Iron Triangle Partners LP Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$447.5M
Holdings
25
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EHCENCOMPASS HEALTH CORP | 697,659 | $45.3M | 10.13% | |
| 2 | ZBHZIMMER BIOMET HOLDINGS INC | 220,000 | $30.0M | 6.69% | |
| 3 | CRLCHARLES RIV LABS INTL INC | 130,000 | $29.4M | 6.58% | |
| 4 | HZNPHORIZON THERAPEUTICS PUB L | 350,000 | $27.2M | 6.08% | |
| 5 | CTLTEURCATALENT INC | 280,000 | $24.0M | 5.36% | |
| 6 | HOLXHOLOGIC INC | 357,833 | $23.8M | 5.32% | |
| 7 | BSXBOSTON SCIENTIFIC CORP | 600,000 | $22.9M | 5.12% | |
| 8 | NVROEURNEVRO CORP | 160,000 | $22.3M | 4.98% | |
| 9 | IQVIQVIA HLDGS INC | 140,000 | $22.1M | 4.93% | |
| 10 | PACBPACIFIC BIOSCIENCES CALIF IN | 2,000,000 | $19.7M | 4.41% | |
| 11 | DVADAVITA INC | 220,000 | $18.8M | 4.21% | |
| 12 | GHGUARDANT HEALTH INC | 166,000 | $18.6M | 4.15% | |
| 13 | MOHMOLINA HEALTHCARE INC | 100,000 | $18.3M | 4.09% | |
| 14 | —INOVALON HLDGS INC | 650,000 | $17.2M | 3.84% | |
| 15 | SGRYSURGERY PARTNERS INC | 750,000 | $16.4M | 3.67% | |
| 16 | ELVANTHEM INC | 60,000 | $16.1M | 3.60% | |
| 17 | AXNX*AXONICS MODULATION TECHNOLOG | 303,201 | $15.5M | 3.46% | |
| 18 | VCELVERICEL CORP | 580,000 | $10.7M | 2.40% | |
| 19 | BMYBRISTOL-MYERS SQUIBB CO | 150,000 | $9.0M | 2.02% | |
| 20 | INSPINSPIRE MED SYS INC | 70,000 | $9.0M | 2.02% | |
| 21 | TWSTTWIST BIOSCIENCE CORP | 100,000 | $7.6M | 1.70% | |
| 22 | OMGBPOUTSET MED INC | 150,000 | $7.5M | 1.68% | |
| 23 | NVSTENVISTA HOLDINGS CORPORATION | 300,000 | $7.4M | 1.65% | |
| 24 | BLFSBIOLIFE SOLUTIONS INC | 150,000 | $4.3M | 0.97% | |
| 25 | RPRXROYALTY PHARMA PLC | 100,000 | $4.2M | 0.94% |