Iron Triangle Partners as of March 31, 2024
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 28 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Acadia Healthcare (ACHC) | 7.3 | $72M | 903k | 79.22 | |
| Dex (DXCM) | 6.7 | $65M | 472k | 138.70 | |
| Icon SHS (ICLR) | 5.2 | $51M | 151k | 335.95 | |
| Abbvie (ABBV) | 5.1 | $50M | 276k | 182.10 | |
| Intuitive Surgical Com New (ISRG) | 5.1 | $50M | 124k | 399.09 | |
| EXACT Sciences Corporation (EXAS) | 5.0 | $48M | 700k | 69.06 | |
| West Pharmaceutical Services (WST) | 4.9 | $47M | 120k | 395.71 | |
| Align Technology (ALGN) | 4.8 | $47M | 142k | 327.92 | |
| Illumina (ILMN) | 4.7 | $45M | 331k | 137.32 | |
| Bruker Corporation (BRKR) | 4.5 | $44M | 467k | 93.94 | |
| Glaukos (GKOS) | 4.1 | $41M | 430k | 94.29 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 4.0 | $39M | 2.8M | 14.11 | |
| Brookdale Senior Living (BKD) | 4.0 | $39M | 5.9M | 6.61 | |
| Apellis Pharmaceuticals (APLS) | 3.3 | $32M | 550k | 58.78 | |
| Fortrea Hldgs Common Stock (FTRE) | 3.3 | $32M | 791k | 40.14 | |
| Elanco Animal Health Call Option (ELAN) | 3.2 | $31M | 1.9M | 16.28 | |
| Neurocrine Biosciences (NBIX) | 3.1 | $30M | 220k | 137.92 | |
| Avantor (AVTR) | 3.0 | $29M | 1.2M | 25.57 | |
| Shockwave Med | 2.7 | $26M | 80k | 325.63 | |
| Schrodinger (SDGR) | 2.4 | $23M | 863k | 27.00 | |
| Syndax Pharmaceuticals (SNDX) | 2.4 | $23M | 973k | 23.80 | |
| Spdr Ser Tr S&p Biotech (XBI) | 2.2 | $22M | 226k | 94.89 | |
| Cytokinetics Com New (CYTK) | 2.2 | $21M | 300k | 70.11 | |
| McKesson Corporation (MCK) | 2.1 | $20M | 37k | 536.85 | |
| Oscar Health Cl A (OSCR) | 2.0 | $20M | 1.3M | 14.87 | |
| Argenx Se Sponsored Adr (ARGX) | 1.8 | $18M | 45k | 393.72 | |
| 908 Devices (MASS) | 0.8 | $7.9M | 1.0M | 7.55 | |
| Nyxoah S A SHS (NYXH) | 0.3 | $3.4M | 253k | 13.49 |
