$748 Million is the total value of Iron Triangle Partners LP's 23 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UHS | New | UNIVERSAL HLTH SVCS INCcl b | $74,151,900 | – | 470,000 | +100.0% | 9.91% | – |
| EXAS | New | EXACT SCIENCES CORP | $46,950,000 | – | 500,000 | +100.0% | 6.28% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $45,976,500 | – | 850,000 | +100.0% | 6.15% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $44,150,000 | – | 200,000 | +100.0% | 5.90% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $22,986,600 | – | 65,000 | +100.0% | 3.07% | – |
| GKOS | New | GLAUKOS CORP | $22,075,100 | – | 310,000 | +100.0% | 2.95% | – |
| NBIX | New | NEUROCRINE BIOSCIENCES INCput | $18,482,800 | – | 196,000 | +100.0% | 2.47% | – |
| TMDX | New | TRANSMEDICS GROUP INC | $15,116,400 | – | 180,000 | +100.0% | 2.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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 | 2024-05-15 |
| 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 |
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.