Iron Triangle Partners LP
- SEC CIK
- 0001779763
- Latest filing
- Feb 17, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 27
- +3 vs. Q2 2022
- Portfolio value
- $572.0M
- −$48.2M (−7.8%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CRLCharles River Laboratories International, Inc. | COM | 202,000 | $39.8M | 6.9% | +202,000 | New | History |
| CICigna Group | Stock | 143,010 | $39.7M | 6.9% | +63,010+78.8% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 355,601 | $37.8M | 6.6% | +5,601+1.6% | Added | History |
| SNYSanofi | SPONSORED ADR | 900,000 | $34.2M | 6.0% | +900,000 | New | History |
| HQYHealthequity, Inc. | COM | 440,000 | $29.6M | 5.2% | −45,541−9.4% | Reduced | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 350,000 | $27.4M | 4.8% | −200,000−36.4% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 700,000 | $27.1M | 4.7% | −300,000−30.0% | Reduced | History |
| GHGuardant Health, Inc. | COM | 487,193 | $26.2M | 4.6% | −503,375−50.8% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 140,000 | $25.7M | 4.5% | +140,000 | New | History |
| NARIInari Medical, Inc. | Stock | 300,000 | $21.8M | 3.8% | +300,000 | New | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 50,000 | $20.9M | 3.6% | −7,955−13.7% | Reduced | History |
| RGENRepligen Corp | COM | 100,000 | $18.7M | 3.3% | −150,000−60.0% | Reduced | History |
| PODDInsulet Corp | Stock | 80,000 | $18.4M | 3.2% | +80,000 | New | History |
| CTLTCatalent, Inc. | COM | 250,000 | $18.1M | 3.2% | +250,000 | New | History |
| INSPInspire Medical Systems, Inc. | COM | 100,000 | $17.7M | 3.1% | −13,938−12.2% | Reduced | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 322,278 | $17.6M | 3.1% | −2,730−0.8% | Reduced | History |
| PACBPacific Biosciences of California, Inc. | COM | 3,000,000 | $17.4M | 3.0% | +3,000,000 | New | History |
| HUMHumana Inc | Stock | 35,000 | $17.0M | 3.0% | −65,000−65.0% | Reduced | History |
| SRPTSarepta Therapeutics, Inc. | COM | 150,000 | $16.6M | 2.9% | +150,000 | New | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 265,076 | $16.4M | 2.9% | +115,076+76.7% | Added | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 80,000 | $16.0M | 2.8% | +80,000 | New | History |
| ICLRIcon PLC | COM | 83,798 | $15.4M | 2.7% | −76,202−47.6% | Reduced | History |
| MASS908 Devices Inc. | COM | 900,000 | $14.8M | 2.6% | +50,000+5.9% | Added | History |
| SGRYSurgery Partners, Inc. | Stock | 550,000 | $12.9M | 2.2% | +281,824+105.1% | Added | History |
| DXCMDexcom Inc | COM | 150,000 | $12.1M | 2.1% | −350,000−70.0% | Reduced | History |
| Orion Acquisition Corp68626A207 | UNIT 02/19/2026 | 999,513 | $9.87M | 1.7% | 00.0% | Unchanged | – |
| STXSStereotaxis, Inc. | COM NEW | 1,696,599 | $3.05M | 0.5% | −10,089−0.6% | Reduced | History |
Sold out since Q2 2022 (6)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| ABBVAbbVie Inc. | Stock | 350,000 | $53.6M | 8.6% | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 437,477 | $28.9M | 4.7% | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 495,329 | $27.2M | 4.4% | History |
| CNMDCONMED Corp | COM | 260,000 | $24.9M | 4.0% | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 1,100,000 | $4.96M | 0.8% | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 1,000,000 | $4.52M | 0.7% | History |