Iron Triangle Partners LP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$786.5M
Holdings
27
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EHCENCOMPASS HEALTH CORP | 775,000 | $63.5M | 8.07% | |
| 2 | UNHUNITEDHEALTH GROUP INC | 160,000 | $59.5M | 7.57% | |
| 3 | ZBHZIMMER BIOMET HOLDINGS INC | 370,000 | $59.2M | 7.53% | |
| 4 | MOHMOLINA HEALTHCARE INC | 200,000 | $46.8M | 5.94% | |
| 5 | HZNPHORIZON THERAPEUTICS PUB L | 500,000 | $46.0M | 5.85% | |
| 6 | —LABORATORY CORP AMER HLDGS | 170,000 | $43.4M | 5.51% | |
| 7 | CRLCHARLES RIV LABS INTL INC | 140,000 | $40.6M | 5.16% | |
| 8 | AFWALIGN TECHNOLOGY INC | 70,000 | $37.9M | 4.82% | |
| 9 | NVSTENVISTA HOLDINGS CORPORATION | 910,000 | $37.1M | 4.72% | |
| 10 | HAEHAEMONETICS CORP MASS | 330,000 | $36.6M | 4.66% | |
| 11 | ABBVABBVIE INC | 300,000 | $32.5M | 4.13% | |
| 12 | SGRYSURGERY PARTNERS INC | 725,000 | $32.1M | 4.08% | |
| 13 | PACBPACIFIC BIOSCIENCES CALIF IN | 935,805 | $31.2M | 3.96% | |
| 14 | LUNGPULMONX CORP | 600,000 | $27.4M | 3.49% | |
| 15 | CNMDCONMED CORP | 200,000 | $26.1M | 3.32% | |
| 16 | NVROEURNEVRO CORP | 180,000 | $25.1M | 3.19% | |
| 17 | IQVIQVIA HLDGS INC | 100,000 | $19.3M | 2.46% | |
| 18 | OSH3EUROAK STR HEALTH INC | 350,000 | $19.0M | 2.42% | |
| 19 | IDXXIDEXX LABS INC | 35,000 | $17.1M | 2.18% | |
| 20 | GHGUARDANT HEALTH INC | 100,000 | $15.3M | 1.94% | |
| 21 | NTRANATERA INC | 150,000 | $15.2M | 1.94% | |
| 22 | EXASEXACT SCIENCES CORP | 100,000 | $13.2M | 1.68% | |
| 23 | DMTKQDERMTECH INC | 250,000 | $12.7M | 1.61% | |
| 24 | —ORION ACQUISITION CORP | 1,100,000 | $11.0M | 1.40% | |
| 25 | VCELVERICEL CORP | 160,000 | $8.9M | 1.13% | |
| 26 | OMGBPOUTSET MED INC | 100,000 | $5.4M | 0.69% | |
| 27 | RPRXROYALTY PHARMA PLC | 100,000 | $4.4M | 0.55% |