13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 23 holding rows worth $908,441,910.
- Accession
- 0001172661-25-000888
- Filer
- CIK 1779763
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 23 entries on the cover page, a total value of $908,441,910 stated on the cover page (in dollars after the unit check, H1), rows summing to $908,441,910 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 |
|---|---|---|---|---|---|---|
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 596,326 | $80,110,435 | dollars as filed | |
| GLOBUS MED INC CL A | 379577208 | Stock | 844,013 | $69,808,315 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 374,012 | $66,461,932 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 120,700 | $61,057,302 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 100,000 | $50,586,000 | dollars as filed | call |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 2,200,036 | $48,488,793 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 495,009 | $44,214,204 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 318,195 | $43,433,618 | dollars as filed | |
| ENVISTA HOLDINGS CORPORATION | 29415F104 | COM | 2,200,000 | $42,438,000 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 154,014 | $40,208,435 | dollars as filed | |
| MERIT MED SYS INC COM | 589889104 | Stock | 407,022 | $39,367,168 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 75,000 | $39,147,000 | dollars as filed | |
| DAVITA INC COM | 23918K108 | Stock | 260,424 | $38,946,409 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 600,000 | $33,714,000 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 335,614 | $32,202,163 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 90,000 | $29,900,700 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 492,471 | $22,885,127 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 250,000 | $22,515,000 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 150,000 | $22,491,000 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 186,002 | $21,998,457 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 35,000 | $21,525,000 | dollars as filed | |
| WAYSTAR HLDG CORP | 946784105 | COM | 551,893 | $20,254,473 | dollars as filed | |
| DOXIMITY INC CL A | 26622P107 | Stock | 312,575 | $16,688,379 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-000888 | this filing | 2025-02-14 | acceptance time not in the bulk data set |