Iron Triangle Partners LP Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$696.8M
Holdings
26
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HZNPHORIZON THERAPEUTICS PUB L | 574,467 | $62.9M | 9.03% | |
| 2 | NVSTENVISTA HOLDINGS CORPORATION | 1,468,787 | $61.4M | 8.81% | |
| 3 | HUMHUMANA INC | 157,643 | $61.3M | 8.80% | |
| 4 | NVROEURNEVRO CORP | 403,424 | $47.0M | 6.74% | |
| 5 | HOLXHOLOGIC INC | 600,000 | $44.3M | 6.36% | |
| 6 | ABBVABBVIE INC | 393,024 | $42.4M | 6.08% | |
| 7 | CTLTEURCATALENT INC | 260,000 | $34.6M | 4.97% | |
| 8 | ICLRICON PLC | 130,000 | $34.1M | 4.89% | |
| 9 | MOHMOLINA HEALTHCARE INC | 110,861 | $30.1M | 4.32% | |
| 10 | CNMDCONMED CORP | 190,000 | $24.9M | 3.57% | |
| 11 | GHGUARDANT HEALTH INC | 190,000 | $23.8M | 3.41% | |
| 12 | HCAHCA HEALTHCARE INC | 97,165 | $23.6M | 3.38% | |
| 13 | AFWALIGN TECHNOLOGY INC | 35,000 | $23.3M | 3.34% | |
| 14 | BSXBOSTON SCIENTIFIC CORP | 500,000 | $21.7M | 3.11% | |
| 15 | THCTENET HEALTHCARE CORP | 317,797 | $21.1M | 3.03% | |
| 16 | ACHCACADIA HEALTHCARE COMPANY IN | 321,000 | $20.5M | 2.94% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 35,000 | $20.0M | 2.87% | |
| 18 | AZNASTRAZENECA PLC | 300,000 | $18.0M | 2.59% | |
| 19 | CRLCHARLES RIV LABS INTL INC | 37,404 | $15.4M | 2.22% | |
| 20 | ISRGINTUITIVE SURGICAL INC | 15,000 | $14.9M | 2.14% | |
| 21 | UTHUNITED THERAPEUTICS CORP DEL | 70,000 | $12.9M | 1.85% | |
| 22 | RJR1STEREOTAXIS INC | 1,993,034 | $10.7M | 1.54% | |
| 23 | —ORION ACQUISITION CORP | 1,006,229 | $10.0M | 1.43% | |
| 24 | RVNCEURREVANCE THERAPEUTICS INC | 330,000 | $9.2M | 1.32% | |
| 25 | —OLINK HLDG AB | 200,000 | $4.8M | 0.70% | |
| 26 | SLGCUSDSOMALOGIC INC | 318,662 | $3.9M | 0.57% |