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| Name: |
Iron Triangle Partners LP |
| City: |
New York |
| State: |
NY |
| Zip: |
10017 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ACHC |
Acadia Healthcare Company Inc |
1 |
- |
$73.18 |
$71,521,000 |
902,813 |
7.4% |
9,936,000 |
110,820 |
0.911 |
N/A |
|
|
DXCM |
DexCom Inc |
2 |
- |
$130.53 |
$65,415,000 |
471,631 |
6.77% |
29,429,000 |
181,631 |
0.121 |
Medical Instruments &... |
|
|
ICLR |
ICON plc (ADR) |
3 |
- |
$316.94 |
$50,679,000 |
150,853 |
5.24% |
1,800,000 |
-21,822 |
0.19 |
Research Services |
|
|
ABBV |
Abbvie Inc. |
4 |
- |
$159.61 |
$50,277,000 |
276,098 |
5.2% |
11,534,000 |
26,098 |
0.016 |
Drug Manufacturers - ... |
|
|
ISRG |
Intuitive Surgical Inc |
5 |
- |
$372.63 |
$49,622,000 |
124,337 |
5.13% |
9,139,000 |
4,337 |
0.035 |
Medical Appliances & ... |
|
|
EXAS |
Exact Sciences Corp |
6 |
- |
$53.49 |
$48,342,000 |
700,000 |
5% |
48,342,000 |
700,000 |
0.394 |
Biotechnology |
|
|
WST |
West Pharmaceutical Service... |
7 |
New |
$334.29 |
$47,381,000 |
119,736 |
4.9% |
47,381,000 |
119,736 |
0.162 |
Rubber & Plastics |
|
|
ALGN |
Align Technology Inc |
8 |
New |
$261.12 |
$46,551,000 |
141,958 |
4.82% |
46,551,000 |
141,958 |
0.18 |
Medical Appliances & ... |
|
|
ILMN |
Illumina Inc |
9 |
- |
$107.39 |
$45,420,000 |
330,758 |
4.7% |
14,787,000 |
110,758 |
0.227 |
Scientific & Technica... |
|
|
BRKR |
Bruker Corp |
10 |
- |
$78.29 |
$43,825,000 |
466,521 |
4.53% |
10,759,000 |
16,521 |
0.305 |
Scientific & Technica... |
|
|
GKOS |
Glaukos Corp |
11 |
- |
$107.73 |
$40,500,000 |
429,525 |
4.19% |
21,056,000 |
184,919 |
0.809 |
N/A |
|
|
TEVA |
Teva Pharmaceutical Industr... |
12 |
- |
$16.88 |
$39,083,000 |
2,769,864 |
4.04% |
25,511,000 |
1,469,864 |
0.253 |
Drug Manufacturers - ... |
|
|
BKD |
Brookdale Senior Living Inc. |
13 |
- |
$6.78 |
$38,986,000 |
5,897,960 |
4.03% |
10,703,000 |
1,038,353 |
2.895 |
Long-Term Care Facili... |
|
|
APLS |
Apellis Pharmaceuticals Inc |
14 |
- |
$43.60 |
$32,329,000 |
550,000 |
3.35% |
32,329,000 |
550,000 |
0.48 |
N/A |
|
|
FTRE |
Fortrea Holdings Inc. |
15 |
New |
$26.38 |
$31,760,000 |
791,233 |
3.29% |
31,760,000 |
791,233 |
0.685 |
N/A |
|
|
NBIX |
Neurocrine Biosciences Inc |
16 |
New |
$139.43 |
$30,342,000 |
220,000 |
3.14% |
30,342,000 |
220,000 |
0.235 |
Biotechnology |
|
|
AVTR |
Avantor, Inc. |
17 |
New |
$24.78 |
$29,406,000 |
1,150,000 |
3.04% |
29,406,000 |
1,150,000 |
0.171 |
N/A |
|
|
SWAV |
Shockwave Medical, Inc. |
18 |
New |
$334.01 |
$25,964,000 |
79,736 |
2.69% |
25,964,000 |
