13F HOLDINGS REPORT
Iron Triangle Partners LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002396
Total Value
$976.3M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACADIA HEALTHCARE COMPANY IN | ACHC | 902,813 | $71.5M | 7.33% |
| 2 | DEXCOM INC | DXCM | 471,631 | $65.4M | 6.70% |
| 3 | ICON PLC | ICLR | 150,853 | $50.7M | 5.19% |
| 4 | ABBVIE INC | ABBV | 276,098 | $50.3M | 5.15% |
| 5 | INTUITIVE SURGICAL INC | ISRG | 124,337 | $49.6M | 5.08% |
| 6 | EXACT SCIENCES CORP | 30063P105 | 700,000 | $48.3M | 4.95% |
| 7 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 119,736 | $47.4M | 4.85% |
| 8 | ALIGN TECHNOLOGY INC | ALGN | 141,958 | $46.6M | 4.77% |
| 9 | ILLUMINA INC | ILMN | 330,758 | $45.4M | 4.65% |
| 10 | BRUKER CORP | BRKRP | 466,521 | $43.8M | 4.49% |
| 11 | GLAUKOS CORP | GKOS | 429,525 | $40.5M | 4.15% |
| 12 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 2,769,864 | $39.1M | 4.00% |
| 13 | BROOKDALE SR LIVING INC | 112463104 | 5,897,960 | $39.0M | 3.99% |
| 14 | APELLIS PHARMACEUTICALS INC | APLS | 550,000 | $32.3M | 3.31% |
| 15 | FORTREA HLDGS INC | FTRE | 791,233 | $31.8M | 3.25% |
| 16 | NEUROCRINE BIOSCIENCES INC | NBIX | 220,000 | $30.3M | 3.11% |
| 17 | AVANTOR INC | AVTR | 1,150,000 | $29.4M | 3.01% |
| 18 | SHOCKWAVE MED INC | 82489T104 | 79,736 | $26.0M | 2.66% |
| 19 | SCHRODINGER INC | SDGR | 863,323 | $23.3M | 2.39% |
| 20 | SYNDAX PHARMACEUTICALS INC | SNDX | 973,057 | $23.2M | 2.37% |
| 21 | SPDR SER TR | 78464A870 | 226,066 | $21.5M | 2.20% |
| 22 | ELANCO ANIMAL HEALTH INC | ELAN | 1,297,132 | $21.1M | 2.16% |
| 23 | CYTOKINETICS INC | CYTK | 300,000 | $21.0M | 2.15% |
| 24 | MCKESSON CORP | MCK | 37,419 | $20.1M | 2.06% |
| 25 | OSCAR HEALTH INC | OSCR | 1,334,503 | $19.8M | 2.03% |
| 26 | ARGENX SE | ARGX | 45,000 | $17.7M | 1.81% |
| 27 | ELANCO ANIMAL HEALTH INC | ELAN | 610,500 | $9.9M | 1.02% |
| 28 | 908 DEVICES INC | MASS | 1,040,768 | $7.9M | 0.80% |
| 29 | NYXOAH S A | NYXH | 253,025 | $3.4M | 0.35% |