Iron Triangle Partners as of March 31, 2022
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 28 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Icon SHS (ICLR) | 7.7 | $65M | 268k | 243.22 | |
| Horizon Therapeutics Pub L SHS | 6.3 | $53M | 504k | 105.21 | |
| Guardant Health (GH) | 5.7 | $48M | 722k | 66.24 | |
| UnitedHealth (UNH) | 5.5 | $46M | 90k | 509.97 | |
| Catalent (CTLT) | 5.2 | $44M | 393k | 110.90 | |
| Nevro (NVRO) | 4.8 | $41M | 563k | 72.33 | |
| Abbvie (ABBV) | 4.6 | $39M | 240k | 162.11 | |
| Illumina (ILMN) | 4.6 | $38M | 110k | 349.40 | |
| Hologic (HOLX) | 4.4 | $37M | 480k | 76.82 | |
| Dex (DXCM) | 4.3 | $36M | 70k | 511.60 | |
| United Therapeutics Corporation (UTHR) | 4.1 | $34M | 190k | 179.41 | |
| Molina Healthcare (MOH) | 4.0 | $33M | 100k | 333.59 | |
| Acadia Healthcare (ACHC) | 3.9 | $33M | 503k | 65.53 | |
| Healthequity (HQY) | 3.9 | $33M | 487k | 67.44 | |
| ICU Medical, Incorporated (ICUI) | 3.6 | $30M | 136k | 222.64 | |
| Astrazeneca Sponsored Adr (AZN) | 3.0 | $25M | 380k | 66.34 | |
| Nanostring Technologies (NSTGQ) | 3.0 | $25M | 722k | 34.75 | |
| CONMED Corporation (CNMD) | 2.8 | $24M | 161k | 148.55 | |
| Surgery Partners (SGRY) | 2.6 | $22M | 400k | 55.05 | |
| Align Technology (ALGN) | 2.6 | $22M | 50k | 436.00 | |
| Goodrx Hldgs Com Cl A (GDRX) | 2.5 | $21M | 1.1M | 19.33 | |
| Seagen | 2.2 | $19M | 130k | 144.05 | |
| Karyopharm Therapeutics (KPTI) | 1.8 | $15M | 2.0M | 7.37 | |
| Envista Hldgs Corp (NVST) | 1.7 | $15M | 300k | 48.71 | |
| Somalogic Class A Com | 1.7 | $14M | 1.8M | 8.02 | |
| 908 Devices (MASS) | 1.6 | $14M | 713k | 19.01 | |
| Orion Acquisition Corp Unit 02/19/2026 | 1.2 | $9.8M | 1000k | 9.82 | |
| Stereotaxis Com New (STXS) | 0.8 | $6.4M | 1.7M | 3.73 |
