Iron Triangle Partners LP Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$976.3B

Holdings

28

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (28 positions)

#StockSharesValue% PortfolioType
1
ACHCACADIA HEALTHCARE COMPANY IN
902,813$71K0.00%
2
DC4DEXCOM INC
471,631$65K0.00%
3
ABBVABBVIE INC
276,098$50K0.00%
4
ICLRICON PLC
150,853$50K0.00%
5
ISRGINTUITIVE SURGICAL INC
124,337$49K0.00%
6
EXASEXACT SCIENCES CORP
700,000$48K0.00%
7
WSTWEST PHARMACEUTICAL SVSC INC
119,736$47K0.00%
8
AFWALIGN TECHNOLOGY INC
141,958$46K0.00%
9
ILMNILLUMINA INC
330,758$45K0.00%
10
BRKRBRUKER CORP
466,521$43K0.00%
11
GKOSGLAUKOS CORP
429,525$40K0.00%
12
TEVATEVA PHARMACEUTICAL INDS LTD
2,769,864$39K0.00%
13
B7SBROOKDALE SR LIVING INC
5,897,960$38K0.00%
14
APLSAPELLIS PHARMACEUTICALS INC
550,000$32K0.00%
15
FTREFORTREA HLDGS INC
791,233$31K0.00%
16
ELANELANCO ANIMAL HEALTH INC
1,907,632$30K0.00%Call
17
NBIXNEUROCRINE BIOSCIENCES INC
220,000$30K0.00%
18
AVTRAVANTOR INC
1,150,000$29K0.00%
19
SWAVUSDSHOCKWAVE MED INC
79,736$25K0.00%
20
SDGRSCHRODINGER INC
863,323$23K0.00%
21
SNDXSYNDAX PHARMACEUTICALS INC
973,057$23K0.00%
22
CYTKCYTOKINETICS INC
300,000$21K0.00%
23
XBISPDR SER TR
226,066$21K0.00%
24
MCKMCKESSON CORP
37,419$20K0.00%
25
OSCROSCAR HEALTH INC
1,334,503$19K0.00%
26
ARGXARGENX SE
45,000$17K0.00%
27
MASS908 DEVICES INC
1,040,768$7K0.00%
28
NYXHNYXOAH S A
253,025$3K0.00%