Iron Triangle Partners as of March 31, 2023
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 27 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sanofi Sponsored Adr (SNY) | 9.3 | $64M | 1.2M | 54.42 | |
| Abbvie (ABBV) | 7.4 | $51M | 320k | 159.37 | |
| Icon SHS (ICLR) | 5.9 | $41M | 190k | 213.59 | |
| Dex (DXCM) | 5.7 | $40M | 340k | 116.18 | |
| UnitedHealth (UNH) | 5.5 | $38M | 80k | 472.59 | |
| Acadia Healthcare (ACHC) | 5.3 | $37M | 513k | 72.25 | |
| Gilead Sciences (GILD) | 5.0 | $35M | 420k | 82.97 | |
| Evolent Health Cl A (EVH) | 4.7 | $33M | 1.0M | 32.45 | |
| Cooper Cos Com New | 4.6 | $32M | 85k | 373.36 | |
| Intuitive Surgical Com New (ISRG) | 4.4 | $31M | 120k | 255.47 | |
| Establishment Labs Holdings Ord (ESTA) | 4.2 | $29M | 425k | 67.74 | |
| Surgery Partners (SGRY) | 4.1 | $28M | 816k | 34.47 | |
| Pacific Biosciences of California (PACB) | 3.8 | $27M | 2.3M | 11.58 | |
| Charles River Laboratories (CRL) | 3.8 | $26M | 130k | 201.82 | |
| IDEXX Laboratories (IDXX) | 3.6 | $25M | 50k | 500.08 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 3.5 | $24M | 500k | 48.22 | |
| Sarepta Therapeutics (SRPT) | 3.2 | $22M | 160k | 137.83 | |
| 10x Genomics Cl A Com (TXG) | 2.8 | $20M | 350k | 55.79 | |
| Inspire Med Sys (INSP) | 2.4 | $16M | 70k | 234.07 | |
| Schrodinger (SDGR) | 2.3 | $16M | 596k | 26.33 | |
| Cutera (CUTR) | 2.0 | $14M | 600k | 23.62 | |
| 908 Devices (MASS) | 1.3 | $9.0M | 1.1M | 8.60 | |
| Olink Hldg Ab Sponsored Ads (OLK) | 1.3 | $9.0M | 400k | 22.53 | |
| 2seventy Bio Common Stock (TSVT) | 1.3 | $8.9M | 869k | 10.20 | |
| Springworks Therapeutics (SWTX) | 1.2 | $8.0M | 313k | 25.74 | |
| Brookdale Senior Living (BKD) | 1.1 | $8.0M | 2.7M | 2.95 | |
| Stereotaxis Com New (STXS) | 0.5 | $3.7M | 1.8M | 2.04 |
