13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2020-09-30, filed 2020-11-16, with 25 holding rows worth $447,488,000.
- Accession
- 0001172661-20-002165
- Filer
- CIK 1779763
- Filed
- 2020-11-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2020
A holdings report, 25 entries on the cover page, a total value of $447,488,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $447,488,000 with VALUE read as thousands by filing date, 13F file number 028-20024. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 697,659 | $45,334,000 | thousands by filing date | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 220,000 | $29,951,000 | thousands by filing date | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 130,000 | $29,439,000 | thousands by filing date | |
| HORIZON THERAPEUTICS PLC | G46188101 | SHS | 350,000 | $27,188,000 | thousands by filing date | |
| CATALENT INC USD 0.01 | 148806102 | COM | 280,000 | $23,985,000 | thousands by filing date | |
| HOLOGIC INC | 436440101 | COM | 357,833 | $23,785,000 | thousands by filing date | |
| Boston Scientific Corporation | 101137107 | COM | 600,000 | $22,926,000 | thousands by filing date | |
| NEVRO CORP | 64157F103 | COM | 160,000 | $22,288,000 | thousands by filing date | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 140,000 | $22,068,000 | thousands by filing date | |
| PACIFIC BIOSCIENCES CALIF INC COM | 69404D108 | Stock | 2,000,000 | $19,740,000 | thousands by filing date | |
| DAVITA INC COM | 23918K108 | Stock | 220,000 | $18,843,000 | thousands by filing date | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 166,000 | $18,555,000 | thousands by filing date | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 100,000 | $18,304,000 | thousands by filing date | |
| INOVALON HLDGS INC | 45781D101 | COM CL A | 650,000 | $17,193,000 | thousands by filing date | |
| SURGERY PARTNERS INC | 86881A100 | COM | 750,000 | $16,425,000 | thousands by filing date | |
| Elevance Health, Inc. | 036752103 | COM | 60,000 | $16,115,000 | thousands by filing date | |
| AXONICS INC | 05465P101 | COM | 303,201 | $15,475,000 | thousands by filing date | |
| VERICEL CORP | 92346J108 | COM | 580,000 | $10,747,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 150,000 | $9,044,000 | thousands by filing date | |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 70,000 | $9,034,000 | thousands by filing date | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 100,000 | $7,597,000 | thousands by filing date | |
| OUTSET MEDICAL INC | 690145107 | COM | 150,000 | $7,500,000 | thousands by filing date | |
| ENVISTA HOLDINGS CORPORATION | 29415F104 | COM | 300,000 | $7,404,000 | thousands by filing date | |
| BIOLIFE SOLUTIONS INC COM NEW | 09062W204 | Stock | 150,000 | $4,341,000 | thousands by filing date | |
| ROYALTY PHARMA PLC | G7709Q104 | SHS CLASS A | 100,000 | $4,207,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-20-002165 | this filing | 2020-11-16 | acceptance time not in the bulk data set |