Iron Triangle Partners LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$976.3B
Holdings
28
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACHCACADIA HEALTHCARE COMPANY IN | 902,813 | $71.5B | 7.33% | |
| 2 | DC4DEXCOM INC | 471,631 | $65.4B | 6.70% | |
| 3 | ICLRICON PLC | 150,853 | $50.7B | 5.19% | |
| 4 | ABBVABBVIE INC | 276,098 | $50.3B | 5.15% | |
| 5 | ISRGINTUITIVE SURGICAL INC | 124,337 | $49.6B | 5.08% | |
| 6 | EXASEXACT SCIENCES CORP | 700,000 | $48.3B | 4.95% | |
| 7 | WSTWEST PHARMACEUTICAL SVSC INC | 119,736 | $47.4B | 4.85% | |
| 8 | AFWALIGN TECHNOLOGY INC | 141,958 | $46.6B | 4.77% | |
| 9 | ILMNILLUMINA INC | 330,758 | $45.4B | 4.65% | |
| 10 | BRKRBRUKER CORP | 466,521 | $43.8B | 4.49% | |
| 11 | GKOSGLAUKOS CORP | 429,525 | $40.5B | 4.15% | |
| 12 | TEVATEVA PHARMACEUTICAL INDS LTD | 2,769,864 | $39.1B | 4.00% | |
| 13 | B7SBROOKDALE SR LIVING INC | 5,897,960 | $39.0B | 3.99% | |
| 14 | APLSAPELLIS PHARMACEUTICALS INC | 550,000 | $32.3B | 3.31% | |
| 15 | FTREFORTREA HLDGS INC | 791,233 | $31.8B | 3.25% | |
| 16 | ELANELANCO ANIMAL HEALTH INC | 1,907,632 | $31.1B | 3.18% | Call |
| 17 | NBIXNEUROCRINE BIOSCIENCES INC | 220,000 | $30.3B | 3.11% | |
| 18 | AVTRAVANTOR INC | 1,150,000 | $29.4B | 3.01% | |
| 19 | SWAVUSDSHOCKWAVE MED INC | 79,736 | $26.0B | 2.66% | |
| 20 | SDGRSCHRODINGER INC | 863,323 | $23.3B | 2.39% | |
| 21 | SNDXSYNDAX PHARMACEUTICALS INC | 973,057 | $23.2B | 2.37% | |
| 22 | XBISPDR SER TR | 226,066 | $21.5B | 2.20% | |
| 23 | CYTKCYTOKINETICS INC | 300,000 | $21.0B | 2.15% | |
| 24 | MCKMCKESSON CORP | 37,419 | $20.1B | 2.06% | |
| 25 | OSCROSCAR HEALTH INC | 1,334,503 | $19.8B | 2.03% | |
| 26 | ARGXARGENX SE | 45,000 | $17.7B | 1.81% | |
| 27 | MASS908 DEVICES INC | 1,040,768 | $7.9B | 0.80% | |
| 28 | NYXHNYXOAH S A | 253,025 | $3.4B | 0.35% |