13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-11-14, with 25 holding rows worth $721,806,921.
- Accession
- 0001172661-24-004747
- Filer
- CIK 1779763
- Filed
- 2024-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2024
A holdings report, 25 entries on the cover page, a total value of $721,806,921 stated on the cover page (in dollars after the unit check, H1), rows summing to $721,806,921 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 |
|---|---|---|---|---|---|---|
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 192,842 | $64,370,660 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 4,263,343 | $62,628,509 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 440,000 | $57,380,400 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 308,940 | $51,345,828 | dollars as filed | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 802,151 | $50,864,395 | dollars as filed | |
| ENVISTA HOLDINGS CORPORATION | 29415F104 | COM | 2,189,369 | $43,261,931 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 72,001 | $35,371,931 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 1,943,790 | $35,027,096 | dollars as filed | |
| OSCAR HEALTH INC | 687793109 | CL A | 1,611,909 | $34,188,590 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 110,000 | $30,582,200 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 217,674 | $28,358,569 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 399,871 | $27,239,213 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 110,000 | $25,602,500 | dollars as filed | |
| MERIT MED SYS INC COM | 589889104 | Stock | 253,000 | $25,003,990 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 510,000 | $23,041,800 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 252,266 | $22,671,145 | dollars as filed | |
| GERON CORP | 374163103 | COM | 3,351,000 | $15,213,540 | dollars as filed | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 261,741 | $15,084,134 | dollars as filed | |
| BROOKDALE SR LIVING INC | 112463104 | COM | 2,197,578 | $14,921,555 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 180,000 | $13,140,000 | dollars as filed | |
| ACADIA PHARMACEUTICALS INC | 004225108 | COM | 750,000 | $11,535,000 | dollars as filed | |
| MYRIAD GENETICS INC | 62855J104 | COM | 401,859 | $11,006,918 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 723,600 | $10,629,684 | dollars as filed | call |
| Indivior PLC | G4766E116 | Common Stock | 845,470 | $8,243,333 | dollars as filed | |
| BICARA THERAPEUTICS INC | 055477103 | COM | 200,000 | $5,094,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-24-004747 | this filing | 2024-11-14 | acceptance time not in the bulk data set |