Iron Triangle Partners as of Sept. 30, 2021
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 26 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Horizon Therapeutics Pub L SHS | 9.0 | $63M | 575k | 109.54 | |
| Envista Hldgs Corp (NVST) | 8.8 | $61M | 1.5M | 41.81 | |
| Humana (HUM) | 8.8 | $61M | 158k | 389.15 | |
| Nevro (NVRO) | 6.7 | $47M | 403k | 116.38 | |
| Hologic (HOLX) | 6.4 | $44M | 600k | 73.81 | |
| Abbvie (ABBV) | 6.1 | $42M | 393k | 107.87 | |
| Catalent (CTLT) | 5.0 | $35M | 260k | 133.07 | |
| Icon SHS (ICLR) | 4.9 | $34M | 130k | 262.02 | |
| Molina Healthcare (MOH) | 4.3 | $30M | 111k | 271.31 | |
| CONMED Corporation (CNMD) | 3.6 | $25M | 190k | 130.83 | |
| Guardant Health (GH) | 3.4 | $24M | 190k | 125.01 | |
| Hca Holdings (HCA) | 3.4 | $24M | 97k | 242.72 | |
| Align Technology (ALGN) | 3.3 | $23M | 35k | 665.43 | |
| Boston Scientific Corporation (BSX) | 3.1 | $22M | 500k | 43.39 | |
| Tenet Healthcare Corp Com New (THC) | 3.0 | $21M | 318k | 66.44 | |
| Acadia Healthcare (ACHC) | 2.9 | $21M | 321k | 63.78 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $20M | 35k | 571.34 | |
| Astrazeneca Sponsored Adr (AZN) | 2.6 | $18M | 300k | 60.06 | |
| Charles River Laboratories (CRL) | 2.2 | $15M | 37k | 412.68 | |
| Intuitive Surgical Com New (ISRG) | 2.1 | $15M | 15k | 994.13 | |
| United Therapeutics Corporation (UTHR) | 1.9 | $13M | 70k | 184.59 | |
| Stereotaxis Com New (STXS) | 1.5 | $11M | 2.0M | 5.38 | |
| Orion Acquisition Corp Unit 02/19/2026 | 1.4 | $10M | 1.0M | 9.90 | |
| Revance Therapeutics (RVNC) | 1.3 | $9.2M | 330k | 27.86 | |
| Olink Hldg Ab Sponsored Ads (OLK) | 0.7 | $4.9M | 200k | 24.25 | |
| Somalogic Class A Com | 0.6 | $3.9M | 319k | 12.39 |
