Iron Triangle Partners LP
- SEC CIK
- 0001779763
- Latest filing
- Feb 17, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 27
- No 13F data for Q4 2020
- Portfolio value
- $786.5M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EHCEncompass Health Corp | COM | 775,000 | $63.5M | 8.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 160,000 | $59.5M | 7.6% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 370,000 | $59.2M | 7.5% | – | – | History |
| MOHMolina Healthcare, Inc. | COM | 200,000 | $46.8M | 5.9% | – | – | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 500,000 | $46.0M | 5.9% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 170,000 | $43.4M | 5.5% | – | – | History |
| CRLCharles River Laboratories International, Inc. | COM | 140,000 | $40.6M | 5.2% | – | – | History |
| ALGNAlign Technology Inc | COM | 70,000 | $37.9M | 4.8% | – | – | History |
| NVSTEnvista Holdings Corp | COM | 910,000 | $37.1M | 4.7% | – | – | History |
| HAEHaemonetics Corp | COM | 330,000 | $36.6M | 4.7% | – | – | History |
| ABBVAbbVie Inc. | Stock | 300,000 | $32.5M | 4.1% | – | – | History |
| SGRYSurgery Partners, Inc. | Stock | 725,000 | $32.1M | 4.1% | – | – | History |
| PACBPacific Biosciences of California, Inc. | COM | 935,805 | $31.2M | 4.0% | – | – | History |
| LUNGPulmonx Corp | COM | 600,000 | $27.4M | 3.5% | – | – | History |
| CNMDCONMED Corp | COM | 200,000 | $26.1M | 3.3% | – | – | History |
| NVRONevro Corp | COM | 180,000 | $25.1M | 3.2% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 100,000 | $19.3M | 2.5% | – | – | History |
| OSHOak Street Health, Inc. | COM | 350,000 | $19.0M | 2.4% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 35,000 | $17.1M | 2.2% | – | – | History |
| GHGuardant Health, Inc. | COM | 100,000 | $15.3M | 1.9% | – | – | History |
| NTRANatera, Inc. | COM | 150,000 | $15.2M | 1.9% | – | – | History |
| EXASExact Sciences Corp | COM | 100,000 | $13.2M | 1.7% | – | – | History |
| DMTKDermTech, Inc. | COM | 250,000 | $12.7M | 1.6% | – | – | History |
| Orion Acquisition Corp68626A207 | UNIT 02/19/2026 | 1,100,000 | $11.0M | 1.4% | – | – | – |
| VCELVericel Corp | COM | 160,000 | $8.89M | 1.1% | – | – | History |
| OMOutset Medical, Inc. | COM | 100,000 | $5.44M | 0.7% | – | – | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 100,000 | $4.36M | 0.6% | – | – | History |