Iron Triangle Partners as of June 30, 2023
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 23 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Icon SHS (ICLR) | 11.7 | $88M | 350k | 250.20 | |
| Universal Hlth Svcs CL B (UHS) | 9.9 | $74M | 470k | 157.77 | |
| Abbvie (ABBV) | 8.1 | $61M | 450k | 134.73 | |
| EXACT Sciences Corporation (EXAS) | 6.3 | $47M | 500k | 93.90 | |
| Boston Scientific Corporation (BSX) | 6.1 | $46M | 850k | 54.09 | |
| United Therapeutics Corporation (UTHR) | 5.9 | $44M | 200k | 220.75 | |
| Intuitive Surgical Com New (ISRG) | 5.5 | $41M | 120k | 341.94 | |
| Acadia Healthcare (ACHC) | 5.4 | $40M | 503k | 79.64 | |
| Establishment Labs Holdings Ord (ESTA) | 4.9 | $37M | 538k | 68.61 | |
| Pacific Biosciences of California (PACB) | 4.3 | $32M | 2.4M | 13.30 | |
| Cooper Cos Com New | 3.8 | $29M | 75k | 383.43 | |
| Surgery Partners (SGRY) | 3.5 | $26M | 581k | 44.99 | |
| Align Technology (ALGN) | 3.1 | $23M | 65k | 353.64 | |
| Inspire Med Sys (INSP) | 3.0 | $23M | 70k | 324.64 | |
| Glaukos (GKOS) | 3.0 | $22M | 310k | 71.21 | |
| 10x Genomics Cl A Com (TXG) | 2.8 | $21M | 380k | 55.84 | |
| Dex (DXCM) | 2.6 | $19M | 150k | 128.51 | |
| Neurocrine Biosciences Put Option (NBIX) | 2.5 | $19M | 196k | 94.30 | |
| Brookdale Senior Living (BKD) | 2.4 | $18M | 4.2M | 4.22 | |
| Transmedics Group (TMDX) | 2.0 | $15M | 180k | 83.98 | |
| Springworks Therapeutics (SWTX) | 1.6 | $12M | 465k | 26.22 | |
| 908 Devices (MASS) | 0.8 | $6.2M | 900k | 6.86 | |
| Olink Hldg Ab Sponsored Ads (OLK) | 0.8 | $5.9M | 315k | 18.75 |
