Filed: 8/14/2024ACC: 0001172661-24-003544
📋 What this filing means
IRON TRIANGLE PARTNERS LP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $983.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$983.68M
Total AUM (reported)
25.41M
Total Shares
Allocation by class
COM$793.02M80.6%
COM NEW$53.82M5.5%
SPONSORED ADS$53.63M5.5%
CL A$28.99M2.9%
COM PAR $.01$27.68M2.8%
SPONSORED ADR$26.54M2.7%
Portfolio Concentration
Top 3$209.99M21.3%
4–10$379.62M38.6%
11–25$394.06M40.1%
Top 3 weight
21.3%
Top 10 weight
59.9%
Voting Authority Distribution
Total shares with voting rights: 25.41M
Sole
Full voting authority
25.41M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
ACADIA HEALTHCARE COMPANY IN
SOLEShares1.14M
TypeSH
Market value$76.81M
7.81%
Sole
1.14M
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares727.18K
TypeSH
Market value$67.17M
6.83%
Sole
727.18K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares582.20K
TypeSH
Market value$66.01M
6.71%
Sole
582.20K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares508.16K
TypeSH
Market value$60.14M
6.11%
Sole
508.16K
Shared
0.00
None
0.00
ELANCO ANIMAL HEALTH INC
SOLEShares3.89M
TypeSH
Market value$56.12M
5.71%
Sole
3.89M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares120.99K
TypeSH
Market value$53.82M
5.47%
Sole
120.99K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares92.13K
TypeSH
Market value$53.80M
5.47%
Sole
92.13K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares3.30M
TypeSH
Market value$53.63M
5.45%
Sole
3.30M
Shared
0.00
None
0.00
INSULET CORP
SOLEShares264.04K
TypeSH
Market value$53.28M
5.42%
Sole
264.04K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares284.66K
TypeSH
Market value$48.82M
4.96%
Sole
284.66K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares187.01K
TypeSH
Market value$46.72M
4.75%
Sole
187.01K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares555.14K
TypeSH
Market value$45.70M
4.65%
Sole
555.14K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares132.91K
TypeSH
Market value$43.78M
4.45%
Sole
132.91K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares5.80M
TypeSH
Market value$39.63M
4.03%
Sole
5.80M
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares281.99K
TypeSH
Market value$37.74M
3.84%
Sole
281.99K
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares1.83M
TypeSH
Market value$28.99M
2.95%
Sole
1.83M
Shared
0.00
None
0.00
INSMED INC
SOLEShares413.20K
TypeSH
Market value$27.68M
2.81%
Sole
413.20K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares200K
TypeSH
Market value$27.53M
2.80%
Sole
200K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares61.70K
TypeSH
Market value$26.54M
2.70%
Sole
61.70K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares526.46K
TypeSH
Market value$25.94M
2.64%
Sole
526.46K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares1.13M
TypeSH
Market value$21.91M
2.23%
Sole
1.13M
Shared
0.00
None
0.00
AGILON HEALTH INC
SOLEShares2.52M
TypeSH
Market value$16.48M
1.68%
Sole
2.52M
Shared
0.00
None
0.00
908 DEVICES INC
SOLEShares728.87K
TypeSH
Market value$3.75M
0.38%
Sole
728.87K
Shared
0.00
None
0.00
ALUMIS INC
SOLEShares125K
TypeSH
Market value$1.66M
0.17%
Sole
125K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ACADIA HEALTHCARE COMPANY INSOLE | COM | 1.14M | SH | $76.81M 7.81% | 1.14M | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 727.18K | SH | $67.17M 6.83% | 727.18K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 582.20K | SH | $66.01M 6.71% | 582.20K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 508.16K | SH | $60.14M 6.11% | 508.16K | 0.00 | 0.00 |
ELANCO ANIMAL HEALTH INCSOLE | COM | 3.89M | SH | $56.12M 5.71% | 3.89M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 120.99K | SH | $53.82M 5.47% | 120.99K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 92.13K | SH | $53.80M 5.47% | 92.13K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 3.30M | SH | $53.63M 5.45% | 3.30M | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 264.04K | SH | $53.28M 5.42% | 264.04K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 284.66K | SH | $48.82M 4.96% | 284.66K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 187.01K | SH | $46.72M 4.75% | 187.01K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 555.14K | SH | $45.70M 4.65% | 555.14K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 132.91K | SH | $43.78M 4.45% | 132.91K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 5.80M | SH | $39.63M 4.03% | 5.80M | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 281.99K | SH | $37.74M 3.84% | 281.99K | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 1.83M | SH | $28.99M 2.95% | 1.83M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 413.20K | SH | $27.68M 2.81% | 413.20K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 200K | SH | $27.53M 2.80% | 200K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 61.70K | SH | $26.54M 2.70% | 61.70K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 526.46K | SH | $25.94M 2.64% | 526.46K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 1.13M | SH | $21.91M 2.23% | 1.13M | 0.00 | 0.00 |
AGILON HEALTH INCSOLE | COM | 2.52M | SH | $16.48M 1.68% | 2.52M | 0.00 | 0.00 |
908 DEVICES INCSOLE | COM | 728.87K | SH | $3.75M 0.38% | 728.87K | 0.00 | 0.00 |
ALUMIS INCSOLE | COM | 125K | SH | $1.66M 0.17% | 125K | 0.00 | 0.00 |