Filed: 8/14/2023ACC: 0001172661-23-003009
📋 What this filing means
IRON TRIANGLE PARTNERS LP filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $748.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$748.08M
Total AUM (reported)
14.25M
Total Shares
Allocation by class
COM$489.44M65.4%
SHS$87.57M11.7%
CL B$74.15M9.9%
COM NEW$69.79M9.3%
CL A COM$21.22M2.8%
SPONSORED ADS$5.90M0.8%
Portfolio Concentration
Top 3$222.35M29.7%
4–10$287.03M38.4%
11–25$238.70M31.9%
Top 3 weight
29.7%
Top 10 weight
68.1%
Voting Authority Distribution
Total shares with voting rights: 14.25M
Sole
Full voting authority
14.25M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
ICON PLC
SOLEShares350K
TypeSH
Market value$87.57M
11.71%
Sole
350K
Shared
0.00
None
0.00
UNIVERSAL HLTH SVCS INC
SOLEShares470K
TypeSH
Market value$74.15M
9.91%
Sole
470K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares450K
TypeSH
Market value$60.63M
8.10%
Sole
450K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares500K
TypeSH
Market value$46.95M
6.28%
Sole
500K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares850K
TypeSH
Market value$45.98M
6.15%
Sole
850K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares200K
TypeSH
Market value$44.15M
5.90%
Sole
200K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares120K
TypeSH
Market value$41.03M
5.49%
Sole
120K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares503.45K
TypeSH
Market value$40.09M
5.36%
Sole
503.45K
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares537.91K
TypeSH
Market value$36.91M
4.93%
Sole
537.91K
Shared
0.00
None
0.00
PACIFIC BIOSCIENCES CALIF IN
SOLEShares2.40M
TypeSH
Market value$31.92M
4.27%
Sole
2.40M
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares75K
TypeSH
Market value$28.76M
3.84%
Sole
75K
Shared
0.00
None
0.00
SURGERY PARTNERS INC
SOLEShares580.97K
TypeSH
Market value$26.14M
3.49%
Sole
580.97K
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
SOLEShares65K
TypeSH
Market value$22.99M
3.07%
Sole
65K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares70K
TypeSH
Market value$22.72M
3.04%
Sole
70K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares310K
TypeSH
Market value$22.08M
2.95%
Sole
310K
Shared
0.00
None
0.00
10X GENOMICS INC
SOLEShares380K
TypeSH
Market value$21.22M
2.84%
Sole
380K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares150K
TypeSH
Market value$19.28M
2.58%
Sole
150K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares196K
TypeSH
Market value$18.48M
2.47%
Sole
196K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares4.18M
TypeSH
Market value$17.65M
2.36%
Sole
4.18M
Shared
0.00
None
0.00
TRANSMEDICS GROUP INC
SOLEShares180K
TypeSH
Market value$15.12M
2.02%
Sole
180K
Shared
0.00
None
0.00
SPRINGWORKS THERAPEUTICS INC
SOLEShares464.94K
TypeSH
Market value$12.19M
1.63%
Sole
464.94K
Shared
0.00
None
0.00
908 DEVICES INC
SOLEShares900K
TypeSH
Market value$6.17M
0.83%
Sole
900K
Shared
0.00
None
0.00
OLINK HLDG AB
SOLEShares314.80K
TypeSH
Market value$5.90M
0.79%
Sole
314.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ICON PLCSOLE | SHS | 350K | SH | $87.57M 11.71% | 350K | 0.00 | 0.00 |
UNIVERSAL HLTH SVCS INCSOLE | CL B | 470K | SH | $74.15M 9.91% | 470K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 450K | SH | $60.63M 8.10% | 450K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 500K | SH | $46.95M 6.28% | 500K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 850K | SH | $45.98M 6.15% | 850K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 200K | SH | $44.15M 5.90% | 200K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 120K | SH | $41.03M 5.49% | 120K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 503.45K | SH | $40.09M 5.36% | 503.45K | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 537.91K | SH | $36.91M 4.93% | 537.91K | 0.00 | 0.00 |
PACIFIC BIOSCIENCES CALIF INSOLE | COM | 2.40M | SH | $31.92M 4.27% | 2.40M | 0.00 | 0.00 |
COOPER COS INCSOLE | COM NEW | 75K | SH | $28.76M 3.84% | 75K | 0.00 | 0.00 |
SURGERY PARTNERS INCSOLE | COM | 580.97K | SH | $26.14M 3.49% | 580.97K | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 65K | SH | $22.99M 3.07% | 65K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 70K | SH | $22.72M 3.04% | 70K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 310K | SH | $22.08M 2.95% | 310K | 0.00 | 0.00 |
10X GENOMICS INCSOLE | CL A COM | 380K | SH | $21.22M 2.84% | 380K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 150K | SH | $19.28M 2.58% | 150K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 196K | SH | $18.48M 2.47% | 196K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 4.18M | SH | $17.65M 2.36% | 4.18M | 0.00 | 0.00 |
TRANSMEDICS GROUP INCSOLE | COM | 180K | SH | $15.12M 2.02% | 180K | 0.00 | 0.00 |
SPRINGWORKS THERAPEUTICS INCSOLE | COM | 464.94K | SH | $12.19M 1.63% | 464.94K | 0.00 | 0.00 |
908 DEVICES INCSOLE | COM | 900K | SH | $6.17M 0.83% | 900K | 0.00 | 0.00 |
OLINK HLDG ABSOLE | SPONSORED ADS | 314.80K | SH | $5.90M 0.79% | 314.80K | 0.00 | 0.00 |