HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ACADIA HEALTHCARE COMPANY IN |
791,993 | +26,789 | $61,585 |
| ACHC | 791,993 | +26,789 | $61,585 |
| UNIVERSAL HLTH SVCS INC |
321,886 | -179,914 | $49,068 |
| UHS | 321,886 | -179,914 | $49,068 |
| ICON PLC |
172,675 | +42,675 | $48,879 |
| ICLR | 172,675 | +42,675 | $48,879 |
| ELANCO ANIMAL HEALTH INC |
3,000,000 | -412,350 | $44,700 |
| ELAN | 3,000,000 | -412,350 | $44,700 |
| IDEXX LABS INC |
76,025 | +76,025 | $42,198 |
| IDXX | 76,025 | +76,025 | $42,198 |
| INTUITIVE SURGICAL INC |
120,000 | -22,000 | $40,483 |
| ISRG | 120,000 | -22,000 | $40,483 |
| ABBVIE INC |
250,000 | UNCH | $38,742 |
| ABBV | 250,000 | UNCH | $38,742 |
| MCKESSON CORP |
80,000 | +10,000 | $37,038 |
| MCK | 80,000 | +10,000 | $37,038 |
| DEXCOM INC |
290,000 | -275,753 | $35,986 |
| DXCM | 290,000 | -275,753 | $35,986 |
| SURGERY PARTNERS INC |
1,044,530 | +1,044,530 | $33,415 |
| SGRY | 1,044,530 | +1,044,530 | $33,415 |
| BRUKER CORP |
450,000 | +19,157 | $33,066 |
| BRKR | 450,000 | +19,157 | $33,066 |
| ILLUMINA INC |
220,000 | +220,000 | $30,633 |
| ILMN | 220,000 | +220,000 | $30,633 |
| INSPIRE MED SYS INC |
150,000 | +150,000 | $30,514 |
| INSP | 150,000 | +150,000 | $30,514 |
| BROOKDALE SR LIVING INC |
4,859,607 | +623,479 | $28,283 |
| BKD | 4,859,607 | +623,479 | $28,283 |
| 10X GENOMICS INC |
479,374 | -187,571 | $26,826 |
| TXG | 479,374 | -187,571 | $26,826 |
| SANOFI |
500,000 | +500,000 | $24,865 |
| SNY | 500,000 | +500,000 | $24,865 |
| LEGEND BIOTECH CORP |
380,000 | -72,629 | $22,865 |
| LEGN | 380,000 | -72,629 | $22,865 |
| GLAUKOS CORP |
244,606 | -185,394 | $19,444 |
| GKOS | 244,606 | -185,394 | $19,444 |
| BIOMARIN PHARMACEUTICAL INC |
200,000 | +200,000 | $19,284 |
| BMRN | 200,000 | +200,000 | $19,284 |
| OSCAR HEALTH INC |
2,052,551 | +2,052,551 | $18,781 |
| OSCR | 2,052,551 | +2,052,551 | $18,781 |
| PACIFIC BIOSCIENCES CALIF IN |
1,843,278 | +43,278 | $18,083 |
| PACB | 1,843,278 | +43,278 | $18,083 |
| SCHRODINGER INC |
468,585 | +468,585 | $16,775 |
| SDGR | 468,585 | +468,585 | $16,775 |
| REPLIGEN CORP |
82,537 | +82,537 | $14,840 |
| RGEN | 82,537 | +82,537 | $14,840 |
| 908 DEVICES INC |
1,284,947 | +304,484 | $14,417 |
| MASS | 1,284,947 | +304,484 | $14,417 |
| TEVA PHARMACEUTICAL INDS LTD |
1,300,000 | +1,300,000 | $13,572 |
| TEVA | 1,300,000 | +1,300,000 | $13,572 |
See Full List: All Stocks Held By Iron Triangle Partners LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Iron Triangle Partners LP
|
Size ($ in 1000's)
At 12/31/2023: $772,918 At 09/30/2023: $684,245 Iron Triangle Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Iron Triangle Partners LP 13F filings. Link to 13F filings: SEC filings |
