13F HOLDINGS REPORT
Iron Triangle Partners LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003544
Total Value
$983.7M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EDWARDS LIFESCIENCES CORP | EW | 727,180 | $67.2M | 6.83% |
| 2 | DEXCOM INC | DXCM | 582,199 | $66.0M | 6.71% |
| 3 | GLAUKOS CORP | GKOS | 508,156 | $60.1M | 6.11% |
| 4 | ACADIA HEALTHCARE COMPANY IN | ACHC | 839,075 | $56.7M | 5.76% |
| 5 | INTUITIVE SURGICAL INC | ISRG | 120,986 | $53.8M | 5.47% |
| 6 | MCKESSON CORP | MCK | 92,125 | $53.8M | 5.47% |
| 7 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 3,300,185 | $53.6M | 5.45% |
| 8 | INSULET CORP | PODD | 264,041 | $53.3M | 5.42% |
| 9 | ABBVIE INC | ABBV | 284,657 | $48.8M | 4.96% |
| 10 | DANAHER CORPORATION | 235851102 | 187,011 | $46.7M | 4.75% |
| 11 | ELANCO ANIMAL HEALTH INC | ELAN | 3,228,439 | $46.6M | 4.74% |
| 12 | BIOMARIN PHARMACEUTICAL INC | BMRN | 555,140 | $45.7M | 4.65% |
| 13 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 132,908 | $43.8M | 4.45% |
| 14 | BROOKDALE SR LIVING INC | 112463104 | 5,801,941 | $39.6M | 4.03% |
| 15 | INSPIRE MED SYS INC | 457730109 | 281,992 | $37.7M | 3.84% |
| 16 | OSCAR HEALTH INC | OSCR | 1,832,256 | $29.0M | 2.95% |
| 17 | INSMED INC | INSM | 413,196 | $27.7M | 2.81% |
| 18 | NEUROCRINE BIOSCIENCES INC | NBIX | 200,000 | $27.5M | 2.80% |
| 19 | ARGENX SE | ARGX | 61,704 | $26.5M | 2.70% |
| 20 | TWIST BIOSCIENCE CORP | TWST | 526,455 | $25.9M | 2.64% |
| 21 | SCHRODINGER INC | SDGR | 1,133,102 | $21.9M | 2.23% |
| 22 | ACADIA HEALTHCARE COMPANY IN | ACHC | 298,200 | $20.1M | 2.05% |
| 23 | AGILON HEALTH INC | AGL | 2,519,416 | $16.5M | 1.68% |
| 24 | ELANCO ANIMAL HEALTH INC | ELAN | 660,800 | $9.5M | 0.97% |
| 25 | 908 DEVICES INC | MASS | 728,865 | $3.8M | 0.38% |
| 26 | ALUMIS INC | ALMS | 125,000 | $1.7M | 0.17% |