Iron Triangle Partners LP Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$983K

Holdings

24

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (24 positions)

#StockSharesValue% PortfolioType
1
NBIXNEUROCRINE BIOSCIENCES INC
200,000$00.00%
2
TWSTTWIST BIOSCIENCE CORP
526,455$00.00%
3
SDGRSCHRODINGER INC
1,133,102$00.00%
4
ISRGINTUITIVE SURGICAL INC
120,986$00.00%
5
EWEDWARDS LIFESCIENCES CORP
727,180$00.00%
6
MCKMCKESSON CORP
92,125$00.00%
7
ARGXARGENX SE
61,704$00.00%
8
ELANELANCO ANIMAL HEALTH INC
3,889,239$00.00%Call
9
ALMSALUMIS INC
125,000$00.00%
10
GKOSGLAUKOS CORP
508,156$00.00%
11
PODDINSULET CORP
264,041$00.00%
12
ACHCACADIA HEALTHCARE COMPANY IN
1,137,275$00.00%Call
13
OSCROSCAR HEALTH INC
1,832,256$00.00%
14
B7SBROOKDALE SR LIVING INC
5,801,941$00.00%
15
INSPINSPIRE MED SYS INC
281,992$00.00%
16
IM8NINSMED INC
413,196$00.00%
17
BMRNBIOMARIN PHARMACEUTICAL INC
555,140$00.00%
18
AGLAGILON HEALTH INC
2,519,416$00.00%
19
ABBVABBVIE INC
284,657$00.00%
20
WSTWEST PHARMACEUTICAL SVSC INC
132,908$00.00%
21
DHRDANAHER CORPORATION
187,011$00.00%
22
DC4DEXCOM INC
582,199$00.00%
23
MASS908 DEVICES INC
728,865$00.00%
24
TEVATEVA PHARMACEUTICAL INDS LTD
3,300,185$00.00%