13F HOLDINGS REPORT
Iron Triangle Partners LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003880
Total Value
$684.2M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNIVERSAL HLTH SVCS INC | 913903100 | 501,800 | $63.1M | 9.22% |
| 2 | ACADIA HEALTHCARE COMPANY IN | ACHC | 765,204 | $53.8M | 7.86% |
| 3 | DEXCOM INC | DXCM | 565,753 | $52.8M | 7.71% |
| 4 | UNITED THERAPEUTICS CORP DEL | UTHR | 210,635 | $47.6M | 6.95% |
| 5 | INTUITIVE SURGICAL INC | ISRG | 142,000 | $41.5M | 6.07% |
| 6 | ELANCO ANIMAL HEALTH INC | ELAN | 3,412,350 | $38.4M | 5.61% |
| 7 | ABBVIE INC | ABBV | 250,000 | $37.3M | 5.45% |
| 8 | APELLIS PHARMACEUTICALS INC | APLS | 880,000 | $33.5M | 4.89% |
| 9 | GLAUKOS CORP | GKOS | 430,000 | $32.4M | 4.73% |
| 10 | ICON PLC | ICLR | 130,000 | $32.0M | 4.68% |
| 11 | MCKESSON CORP | MCK | 70,000 | $30.4M | 4.45% |
| 12 | LEGEND BIOTECH CORP | LEGN | 452,629 | $30.4M | 4.44% |
| 13 | ESTABLISHMENT LABS HLDGS INC | ESTA | 570,126 | $28.0M | 4.09% |
| 14 | 10X GENOMICS INC | TXG | 666,945 | $27.5M | 4.02% |
| 15 | BRUKER CORP | BRKRP | 430,843 | $26.8M | 3.92% |
| 16 | BOSTON SCIENTIFIC CORP | BSX | 400,000 | $21.1M | 3.09% |
| 17 | BROOKDALE SR LIVING INC | 112463104 | 4,236,128 | $17.5M | 2.56% |
| 18 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 330,549 | $17.2M | 2.52% |
| 19 | EXACT SCIENCES CORP | 30063P105 | 250,000 | $17.1M | 2.49% |
| 20 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 1,800,000 | $15.0M | 2.20% |
| 21 | OLINK HLDG AB | OLN | 738,062 | $10.9M | 1.59% |
| 22 | 908 DEVICES INC | MASS | 980,463 | $6.5M | 0.95% |
| 23 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 150,211 | $3.5M | 0.51% |