13F HOLDINGS REPORT
Iron Triangle Partners LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000888
Total Value
$908.4M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AGILENT TECHNOLOGIES INC | A | 596,326 | $80.1M | 8.82% |
| 2 | GLOBUS MED INC | GMED | 844,013 | $69.8M | 7.68% |
| 3 | ABBVIE INC | ABBV | 374,012 | $66.5M | 7.32% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 120,700 | $61.1M | 6.72% |
| 5 | UNITEDHEALTH GROUP INC | UNH | 100,000 | $50.6M | 5.57% |
| 6 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 2,200,036 | $48.5M | 5.34% |
| 7 | BOSTON SCIENTIFIC CORP | BSX | 495,009 | $44.2M | 4.87% |
| 8 | NEUROCRINE BIOSCIENCES INC | NBIX | 318,195 | $43.4M | 4.78% |
| 9 | ENVISTA HOLDINGS CORPORATION | NVST | 2,200,000 | $42.4M | 4.67% |
| 10 | INSULET CORP | PODD | 154,014 | $40.2M | 4.43% |
| 11 | MERIT MED SYS INC | 589889104 | 407,022 | $39.4M | 4.33% |
| 12 | INTUITIVE SURGICAL INC | ISRG | 75,000 | $39.1M | 4.31% |
| 13 | DAVITA INC | DVA | 260,424 | $38.9M | 4.29% |
| 14 | EXACT SCIENCES CORP | 30063P105 | 600,000 | $33.7M | 3.71% |
| 15 | HEALTHEQUITY INC | HQY | 335,614 | $32.2M | 3.54% |
| 16 | MEDPACE HLDGS INC | MEDP | 90,000 | $29.9M | 3.29% |
| 17 | TWIST BIOSCIENCE CORP | TWST | 492,471 | $22.9M | 2.52% |
| 18 | SPDR SER TR | 78464A870 | 250,000 | $22.5M | 2.48% |
| 19 | GLAUKOS CORP | GKOS | 150,000 | $22.5M | 2.48% |
| 20 | CARDINAL HEALTH INC | CAH | 186,002 | $22.0M | 2.42% |
| 21 | ARGENX SE | ARGX | 35,000 | $21.5M | 2.37% |
| 22 | WAYSTAR HLDG CORP | WAY | 551,893 | $20.3M | 2.23% |
| 23 | DOXIMITY INC | DOCS | 312,575 | $16.7M | 1.84% |