Iron Triangle Partners LP
- SEC CIK
- 0001779763
- Latest filing
- Feb 17, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 28
- +3 vs. Q4 2021
- Portfolio value
- $840.7M
- +$123.1M (+17.1%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ICLRIcon PLC | COM | 267,551 | $65.1M | 7.7% | +157,551+143.2% | Added | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 503,744 | $53.0M | 6.3% | +266,274+112.1% | Added | History |
| GHGuardant Health, Inc. | COM | 722,126 | $47.8M | 5.7% | +281,871+64.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 90,014 | $45.9M | 5.5% | +30,014+50.0% | Added | History |
| CTLTCatalent, Inc. | COM | 392,663 | $43.5M | 5.2% | +76,002+24.0% | Added | History |
| NVRONevro Corp | COM | 562,833 | $40.7M | 4.8% | +140,573+33.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 240,000 | $38.9M | 4.6% | −10,000−4.0% | Reduced | History |
| ILMNIllumina, Inc. | COM | 110,000 | $38.4M | 4.6% | +110,000 | New | History |
| HOLXHologic Inc | COM | 480,000 | $36.9M | 4.4% | +200,000+71.4% | Added | History |
| DXCMDexcom Inc | COM | 70,000 | $35.8M | 4.3% | +70,000 | New | History |
| UTHRUnited Therapeutics Corp | COM | 190,073 | $34.1M | 4.1% | +20,073+11.8% | Added | History |
| MOHMolina Healthcare, Inc. | COM | 100,000 | $33.4M | 4.0% | +2,107+2.2% | Added | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 502,640 | $32.9M | 3.9% | −129,549−20.5% | Reduced | History |
| HQYHealthequity, Inc. | COM | 486,862 | $32.8M | 3.9% | +486,862 | New | History |
| ICUIIcu Medical Inc | COM | 136,313 | $30.3M | 3.6% | +21,807+19.0% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 380,000 | $25.2M | 3.0% | +380,000 | New | History |
| NSTGNS Wind Down Co., Inc. | COM | 722,395 | $25.1M | 3.0% | −27,605−3.7% | Reduced | History |
| CNMDCONMED Corp | COM | 160,530 | $23.8M | 2.8% | +10,753+7.2% | Added | History |
| SGRYSurgery Partners, Inc. | Stock | 400,000 | $22.0M | 2.6% | −143,696−26.4% | Reduced | History |
| ALGNAlign Technology Inc | COM | 50,000 | $21.8M | 2.6% | +10,000+25.0% | Added | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 1,089,677 | $21.1M | 2.5% | +1,089,677 | New | History |
| SGENSeagen Inc. | COM | 130,000 | $18.7M | 2.2% | +130,000 | New | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 2,000,000 | $14.7M | 1.8% | +2,000,000 | New | History |
| NVSTEnvista Holdings Corp | COM | 300,000 | $14.6M | 1.7% | −760,000−71.7% | Reduced | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 1,770,000 | $14.2M | 1.7% | +332,754+23.2% | Added | History |
| MASS908 Devices Inc. | COM | 713,105 | $13.6M | 1.6% | +713,105 | New | History |
| Orion Acquisition Corp68626A207 | UNIT 02/19/2026 | 999,513 | $9.81M | 1.2% | −6,716−0.7% | Reduced | – |
| STXSStereotaxis, Inc. | COM NEW | 1,711,912 | $6.38M | 0.8% | −114,816−6.3% | Reduced | History |
Sold out since Q4 2021 (5)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| DVADavita Inc. | COM | 450,000 | $51.2M | 7.1% | History |
| CRLCharles River Laboratories International, Inc. | COM | 70,000 | $26.4M | 3.7% | History |
| AHCOAdaptHealth Corp. | COMMON STOCK | 700,000 | $17.1M | 2.4% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 24,000 | $16.0M | 2.2% | History |
| LHLabcorp Holdings Inc. | COM NEW | 50,000 | $15.7M | 2.2% | History |