13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-15, with 27 holding rows worth $693,199,272.
- Accession
- 0001172661-23-002176
- Filer
- CIK 1779763
- Filed
- 2023-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 27 entries on the cover page, a total value of $693,199,272 stated on the cover page (in dollars after the unit check, H1), rows summing to $693,199,272 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 1,179,736 | $64,201,233 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 320,000 | $50,998,400 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 190,000 | $40,582,100 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 340,000 | $39,501,200 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 80,000 | $37,807,200 | dollars as filed | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 512,706 | $37,043,009 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 420,000 | $34,847,400 | dollars as filed | |
| EVOLENT HEALTH INC CL A | 30050B101 | Stock | 1,000,402 | $32,463,045 | dollars as filed | |
| THE COOPER COMPANIES | 216648402 | COM NEW | 85,000 | $31,735,600 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 120,000 | $30,656,400 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 425,000 | $28,789,500 | dollars as filed | |
| SURGERY PARTNERS INC | 86881A100 | COM | 815,552 | $28,112,077 | dollars as filed | |
| PACIFIC BIOSCIENCES CALIF INC COM | 69404D108 | Stock | 2,300,000 | $26,634,000 | dollars as filed | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 130,000 | $26,236,600 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 50,000 | $25,004,000 | dollars as filed | |
| LEGEND BIOTECH CORP | 52490G102 | SPONSORED ADS | 500,000 | $24,110,000 | dollars as filed | |
| SAREPTA THERAPEUTICS INC | 803607100 | COM | 160,000 | $22,052,800 | dollars as filed | |
| 10X GENOMICS INC CL A COM | 88025U109 | Stock | 350,000 | $19,526,500 | dollars as filed | |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 70,000 | $16,384,900 | dollars as filed | |
| SCHRODINGER INC COM | 80810D103 | Stock | 595,697 | $15,684,702 | dollars as filed | |
| CUTERA INC | 232109108 | COM | 600,000 | $14,172,000 | dollars as filed | |
| 908 DEVICES INC COM | 65443P102 | Stock | 1,050,000 | $9,030,000 | dollars as filed | |
| OLINK HLDG AB | 680710100 | ADR | 400,000 | $9,012,000 | dollars as filed | |
| 2SEVENTY BIO INC COMMON STOCK | 901384107 | Stock | 868,939 | $8,863,178 | dollars as filed | |
| SPRINGWORKS THERAPEUTICS INC | 85205L107 | COM | 312,664 | $8,047,971 | dollars as filed | |
| BROOKDALE SR LIVING INC | 112463104 | COM | 2,700,000 | $7,965,000 | dollars as filed | |
| STEREOTAXIS INC | 85916J409 | COMMON STOCK | 1,832,577 | $3,738,457 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-23-002176 | this filing | 2023-05-15 | acceptance time not in the bulk data set |