PHARMACEUTICALS... | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2022 | Q4 2022 | 1 |
| OMI | OWENS & MINOR INC NEW | 1 | 1 | 1.59% | 1.59% | 1.59% | Q4 2020 | Q4 2020 | 1 |
| AMYLYX PHARMACEUTICALS... | 1 | 1 | 1.59% | 1.59% | 1.59% | Q4 2022 | Q4 2022 | 1 | |
| RXDX | PROMETHEUS BIOSCIENCES... | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2022 | Q4 2022 | 1 |
| RVNC | REVANCE THERAPEUTICS INC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2021 | Q3 2021 | 1 |
| 2SEVENTY BIO INC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2023 | Q1 2023 | 1 | |
| CANO | CANO HEALTH INC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2021 | Q2 2021 | 1 |
| BLFS | BIOLIFE SOLUTIONS INC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2020 | Q3 2020 | 1 |
Download | |||||||||
The securities at the top of the list , including HORIZON THERAPEUTICS PUB LTD, GUARDANT HEALTH INC, and CHARLES RIV LABS INTL INC, are the highest-conviction holdings of Iron Triangle Partners LP.
The conviction is calculated by counting the number of quarters a security has been reported by Iron Triangle Partners LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Iron Triangle Partners LP owns currently or has owned in the past.