Iron Triangle Partners LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$840.7M
Holdings
28
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ICLRICON PLC | 267,551 | $65.1M | 7.74% | |
| 2 | HZNPHORIZON THERAPEUTICS PUB L | 503,744 | $53.0M | 6.30% | |
| 3 | GHGUARDANT HEALTH INC | 722,126 | $47.8M | 5.69% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 90,014 | $45.9M | 5.46% | |
| 5 | CTLTEURCATALENT INC | 392,663 | $43.5M | 5.18% | |
| 6 | NVROEURNEVRO CORP | 562,833 | $40.7M | 4.84% | |
| 7 | ABBVABBVIE INC | 240,000 | $38.9M | 4.63% | |
| 8 | ILMNILLUMINA INC | 110,000 | $38.4M | 4.57% | |
| 9 | HOLXHOLOGIC INC | 480,000 | $36.9M | 4.39% | |
| 10 | DC4DEXCOM INC | 70,000 | $35.8M | 4.26% | |
| 11 | UTHUNITED THERAPEUTICS CORP DEL | 190,073 | $34.1M | 4.06% | |
| 12 | MOHMOLINA HEALTHCARE INC | 100,000 | $33.4M | 3.97% | |
| 13 | ACHCACADIA HEALTHCARE COMPANY IN | 502,640 | $32.9M | 3.92% | |
| 14 | HQYHEALTHEQUITY INC | 486,862 | $32.8M | 3.91% | |
| 15 | ICUIICU MED INC | 136,313 | $30.3M | 3.61% | |
| 16 | AZNASTRAZENECA PLC | 380,000 | $25.2M | 3.00% | |
| 17 | NSTGEURNANOSTRING TECHNOLOGIES INC | 722,395 | $25.1M | 2.99% | |
| 18 | CNMDCONMED CORP | 160,530 | $23.8M | 2.84% | |
| 19 | SGRYSURGERY PARTNERS INC | 400,000 | $22.0M | 2.62% | |
| 20 | AFWALIGN TECHNOLOGY INC | 50,000 | $21.8M | 2.59% | |
| 21 | GDRXGOODRX HLDGS INC | 1,089,677 | $21.1M | 2.51% | |
| 22 | SGENUSDSEAGEN INC | 130,000 | $18.7M | 2.23% | |
| 23 | KPTIEURKARYOPHARM THERAPEUTICS INC | 2,000,000 | $14.7M | 1.75% | |
| 24 | NVSTENVISTA HOLDINGS CORPORATION | 300,000 | $14.6M | 1.74% | |
| 25 | SLGCUSDSOMALOGIC INC | 1,770,000 | $14.2M | 1.69% | |
| 26 | MASS908 DEVICES INC | 713,105 | $13.6M | 1.61% | |
| 27 | —ORION ACQUISITION CORP | 999,513 | $9.8M | 1.17% | |
| 28 | RJR1STEREOTAXIS INC | 1,711,912 | $6.4M | 0.76% |