13F HOLDINGS REPORT
Iron Triangle Partners LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003009
Total Value
$748.1M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ICON PLC | ICLR | 350,000 | $87.6M | 11.71% |
| 2 | UNIVERSAL HLTH SVCS INC | 913903100 | 470,000 | $74.2M | 9.91% |
| 3 | ABBVIE INC | ABBV | 450,000 | $60.6M | 8.10% |
| 4 | EXACT SCIENCES CORP | 30063P105 | 500,000 | $47.0M | 6.28% |
| 5 | BOSTON SCIENTIFIC CORP | BSX | 850,000 | $46.0M | 6.15% |
| 6 | UNITED THERAPEUTICS CORP DEL | UTHR | 200,000 | $44.1M | 5.90% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 120,000 | $41.0M | 5.49% |
| 8 | ACADIA HEALTHCARE COMPANY IN | ACHC | 503,447 | $40.1M | 5.36% |
| 9 | ESTABLISHMENT LABS HLDGS INC | ESTA | 537,906 | $36.9M | 4.93% |
| 10 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 2,400,000 | $31.9M | 4.27% |
| 11 | COOPER COS INC | 216648402 | 75,000 | $28.8M | 3.84% |
| 12 | SURGERY PARTNERS INC | SGRY | 580,973 | $26.1M | 3.49% |
| 13 | ALIGN TECHNOLOGY INC | ALGN | 65,000 | $23.0M | 3.07% |
| 14 | INSPIRE MED SYS INC | 457730109 | 70,000 | $22.7M | 3.04% |
| 15 | GLAUKOS CORP | GKOS | 310,000 | $22.1M | 2.95% |
| 16 | 10X GENOMICS INC | TXG | 380,000 | $21.2M | 2.84% |
| 17 | DEXCOM INC | DXCM | 150,000 | $19.3M | 2.58% |
| 18 | NEUROCRINE BIOSCIENCES INC | NBIX | 196,000 | $18.5M | 2.47% |
| 19 | BROOKDALE SR LIVING INC | 112463104 | 4,183,353 | $17.7M | 2.36% |
| 20 | TRANSMEDICS GROUP INC | TMDX | 180,000 | $15.1M | 2.02% |
| 21 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 464,935 | $12.2M | 1.63% |
| 22 | 908 DEVICES INC | MASS | 900,000 | $6.2M | 0.83% |
| 23 | OLINK HLDG AB | OLN | 314,795 | $5.9M | 0.79% |