Iron Triangle Partners LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$258.5M
Holdings
26
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EHCENCOMPASS HEALTH CORP | 400,000 | $25.6M | 9.91% | |
| 2 | BSXBOSTON SCIENTIFIC CORP | 600,000 | $19.6M | 7.57% | |
| 3 | HZNPHORIZON THERAPEUTICS PUB LTD | 500,000 | $14.8M | 5.73% | |
| 4 | NVROEURNEVRO CORP | 140,000 | $14.0M | 5.41% | |
| 5 | BMYBRISTOL-MYERS SQUIBB CO | 250,000 | $13.9M | 5.39% | |
| 6 | MOHMOLINA HEALTHCARE INC | 93,097 | $13.0M | 5.03% | |
| 7 | CRLCHARLES RIV LABS INTL INC | 100,000 | $12.6M | 4.88% | |
| 8 | HUMHUMANA INC | 40,000 | $12.6M | 4.86% | |
| 9 | CHNGUSDCHANGE HEALTHCARE INC | 1,161,713 | $11.6M | 4.49% | |
| 10 | TWSTTWIST BIOSCIENCE CORP | 377,040 | $11.5M | 4.46% | |
| 11 | CTLTEURCATALENT INC | 200,000 | $10.4M | 4.02% | |
| 12 | ABGAMERISOURCEBERGEN CORP | 110,000 | $9.7M | 3.77% | |
| 13 | TEVATEVA PHARMACEUTICAL INDS LTD | 1,000,000 | $9.0M | 3.47% | |
| 14 | MCKMCKESSON CORP | 65,000 | $8.8M | 3.40% | |
| 15 | BAXBAXTER INTL INC | 100,000 | $8.1M | 3.14% | |
| 16 | —INOVALON HLDGS INC | 456,651 | $7.6M | 2.94% | |
| 17 | HCAHCA HEALTHCARE INC | 80,000 | $7.2M | 2.78% | |
| 18 | ZBHZIMMER BIOMET HOLDINGS INC | 70,000 | $7.1M | 2.74% | |
| 19 | ISRGINTUITIVE SURGICAL INC | 14,000 | $6.9M | 2.68% | |
| 20 | SDGRSCHRODINGER INC | 150,000 | $6.5M | 2.50% | |
| 21 | HRTXHERON THERAPEUTICS INC | 500,000 | $5.9M | 2.27% | |
| 22 | DC4DEXCOM INC | 20,000 | $5.4M | 2.08% | |
| 23 | AXNX*AXONICS MODULATION TECHNOLOG | 200,000 | $5.1M | 1.97% | |
| 24 | B7SBROOKDALE SR LIVING INC | 1,500,000 | $4.7M | 1.81% | |
| 25 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 150,000 | $4.2M | 1.61% | |
| 26 | GHGUARDANT HEALTH INC | 40,000 | $2.8M | 1.08% |