Iron Triangle Partners LP Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$748K

Holdings

23

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (23 positions)

#StockSharesValue% PortfolioType
1
NBIXNEUROCRINE BIOSCIENCES INC
196,000$00.00%Put
2
EXASEXACT SCIENCES CORP
500,000$00.00%
3
ISRGINTUITIVE SURGICAL INC
120,000$00.00%
4
ESTAESTABLISHMENT LABS HLDGS INC
537,906$00.00%
5
TMDXTRANSMEDICS GROUP INC
180,000$00.00%
6
PACBPACIFIC BIOSCIENCES CALIF IN
2,400,000$00.00%
7
UHSUNIVERSAL HLTH SVCS INC
470,000$00.00%
8
GKOSGLAUKOS CORP
310,000$00.00%
9
TXG10X GENOMICS INC
380,000$00.00%
10
ACHCACADIA HEALTHCARE COMPANY IN
503,447$00.00%
11
OLINK HLDG AB
314,795$00.00%
12
B7SBROOKDALE SR LIVING INC
4,183,353$00.00%
13
COOCOOPER COS INC
75,000$00.00%
14
INSPINSPIRE MED SYS INC
70,000$00.00%
15
UTHUNITED THERAPEUTICS CORP DEL
200,000$00.00%
16
BSXBOSTON SCIENTIFIC CORP
850,000$00.00%
17
SWTXSPRINGWORKS THERAPEUTICS INC
464,935$00.00%
18
ABBVABBVIE INC
450,000$00.00%
19
ICLRICON PLC
350,000$00.00%
20
AFWALIGN TECHNOLOGY INC
65,000$00.00%
21
DC4DEXCOM INC
150,000$00.00%
22
MASS908 DEVICES INC
900,000$00.00%
23
SGRYSURGERY PARTNERS INC
580,973$00.00%