13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-15, with 29 holding rows worth $976,332,223.
- Accession
- 0001172661-24-002396
- Filer
- CIK 1779763
- Filed
- 2024-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 29 entries on the cover page, a total value of $976,332,223 stated on the cover page (in dollars after the unit check, H1), rows summing to $976,332,223 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 | 902,813 | $71,520,846 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 471,631 | $65,415,220 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 150,853 | $50,679,065 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 276,098 | $50,277,446 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 124,337 | $49,621,653 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 700,000 | $48,342,000 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 119,736 | $47,380,733 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 141,958 | $46,550,867 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 330,758 | $45,419,689 | dollars as filed | |
| BRUKER CORP | 116794108 | COM | 466,521 | $43,824,983 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 429,525 | $40,499,912 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 2,769,864 | $39,082,781 | dollars as filed | |
| BROOKDALE SR LIVING INC | 112463104 | COM | 5,897,960 | $38,985,516 | dollars as filed | |
| APELLIS PHARMACEUTICALS INC | 03753U106 | COM | 550,000 | $32,329,000 | dollars as filed | |
| FORTREA HLDGS INC COMMON STOCK | 34965K107 | Stock | 791,233 | $31,760,093 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 220,000 | $30,342,400 | dollars as filed | |
| AVANTOR INC COM | 05352A100 | Stock | 1,150,000 | $29,405,500 | dollars as filed | |
| SHOCKWAVE MED INC | 82489T104 | COM | 79,736 | $25,964,434 | dollars as filed | |
| SCHRODINGER INC COM | 80810D103 | Stock | 863,323 | $23,309,721 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 973,057 | $23,158,757 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 226,066 | $21,451,403 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 1,297,132 | $21,117,309 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 300,000 | $21,033,000 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 37,419 | $20,088,390 | dollars as filed | |
| OSCAR HEALTH INC | 687793109 | CL A | 1,334,503 | $19,844,060 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 45,000 | $17,717,400 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 610,500 | $9,938,940 | dollars as filed | call |
| 908 DEVICES INC COM | 65443P102 | Stock | 1,040,768 | $7,857,798 | dollars as filed | |
| NYXOAH S A | B6S7WD106 | SHS | 253,025 | $3,413,307 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-24-002396 | this filing | 2024-05-15 | acceptance time not in the bulk data set |