Iron Triangle Partners as of Dec. 31, 2019
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 23 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Boston Scientific Corporation (BSX) | 8.9 | $34M | 740k | 45.22 | |
| Zimmer Holdings (ZBH) | 7.8 | $29M | 196k | 149.68 | |
| Encompass Health Corp (EHC) | 7.3 | $28M | 397k | 69.27 | |
| Illumina (ILMN) | 7.2 | $27M | 83k | 331.75 | |
| Hca Holdings (HCA) | 6.1 | $23M | 155k | 147.81 | |
| Humana (HUM) | 5.8 | $22M | 60k | 366.52 | |
| Bristol Myers Squibb (BMY) | 5.1 | $19M | 300k | 64.19 | |
| Horizon Therapeutics | 4.7 | $18M | 488k | 36.20 | |
| Envista Hldgs Corp (NVST) | 4.7 | $18M | 596k | 29.64 | |
| Anthem (ELV) | 4.4 | $17M | 55k | 302.04 | |
| Cerner Corporation | 3.9 | $15M | 200k | 73.39 | |
| Repligen Corporation (RGEN) | 3.7 | $14M | 150k | 92.50 | |
| McKesson Corporation (MCK) | 3.7 | $14M | 100k | 138.32 | |
| EXACT Sciences Corporation (EXAS) | 3.4 | $13M | 140k | 92.48 | |
| Centene Corporation (CNC) | 3.3 | $13M | 200k | 62.87 | |
| Inovalon Holdings Inc Cl A | 3.2 | $12M | 634k | 18.82 | |
| Guardant Health (GH) | 3.0 | $11M | 144k | 78.14 | |
| Nevro (NVRO) | 2.8 | $11M | 89k | 117.54 | |
| Intuitive Surgical (ISRG) | 2.7 | $10M | 17k | 591.13 | |
| Twist Bioscience Corp (TWST) | 2.7 | $10M | 483k | 21.00 | |
| Dex (DXCM) | 2.6 | $10M | 46k | 218.74 | |
| Sanofi-Aventis SA (SNY) | 1.9 | $7.1M | 142k | 50.20 | |
| Adaptive Biotechnologies Cor (ADPT) | 1.2 | $4.5M | 150k | 29.92 |
