Iron Triangle Partners LP
- SEC CIK
- 0001779763
- 最新申報
- 2026/2/17
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 27
- 2020 年第 4 季沒有 13F 資料
- 總值
- $7.86 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| EHCEncompass Health Corp | COM | 775,000 | $6,347 萬 | 8.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 160,000 | $5,953 萬 | 7.6% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 370,000 | $5,923 萬 | 7.5% | – | – | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 200,000 | $4,675 萬 | 5.9% | – | – | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 500,000 | $4,602 萬 | 5.9% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 170,000 | $4,336 萬 | 5.5% | – | – | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 140,000 | $4,058 萬 | 5.2% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 70,000 | $3,791 萬 | 4.8% | – | – | 歷史 |
| NVSTEnvista Holdings Corp | COM | 910,000 | $3,713 萬 | 4.7% | – | – | 歷史 |
| HAEHaemonetics Corp | COM | 330,000 | $3,663 萬 | 4.7% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 300,000 | $3,247 萬 | 4.1% | – | – | 歷史 |
| SGRYSurgery Partners, Inc. | Stock | 725,000 | $3,209 萬 | 4.1% | – | – | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 935,805 | $3,117 萬 | 4.0% | – | – | 歷史 |
| LUNGPulmonx Corp | COM | 600,000 | $2,744 萬 | 3.5% | – | – | 歷史 |
| CNMDCONMED Corp | COM | 200,000 | $2,612 萬 | 3.3% | – | – | 歷史 |
| NVRONevro Corp | COM | 180,000 | $2,511 萬 | 3.2% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 100,000 | $1,931 萬 | 2.5% | – | – | 歷史 |
| OSHOak Street Health, Inc. | COM | 350,000 | $1,900 萬 | 2.4% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 35,000 | $1,713 萬 | 2.2% | – | – | 歷史 |
| GHGuardant Health, Inc. | COM | 100,000 | $1,527 萬 | 1.9% | – | – | 歷史 |
| NTRANatera, Inc. | COM | 150,000 | $1,523 萬 | 1.9% | – | – | 歷史 |
| EXASExact Sciences Corp | COM | 100,000 | $1,318 萬 | 1.7% | – | – | 歷史 |
| DMTKDermTech, Inc. | COM | 250,000 | $1,270 萬 | 1.6% | – | – | 歷史 |
| Orion Acquisition Corp68626A207 | UNIT 02/19/2026 | 1,100,000 | $1,099 萬 | 1.4% | – | – | – |
| VCELVericel Corp | COM | 160,000 | $888.8 萬 | 1.1% | – | – | 歷史 |
| OMOutset Medical, Inc. | COM | 100,000 | $543.9 萬 | 0.7% | – | – | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 100,000 | $436.2 萬 | 0.6% | – | – | 歷史 |