Iron Triangle Partners LP Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$772K

Holdings

26

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (26 positions)

#StockSharesValue% PortfolioType
1
SDGRSCHRODINGER INC
468,585$00.00%
2
ISRGINTUITIVE SURGICAL INC
120,000$00.00%
3
ESTAESTABLISHMENT LABS HLDGS INC
331,238$00.00%
4
MCKMCKESSON CORP
80,000$00.00%
5
PACBPACIFIC BIOSCIENCES CALIF IN
1,843,278$00.00%
6
UHSUNIVERSAL HLTH SVCS INC
321,886$00.00%
7
ELANELANCO ANIMAL HEALTH INC
3,000,000$00.00%
8
GKOSGLAUKOS CORP
244,606$00.00%
9
TXG10X GENOMICS INC
479,374$00.00%
10
ACHCACADIA HEALTHCARE COMPANY IN
791,993$00.00%
11
OSCROSCAR HEALTH INC
2,052,551$00.00%
12
LEGNLEGEND BIOTECH CORP
380,000$00.00%
13
SNYSANOFI
500,000$00.00%
14
BRKRBRUKER CORP
450,000$00.00%
15
B7SBROOKDALE SR LIVING INC
4,859,607$00.00%
16
INSPINSPIRE MED SYS INC
150,000$00.00%
17
ILMNILLUMINA INC
220,000$00.00%
18
BMRNBIOMARIN PHARMACEUTICAL INC
200,000$00.00%
19
IDXXIDEXX LABS INC
76,025$00.00%
20
ABBVABBVIE INC
250,000$00.00%
21
ICLRICON PLC
172,675$00.00%
22
DC4DEXCOM INC
290,000$00.00%
23
MASS908 DEVICES INC
1,284,947$00.00%
24
SGRYSURGERY PARTNERS INC
1,044,530$00.00%
25
TEVATEVA PHARMACEUTICAL INDS LTD
1,300,000$00.00%
26
RGENREPLIGEN CORP
82,537$00.00%