13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-14, with 26 holding rows worth $772,918,246.
- Accession
- 0001172661-24-001531
- Filer
- CIK 1779763
- Filed
- 2024-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 26 entries on the cover page, a total value of $772,918,246 stated on the cover page (in dollars after the unit check, H1), rows summing to $772,918,246 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 |
|---|---|---|---|---|---|---|
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 791,993 | $61,585,376 | dollars as filed | |
| UNIVERSAL HLTH SVCS INC CL B | 913903100 | Stock | 321,886 | $49,068,302 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 172,675 | $48,879,112 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 3,000,000 | $44,700,000 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 76,025 | $42,197,676 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 120,000 | $40,483,200 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 250,000 | $38,742,500 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 80,000 | $37,038,400 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 290,000 | $35,986,100 | dollars as filed | |
| SURGERY PARTNERS INC | 86881A100 | COM | 1,044,530 | $33,414,515 | dollars as filed | |
| BRUKER CORP | 116794108 | COM | 450,000 | $33,066,000 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 220,000 | $30,632,800 | dollars as filed | |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 150,000 | $30,514,500 | dollars as filed | |
| BROOKDALE SR LIVING INC | 112463104 | COM | 4,859,607 | $28,282,913 | dollars as filed | |
| 10X GENOMICS INC CL A COM | 88025U109 | Stock | 479,374 | $26,825,769 | dollars as filed | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 500,000 | $24,865,000 | dollars as filed | |
| LEGEND BIOTECH CORP | 52490G102 | SPONSORED ADS | 380,000 | $22,864,600 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 244,606 | $19,443,731 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 200,000 | $19,284,000 | dollars as filed | |
| OSCAR HEALTH INC | 687793109 | CL A | 2,052,551 | $18,780,842 | dollars as filed | |
| PACIFIC BIOSCIENCES CALIF INC COM | 69404D108 | Stock | 1,843,278 | $18,082,557 | dollars as filed | |
| SCHRODINGER INC COM | 80810D103 | Stock | 468,585 | $16,775,343 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 82,537 | $14,840,153 | dollars as filed | |
| 908 DEVICES INC COM | 65443P102 | Stock | 1,284,947 | $14,417,105 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 1,300,000 | $13,572,000 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 331,238 | $8,575,752 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-24-001531 | this filing | 2024-02-14 | acceptance time not in the bulk data set |