Iron Triangle Partners LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$772.9B
Holdings
26
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACHCACADIA HEALTHCARE COMPANY IN | 791,993 | $61.6B | 7.97% | |
| 2 | UHSUNIVERSAL HLTH SVCS INC | 321,886 | $49.1B | 6.35% | |
| 3 | ICLRICON PLC | 172,675 | $48.9B | 6.32% | |
| 4 | ELANELANCO ANIMAL HEALTH INC | 3,000,000 | $44.7B | 5.78% | |
| 5 | IDXXIDEXX LABS INC | 76,025 | $42.2B | 5.46% | |
| 6 | ISRGINTUITIVE SURGICAL INC | 120,000 | $40.5B | 5.24% | |
| 7 | ABBVABBVIE INC | 250,000 | $38.7B | 5.01% | |
| 8 | MCKMCKESSON CORP | 80,000 | $37.0B | 4.79% | |
| 9 | DC4DEXCOM INC | 290,000 | $36.0B | 4.66% | |
| 10 | SGRYSURGERY PARTNERS INC | 1,044,530 | $33.4B | 4.32% | |
| 11 | BRKRBRUKER CORP | 450,000 | $33.1B | 4.28% | |
| 12 | ILMNILLUMINA INC | 220,000 | $30.6B | 3.96% | |
| 13 | INSPINSPIRE MED SYS INC | 150,000 | $30.5B | 3.95% | |
| 14 | B7SBROOKDALE SR LIVING INC | 4,859,607 | $28.3B | 3.66% | |
| 15 | TXG10X GENOMICS INC | 479,374 | $26.8B | 3.47% | |
| 16 | SNYSANOFI | 500,000 | $24.9B | 3.22% | |
| 17 | LEGNLEGEND BIOTECH CORP | 380,000 | $22.9B | 2.96% | |
| 18 | GKOSGLAUKOS CORP | 244,606 | $19.4B | 2.52% | |
| 19 | BMRNBIOMARIN PHARMACEUTICAL INC | 200,000 | $19.3B | 2.49% | |
| 20 | OSCROSCAR HEALTH INC | 2,052,551 | $18.8B | 2.43% | |
| 21 | PACBPACIFIC BIOSCIENCES CALIF IN | 1,843,278 | $18.1B | 2.34% | |
| 22 | SDGRSCHRODINGER INC | 468,585 | $16.8B | 2.17% | |
| 23 | RGENREPLIGEN CORP | 82,537 | $14.8B | 1.92% | |
| 24 | MASS908 DEVICES INC | 1,284,947 | $14.4B | 1.87% | |
| 25 | TEVATEVA PHARMACEUTICAL INDS LTD | 1,300,000 | $13.6B | 1.76% | |
| 26 | ESTAESTABLISHMENT LABS HLDGS INC | 331,238 | $8.6B | 1.11% |