13F HOLDINGS REPORT
Iron Triangle Partners LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004747
Total Value
$721.8M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDPACE HLDGS INC | MEDP | 192,842 | $64.4M | 8.92% |
| 2 | ELANCO ANIMAL HEALTH INC | ELAN | 4,263,343 | $62.6M | 8.68% |
| 3 | ILLUMINA INC | ILMN | 440,000 | $57.4M | 7.95% |
| 4 | TENET HEALTHCARE CORP | THC | 308,940 | $51.3M | 7.11% |
| 5 | ACADIA HEALTHCARE COMPANY IN | ACHC | 802,151 | $50.9M | 7.05% |
| 6 | ENVISTA HOLDINGS CORPORATION | NVST | 2,189,369 | $43.3M | 5.99% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 72,001 | $35.4M | 4.90% |
| 8 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 1,943,790 | $35.0M | 4.85% |
| 9 | OSCAR HEALTH INC | OSCR | 1,611,909 | $34.2M | 4.74% |
| 10 | DANAHER CORPORATION | 235851102 | 110,000 | $30.6M | 4.24% |
| 11 | GLAUKOS CORP | GKOS | 217,674 | $28.4M | 3.93% |
| 12 | EXACT SCIENCES CORP | 30063P105 | 399,871 | $27.2M | 3.77% |
| 13 | INSULET CORP | PODD | 110,000 | $25.6M | 3.55% |
| 14 | MERIT MED SYS INC | 589889104 | 253,000 | $25.0M | 3.46% |
| 15 | TWIST BIOSCIENCE CORP | TWST | 510,000 | $23.0M | 3.19% |
| 16 | AXSOME THERAPEUTICS INC | AXSM | 252,266 | $22.7M | 3.14% |
| 17 | GERON CORP | GERN | 3,351,000 | $15.2M | 2.11% |
| 18 | SANOFI | SNYNF | 261,741 | $15.1M | 2.09% |
| 19 | BROOKDALE SR LIVING INC | 112463104 | 2,197,578 | $14.9M | 2.07% |
| 20 | INSMED INC | INSM | 180,000 | $13.1M | 1.82% |
| 21 | ACADIA PHARMACEUTICALS INC | ACAD | 750,000 | $11.5M | 1.60% |
| 22 | MYRIAD GENETICS INC | MYGN | 401,859 | $11.0M | 1.52% |
| 23 | ELANCO ANIMAL HEALTH INC | ELAN | 723,600 | $10.6M | 1.47% |
| 24 | INDIVIOR PLC | INDV | 845,470 | $8.2M | 1.14% |
| 25 | BICARA THERAPEUTICS INC | BCAX | 200,000 | $5.1M | 0.71% |