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 |
ESTABLISHMENT LABS HLDGS INC | 331,238 | -238,888 | $8,576 |
ESTA | 331,238 | -238,888 | $8,576 |
APELLIS PHARMACEUTICALS INC | $0 (exited) | ||
APLS | 0 | -880,000 | $0 |
BOSTON SCIENTIFIC CORP | $0 (exited) | ||
BSX | 0 | -400,000 | $0 |
EXACT SCIENCES CORP | $0 (exited) | ||
EXAS | 0 | -250,000 | $0 |
INTRA CELLULAR THERAPIES INC | $0 (exited) | ||
ITCI | 0 | -330,549 | $0 |
OLINK HLDG AB | $0 (exited) | ||
OLK | 0 | -738,062 | $0 |
SPRINGWORKS THERAPEUTICS INC | $0 (exited) | ||
SWTX | 0 | -150,211 | $0 |
UNITED THERAPEUTICS CORP DEL | 0 | -210,635 | $0 (exited) |
UTHR | 0 | -210,635 | $0 |
See Summary: Iron Triangle Partners LP Top Holdings
See Details: Top 10 Stocks Held By Iron Triangle Partners LP
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IDXX | +76,025 | +$42,198 |
SGRY | +1,044,530 | +$33,415 |
ILMN | +220,000 | +$30,633 |
INSP | +150,000 | +$30,514 |
SNY | +500,000 | +$24,865 |
BMRN | +200,000 | +$19,284 |
OSCR | +2,052,551 | +$18,781 |
SDGR | +468,585 | +$16,775 |
RGEN | +82,537 | +$14,840 |
TEVA | +1,300,000 | +$13,572 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
UTHR | -210,635 | -$47,576 |
APLS | -880,000 | -$33,475 |
BSX | -400,000 | -$21,120 |
ITCI | -330,549 | -$17,218 |
EXAS | -250,000 | -$17,055 |
OLK | -738,062 | -$10,886 |
SWTX | -150,211 | -$3,473 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BKD | +623,479 | +$10,745 |
MASS | +304,484 | +$7,887 |
PACB | +43,278 | +$3,053 |
ICLR | +42,675 | +$16,867 |
ACHC | +26,789 | +$7,784 |
BRKR | +19,157 | +$6,224 |
MCK | +10,000 | +$6,598 |
ABBV | UNCH | +$1,477 |
ISRG | -22,000 | -$1,022 |
LEGN | -72,629 | -$7,538 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
ELAN | -412,350 | +$6,345 |
DXCM | -275,753 | -$16,799 |
ESTA | -238,888 | -$19,400 |
TXG | -187,571 | -$685 |
GKOS | -185,394 | -$12,914 |
UHS | -179,914 | -$14,023 |
Size ($ 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 |