Iron Triangle Partners LP
- SEC CIK
- 0001779763
- Latest filing
- Feb 17, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 24
- −4 vs. Q1 2024
- Portfolio value
- $954.0M
- −$12.4M (−1.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ALMSAlumis Inc. | COM | 125,000 | $1.66M | 0.2% | +125,000 | New | History |
| MASS908 Devices Inc. | COM | 728,865 | $3.75M | 0.4% | −311,903−30.0% | Reduced | History |
| AGLagilon health, inc. | COM | 2,519,416 | $16.5M | 1.7% | +2,519,416 | New | History |
| SDGRSchrodinger, Inc. | COM | 1,133,102 | $21.9M | 2.3% | +269,779+31.2% | Added | History |
| TWSTTwist Bioscience Corp | COM | 526,455 | $25.9M | 2.7% | +526,455 | New | History |
| ARGXArgenx SE | SPONSORED ADR | 61,704 | $26.5M | 2.8% | +16,704+37.1% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 200,000 | $27.5M | 2.9% | −20,000−9.1% | Reduced | History |
| INSMINSMED Inc | COM PAR $.01 | 413,196 | $27.7M | 2.9% | +413,196 | New | History |
| OSCROscar Health, Inc. | CL A | 1,832,256 | $29.0M | 3.0% | +497,753+37.3% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 281,992 | $37.7M | 4.0% | +281,992 | New | History |
| BKDBrookdale Senior Living Inc. | COM | 5,801,941 | $39.6M | 4.2% | −96,019−1.6% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 132,908 | $43.8M | 4.6% | +13,172+11.0% | Added | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 555,140 | $45.7M | 4.8% | +555,140 | New | History |
| ELANElanco Animal Health Inc | COM | 3,228,439 | $46.6M | 4.9% | +1,931,307+148.9% | Added | History |
| DHRDanaher Corp | Stock | 187,011 | $46.7M | 4.9% | +187,011 | New | History |
| ABBVAbbVie Inc. | Stock | 284,657 | $48.8M | 5.1% | +8,559+3.1% | Added | History |
| PODDInsulet Corp | Stock | 264,041 | $53.3M | 5.6% | +264,041 | New | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 3,300,185 | $53.6M | 5.6% | +530,321+19.1% | Added | History |
| MCKMcKesson Corp | Stock | 92,125 | $53.8M | 5.6% | +54,706+146.2% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 120,986 | $53.8M | 5.6% | −3,351−2.7% | Reduced | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 839,075 | $56.7M | 5.9% | −63,738−7.1% | Reduced | History |
| GKOSGLAUKOS Corp | COM | 508,156 | $60.1M | 6.3% | +78,631+18.3% | Added | History |
| DXCMDexcom Inc | COM | 582,199 | $66.0M | 6.9% | +110,568+23.4% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 727,180 | $67.2M | 7.0% | +727,180 | New | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2024 (13)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| ICLRIcon PLC | COM | 150,853 | $50.7M | 5.2% | History |
| EXASExact Sciences Corp | COM | 700,000 | $48.3M | 5.0% | History |
| ALGNAlign Technology Inc | COM | 141,958 | $46.6M | 4.8% | History |
| ILMNIllumina, Inc. | COM | 330,758 | $45.4M | 4.7% | History |
| BRKRBruker Corp | COM | 466,521 | $43.8M | 4.5% | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 550,000 | $32.3M | 3.3% | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 791,233 | $31.8M | 3.3% | History |
| AVTRAvantor, Inc. | COM | 1,150,000 | $29.4M | 3.0% | History |
| SWAVShockwave Medical, Inc. | COM | 79,736 | $26.0M | 2.7% | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 973,057 | $23.2M | 2.4% | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 226,066 | $21.5M | 2.2% | – |
| CYTKCytokinetics Inc | COM NEW | 300,000 | $21.0M | 2.2% | History |
| NYXHNyxoah SA | COMMONSTOCK | 253,025 | $3.41M | 0.4% | History |