Iron Triangle Partners LP
- SEC CIK
- 0001779763
- 最新申報
- 2026/2/17
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 26
- 較 2022 年第 3 季 −1
- 總值
- $5.58 億
- 較 2022 年第 3 季 −$1,426 萬 (−2.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ICLRIcon PLC | COM | 225,000 | $4,371 萬 | 7.8% | +141,202+168.5% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 200,000 | $4,358 萬 | 7.8% | −2,000−1.0% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 300,000 | $4,227 萬 | 7.6% | +300,000 | 新進 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 123,000 | $4,067 萬 | 7.3% | +123,000 | 新進 | 歷史 |
| SGRYSurgery Partners, Inc. | Stock | 1,280,000 | $3,566 萬 | 6.4% | +730,000+132.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 373,569 | $3,207 萬 | 5.7% | +373,569 | 新進 | 歷史 |
| SNYSanofi | SPONSORED ADR | 650,000 | $3,148 萬 | 5.6% | −250,000−27.8% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 178,000 | $3,014 萬 | 5.4% | +78,000+78.0% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 600,000 | $2,776 萬 | 5.0% | −100,000−14.3% | 減碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 407,074 | $2,672 萬 | 4.8% | +84,796+26.3% | 加碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 80,000 | $2,015 萬 | 3.6% | −20,000−20.0% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 71,576 | $1,990 萬 | 3.6% | +71,576 | 新進 | 歷史 |
| CICigna Group | Stock | 60,000 | $1,988 萬 | 3.6% | −83,010−58.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 70,000 | $1,857 萬 | 3.3% | +70,000 | 新進 | 歷史 |
| ACHCAcadia Healthcare Company, Inc. | COM | 200,000 | $1,646 萬 | 3.0% | −150,000−42.9% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 107,749 | $1,396 萬 | 2.5% | −42,251−28.2% | 減碼 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 1,700,000 | $1,391 萬 | 2.5% | −1,300,000−43.3% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 120,080 | $1,360 萬 | 2.4% | −29,920−19.9% | 減碼 | 歷史 |
| NARIInari Medical, Inc. | Stock | 190,000 | $1,208 萬 | 2.2% | −110,000−36.7% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 100,089 | $1,195 萬 | 2.1% | −255,512−71.9% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 370,294 | $942.4 萬 | 1.7% | +370,294 | 新進 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 240,240 | $887.7 萬 | 1.6% | +240,240 | 新進 | 歷史 |
| RXDXPrometheus Biosciences, Inc. | COM | 75,000 | $825.0 萬 | 1.5% | +75,000 | 新進 | 歷史 |
| MASS908 Devices Inc. | COM | 874,731 | $666.5 萬 | 1.2% | −25,269−2.8% | 減碼 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM | 1,926,782 | $655.1 萬 | 1.2% | +1,926,782 | 新進 | 歷史 |
| STXSStereotaxis, Inc. | COM NEW | 1,671,109 | $345.9 萬 | 0.6% | −25,490−1.5% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（10 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HQYHealthequity, Inc. | COM | 440,000 | $2,956 萬 | 5.2% | 歷史 |
| GHGuardant Health, Inc. | COM | 487,193 | $2,623 萬 | 4.6% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 140,000 | $2,573 萬 | 4.5% | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 50,000 | $2,086 萬 | 3.6% | 歷史 |
| PODDInsulet Corp | Stock | 80,000 | $1,835 萬 | 3.2% | 歷史 |
| CTLTCatalent, Inc. | COM | 250,000 | $1,809 萬 | 3.2% | 歷史 |
| HUMHumana Inc | Stock | 35,000 | $1,698 萬 | 3.0% | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 265,076 | $1,641 萬 | 2.9% | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 80,000 | $1,601 萬 | 2.8% | 歷史 |
| Orion Acquisition Corp68626A207 | UNIT 02/19/2026 | 999,513 | $986.5 萬 | 1.7% | – |