Iron Triangle Partners as of June 30, 2024
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 24 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Acadia Healthcare (ACHC) | 7.8 | $77M | 1.1M | 67.54 | |
| Edwards Lifesciences (EW) | 6.8 | $67M | 727k | 92.37 | |
| Dex (DXCM) | 6.7 | $66M | 582k | 113.38 | |
| Glaukos (GKOS) | 6.1 | $60M | 508k | 118.35 | |
| Elanco Animal Health Call Option (ELAN) | 5.7 | $56M | 3.9M | 14.43 | |
| Intuitive Surgical Com New (ISRG) | 5.5 | $54M | 121k | 444.85 | |
| McKesson Corporation (MCK) | 5.5 | $54M | 92k | 584.04 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 5.5 | $54M | 3.3M | 16.25 | |
| Insulet Corporation (PODD) | 5.4 | $53M | 264k | 201.80 | |
| Abbvie (ABBV) | 5.0 | $49M | 285k | 171.52 | |
| Danaher Corporation (DHR) | 4.7 | $47M | 187k | 249.85 | |
| BioMarin Pharmaceutical (BMRN) | 4.6 | $46M | 555k | 82.33 | |
| West Pharmaceutical Services (WST) | 4.5 | $44M | 133k | 329.39 | |
| Brookdale Senior Living (BKD) | 4.0 | $40M | 5.8M | 6.83 | |
| Inspire Med Sys (INSP) | 3.8 | $38M | 282k | 133.83 | |
| Oscar Health Cl A (OSCR) | 2.9 | $29M | 1.8M | 15.82 | |
| Insmed Com Par $.01 (INSM) | 2.8 | $28M | 413k | 67.00 | |
| Neurocrine Biosciences (NBIX) | 2.8 | $28M | 200k | 137.67 | |
| Argenx Se Sponsored Adr (ARGX) | 2.7 | $27M | 62k | 430.04 | |
| Twist Bioscience Corp (TWST) | 2.6 | $26M | 527k | 49.28 | |
| Schrodinger (SDGR) | 2.2 | $22M | 1.1M | 19.34 | |
| Agilon Health (AGL) | 1.7 | $17M | 2.5M | 6.54 | |
| 908 Devices (MASS) | 0.4 | $3.8M | 729k | 5.15 | |
| Alumis (ALMS) | 0.2 | $1.7M | 125k | 13.30 |
