13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-08-14, with 26 holding rows worth $983,678,859.
- Accession
- 0001172661-24-003544
- Filer
- CIK 1779763
- Filed
- 2024-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2024
A holdings report, 26 entries on the cover page, a total value of $983,678,859 stated on the cover page (in dollars after the unit check, H1), rows summing to $983,678,859 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 |
|---|---|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 727,180 | $67,169,617 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 582,199 | $66,009,723 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 508,156 | $60,140,263 | dollars as filed | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 839,075 | $56,671,126 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 120,986 | $53,820,622 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 92,125 | $53,804,685 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 3,300,185 | $53,628,006 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 264,041 | $53,283,474 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 284,657 | $48,824,369 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 187,011 | $46,724,698 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 3,228,439 | $46,586,375 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 555,140 | $45,704,676 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 132,908 | $43,778,566 | dollars as filed | |
| BROOKDALE SR LIVING INC | 112463104 | COM | 5,801,941 | $39,627,257 | dollars as filed | |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 281,992 | $37,738,989 | dollars as filed | |
| OSCAR HEALTH INC | 687793109 | CL A | 1,832,256 | $28,986,290 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 413,196 | $27,684,132 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 200,000 | $27,534,000 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 61,704 | $26,535,188 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 526,455 | $25,943,702 | dollars as filed | |
| SCHRODINGER INC COM | 80810D103 | Stock | 1,133,102 | $21,914,193 | dollars as filed | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 298,200 | $20,140,428 | dollars as filed | call |
| AGILON HEALTH INC | 00857U107 | COM | 2,519,416 | $16,476,981 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 660,800 | $9,535,344 | dollars as filed | call |
| 908 DEVICES INC COM | 65443P102 | Stock | 728,865 | $3,753,655 | dollars as filed | |
| ALUMIS INC | 022307102 | COM | 125,000 | $1,662,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-24-003544 | this filing | 2024-08-14 | acceptance time not in the bulk data set |