Iron Triangle Partners LP Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$970.8M
Holdings
26
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HUMHUMANA INC | 181,512 | $80.4M | 8.28% | |
| 2 | CTLTEURCATALENT INC | 608,429 | $65.8M | 6.78% | |
| 3 | MOHMOLINA HEALTHCARE INC | 237,213 | $60.0M | 6.18% | |
| 4 | ABBVABBVIE INC | 532,523 | $60.0M | 6.18% | |
| 5 | WATWATERS CORP | 169,999 | $58.8M | 6.05% | |
| 6 | HZNPHORIZON THERAPEUTICS PUB L | 618,573 | $57.9M | 5.97% | |
| 7 | CRLCHARLES RIV LABS INTL INC | 147,928 | $54.7M | 5.64% | |
| 8 | ISRGINTUITIVE SURGICAL INC | 54,999 | $50.6M | 5.21% | |
| 9 | NVROEURNEVRO CORP | 282,620 | $46.9M | 4.83% | |
| 10 | EHCENCOMPASS HEALTH CORP | 563,607 | $44.0M | 4.53% | |
| 11 | GHGUARDANT HEALTH INC | 350,000 | $43.5M | 4.48% | |
| 12 | AFWALIGN TECHNOLOGY INC | 65,000 | $39.7M | 4.09% | |
| 13 | NVSTENVISTA HOLDINGS CORPORATION | 900,000 | $38.9M | 4.01% | |
| 14 | ZBHZIMMER BIOMET HOLDINGS INC | 215,144 | $34.6M | 3.56% | |
| 15 | PACBPACIFIC BIOSCIENCES CALIF IN | 976,245 | $34.1M | 3.52% | |
| 16 | THCTENET HEALTHCARE CORP | 484,005 | $32.4M | 3.34% | |
| 17 | IDXXIDEXX LABS INC | 50,000 | $31.6M | 3.25% | |
| 18 | OSH3EUROAK STR HEALTH INC | 535,528 | $31.4M | 3.23% | |
| 19 | CNMDCONMED CORP | 217,204 | $29.9M | 3.07% | |
| 20 | LUNGPULMONX CORP | 550,000 | $24.3M | 2.50% | |
| 21 | ICLRICON PLC | 85,000 | $17.6M | 1.81% | |
| 22 | —CANO HEALTH INC | 900,000 | $10.9M | 1.12% | |
| 23 | DMTKQDERMTECH INC | 250,000 | $10.4M | 1.07% | |
| 24 | —ORION ACQUISITION CORP | 1,006,085 | $10.0M | 1.03% | |
| 25 | RJR1STEREOTAXIS INC | 192,928 | $1.9M | 0.19% | |
| 26 | —OLINK HLDG AB | 25,000 | $861K | 0.09% |