Iron Triangle Partners LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$717.7M
Holdings
25
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DVADAVITA INC | 450,000 | $51.2M | 7.13% | |
| 2 | NVSTENVISTA HOLDINGS CORPORATION | 1,060,000 | $47.8M | 6.66% | |
| 3 | GHGUARDANT HEALTH INC | 440,255 | $44.0M | 6.14% | |
| 4 | CTLTEURCATALENT INC | 316,661 | $40.5M | 5.65% | |
| 5 | ACHCACADIA HEALTHCARE COMPANY IN | 632,189 | $38.4M | 5.35% | |
| 6 | UTHUNITED THERAPEUTICS CORP DEL | 170,000 | $36.7M | 5.12% | |
| 7 | NVROEURNEVRO CORP | 422,260 | $34.2M | 4.77% | |
| 8 | ICLRICON PLC | 110,000 | $34.1M | 4.75% | |
| 9 | ABBVABBVIE INC | 250,000 | $33.9M | 4.72% | |
| 10 | NSTGEURNANOSTRING TECHNOLOGIES INC | 750,000 | $31.7M | 4.41% | |
| 11 | MOHMOLINA HEALTHCARE INC | 97,893 | $31.1M | 4.34% | |
| 12 | UNHUNITEDHEALTH GROUP INC | 60,000 | $30.1M | 4.20% | |
| 13 | SGRYSURGERY PARTNERS INC | 543,696 | $29.0M | 4.05% | |
| 14 | ICUIICU MED INC | 114,506 | $27.2M | 3.79% | |
| 15 | CRLCHARLES RIV LABS INTL INC | 70,000 | $26.4M | 3.68% | |
| 16 | AFWALIGN TECHNOLOGY INC | 40,000 | $26.3M | 3.66% | |
| 17 | HZNPHORIZON THERAPEUTICS PUB L | 237,470 | $25.6M | 3.57% | |
| 18 | HOLXHOLOGIC INC | 280,000 | $21.4M | 2.99% | |
| 19 | CNMDCONMED CORP | 149,777 | $21.2M | 2.96% | |
| 20 | AHCOADAPTHEALTH CORP | 700,000 | $17.1M | 2.39% | |
| 21 | SLGCUSDSOMALOGIC INC | 1,437,246 | $16.7M | 2.33% | |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 24,000 | $16.0M | 2.23% | |
| 23 | —LABORATORY CORP AMER HLDGS | 50,000 | $15.7M | 2.19% | |
| 24 | RJR1STEREOTAXIS INC | 1,826,728 | $11.3M | 1.58% | |
| 25 | —ORION ACQUISITION CORP | 1,006,229 | $9.9M | 1.38% |