$841 Million is the total value of Iron Triangle Partners LP's 28 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ILMN | New | ILLUMINA INC | $38,434,000 | – | 110,000 | +100.0% | 4.57% | – |
| DXCM | New | DEXCOM INC | $35,812,000 | – | 70,000 | +100.0% | 4.26% | – |
| HQY | New | HEALTHEQUITY INC | $32,834,000 | – | 486,862 | +100.0% | 3.90% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $25,209,000 | – | 380,000 | +100.0% | 3.00% | – |
| GDRX | New | GOODRX HLDGS INC | $21,063,000 | – | 1,089,677 | +100.0% | 2.50% | – |
| SGEN | New | SEAGEN INC | $18,727,000 | – | 130,000 | +100.0% | 2.23% | – |
| KPTI | New | KARYOPHARM THERAPEUTICS INC | $14,740,000 | – | 2,000,000 | +100.0% | 1.75% | – |
| MASS | New | 908 DEVICES INC | $13,556,000 | – | 713,105 | +100.0% | 1.61% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| HORIZON THERAPEUTICS PUB LTD | 12 | Q3 2022 | 9.0% |
| GUARDANT HEALTH INC | 12 | Q3 2022 | 6.1% |
| CHARLES RIV LABS INTL INC | 11 | Q1 2023 | 7.8% |
| SURGERY PARTNERS INC | 11 | Q2 2023 | 6.4% |
| ICON PLC | 10 | Q3 2023 | 11.7% |
| BOSTON SCIENTIFIC CORP | 10 | Q3 2023 | 8.9% |
| NEVRO CORP | 10 | Q1 2022 | 6.7% |
| DEXCOM INC | 10 | Q3 2023 | 7.7% |
| ABBVIE INC | 9 | Q3 2023 | 8.1% |
| ACADIA HEALTHCARE COMPANY IN | 9 | Q3 2023 | 7.9% |
View Iron Triangle Partners LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Iron Triangle Partners LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.