Iron Triangle Partners as of Dec. 31, 2023
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 26 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Acadia Healthcare (ACHC) | 8.0 | $62M | 792k | 77.76 | |
| Universal Hlth Svcs CL B (UHS) | 6.3 | $49M | 322k | 152.44 | |
| Icon SHS (ICLR) | 6.3 | $49M | 173k | 283.07 | |
| Elanco Animal Health (ELAN) | 5.8 | $45M | 3.0M | 14.90 | |
| IDEXX Laboratories (IDXX) | 5.5 | $42M | 76k | 555.05 | |
| Intuitive Surgical Com New (ISRG) | 5.2 | $41M | 120k | 337.36 | |
| Abbvie (ABBV) | 5.0 | $39M | 250k | 154.97 | |
| McKesson Corporation (MCK) | 4.8 | $37M | 80k | 462.98 | |
| Dex (DXCM) | 4.7 | $36M | 290k | 124.09 | |
| Surgery Partners (SGRY) | 4.3 | $33M | 1.0M | 31.99 | |
| Bruker Corporation (BRKR) | 4.3 | $33M | 450k | 73.48 | |
| Illumina (ILMN) | 4.0 | $31M | 220k | 139.24 | |
| Inspire Med Sys (INSP) | 3.9 | $31M | 150k | 203.43 | |
| Brookdale Senior Living (BKD) | 3.7 | $28M | 4.9M | 5.82 | |
| 10x Genomics Cl A Com (TXG) | 3.5 | $27M | 479k | 55.96 | |
| Sanofi Sponsored Adr (SNY) | 3.2 | $25M | 500k | 49.73 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 3.0 | $23M | 380k | 60.17 | |
| Glaukos (GKOS) | 2.5 | $19M | 245k | 79.49 | |
| BioMarin Pharmaceutical (BMRN) | 2.5 | $19M | 200k | 96.42 | |
| Oscar Health Cl A (OSCR) | 2.4 | $19M | 2.1M | 9.15 | |
| Pacific Biosciences of California (PACB) | 2.3 | $18M | 1.8M | 9.81 | |
| Schrodinger (SDGR) | 2.2 | $17M | 469k | 35.80 | |
| Repligen Corporation (RGEN) | 1.9 | $15M | 83k | 179.80 | |
| 908 Devices (MASS) | 1.9 | $14M | 1.3M | 11.22 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.8 | $14M | 1.3M | 10.44 | |
| Establishment Labs Holdings Ord (ESTA) | 1.1 | $8.6M | 331k | 25.89 |
