Iron Triangle Partners as of June 30, 2021
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 26 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Humana (HUM) | 8.3 | $80M | 182k | 442.72 | |
| Catalent (CTLT) | 6.8 | $66M | 608k | 108.12 | |
| Molina Healthcare (MOH) | 6.2 | $60M | 237k | 253.06 | |
| Abbvie (ABBV) | 6.2 | $60M | 533k | 112.64 | |
| Waters Corporation (WAT) | 6.1 | $59M | 170k | 345.61 | |
| Horizon Therapeutics Pub L SHS | 6.0 | $58M | 619k | 93.64 | |
| Charles River Laboratories (CRL) | 5.6 | $55M | 148k | 369.92 | |
| Intuitive Surgical Com New (ISRG) | 5.2 | $51M | 55k | 919.63 | |
| Nevro (NVRO) | 4.8 | $47M | 283k | 165.79 | |
| Encompass Health Corp (EHC) | 4.5 | $44M | 564k | 78.03 | |
| Guardant Health (GH) | 4.5 | $44M | 350k | 124.19 | |
| Align Technology (ALGN) | 4.1 | $40M | 65k | 611.00 | |
| Envista Hldgs Corp (NVST) | 4.0 | $39M | 900k | 43.21 | |
| Zimmer Holdings (ZBH) | 3.6 | $35M | 215k | 160.82 | |
| Pacific Biosciences of California (PACB) | 3.5 | $34M | 976k | 34.97 | |
| Tenet Healthcare Corp Com New (THC) | 3.3 | $32M | 484k | 66.99 | |
| IDEXX Laboratories (IDXX) | 3.3 | $32M | 50k | 631.56 | |
| Oak Street Health | 3.2 | $31M | 536k | 58.57 | |
| CONMED Corporation (CNMD) | 3.1 | $30M | 217k | 137.43 | |
| Pulmonx Corp (LUNG) | 2.5 | $24M | 550k | 44.12 | |
| Icon SHS (ICLR) | 1.8 | $18M | 85k | 206.71 | |
| Cano Health Com Cl A | 1.1 | $11M | 900k | 12.10 | |
| Dermtech Ord ord (DMTKQ) | 1.1 | $10M | 250k | 41.57 | |
| Orion Acquisition Corp Unit 02/19/2026 | 1.0 | $10M | 1.0M | 9.92 | |
| Stereotaxis Com New (STXS) | 0.2 | $1.9M | 193k | 9.64 | |
| Olink Hldg Ab Sponsored Ads (OLK) | 0.1 | $861k | 25k | 34.44 |
