Filed: 2/14/2023ACC: 0001172661-23-000991
📋 What this filing means
IRON TRIANGLE PARTNERS LP filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $557.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$557.76M
Total AUM (reported)
12.19M
Total Shares
Allocation by class
COM$377.60M67.7%
COM NEW$62.71M11.2%
SHS$43.71M7.8%
CL B$42.27M7.6%
SPONSORED ADR$31.48M5.6%
Portfolio Concentration
Top 3$129.55M23.2%
4–10$224.51M40.3%
11–25$200.24M35.9%
Rest$3.46M0.6%
Top 3 weight
23.2%
Top 10 weight
63.5%
Voting Authority Distribution
Total shares with voting rights: 12.19M
Sole
Full voting authority
12.19M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
ICON PLC
SOLEShares225K
TypeSH
Market value$43.71M
7.84%
Sole
225K
Shared
0.00
None
0.00
CHARLES RIV LABS INTL INC
SOLEShares200K
TypeSH
Market value$43.58M
7.81%
Sole
200K
Shared
0.00
None
0.00
UNIVERSAL HLTH SVCS INC
SOLEShares300K
TypeSH
Market value$42.27M
7.58%
Sole
300K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares123K
TypeSH
Market value$40.67M
7.29%
Sole
123K
Shared
0.00
None
0.00
SURGERY PARTNERS INC
SOLEShares1.28M
TypeSH
Market value$35.66M
6.39%
Sole
1.28M
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares373.57K
TypeSH
Market value$32.07M
5.75%
Sole
373.57K
Shared
0.00
None
0.00
SANOFI
SOLEShares650K
TypeSH
Market value$31.48M
5.64%
Sole
650K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares178K
TypeSH
Market value$30.14M
5.40%
Sole
178K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares600K
TypeSH
Market value$27.76M
4.98%
Sole
600K
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares407.07K
TypeSH
Market value$26.72M
4.79%
Sole
407.07K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares80K
TypeSH
Market value$20.15M
3.61%
Sole
80K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares71.58K
TypeSH
Market value$19.90M
3.57%
Sole
71.58K
Shared
0.00
None
0.00
CIGNA CORP NEW
SOLEShares60K
TypeSH
Market value$19.88M
3.56%
Sole
60K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares70K
TypeSH
Market value$18.57M
3.33%
Sole
70K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares200K
TypeSH
Market value$16.46M
2.95%
Sole
200K
Shared
0.00
None
0.00
SAREPTA THERAPEUTICS INC
SOLEShares107.75K
TypeSH
Market value$13.96M
2.50%
Sole
107.75K
Shared
0.00
None
0.00
PACIFIC BIOSCIENCES CALIF IN
SOLEShares1.70M
TypeSH
Market value$13.91M
2.49%
Sole
1.70M
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares120.08K
TypeSH
Market value$13.60M
2.44%
Sole
120.08K
Shared
0.00
None
0.00
INARI MED INC
SOLEShares190K
TypeSH
Market value$12.08M
2.17%
Sole
190K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares100.09K
TypeSH
Market value$11.95M
2.14%
Sole
100.09K
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares370.29K
TypeSH
Market value$9.42M
1.69%
Sole
370.29K
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
SOLEShares240.24K
TypeSH
Market value$8.88M
1.59%
Sole
240.24K
Shared
0.00
None
0.00
PROMETHEUS BIOSCIENCES INC
SOLEShares75K
TypeSH
Market value$8.25M
1.48%
Sole
75K
Shared
0.00
None
0.00
908 DEVICES INC
SOLEShares874.73K
TypeSH
Market value$6.67M
1.20%
Sole
874.73K
Shared
0.00
None
0.00
KARYOPHARM THERAPEUTICS INC
SOLEShares1.93M
TypeSH
Market value$6.55M
1.17%
Sole
1.93M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ICON PLCSOLE | SHS | 225K | SH | $43.71M 7.84% | 225K | 0.00 | 0.00 |
CHARLES RIV LABS INTL INCSOLE | COM | 200K | SH | $43.58M 7.81% | 200K | 0.00 | 0.00 |
UNIVERSAL HLTH SVCS INCSOLE | CL B | 300K | SH | $42.27M 7.58% | 300K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM NEW | 123K | SH | $40.67M 7.29% | 123K | 0.00 | 0.00 |
SURGERY PARTNERS INCSOLE | COM | 1.28M | SH | $35.66M 6.39% | 1.28M | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 373.57K | SH | $32.07M 5.75% | 373.57K | 0.00 | 0.00 |
SANOFISOLE | SPONSORED ADR | 650K | SH | $31.48M 5.64% | 650K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 178K | SH | $30.14M 5.40% | 178K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 600K | SH | $27.76M 4.98% | 600K | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 407.07K | SH | $26.72M 4.79% | 407.07K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 80K | SH | $20.15M 3.61% | 80K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 71.58K | SH | $19.90M 3.57% | 71.58K | 0.00 | 0.00 |
CIGNA CORP NEWSOLE | COM | 60K | SH | $19.88M 3.56% | 60K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 70K | SH | $18.57M 3.33% | 70K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 200K | SH | $16.46M 2.95% | 200K | 0.00 | 0.00 |
SAREPTA THERAPEUTICS INCSOLE | COM | 107.75K | SH | $13.96M 2.50% | 107.75K | 0.00 | 0.00 |
PACIFIC BIOSCIENCES CALIF INSOLE | COM | 1.70M | SH | $13.91M 2.49% | 1.70M | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 120.08K | SH | $13.60M 2.44% | 120.08K | 0.00 | 0.00 |
INARI MED INCSOLE | COM | 190K | SH | $12.08M 2.17% | 190K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 100.09K | SH | $11.95M 2.14% | 100.09K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 370.29K | SH | $9.42M 1.69% | 370.29K | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 240.24K | SH | $8.88M 1.59% | 240.24K | 0.00 | 0.00 |
PROMETHEUS BIOSCIENCES INCSOLE | COM | 75K | SH | $8.25M 1.48% | 75K | 0.00 | 0.00 |
908 DEVICES INCSOLE | COM | 874.73K | SH | $6.67M 1.20% | 874.73K | 0.00 | 0.00 |
KARYOPHARM THERAPEUTICS INCSOLE | COM | 1.93M | SH | $6.55M 1.17% | 1.93M | 0.00 | 0.00 |
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