Iron Triangle Partners as of Sept. 30, 2024
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 24 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elanco Animal Health Call Option (ELAN) | 10.1 | $73M | 5.0M | 14.69 | |
| Medpace Hldgs (MEDP) | 8.9 | $64M | 193k | 333.80 | |
| Illumina (ILMN) | 7.9 | $57M | 440k | 130.41 | |
| Tenet Healthcare Corp Com New (THC) | 7.1 | $51M | 309k | 166.20 | |
| Acadia Healthcare (ACHC) | 7.0 | $51M | 802k | 63.41 | |
| Envista Hldgs Corp (NVST) | 6.0 | $43M | 2.2M | 19.76 | |
| Intuitive Surgical Com New (ISRG) | 4.9 | $35M | 72k | 491.27 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 4.9 | $35M | 1.9M | 18.02 | |
| Oscar Health Cl A (OSCR) | 4.7 | $34M | 1.6M | 21.21 | |
| Danaher Corporation (DHR) | 4.2 | $31M | 110k | 278.02 | |
| Glaukos (GKOS) | 3.9 | $28M | 218k | 130.28 | |
| EXACT Sciences Corporation (EXAS) | 3.8 | $27M | 400k | 68.12 | |
| Insulet Corporation (PODD) | 3.5 | $26M | 110k | 232.75 | |
| Merit Medical Systems (MMSI) | 3.5 | $25M | 253k | 98.83 | |
| Twist Bioscience Corp (TWST) | 3.2 | $23M | 510k | 45.18 | |
| Axsome Therapeutics (AXSM) | 3.1 | $23M | 252k | 89.87 | |
| Geron Corporation (GERN) | 2.1 | $15M | 3.4M | 4.54 | |
| Sanofi Sponsored Adr (SNY) | 2.1 | $15M | 262k | 57.63 | |
| Brookdale Senior Living (BKD) | 2.1 | $15M | 2.2M | 6.79 | |
| Insmed Com Par $.01 (INSM) | 1.8 | $13M | 180k | 73.00 | |
| ACADIA Pharmaceuticals (ACAD) | 1.6 | $12M | 750k | 15.38 | |
| Myriad Genetics (MYGN) | 1.5 | $11M | 402k | 27.39 | |
| Indivior Ord (INDV) | 1.1 | $8.2M | 846k | 9.75 | |
| Bicara Therapeutics (BCAX) | 0.7 | $5.1M | 200k | 25.47 |
