13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2021-03-31, filed 2021-05-17, with 27 holding rows worth $786,489,000.
- Accession
- 0001172661-21-001204
- Filer
- CIK 1779763
- Filed
- 2021-05-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2021
A holdings report, 27 entries on the cover page, a total value of $786,489,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $786,489,000 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 | 775,000 | $63,473,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 160,000 | $59,531,000 | thousands by filing date | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 370,000 | $59,230,000 | thousands by filing date | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 200,000 | $46,752,000 | thousands by filing date | |
| HORIZON THERAPEUTICS PLC | G46188101 | SHS | 500,000 | $46,020,000 | thousands by filing date | |
| LABORATORY CORP OF AMERICA | 50540R409 | COM NEW | 170,000 | $43,355,000 | thousands by filing date | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 140,000 | $40,576,000 | thousands by filing date | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 70,000 | $37,907,000 | thousands by filing date | |
| ENVISTA HOLDINGS CORPORATION | 29415F104 | COM | 910,000 | $37,128,000 | thousands by filing date | |
| HAEMONETICS CORP MASS COM | 405024100 | Stock | 330,000 | $36,633,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 300,000 | $32,466,000 | thousands by filing date | |
| SURGERY PARTNERS INC | 86881A100 | COM | 725,000 | $32,089,000 | thousands by filing date | |
| PACIFIC BIOSCIENCES CALIF INC COM | 69404D108 | Stock | 935,805 | $31,172,000 | thousands by filing date | |
| PULMONX CORP | 745848101 | COM | 600,000 | $27,444,000 | thousands by filing date | |
| CONMED CORP COM | 207410101 | Stock | 200,000 | $26,118,000 | thousands by filing date | |
| NEVRO CORP | 64157F103 | COM | 180,000 | $25,110,000 | thousands by filing date | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 100,000 | $19,314,000 | thousands by filing date | |
| OAK STR HEALTH INC | 67181A107 | COM | 350,000 | $18,995,000 | thousands by filing date | |
| IDEXX LABS INC COM | 45168D104 | Stock | 35,000 | $17,126,000 | thousands by filing date | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 100,000 | $15,265,000 | thousands by filing date | |
| NATERA INC COM | 632307104 | Stock | 150,000 | $15,231,000 | thousands by filing date | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 100,000 | $13,178,000 | thousands by filing date | |
| DERMTECH INC | 24984K105 | COM | 250,000 | $12,698,000 | thousands by filing date | |
| ORION ACQUISITION CORP | 68626A207 | UNIT 02/19/2026 | 1,100,000 | $10,989,000 | thousands by filing date | |
| VERICEL CORP | 92346J108 | COM | 160,000 | $8,888,000 | thousands by filing date | |
| OUTSET MEDICAL INC | 690145107 | COM | 100,000 | $5,439,000 | thousands by filing date | |
| ROYALTY PHARMA PLC | G7709Q104 | SHS CLASS A | 100,000 | $4,362,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-21-001204 | this filing | 2021-05-17 | acceptance time not in the bulk data set |