13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-14, with 23 holding rows worth $748,077,327.
- Accession
- 0001172661-23-003009
- Filer
- CIK 1779763
- Filed
- 2023-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 23 entries on the cover page, a total value of $748,077,327 stated on the cover page (in dollars after the unit check, H1), rows summing to $748,077,327 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 |
|---|---|---|---|---|---|---|
| ICON PUB LTD CO SHS | G4705A100 | Stock | 350,000 | $87,570,000 | dollars as filed | |
| UNIVERSAL HLTH SVCS INC CL B | 913903100 | Stock | 470,000 | $74,151,900 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 450,000 | $60,628,500 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 500,000 | $46,950,000 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 850,000 | $45,976,500 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 200,000 | $44,150,000 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 120,000 | $41,032,800 | dollars as filed | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 503,447 | $40,094,519 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 537,906 | $36,905,731 | dollars as filed | |
| PACIFIC BIOSCIENCES CALIF INC COM | 69404D108 | Stock | 2,400,000 | $31,920,000 | dollars as filed | |
| THE COOPER COMPANIES | 216648402 | COM NEW | 75,000 | $28,757,250 | dollars as filed | |
| SURGERY PARTNERS INC | 86881A100 | COM | 580,973 | $26,137,975 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 65,000 | $22,986,600 | dollars as filed | |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 70,000 | $22,724,800 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 310,000 | $22,075,100 | dollars as filed | |
| 10X GENOMICS INC CL A COM | 88025U109 | Stock | 380,000 | $21,219,200 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 150,000 | $19,276,500 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 196,000 | $18,482,800 | dollars as filed | put |
| BROOKDALE SR LIVING INC | 112463104 | COM | 4,183,353 | $17,653,750 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 180,000 | $15,116,400 | dollars as filed | |
| SPRINGWORKS THERAPEUTICS INC | 85205L107 | COM | 464,935 | $12,190,596 | dollars as filed | |
| 908 DEVICES INC COM | 65443P102 | Stock | 900,000 | $6,174,000 | dollars as filed | |
| OLINK HLDG AB | 680710100 | ADR | 314,795 | $5,902,406 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-23-003009 | this filing | 2023-08-14 | acceptance time not in the bulk data set |