Filed: 11/14/2023ACC: 0001172661-23-003880
📋 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 $684.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$684.25M
Total AUM (reported)
18.36M
Total Shares
Allocation by class
COM$478.84M70.0%
CL B$63.09M9.2%
COM NEW$41.51M6.1%
SPONSORED ADS$41.29M6.0%
SHS$32.01M4.7%
CL A COM$27.51M4.0%
Portfolio Concentration
Top 3$169.68M24.8%
4–10$262.55M38.4%
11–25$252.02M36.8%
Top 3 weight
24.8%
Top 10 weight
63.2%
Voting Authority Distribution
Total shares with voting rights: 18.36M
Sole
Full voting authority
18.36M
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:
UNIVERSAL HLTH SVCS INC
SOLEShares501.80K
TypeSH
Market value$63.09M
9.22%
Sole
501.80K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares765.20K
TypeSH
Market value$53.80M
7.86%
Sole
765.20K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares565.75K
TypeSH
Market value$52.78M
7.71%
Sole
565.75K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares210.63K
TypeSH
Market value$47.58M
6.95%
Sole
210.63K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares142K
TypeSH
Market value$41.51M
6.07%
Sole
142K
Shared
0.00
None
0.00
ELANCO ANIMAL HEALTH INC
SOLEShares3.41M
TypeSH
Market value$38.35M
5.61%
Sole
3.41M
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares250K
TypeSH
Market value$37.27M
5.45%
Sole
250K
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC
SOLEShares880K
TypeSH
Market value$33.48M
4.89%
Sole
880K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares430K
TypeSH
Market value$32.36M
4.73%
Sole
430K
Shared
0.00
None
0.00
ICON PLC
SOLEShares130K
TypeSH
Market value$32.01M
4.68%
Sole
130K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares70K
TypeSH
Market value$30.44M
4.45%
Sole
70K
Shared
0.00
None
0.00
LEGEND BIOTECH CORP
SOLEShares452.63K
TypeSH
Market value$30.40M
4.44%
Sole
452.63K
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares570.13K
TypeSH
Market value$27.98M
4.09%
Sole
570.13K
Shared
0.00
None
0.00
10X GENOMICS INC
SOLEShares666.95K
TypeSH
Market value$27.51M
4.02%
Sole
666.95K
Shared
0.00
None
0.00
BRUKER CORP
SOLEShares430.84K
TypeSH
Market value$26.84M
3.92%
Sole
430.84K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares400K
TypeSH
Market value$21.12M
3.09%
Sole
400K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares4.24M
TypeSH
Market value$17.54M
2.56%
Sole
4.24M
Shared
0.00
None
0.00
INTRA-CELLULAR THERAPIES INC
SOLEShares330.55K
TypeSH
Market value$17.22M
2.52%
Sole
330.55K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares250K
TypeSH
Market value$17.05M
2.49%
Sole
250K
Shared
0.00
None
0.00
PACIFIC BIOSCIENCES CALIF IN
SOLEShares1.80M
TypeSH
Market value$15.03M
2.20%
Sole
1.80M
Shared
0.00
None
0.00
OLINK HLDG AB
SOLEShares738.06K
TypeSH
Market value$10.89M
1.59%
Sole
738.06K
Shared
0.00
None
0.00
908 DEVICES INC
SOLEShares980.46K
TypeSH
Market value$6.53M
0.95%
Sole
980.46K
Shared
0.00
None
0.00
SPRINGWORKS THERAPEUTICS INC
SOLEShares150.21K
TypeSH
Market value$3.47M
0.51%
Sole
150.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNIVERSAL HLTH SVCS INCSOLE | CL B | 501.80K | SH | $63.09M 9.22% | 501.80K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 765.20K | SH | $53.80M 7.86% | 765.20K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 565.75K | SH | $52.78M 7.71% | 565.75K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 210.63K | SH | $47.58M 6.95% | 210.63K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 142K | SH | $41.51M 6.07% | 142K | 0.00 | 0.00 |
ELANCO ANIMAL HEALTH INCSOLE | COM | 3.41M | SH | $38.35M 5.61% | 3.41M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 250K | SH | $37.27M 5.45% | 250K | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | COM | 880K | SH | $33.48M 4.89% | 880K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 430K | SH | $32.36M 4.73% | 430K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 130K | SH | $32.01M 4.68% | 130K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 70K | SH | $30.44M 4.45% | 70K | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 452.63K | SH | $30.40M 4.44% | 452.63K | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 570.13K | SH | $27.98M 4.09% | 570.13K | 0.00 | 0.00 |
10X GENOMICS INCSOLE | CL A COM | 666.95K | SH | $27.51M 4.02% | 666.95K | 0.00 | 0.00 |
BRUKER CORPSOLE | COM | 430.84K | SH | $26.84M 3.92% | 430.84K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 400K | SH | $21.12M 3.09% | 400K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 4.24M | SH | $17.54M 2.56% | 4.24M | 0.00 | 0.00 |
INTRA-CELLULAR THERAPIES INCSOLE | COM | 330.55K | SH | $17.22M 2.52% | 330.55K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 250K | SH | $17.05M 2.49% | 250K | 0.00 | 0.00 |
PACIFIC BIOSCIENCES CALIF INSOLE | COM | 1.80M | SH | $15.03M 2.20% | 1.80M | 0.00 | 0.00 |
OLINK HLDG ABSOLE | SPONSORED ADS | 738.06K | SH | $10.89M 1.59% | 738.06K | 0.00 | 0.00 |
908 DEVICES INCSOLE | COM | 980.46K | SH | $6.53M 0.95% | 980.46K | 0.00 | 0.00 |
SPRINGWORKS THERAPEUTICS INCSOLE | COM | 150.21K | SH | $3.47M 0.51% | 150.21K | 0.00 | 0.00 |