Iron Triangle Partners LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$693.2B
Holdings
27
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SNYSANOFI | 1,179,736 | $64.2B | 9.26% | |
| 2 | ABBVABBVIE INC | 320,000 | $51.0B | 7.36% | |
| 3 | ICLRICON PLC | 190,000 | $40.6B | 5.85% | |
| 4 | DC4DEXCOM INC | 340,000 | $39.5B | 5.70% | |
| 5 | UNHUNITEDHEALTH GROUP INC | 80,000 | $37.8B | 5.45% | |
| 6 | ACHCACADIA HEALTHCARE COMPANY IN | 512,706 | $37.0B | 5.34% | |
| 7 | GILDGILEAD SCIENCES INC | 420,000 | $34.8B | 5.03% | |
| 8 | EVHEVOLENT HEALTH INC | 1,000,402 | $32.5B | 4.68% | |
| 9 | COOCOOPER COS INC | 85,000 | $31.7B | 4.58% | |
| 10 | ISRGINTUITIVE SURGICAL INC | 120,000 | $30.7B | 4.42% | |
| 11 | ESTAESTABLISHMENT LABS HLDGS INC | 425,000 | $28.8B | 4.15% | |
| 12 | SGRYSURGERY PARTNERS INC | 815,552 | $28.1B | 4.06% | |
| 13 | PACBPACIFIC BIOSCIENCES CALIF IN | 2,300,000 | $26.6B | 3.84% | |
| 14 | CRLCHARLES RIV LABS INTL INC | 130,000 | $26.2B | 3.78% | |
| 15 | IDXXIDEXX LABS INC | 50,000 | $25.0B | 3.61% | |
| 16 | LEGNLEGEND BIOTECH CORP | 500,000 | $24.1B | 3.48% | |
| 17 | SRPTSAREPTA THERAPEUTICS INC | 160,000 | $22.1B | 3.18% | |
| 18 | TXG10X GENOMICS INC | 350,000 | $19.5B | 2.82% | |
| 19 | INSPINSPIRE MED SYS INC | 70,000 | $16.4B | 2.36% | |
| 20 | SDGRSCHRODINGER INC | 595,697 | $15.7B | 2.26% | |
| 21 | CUTREURCUTERA INC | 600,000 | $14.2B | 2.04% | |
| 22 | MASS908 DEVICES INC | 1,050,000 | $9.0B | 1.30% | |
| 23 | —OLINK HLDG AB | 400,000 | $9.0B | 1.30% | |
| 24 | TSVT*2SEVENTY BIO INC | 868,939 | $8.9B | 1.28% | |
| 25 | SWTXSPRINGWORKS THERAPEUTICS INC | 312,664 | $8.0B | 1.16% | |
| 26 | B7SBROOKDALE SR LIVING INC | 2,700,000 | $8.0B | 1.15% | |
| 27 | RJR1STEREOTAXIS INC | 1,832,577 | $3.7B | 0.54% |