Filed: 11/14/2024ACC: 0001172661-24-004747
📋 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 $721.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$721.81M
Total AUM (reported)
22.59M
Total Shares
Allocation by class
COM$529.41M73.3%
COM NEW$86.72M12.0%
SPONSORED ADS$35.03M4.9%
CL A$34.19M4.7%
SPONSORED ADR$15.08M2.1%
COM PAR $.01$13.14M1.8%
ORD$8.24M1.1%
Portfolio Concentration
Top 3$195.01M27.0%
4–10$280.64M38.9%
11–25$246.16M34.1%
Top 3 weight
27.0%
Top 10 weight
65.9%
Voting Authority Distribution
Total shares with voting rights: 22.59M
Sole
Full voting authority
22.59M
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:
ELANCO ANIMAL HEALTH INC
SOLEShares4.99M
TypeSH
Market value$73.26M
10.15%
Sole
4.99M
Shared
0.00
None
0.00
MEDPACE HLDGS INC
SOLEShares192.84K
TypeSH
Market value$64.37M
8.92%
Sole
192.84K
Shared
0.00
None
0.00
ILLUMINA INC
SOLEShares440K
TypeSH
Market value$57.38M
7.95%
Sole
440K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares308.94K
TypeSH
Market value$51.35M
7.11%
Sole
308.94K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares802.15K
TypeSH
Market value$50.86M
7.05%
Sole
802.15K
Shared
0.00
None
0.00
ENVISTA HOLDINGS CORPORATION
SOLEShares2.19M
TypeSH
Market value$43.26M
5.99%
Sole
2.19M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares72K
TypeSH
Market value$35.37M
4.90%
Sole
72K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares1.94M
TypeSH
Market value$35.03M
4.85%
Sole
1.94M
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares1.61M
TypeSH
Market value$34.19M
4.74%
Sole
1.61M
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares110K
TypeSH
Market value$30.58M
4.24%
Sole
110K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares217.67K
TypeSH
Market value$28.36M
3.93%
Sole
217.67K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares399.87K
TypeSH
Market value$27.24M
3.77%
Sole
399.87K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares110K
TypeSH
Market value$25.60M
3.55%
Sole
110K
Shared
0.00
None
0.00
MERIT MED SYS INC
SOLEShares253K
TypeSH
Market value$25.00M
3.46%
Sole
253K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares510K
TypeSH
Market value$23.04M
3.19%
Sole
510K
Shared
0.00
None
0.00
AXSOME THERAPEUTICS INC
SOLEShares252.27K
TypeSH
Market value$22.67M
3.14%
Sole
252.27K
Shared
0.00
None
0.00
GERON CORP
SOLEShares3.35M
TypeSH
Market value$15.21M
2.11%
Sole
3.35M
Shared
0.00
None
0.00
SANOFI
SOLEShares261.74K
TypeSH
Market value$15.08M
2.09%
Sole
261.74K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares2.20M
TypeSH
Market value$14.92M
2.07%
Sole
2.20M
Shared
0.00
None
0.00
INSMED INC
SOLEShares180K
TypeSH
Market value$13.14M
1.82%
Sole
180K
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares750K
TypeSH
Market value$11.54M
1.60%
Sole
750K
Shared
0.00
None
0.00
MYRIAD GENETICS INC
SOLEShares401.86K
TypeSH
Market value$11.01M
1.52%
Sole
401.86K
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares845.47K
TypeSH
Market value$8.24M
1.14%
Sole
845.47K
Shared
0.00
None
0.00
BICARA THERAPEUTICS INC
SOLEShares200K
TypeSH
Market value$5.09M
0.71%
Sole
200K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELANCO ANIMAL HEALTH INCSOLE | COM | 4.99M | SH | $73.26M 10.15% | 4.99M | 0.00 | 0.00 |
MEDPACE HLDGS INCSOLE | COM | 192.84K | SH | $64.37M 8.92% | 192.84K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 440K | SH | $57.38M 7.95% | 440K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 308.94K | SH | $51.35M 7.11% | 308.94K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 802.15K | SH | $50.86M 7.05% | 802.15K | 0.00 | 0.00 |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 2.19M | SH | $43.26M 5.99% | 2.19M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 72K | SH | $35.37M 4.90% | 72K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 1.94M | SH | $35.03M 4.85% | 1.94M | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 1.61M | SH | $34.19M 4.74% | 1.61M | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 110K | SH | $30.58M 4.24% | 110K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 217.67K | SH | $28.36M 3.93% | 217.67K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 399.87K | SH | $27.24M 3.77% | 399.87K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 110K | SH | $25.60M 3.55% | 110K | 0.00 | 0.00 |
MERIT MED SYS INCSOLE | COM | 253K | SH | $25.00M 3.46% | 253K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 510K | SH | $23.04M 3.19% | 510K | 0.00 | 0.00 |
AXSOME THERAPEUTICS INCSOLE | COM | 252.27K | SH | $22.67M 3.14% | 252.27K | 0.00 | 0.00 |
GERON CORPSOLE | COM | 3.35M | SH | $15.21M 2.11% | 3.35M | 0.00 | 0.00 |
SANOFISOLE | SPONSORED ADR | 261.74K | SH | $15.08M 2.09% | 261.74K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 2.20M | SH | $14.92M 2.07% | 2.20M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 180K | SH | $13.14M 1.82% | 180K | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 750K | SH | $11.54M 1.60% | 750K | 0.00 | 0.00 |
MYRIAD GENETICS INCSOLE | COM | 401.86K | SH | $11.01M 1.52% | 401.86K | 0.00 | 0.00 |
INDIVIOR PLCSOLE | ORD | 845.47K | SH | $8.24M 1.14% | 845.47K | 0.00 | 0.00 |
BICARA THERAPEUTICS INCSOLE | COM | 200K | SH | $5.09M 0.71% | 200K | 0.00 | 0.00 |