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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 |
|
DVA |
Davita Healthcare Partners |
1 |
- |
$142.56 |
$48,884,000 |
319,566 |
7.71% |
9,938,000 |
59,142 |
0.285 |
Specialized Health Se... |
|
|
CAH |
Cardinal Health Inc |
2 |
- |
$164.93 |
$41,331,000 |
300,000 |
6.52% |
19,333,000 |
113,998 |
0.102 |
Drugs Wholesale |
|
|
ABBV |
Abbvie Inc. |
3 |
- |
$189.28 |
$40,399,000 |
192,819 |
6.37% |
-26,063,000 |
-181,193 |
0.011 |
Drug Manufacturers - ... |
|
|
TEVA |
Teva Pharmaceutical Industr... |
4 |
- |
$17.01 |
$34,087,000 |
2,217,730 |
5.37% |
-14,402,000 |
17,694 |
0.202 |
Drug Manufacturers - ... |
|
|
BSX |
Boston Scientific Corp |
5 |
- |
$104.32 |
$33,509,000 |
332,167 |
5.28% |
-10,705,000 |
-162,842 |
0.023 |
Medical Instruments &... |
|
|
GMED |
Genomed Inc |
6 |
- |
$59.17 |
$31,565,000 |
431,221 |
4.98% |
-38,243,000 |
-412,792 |
0.374 |
N/A |
|
|
THC |
Tenet Healthcare Corp |
7 |
- |
$171.50 |
$28,172,000 |
209,454 |
4.44% |
28,172,000 |
209,454 |
0.194 |
Hospitals |
|
|
PODD |
Insulet Corp |
8 |
- |
$173.42 |
$27,844,000 |
106,029 |
4.39% |
-12,364,000 |
-47,985 |
0.139 |
Medical Instruments &... |
|
|
AZN |
AstraZeneca Plc (ADR) |
9 |
New |
$69.45 |
$27,660,000 |
376,330 |
4.36% |
27,660,000 |
376,330 |
0.014 |
Drug Manufacturers - ... |
|
|
BGNE |
Beigene Ltd |
10 |
New |
$245.49 |
$26,629,000 |
97,840 |
4.2% |
26,629,000 |
97,840 |
0.108 |
N/A |
|
|
GH |
Guardant Health, Inc. |
11 |
New |
$0.00 |
$25,597,000 |
600,867 |
4.03% |
25,597,000 |
600,867 |
0.462 |
N/A |
|
|
A |
Agilent Technologies Inc |
12 |
- |
$121.38 |
$24,383,000 |
208,438 |
3.84% |
-55,727,000 |
-387,888 |
0.068 |
Scientific & Technica... |
|
|
MMSI |
Merit Medical Systems Inc |
13 |
- |
$93.58 |
$24,286,000 |
229,738 |
3.83% |
-15,081,000 |
-177,284 |
0.382 |
Medical Instruments &... |
|
|
NVST |
Envista Holdings Corp |
14 |
- |
$0.00 |
$21,278,000 |
1,232,798 |
3.35% |
-21,160,000 |
-967,202 |
0.595 |
N/A |
|
|
DOCS |
Doximity, Inc. |
15 |
- |
$61.69 |
$20,891,000 |
360,000 |
3.29% |
4,203,000 |
47,425 |
0.194 |
N/A |
|
|
ALNY |
Alnylam Pharmaceuticals Inc |
16 |
New |
$331.91 |
$17,662,000 |
65,409 |
2.78% |
17,662,000 |
65,409 |
0.053 |
Biotechnology |
|
|
AHCO |
AdaptHealth Corp |
17 |
New |
$9.32 |
$17,496,000 |
1,614,045 |
2.76% |
17,496,000 |
1,614,045 |
1.233 |
N/A |
|
|
TWST |
Twist Bioscience Corp |
18 |
- |
$0.00 |
$16,643,000 |
423,913 |
2.62% |
-6,242,000 |
-68,558 |
0.611 |
N/A |
|
|
ARGX |
Argenx Se |
19 |
- |
$543.48 |
$16,498,000 |
27,874 |
2.6% |
-5,027,000 |
-7,126 |
0.059 |
N/A |
|
|
NBIX |
Neurocrine Biosciences Inc |
20 |
- |
$129.11 |
$16,240,000 |
146,836 |
2.56% |
-27,194,000 |
-171,359 |
0.157 |
Biotechnology |
|
|
JAZZ |
Jazz Pharmaceuticals Inc |
21 |
New |
$109.27 |
$16,140,000 |
130,000 |
2.54% |
16,140,000 |
130,000 |
0.213 |
Biotechnology |
|
|
ADPT |
Adaptive Biotechnologies Corp |
22 |
New |
$11.80 |
$15,856,000 |
2,134,061 |
2.5% |
15,856,000 |
2,134,061 |
1.428 |
N/A |
|
|
ISRG |
Intuitive Surgical Inc |
23 |
- |
$372.63 |
$14,858,000 |
30,000 |
2.34% |
-24,289,000 |
-45,000 |
0.008 |
Medical Appliances & ... |
|
|
TECH |
Techne Corp |
24 |
New |
$53.14 |
$14,658,000 |
250,000 |
2.31% |
14,658,000 |
250,000 |
0.159 |
Biotechnology |
|
|
BTSG |
Brightspring Health Service... |
25 |
New |
$22.12 |
$13,067,000 |
722,341 |
2.06% |
13,067,000 |
722,341 |
0.364 |
N/A |
|
|
EHAB |
Enhabit, Inc. |
26 |
New |
$7.65 |
$10,021,000 |
1,140,000 |
1.58% |
10,021,000 |
1,140,000 |
1.977 |
N/A |
|
|
TXG |
10x Genomics, Inc. |
27 |
New |
$0.00 |
$8,730,000 |
1,000,000 |
1.38% |
8,730,000 |
1,000,000 |
0.951 |
N/A |
|
|
XBI |
streetTRACKS Series Trust S... |
34 |
Closed |
$85.24 |
$0 |
0 |
0% |
-22,515,000 |
-250,000 |
0 |
Closed - End Fund - E... |
|
|
HQY |
Healthequity Inc |
28 |
Closed |
$0.00 |
$0 |
0 |
0% |
-32,202,000 |
-335,614 |
0 |
N/A |
|
|
EXAS |
Exact Sciences Corp |
33 |
Closed |
$53.36 |
$0 |
0 |
0% |
-33,714,000 |
-600,000 |
0 |
Biotechnology |
|
|
GKOS |
Glaukos Corp |
30 |
Closed |
$103.50 |
$0 |
0 |
0% |
-22,491,000 |
-150,000 |
0 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
32 |
Closed |
$308.55 |
$0 |
0 |
0% |
-61,057,000 |
-120,700 |
0 |
Health Care Plans |
|
|
WAY |
Waystar Holding Corp. |
29 |
Closed |
$39.34 |
$0 |
0 |
0% |
-20,254,000 |
-551,893 |
0 |
N/A |
|
|
MEDP |
Medpace Holdings, Inc. |
31 |
Closed |
$321.50 |
$0 |
0 |
0% |
-29,901,000 |
-90,000 |
0 |
N/A |
|
