Filed: 11/14/2022ACC: 0001172661-22-002382
📋 What this filing means
IRON TRIANGLE PARTNERS LP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $572.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$572.0K
Total AUM (reported)
12.83M
Total Shares
Allocation by class
COM$472.2K82.6%
SPONSORED ADR$34.2K6.0%
SHS$31.8K5.6%
CL A$20.9K3.6%
UNIT 02/19/2026$9.9K1.7%
COM NEW$3.1K0.5%
Portfolio Concentration
Top 3$117.2K20.5%
4–10$192.0K33.6%
11–25$249.9K43.7%
Rest$12.9K2.3%
Top 3 weight
20.5%
Top 10 weight
54.1%
Voting Authority Distribution
Total shares with voting rights: 12.83M
Sole
Full voting authority
12.83M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
CHARLES RIV LABS INTL INC
SOLEShares202K
TypeSH
Market value$39.8K
6.95%
Sole
202K
Shared
0.00
None
0.00
CIGNA CORP NEW
SOLEShares143.01K
TypeSH
Market value$39.7K
6.94%
Sole
143.01K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares355.60K
TypeSH
Market value$37.8K
6.60%
Sole
355.60K
Shared
0.00
None
0.00
SANOFI
SOLEShares900K
TypeSH
Market value$34.2K
5.98%
Sole
900K
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares440K
TypeSH
Market value$29.6K
5.17%
Sole
440K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares350K
TypeSH
Market value$27.4K
4.78%
Sole
350K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares700K
TypeSH
Market value$27.1K
4.74%
Sole
700K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares487.19K
TypeSH
Market value$26.2K
4.58%
Sole
487.19K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares140K
TypeSH
Market value$25.7K
4.50%
Sole
140K
Shared
0.00
None
0.00
INARI MED INC
SOLEShares300K
TypeSH
Market value$21.8K
3.81%
Sole
300K
Shared
0.00
None
0.00
BIO RAD LABS INC
SOLEShares50K
TypeSH
Market value$20.9K
3.65%
Sole
50K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares100K
TypeSH
Market value$18.7K
3.27%
Sole
100K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares80K
TypeSH
Market value$18.4K
3.21%
Sole
80K
Shared
0.00
None
0.00
CATALENT INC
SOLEShares250K
TypeSH
Market value$18.1K
3.16%
Sole
250K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares100K
TypeSH
Market value$17.7K
3.10%
Sole
100K
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares322.28K
TypeSH
Market value$17.6K
3.08%
Sole
322.28K
Shared
0.00
None
0.00
PACIFIC BIOSCIENCES CALIF IN
SOLEShares3M
TypeSH
Market value$17.4K
3.04%
Sole
3M
Shared
0.00
None
0.00
HUMANA INC
SOLEShares35K
TypeSH
Market value$17.0K
2.97%
Sole
35K
Shared
0.00
None
0.00
SAREPTA THERAPEUTICS INC
SOLEShares150K
TypeSH
Market value$16.6K
2.90%
Sole
150K
Shared
0.00
None
0.00
HORIZON THERAPEUTICS PUB L
SOLEShares265.08K
TypeSH
Market value$16.4K
2.87%
Sole
265.08K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares80K
TypeSH
Market value$16.0K
2.80%
Sole
80K
Shared
0.00
None
0.00
ICON PLC
SOLEShares83.80K
TypeSH
Market value$15.4K
2.69%
Sole
83.80K
Shared
0.00
None
0.00
908 DEVICES INC
SOLEShares900K
TypeSH
Market value$14.8K
2.59%
Sole
900K
Shared
0.00
None
0.00
SURGERY PARTNERS INC
SOLEShares550K
TypeSH
Market value$12.9K
2.25%
Sole
550K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares150K
TypeSH
Market value$12.1K
2.11%
Sole
150K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHARLES RIV LABS INTL INCSOLE | COM | 202K | SH | $39.8K 6.95% | 202K | 0.00 | 0.00 |
CIGNA CORP NEWSOLE | COM | 143.01K | SH | $39.7K 6.94% | 143.01K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 355.60K | SH | $37.8K 6.60% | 355.60K | 0.00 | 0.00 |
SANOFISOLE | SPONSORED ADR | 900K | SH | $34.2K 5.98% | 900K | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 440K | SH | $29.6K 5.17% | 440K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 350K | SH | $27.4K 4.78% | 350K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 700K | SH | $27.1K 4.74% | 700K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 487.19K | SH | $26.2K 4.58% | 487.19K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 140K | SH | $25.7K 4.50% | 140K | 0.00 | 0.00 |
INARI MED INCSOLE | COM | 300K | SH | $21.8K 3.81% | 300K | 0.00 | 0.00 |
BIO RAD LABS INCSOLE | CL A | 50K | SH | $20.9K 3.65% | 50K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 100K | SH | $18.7K 3.27% | 100K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 80K | SH | $18.4K 3.21% | 80K | 0.00 | 0.00 |
CATALENT INCSOLE | COM | 250K | SH | $18.1K 3.16% | 250K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 100K | SH | $17.7K 3.10% | 100K | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 322.28K | SH | $17.6K 3.08% | 322.28K | 0.00 | 0.00 |
PACIFIC BIOSCIENCES CALIF INSOLE | COM | 3M | SH | $17.4K 3.04% | 3M | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 35K | SH | $17.0K 2.97% | 35K | 0.00 | 0.00 |
SAREPTA THERAPEUTICS INCSOLE | COM | 150K | SH | $16.6K 2.90% | 150K | 0.00 | 0.00 |
HORIZON THERAPEUTICS PUB LSOLE | SHS | 265.08K | SH | $16.4K 2.87% | 265.08K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 80K | SH | $16.0K 2.80% | 80K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 83.80K | SH | $15.4K 2.69% | 83.80K | 0.00 | 0.00 |
908 DEVICES INCSOLE | COM | 900K | SH | $14.8K 2.59% | 900K | 0.00 | 0.00 |
SURGERY PARTNERS INCSOLE | COM | 550K | SH | $12.9K 2.25% | 550K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 150K | SH | $12.1K 2.11% | 150K | 0.00 | 0.00 |
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