Iron Triangle Partners as of Sept. 30, 2023
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 23 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Universal Hlth Svcs CL B (UHS) | 9.2 | $63M | 502k | 125.73 | |
| Acadia Healthcare (ACHC) | 7.9 | $54M | 765k | 70.31 | |
| Dex (DXCM) | 7.7 | $53M | 566k | 93.30 | |
| United Therapeutics Corporation (UTHR) | 7.0 | $48M | 211k | 225.87 | |
| Intuitive Surgical Com New (ISRG) | 6.1 | $42M | 142k | 292.29 | |
| Elanco Animal Health (ELAN) | 5.6 | $38M | 3.4M | 11.24 | |
| Abbvie (ABBV) | 5.4 | $37M | 250k | 149.06 | |
| Apellis Pharmaceuticals (APLS) | 4.9 | $34M | 880k | 38.04 | |
| Glaukos (GKOS) | 4.7 | $32M | 430k | 75.25 | |
| Icon SHS (ICLR) | 4.7 | $32M | 130k | 246.25 | |
| McKesson Corporation (MCK) | 4.4 | $30M | 70k | 434.85 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 4.4 | $30M | 453k | 67.17 | |
| Establishment Labs Holdings Ord (ESTA) | 4.1 | $28M | 570k | 49.07 | |
| 10x Genomics Cl A Com (TXG) | 4.0 | $28M | 667k | 41.25 | |
| Bruker Corporation (BRKR) | 3.9 | $27M | 431k | 62.30 | |
| Boston Scientific Corporation (BSX) | 3.1 | $21M | 400k | 52.80 | |
| Brookdale Senior Living (BKD) | 2.6 | $18M | 4.2M | 4.14 | |
| Intra Cellular Therapies (ITCI) | 2.5 | $17M | 331k | 52.09 | |
| EXACT Sciences Corporation (EXAS) | 2.5 | $17M | 250k | 68.22 | |
| Pacific Biosciences of California (PACB) | 2.2 | $15M | 1.8M | 8.35 | |
| Olink Hldg Ab Sponsored Ads (OLK) | 1.6 | $11M | 738k | 14.75 | |
| 908 Devices (MASS) | 1.0 | $6.5M | 981k | 6.66 | |
| Springworks Therapeutics (SWTX) | 0.5 | $3.5M | 150k | 23.12 |
