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 |