Iron Triangle Partners LP - Q4 2023 holdings

 Value Shares↓ Weighting
SWTX ExitSPRINGWORKS THERAPEUTICS INC$0-150,211
-100.0%
-0.51%
MASS Exit908 DEVICES INC$0-980,463
-100.0%
-0.95%
OLK ExitOLINK HLDG ABsponsored ads$0-738,062
-100.0%
-1.59%
PACB ExitPACIFIC BIOSCIENCES CALIF IN$0-1,800,000
-100.0%
-2.20%
EXAS ExitEXACT SCIENCES CORP$0-250,000
-100.0%
-2.49%
ITCI ExitINTRA-CELLULAR THERAPIES INC$0-330,549
-100.0%
-2.52%
BKD ExitBROOKDALE SR LIVING INC$0-4,236,128
-100.0%
-2.56%
BSX ExitBOSTON SCIENTIFIC CORP$0-400,000
-100.0%
-3.09%
BRKR ExitBRUKER CORP$0-430,843
-100.0%
-3.92%
TXG Exit10X GENOMICS INC$0-666,945
-100.0%
-4.02%
ESTA ExitESTABLISHMENT LABS HLDGS INC$0-570,126
-100.0%
-4.09%
LEGN ExitLEGEND BIOTECH CORPsponsored ads$0-452,629
-100.0%
-4.44%
MCK ExitMCKESSON CORP$0-70,000
-100.0%
-4.45%
ICLR ExitICON PLC$0-130,000
-100.0%
-4.68%
GKOS ExitGLAUKOS CORP$0-430,000
-100.0%
-4.73%
APLS ExitAPELLIS PHARMACEUTICALS INC$0-880,000
-100.0%
-4.89%
ABBV ExitABBVIE INC$0-250,000
-100.0%
-5.45%
ELAN ExitELANCO ANIMAL HEALTH INC$0-3,412,350
-100.0%
-5.60%
ISRG ExitINTUITIVE SURGICAL INC$0-142,000
-100.0%
-6.07%
UTHR ExitUNITED THERAPEUTICS CORP DEL$0-210,635
-100.0%
-6.95%
DXCM ExitDEXCOM INC$0-565,753
-100.0%
-7.71%
ACHC ExitACADIA HEALTHCARE COMPANY IN$0-765,204
-100.0%
-7.86%
UHS ExitUNIVERSAL HLTH SVCS INCcl b$0-501,800
-100.0%
-9.22%
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
HORIZON THERAPEUTICS PUB LTD12Q3 20229.0%
GUARDANT HEALTH INC12Q3 20226.1%
CHARLES RIV LABS INTL INC11Q1 20237.8%
SURGERY PARTNERS INC11Q2 20236.4%
ICON PLC10Q3 202311.7%
BOSTON SCIENTIFIC CORP10Q3 20238.9%
NEVRO CORP10Q1 20226.7%
DEXCOM INC10Q3 20237.7%
ABBVIE INC9Q3 20238.1%
ACADIA HEALTHCARE COMPANY IN9Q3 20237.9%

View Iron Triangle Partners LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View Iron Triangle Partners LP's complete filings history.

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