Iron Triangle Partners LP
- SEC CIK
- 0001779763
- Latest filing
- Feb 17, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 27
- +1 vs. Q4 2022
- Portfolio value
- $693.2M
- +$135.4M (+24.3%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNYSanofi | SPONSORED ADR | 1,179,736 | $64.2M | 9.3% | +529,736+81.5% | Added | History |
| ABBVAbbVie Inc. | Stock | 320,000 | $51.0M | 7.4% | +320,000 | New | History |
| ICLRIcon PLC | COM | 190,000 | $40.6M | 5.9% | −35,000−15.6% | Reduced | History |
| DXCMDexcom Inc | COM | 340,000 | $39.5M | 5.7% | +219,920+183.1% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 80,000 | $37.8M | 5.5% | +80,000 | New | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 512,706 | $37.0M | 5.3% | +312,706+156.4% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 420,000 | $34.8M | 5.0% | +46,431+12.4% | Added | History |
| EVHEvolent Health, Inc. | CL A | 1,000,402 | $32.5M | 4.7% | +1,000,402 | New | History |
| COOCooper Companies, Inc. | COM NEW | 85,000 | $31.7M | 4.6% | −38,000−30.9% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 120,000 | $30.7M | 4.4% | +50,000+71.4% | Added | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 425,000 | $28.8M | 4.2% | +17,926+4.4% | Added | History |
| SGRYSurgery Partners, Inc. | Stock | 815,552 | $28.1M | 4.1% | −464,448−36.3% | Reduced | History |
| PACBPacific Biosciences of California, Inc. | COM | 2,300,000 | $26.6M | 3.8% | +600,000+35.3% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 130,000 | $26.2M | 3.8% | −70,000−35.0% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 50,000 | $25.0M | 3.6% | +50,000 | New | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 500,000 | $24.1M | 3.5% | +500,000 | New | History |
| SRPTSarepta Therapeutics, Inc. | COM | 160,000 | $22.1M | 3.2% | +52,251+48.5% | Added | History |
| TXG10x Genomics, Inc. | CL A COM | 350,000 | $19.5M | 2.8% | +350,000 | New | History |
| INSPInspire Medical Systems, Inc. | COM | 70,000 | $16.4M | 2.4% | −10,000−12.5% | Reduced | History |
| SDGRSchrodinger, Inc. | COM | 595,697 | $15.7M | 2.3% | +595,697 | New | History |
| CUTRCutera Inc | COM | 600,000 | $14.2M | 2.0% | +600,000 | New | History |
| MASS908 Devices Inc. | COM | 1,050,000 | $9.03M | 1.3% | +175,269+20.0% | Added | History |
| Olink Hldg AB680710100 | SPONSORED ADS | 400,000 | $9.01M | 1.3% | +400,000 | New | – |
| TSVT2seventy bio, Inc. | COMMON STOCK | 868,939 | $8.86M | 1.3% | +868,939 | New | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 312,664 | $8.05M | 1.2% | +312,664 | New | History |
| BKDBrookdale Senior Living Inc. | COM | 2,700,000 | $7.96M | 1.1% | +2,700,000 | New | History |
| STXSStereotaxis, Inc. | COM NEW | 1,832,577 | $3.74M | 0.5% | +161,468+9.7% | Added | History |
Sold out since Q4 2022 (11)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| UHSUniversal Health Services Inc | CL B | 300,000 | $42.3M | 7.6% | History |
| RGENRepligen Corp | COM | 178,000 | $30.1M | 5.4% | History |
| BSXBoston Scientific Corp | Stock | 600,000 | $27.8M | 5.0% | History |
| UTHRUnited Therapeutics Corp | COM | 71,576 | $19.9M | 3.6% | History |
| CICigna Group | Stock | 60,000 | $19.9M | 3.6% | History |
| NARIInari Medical, Inc. | Stock | 190,000 | $12.1M | 2.2% | History |
| NBIXNeurocrine Biosciences Inc | Stock | 100,089 | $12.0M | 2.1% | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 370,294 | $9.42M | 1.7% | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 240,240 | $8.88M | 1.6% | History |
| RXDXPrometheus Biosciences, Inc. | COM | 75,000 | $8.25M | 1.5% | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 1,926,782 | $6.55M | 1.2% | History |