79,736 |
0.216 |
N/A |
|
|
SDGR |
Schrodinger, Inc. |
19 |
- |
$22.65 |
$23,310,000 |
863,323 |
2.41% |
6,535,000 |
394,738 |
1.373 |
N/A |
|
|
SNDX |
Syndax Pharmaceuticals Inc |
20 |
New |
$20.76 |
$23,159,000 |
973,057 |
2.4% |
23,159,000 |
973,057 |
1.035 |
N/A |
|
|
XBI |
streetTRACKS Series Trust S... |
21 |
New |
$92.17 |
$21,451,000 |
226,066 |
2.22% |
21,451,000 |
226,066 |
0.043 |
Closed - End Fund - E... |
|
|
ELAN |
Elanco Animal Health Inc |
22 |
- |
$16.93 |
$21,117,000 |
1,297,132 |
2.19% |
-23,583,000 |
-1,702,868 |
0.264 |
N/A |
|
|
CYTK |
Cytokinetics Inc |
23 |
New |
$59.23 |
$21,033,000 |
300,000 |
2.18% |
21,033,000 |
300,000 |
0.245 |
Biotechnology |
|
|
MCK |
McKesson Corp |
24 |
- |
$531.10 |
$20,088,000 |
37,419 |
2.08% |
-16,950,000 |
-42,581 |
0.023 |
Drugs Wholesale |
|
|
OSCR |
Oscar Health, Inc. |
25 |
- |
$0.00 |
$19,844,000 |
1,334,503 |
2.05% |
1,063,000 |
-718,048 |
0.794 |
N/A |
|
|
ARGX |
Argenx Se |
26 |
New |
$363.73 |
$17,717,000 |
45,000 |
1.83% |
17,717,000 |
45,000 |
0.096 |
N/A |
|
|
MASS |
908 Devices Inc. |
27 |
- |
$6.77 |
$7,858,000 |
1,040,768 |
0.81% |
-6,559,000 |
-244,179 |
4.011 |
N/A |
|
|
NYXH |
Nyxoah Ord Shs |
28 |
New |
$0.00 |
$3,413,000 |
253,025 |
0.35% |
3,413,000 |
253,025 |
0.99 |
N/A |
|
|
BMRN |
Biomarin Pharmaceutical Inc |
34 |
Closed |
$88.63 |
$0 |
0 |
0% |
-19,284,000 |
-200,000 |
0 |
Drug Manufacturers - ... |
|
|
UHS |
Universal Health Services Inc |
29 |
Closed |
$178.90 |
$0 |
0 |
0% |
-49,068,000 |
-321,886 |
0 |
Hospitals |
|
|
RGEN |
Repligen Corp |
39 |
Closed |
$165.13 |
$0 |
0 |
0% |
-14,840,000 |
-82,537 |
0 |
Biotechnology |
|
|
SNY |
Sanofi Aventis (ADR) |
32 |
Closed |
$50.36 |
$0 |
0 |
0% |
-24,865,000 |
-500,000 |
0 |
Drug Manufacturers - ... |
|
|
PACB |
Pacific Biosciences Of Cali... |
38 |
Closed |
$1.85 |
$0 |
0 |
0% |
-18,083,000 |
-1,843,278 |
0 |
Biotechnology |
|
|
TXG |
10x Genomics, Inc. |
33 |
Closed |
$0.00 |
$0 |
0 |
0% |
-26,826,000 |
-479,374 |
0 |
N/A |
|
|
INSP |
Inspire Medical Systems Inc |
31 |
Closed |
$161.49 |
$0 |
0 |
0% |
-30,515,000 |
-150,000 |
0 |
N/A |
|
|
LEGN |
Churchill Cap Corp Iii |
37 |
Closed |
$42.60 |
$0 |
0 |
0% |
-22,865,000 |
-380,000 |
0 |
N/A |
|
|
IDXX |
Idexx Laboratories Inc |
36 |
Closed |
$517.94 |
$0 |
0 |
0% |
-42,198,000 |
-76,025 |
0 |
Diagnostic Substances |
|
|
ESTA |
Establishment Labs Holdings... |
35 |
Closed |
$53.30 |
$0 |
0 |
0% |
-8,576,000 |
-331,238 |
0 |
N/A |
|
|
SGRY |
Surgery Partners, Inc. |
30 |
Closed |
$25.19 |
$0 |
0 |
0% |
-33,415,000 |
-1,044,530 |
0 |
N/A |
|
