Iron Triangle Partners LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$557.8B
Holdings
26
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ICLRICON PLC | 225,000 | $43.7B | 7.84% | |
| 2 | CRLCHARLES RIV LABS INTL INC | 200,000 | $43.6B | 7.81% | |
| 3 | UHSUNIVERSAL HLTH SVCS INC | 300,000 | $42.3B | 7.58% | |
| 4 | COOCOOPER COS INC | 123,000 | $40.7B | 7.29% | |
| 5 | SGRYSURGERY PARTNERS INC | 1,280,000 | $35.7B | 6.39% | |
| 6 | GILDGILEAD SCIENCES INC | 373,569 | $32.1B | 5.75% | |
| 7 | SNYSANOFI | 650,000 | $31.5B | 5.64% | |
| 8 | RGENREPLIGEN CORP | 178,000 | $30.1B | 5.40% | |
| 9 | BSXBOSTON SCIENTIFIC CORP | 600,000 | $27.8B | 4.98% | |
| 10 | ESTAESTABLISHMENT LABS HLDGS INC | 407,074 | $26.7B | 4.79% | |
| 11 | INSPINSPIRE MED SYS INC | 80,000 | $20.2B | 3.61% | |
| 12 | UTHUNITED THERAPEUTICS CORP DEL | 71,576 | $19.9B | 3.57% | |
| 13 | CICIGNA CORP NEW | 60,000 | $19.9B | 3.56% | |
| 14 | ISRGINTUITIVE SURGICAL INC | 70,000 | $18.6B | 3.33% | |
| 15 | ACHCACADIA HEALTHCARE COMPANY IN | 200,000 | $16.5B | 2.95% | |
| 16 | SRPTSAREPTA THERAPEUTICS INC | 107,749 | $14.0B | 2.50% | |
| 17 | PACBPACIFIC BIOSCIENCES CALIF IN | 1,700,000 | $13.9B | 2.49% | |
| 18 | DC4DEXCOM INC | 120,080 | $13.6B | 2.44% | |
| 19 | NARIUSDINARI MED INC | 190,000 | $12.1B | 2.17% | |
| 20 | NBIXNEUROCRINE BIOSCIENCES INC | 100,089 | $12.0B | 2.14% | |
| 21 | SNDXSYNDAX PHARMACEUTICALS INC | 370,294 | $9.4B | 1.69% | |
| 22 | AMLXAMYLYX PHARMACEUTICALS INC | 240,240 | $8.9B | 1.59% | |
| 23 | —PROMETHEUS BIOSCIENCES INC | 75,000 | $8.3B | 1.48% | |
| 24 | MASS908 DEVICES INC | 874,731 | $6.7B | 1.20% | |
| 25 | KPTIEURKARYOPHARM THERAPEUTICS INC | 1,926,782 | $6.6B | 1.17% | |
| 26 | RJR1STEREOTAXIS INC | 1,671,109 | $3.5B | 0.62% |