Iron Triangle Partners as of Sept. 30, 2022
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 27 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles River Laboratories (CRL) | 6.9 | $40M | 202k | 196.80 | |
| Cigna Corp (CI) | 6.9 | $40M | 143k | 277.47 | |
| Neurocrine Biosciences (NBIX) | 6.6 | $38M | 356k | 106.21 | |
| Sanofi Sponsored Adr (SNY) | 6.0 | $34M | 900k | 38.02 | |
| Healthequity (HQY) | 5.2 | $30M | 440k | 67.17 | |
| Acadia Healthcare (ACHC) | 4.8 | $27M | 350k | 78.18 | |
| Boston Scientific Corporation (BSX) | 4.7 | $27M | 700k | 38.73 | |
| Guardant Health (GH) | 4.6 | $26M | 487k | 53.83 | |
| Hca Holdings (HCA) | 4.5 | $26M | 140k | 183.79 | |
| Inari Medical Ord (NARI) | 3.8 | $22M | 300k | 72.64 | |
| Bio Rad Labs Cl A (BIO) | 3.6 | $21M | 50k | 417.14 | |
| Repligen Corporation (RGEN) | 3.3 | $19M | 100k | 187.11 | |
| Insulet Corporation (PODD) | 3.2 | $18M | 80k | 229.40 | |
| Catalent (CTLT) | 3.2 | $18M | 250k | 72.36 | |
| Inspire Med Sys (INSP) | 3.1 | $18M | 100k | 177.37 | |
| Establishment Labs Holdings Ord (ESTA) | 3.1 | $18M | 322k | 54.61 | |
| Pacific Biosciences of California (PACB) | 3.0 | $17M | 3.0M | 5.80 | |
| Humana (HUM) | 3.0 | $17M | 35k | 485.20 | |
| Sarepta Therapeutics (SRPT) | 2.9 | $17M | 150k | 110.54 | |
| Horizon Therapeutics Pub L SHS | 2.9 | $16M | 265k | 61.89 | |
| Alnylam Pharmaceuticals (ALNY) | 2.8 | $16M | 80k | 200.16 | |
| Icon SHS (ICLR) | 2.7 | $15M | 84k | 183.78 | |
| 908 Devices (MASS) | 2.6 | $15M | 900k | 16.45 | |
| Surgery Partners (SGRY) | 2.2 | $13M | 550k | 23.40 | |
| Dex (DXCM) | 2.1 | $12M | 150k | 80.54 | |
| Orion Acquisition Corp Unit 02/19/2026 | 1.7 | $9.9M | 1000k | 9.87 | |
| Stereotaxis Com New (STXS) | 0.5 | $3.1M | 1.7M | 1.80 |
