Iron Triangle Partners LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$572.0M
Holdings
27
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRLCHARLES RIV LABS INTL INC | 202,000 | $39.8M | 6.95% | |
| 2 | CICIGNA CORP NEW | 143,010 | $39.7M | 6.94% | |
| 3 | NBIXNEUROCRINE BIOSCIENCES INC | 355,601 | $37.8M | 6.60% | |
| 4 | SNYSANOFI | 900,000 | $34.2M | 5.98% | |
| 5 | HQYHEALTHEQUITY INC | 440,000 | $29.6M | 5.17% | |
| 6 | ACHCACADIA HEALTHCARE COMPANY IN | 350,000 | $27.4M | 4.78% | |
| 7 | BSXBOSTON SCIENTIFIC CORP | 700,000 | $27.1M | 4.74% | |
| 8 | GHGUARDANT HEALTH INC | 487,193 | $26.2M | 4.58% | |
| 9 | HCAHCA HEALTHCARE INC | 140,000 | $25.7M | 4.50% | |
| 10 | NARIUSDINARI MED INC | 300,000 | $21.8M | 3.81% | |
| 11 | BUWABIO RAD LABS INC | 50,000 | $20.9M | 3.65% | |
| 12 | RGENREPLIGEN CORP | 100,000 | $18.7M | 3.27% | |
| 13 | PODDINSULET CORP | 80,000 | $18.4M | 3.21% | |
| 14 | CTLTEURCATALENT INC | 250,000 | $18.1M | 3.16% | |
| 15 | INSPINSPIRE MED SYS INC | 100,000 | $17.7M | 3.10% | |
| 16 | ESTAESTABLISHMENT LABS HLDGS INC | 322,278 | $17.6M | 3.08% | |
| 17 | PACBPACIFIC BIOSCIENCES CALIF IN | 3,000,000 | $17.4M | 3.04% | |
| 18 | HUMHUMANA INC | 35,000 | $17.0M | 2.97% | |
| 19 | SRPTSAREPTA THERAPEUTICS INC | 150,000 | $16.6M | 2.90% | |
| 20 | HZNPHORIZON THERAPEUTICS PUB L | 265,076 | $16.4M | 2.87% | |
| 21 | ALNYALNYLAM PHARMACEUTICALS INC | 80,000 | $16.0M | 2.80% | |
| 22 | ICLRICON PLC | 83,798 | $15.4M | 2.69% | |
| 23 | MASS908 DEVICES INC | 900,000 | $14.8M | 2.59% | |
| 24 | SGRYSURGERY PARTNERS INC | 550,000 | $12.9M | 2.25% | |
| 25 | DC4DEXCOM INC | 150,000 | $12.1M | 2.11% | |
| 26 | —ORION ACQUISITION CORP | 999,513 | $9.9M | 1.72% | |
| 27 | RJR1STEREOTAXIS INC | 1,696,599 | $3.1M | 0.53% |