Iron Triangle Partners as of Dec. 31, 2022
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 26 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Icon SHS (ICLR) | 7.8 | $44M | 225k | 194.25 | |
| Charles River Laboratories (CRL) | 7.8 | $44M | 200k | 217.90 | |
| Universal Hlth Svcs CL B (UHS) | 7.6 | $42M | 300k | 140.89 | |
| Cooper Cos Com New | 7.3 | $41M | 123k | 330.67 | |
| Surgery Partners (SGRY) | 6.4 | $36M | 1.3M | 27.86 | |
| Gilead Sciences (GILD) | 5.7 | $32M | 374k | 85.85 | |
| Sanofi Sponsored Adr (SNY) | 5.6 | $32M | 650k | 48.43 | |
| Repligen Corporation (RGEN) | 5.4 | $30M | 178k | 169.31 | |
| Boston Scientific Corporation (BSX) | 5.0 | $28M | 600k | 46.27 | |
| Establishment Labs Holdings Ord (ESTA) | 4.8 | $27M | 407k | 65.65 | |
| Inspire Med Sys (INSP) | 3.6 | $20M | 80k | 251.88 | |
| United Therapeutics Corporation (UTHR) | 3.6 | $20M | 72k | 278.09 | |
| Cigna Corp (CI) | 3.6 | $20M | 60k | 331.34 | |
| Intuitive Surgical Com New (ISRG) | 3.3 | $19M | 70k | 265.35 | |
| Acadia Healthcare (ACHC) | 3.0 | $17M | 200k | 82.32 | |
| Sarepta Therapeutics (SRPT) | 2.5 | $14M | 108k | 129.58 | |
| Pacific Biosciences of California (PACB) | 2.5 | $14M | 1.7M | 8.18 | |
| Dex (DXCM) | 2.4 | $14M | 120k | 113.24 | |
| Inari Medical Ord (NARI) | 2.2 | $12M | 190k | 63.56 | |
| Neurocrine Biosciences (NBIX) | 2.1 | $12M | 100k | 119.44 | |
| Syndax Pharmaceuticals (SNDX) | 1.7 | $9.4M | 370k | 25.45 | |
| Amylyx Pharmaceuticals (AMLX) | 1.6 | $8.9M | 240k | 36.95 | |
| Prometheus Biosciences | 1.5 | $8.3M | 75k | 110.00 | |
| 908 Devices (MASS) | 1.2 | $6.7M | 875k | 7.62 | |
| Karyopharm Therapeutics (KPTI) | 1.2 | $6.6M | 1.9M | 3.40 | |
| Stereotaxis Com New (STXS) | 0.6 | $3.5M | 1.7M | 2.07 |
