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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 |
$61,585,000 |
791,993 |
7.97% |
7,784,000 |
26,789 |
0.799 |
N/A |
|
|
UHS |
Universal Health Services Inc |
2 |
- |
$166.06 |
$49,068,000 |
321,886 |
6.35% |
-14,023,000 |
-179,914 |
0.414 |
Hospitals |
|
|
ICLR |
ICON plc (ADR) |
3 |
- |
$308.31 |
$48,879,000 |
172,675 |
6.32% |
16,866,000 |
42,675 |
0.217 |
Research Services |
|
|
ELAN |
Elanco Animal Health Inc |
4 |
- |
$13.26 |
$44,700,000 |
3,000,000 |
5.78% |
6,345,000 |
-412,350 |
0.611 |
N/A |
|
|
IDXX |
Idexx Laboratories Inc |
5 |
New |
$499.30 |
$42,198,000 |
76,025 |
5.46% |
42,198,000 |
76,025 |
0.089 |
Diagnostic Substances |
|
|
ISRG |
Intuitive Surgical Inc |
6 |
- |
$372.63 |
$40,483,000 |
120,000 |
5.24% |
-1,022,000 |
-22,000 |
0.034 |
Medical Appliances & ... |
|
|
ABBV |
Abbvie Inc. |
7 |
- |
$159.62 |
$38,743,000 |
250,000 |
5.01% |
1,478,000 |
0 |
0.014 |
Drug Manufacturers - ... |
|
|
MCK |
McKesson Corp |
8 |
- |
$543.30 |
$37,038,000 |
80,000 |
4.79% |
6,598,000 |
10,000 |
0.049 |
Drugs Wholesale |
|
|
DXCM |
DexCom Inc |
9 |
- |
$124.34 |
$35,986,000 |
290,000 |
4.66% |
-16,799,000 |
-275,753 |
0.074 |
Medical Instruments &... |
|
|
SGRY |
Surgery Partners, Inc. |
10 |
- |
$24.55 |
$33,415,000 |
1,044,530 |
4.32% |
33,415,000 |
1,044,530 |
0.769 |
N/A |
|
|
BRKR |
Bruker Corp |
11 |
- |
$80.97 |
$33,066,000 |
450,000 |
4.28% |
6,224,000 |
19,157 |
0.294 |
Scientific & Technica... |
|
|
ILMN |
Illumina Inc |
12 |
New |
$122.28 |
$30,633,000 |
220,000 |
3.96% |
30,633,000 |
220,000 |
0.151 |
Scientific & Technica... |
|
|
INSP |
Inspire Medical Systems Inc |
13 |
- |
$237.45 |
$30,515,000 |
150,000 |
3.95% |
30,515,000 |
150,000 |
0.521 |
N/A |
|
|
BKD |
Brookdale Senior Living Inc. |
14 |
- |
$6.96 |
$28,283,000 |
4,859,607 |
3.66% |
10,745,000 |
623,479 |
2.385 |
Long-Term Care Facili... |
|
|
TXG |
10x Genomics, Inc. |
15 |
- |
$0.00 |
$26,826,000 |
479,374 |
3.47% |
-685,000 |
-187,571 |
0.523 |
N/A |
|
|
SNY |
Sanofi Aventis (ADR) |
16 |
New |
$49.13 |
$24,865,000 |
500,000 |
3.22% |
24,865,000 |
500,000 |
0.02 |
Drug Manufacturers - ... |
|
|
LEGN |
Churchill Cap Corp Iii |
17 |
- |
$45.30 |
$22,865,000 |
380,000 |
2.96% |
-7,538,000 |
-72,629 |
0.294 |
N/A |
|
|
GKOS |
Glaukos Corp |
18 |
- |
$99.48 |
$19,444,000 |
244,606 |
2.52% |
-12,914,000 |
-185,394 |
0.507 |
N/A |
|
|
BMRN |
Biomarin Pharmaceutical Inc |
19 |
New |
$88.63 |
$19,284,000 |
200,000 |
2.49% |
19,284,000 |
200,000 |
0.106 |
Drug Manufacturers - ... |
|
|
OSCR |
Oscar Health, Inc. |
20 |
New |
$0.00 |
$18,781,000 |
2,052,551 |
2.43% |
18,781,000 |
2,052,551 |
1.222 |
N/A |
|
|
PACB |
Pacific Biosciences Of Cali... |
21 |
- |
$1.47 |
$18,083,000 |
1,843,278 |
2.34% |
3,053,000 |
43,278 |
0.695 |
Biotechnology |
|
|
SDGR |
Schrodinger, Inc. |
22 |
New |
$23.97 |
$16,775,000 |
468,585 |
2.17% |
16,775,000 |
468,585 |
0.832 |
N/A |
|
|
RGEN |
Repligen Corp |
23 |
New |
$166.58 |
$14,840,000 |
82,537 |
1.92% |
14,840,000 |
82,537 |
0.15 |
Biotechnology |
|
|
MASS |
908 Devices Inc. |
24 |
- |
$5.67 |
$14,417,000 |
1,284,947 |
1.87% |
7,887,000 |
304,484 |
4.952 |
N/A |
|
|
TEVA |
Teva Pharmaceutical Industr... |
25 |
New |
$13.81 |
$13,572,000 |
1,300,000 |
1.76% |
13,572,000 |
1,300,000 |
0.119 |
Drug Manufacturers - ... |
|
|
ESTA |
Establishment Labs Holdings... |
26 |
- |
$48.47 |
$8,576,000 |
331,238 |
1.11% |
-19,400,000 |
-238,888 |
1.413 |
N/A |
|
|
EXAS |
Exact Sciences Corp |
28 |
Closed |
$58.85 |
$0 |
0 |
0% |
-17,055,000 |
-250,000 |
0 |
Biotechnology |
|
|
SWTX |
Springworks Therapeutics, Inc. |
33 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,473,000 |
-150,211 |
0 |
N/A |
|
|
ITCI |
Intra Cellular Therapies Inc |
27 |
Closed |
$73.26 |
$0 |
0 |
0% |
-17,218,000 |
-330,549 |
0 |
N/A |
|
|
APLS |
Apellis Pharmaceuticals Inc |
32 |
Closed |
$49.86 |
$0 |
0 |
0% |
-33,475,000 |
-880,000 |
0 |
N/A |
|
|
OLK |
Olink Holding Ab Publ Adr |
29 |
Closed |
$0.00 |
$0 |
0 |
0% |
-10,886,000 |
-738,062 |
0 |
N/A |
|
|
BSX |
Boston Scientific Corp |
31 |
Closed |
$73.17 |
$0 |
0 |
0% |
-21,120,000 |
-400,000 |
0 |
Medical Instruments &... |
|
|
UTHR |
United Therapeutics Corp |
30 |
Closed |
$233.85 |
$0 |
0 |
0% |
-47,576,000 |
-210,635 |
0 |
Drug Manufacturers - ... |
|
