Iron Triangle Partners LP
- SEC CIK
- 0001779763
- Latest filing
- Feb 17, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 26
- −1 vs. Q3 2022
- Portfolio value
- $557.8M
- −$14.3M (−2.5%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ICLRIcon PLC | COM | 225,000 | $43.7M | 7.8% | +141,202+168.5% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 200,000 | $43.6M | 7.8% | −2,000−1.0% | Reduced | History |
| UHSUniversal Health Services Inc | CL B | 300,000 | $42.3M | 7.6% | +300,000 | New | History |
| COOCooper Companies, Inc. | COM NEW | 123,000 | $40.7M | 7.3% | +123,000 | New | History |
| SGRYSurgery Partners, Inc. | Stock | 1,280,000 | $35.7M | 6.4% | +730,000+132.7% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 373,569 | $32.1M | 5.7% | +373,569 | New | History |
| SNYSanofi | SPONSORED ADR | 650,000 | $31.5M | 5.6% | −250,000−27.8% | Reduced | History |
| RGENRepligen Corp | COM | 178,000 | $30.1M | 5.4% | +78,000+78.0% | Added | History |
| BSXBoston Scientific Corp | Stock | 600,000 | $27.8M | 5.0% | −100,000−14.3% | Reduced | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 407,074 | $26.7M | 4.8% | +84,796+26.3% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 80,000 | $20.2M | 3.6% | −20,000−20.0% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 71,576 | $19.9M | 3.6% | +71,576 | New | History |
| CICigna Group | Stock | 60,000 | $19.9M | 3.6% | −83,010−58.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 70,000 | $18.6M | 3.3% | +70,000 | New | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 200,000 | $16.5M | 3.0% | −150,000−42.9% | Reduced | History |
| SRPTSarepta Therapeutics, Inc. | COM | 107,749 | $14.0M | 2.5% | −42,251−28.2% | Reduced | History |
| PACBPacific Biosciences of California, Inc. | COM | 1,700,000 | $13.9M | 2.5% | −1,300,000−43.3% | Reduced | History |
| DXCMDexcom Inc | COM | 120,080 | $13.6M | 2.4% | −29,920−19.9% | Reduced | History |
| NARIInari Medical, Inc. | Stock | 190,000 | $12.1M | 2.2% | −110,000−36.7% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 100,089 | $12.0M | 2.1% | −255,512−71.9% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 370,294 | $9.42M | 1.7% | +370,294 | New | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 240,240 | $8.88M | 1.6% | +240,240 | New | History |
| RXDXPrometheus Biosciences, Inc. | COM | 75,000 | $8.25M | 1.5% | +75,000 | New | History |
| MASS908 Devices Inc. | COM | 874,731 | $6.67M | 1.2% | −25,269−2.8% | Reduced | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 1,926,782 | $6.55M | 1.2% | +1,926,782 | New | History |
| STXSStereotaxis, Inc. | COM NEW | 1,671,109 | $3.46M | 0.6% | −25,490−1.5% | Reduced | History |
Sold out since Q3 2022 (10)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| HQYHealthequity, Inc. | COM | 440,000 | $29.6M | 5.2% | History |
| GHGuardant Health, Inc. | COM | 487,193 | $26.2M | 4.6% | History |
| HCAHCA Healthcare, Inc. | COM | 140,000 | $25.7M | 4.5% | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 50,000 | $20.9M | 3.6% | History |
| PODDInsulet Corp | Stock | 80,000 | $18.4M | 3.2% | History |
| CTLTCatalent, Inc. | COM | 250,000 | $18.1M | 3.2% | History |
| HUMHumana Inc | Stock | 35,000 | $17.0M | 3.0% | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 265,076 | $16.4M | 2.9% | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 80,000 | $16.0M | 2.8% | History |
| Orion Acquisition Corp68626A207 | UNIT 02/19/2026 | 999,513 | $9.87M | 1.7% | – |