13F HOLDINGS REPORT
Iron Triangle Partners LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-000991
Total Value
$557.8M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ICON PLC | ICLR | 225,000 | $43.7M | 7.84% |
| 2 | CHARLES RIV LABS INTL INC | 159864107 | 200,000 | $43.6M | 7.81% |
| 3 | UNIVERSAL HLTH SVCS INC | 913903100 | 300,000 | $42.3M | 7.58% |
| 4 | COOPER COS INC | 216648402 | 123,000 | $40.7M | 7.29% |
| 5 | SURGERY PARTNERS INC | SGRY | 1,280,000 | $35.7M | 6.39% |
| 6 | GILEAD SCIENCES INC | GILD | 373,569 | $32.1M | 5.75% |
| 7 | SANOFI | SNYNF | 650,000 | $31.5M | 5.64% |
| 8 | REPLIGEN CORP | RGEN | 178,000 | $30.1M | 5.40% |
| 9 | BOSTON SCIENTIFIC CORP | BSX | 600,000 | $27.8M | 4.98% |
| 10 | ESTABLISHMENT LABS HLDGS INC | ESTA | 407,074 | $26.7M | 4.79% |
| 11 | INSPIRE MED SYS INC | 457730109 | 80,000 | $20.2M | 3.61% |
| 12 | UNITED THERAPEUTICS CORP DEL | UTHR | 71,576 | $19.9M | 3.57% |
| 13 | CIGNA CORP NEW | 125523100 | 60,000 | $19.9M | 3.56% |
| 14 | INTUITIVE SURGICAL INC | ISRG | 70,000 | $18.6M | 3.33% |
| 15 | ACADIA HEALTHCARE COMPANY IN | ACHC | 200,000 | $16.5M | 2.95% |
| 16 | SAREPTA THERAPEUTICS INC | SRPT | 107,749 | $14.0M | 2.50% |
| 17 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 1,700,000 | $13.9M | 2.49% |
| 18 | DEXCOM INC | DXCM | 120,080 | $13.6M | 2.44% |
| 19 | INARI MED INC | 45332Y109 | 190,000 | $12.1M | 2.17% |
| 20 | NEUROCRINE BIOSCIENCES INC | NBIX | 100,089 | $12.0M | 2.14% |
| 21 | SYNDAX PHARMACEUTICALS INC | SNDX | 370,294 | $9.4M | 1.69% |
| 22 | AMYLYX PHARMACEUTICALS INC | AMLX | 240,240 | $8.9M | 1.59% |
| 23 | PROMETHEUS BIOSCIENCES INC | 74349U108 | 75,000 | $8.3M | 1.48% |
| 24 | 908 DEVICES INC | MASS | 874,731 | $6.7M | 1.20% |
| 25 | KARYOPHARM THERAPEUTICS INC | KPTI | 1,926,782 | $6.6M | 1.17% |
| 26 | STEREOTAXIS INC | STXS | 1,671,109 | $3.5M | 0.62% |