Skip to content
Disclosery

Iron Triangle Partners LP

Follow

13F filer, CIK 1779763, Cos Cob, CT

Iron Triangle Partners LP reported $908,441,910 across 23 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 62.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-000888

Period
2024-12-31
Reported value
$908M
Holdings
23
Top 10 weight
62.43%
New
14
Sold out
16

Largest buys vs the previous quarter

SecurityShares changeApprox. value
Anew+596,326$80.1M
GMEDnew+844,013$69.8M
ABBVnew+374,012$66.5M
UNHnew+120,700$61.1M
BSXnew+495,009$44.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ELANexited-4,263,343-$62.6M
ILMNexited-440,000-$57.4M
THCexited-308,940-$51.3M
ACHCexited-802,151-$50.9M
OSCRexited-1,611,909-$34.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001172661-25-000888, largest first. % of portfolio is the value over $857,855,910, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 596,326 shares 596,326$80.1M9.34%newTimeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 844,013 shares 844,013$69.8M8.14%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 276,098 shares; 2024Q2: 284,657 shares; 2024Q3: not reported; 2024Q4: 374,012 shares 374,012$66.5M7.75%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 120,700 shares 120,700$61.1M7.12%newTimeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,769,864 shares; 2024Q2: 3,300,185 shares; 2024Q3: 1,943,790 shares; 2024Q4: 2,200,036 shares 2,200,036$48.5M5.65%+256,246Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 495,009 shares 495,009$44.2M5.15%newTimeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 220,000 shares; 2024Q2: 200,000 shares; 2024Q3: not reported; 2024Q4: 318,195 shares 318,195$43.4M5.06%newTimeline
NVSTENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,189,369 shares; 2024Q4: 2,200,000 shares 2,200,000$42.4M4.95%+10,631Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 264,041 shares; 2024Q3: 110,000 shares; 2024Q4: 154,014 shares 154,014$40.2M4.69%+44,014Timeline
MMSIMERIT MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 253,000 shares; 2024Q4: 407,022 shares 407,022$39.4M4.59%+154,022Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 124,337 shares; 2024Q2: 120,986 shares; 2024Q3: 72,001 shares; 2024Q4: 75,000 shares 75,000$39.1M4.56%+2,999Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 260,424 shares 260,424$38.9M4.54%newTimeline
EXASEXACT SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 700,000 shares; 2024Q2: not reported; 2024Q3: 399,871 shares; 2024Q4: 600,000 shares 600,000$33.7M3.93%+200,129Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 335,614 shares 335,614$32.2M3.75%newTimeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 192,842 shares; 2024Q4: 90,000 shares 90,000$29.9M3.49%-102,842Timeline
TWSTTWIST BIOSCIENCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 526,455 shares; 2024Q3: 510,000 shares; 2024Q4: 492,471 shares 492,471$22.9M2.67%-17,529Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 226,066 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 250,000 shares 250,000$22.5M2.62%newTimeline
GKOSGLAUKOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 429,525 shares; 2024Q2: 508,156 shares; 2024Q3: 217,674 shares; 2024Q4: 150,000 shares 150,000$22.5M2.62%-67,674Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 186,002 shares 186,002$22M2.56%newTimeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,000 shares; 2024Q2: 61,704 shares; 2024Q3: not reported; 2024Q4: 35,000 shares 35,000$21.5M2.51%newTimeline
WAYWAYSTAR HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 551,893 shares 551,893$20.3M2.36%newTimeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 312,575 shares 312,575$16.7M1.95%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
UNHUNITEDHEALTH GROUP INC COMcall100,000$50.6Mnew

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ELANELANCO ANIMAL HEALTH INC4,263,343$62.6Mshares
ILMNILLUMINA INC440,000$57.4Mshares
THCTENET HEALTHCARE CORP308,940$51.3Mshares
ACHCACADIA HEALTHCARE COMPANY IN802,151$50.9Mshares
OSCROSCAR HEALTH INC1,611,909$34.2Mshares
DHRDANAHER CORP DEL110,000$30.6Mshares
AXSMAXSOME THERAPEUTICS INC.252,266$22.7Mshares
GERNGERON CORP3,351,000$15.2Mshares
SNYSANOFI SA261,741$15.1Mshares
BKDBROOKDALE SR LIVING INC2,197,578$14.9Mshares
INSMINSMED INC180,000$13.1Mshares
ACADACADIA PHARMACEUTICALS INC750,000$11.5Mshares
MYGNMYRIAD GENETICS INC401,859$11Mshares
ELANELANCO ANIMAL HEALTH INC723,600$10.6Mcall
INDIVIOR PLCINDIVIOR PLC845,470$8.24Mshares
BCAXBICARA THERAPEUTICS INC200,000$5.09Mshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-000888 base2025-02-14acceptance time not in the bulk data set