Iron Triangle Partners LP
- SEC CIK
- 0001779763
- 最新申報
- 2026/2/17
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/14 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 23
- 較 2023 年第 2 季 +1
- 總值
- $6.84 億
- 較 2023 年第 2 季 −$4,535 萬 (−6.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UHSUniversal Health Services Inc | CL B | 501,800 | $6,309 萬 | 9.2% | +31,800+6.8% | 加碼 | 歷史 |
| ACHCAcadia Healthcare Company, Inc. | COM | 765,204 | $5,380 萬 | 7.9% | +261,757+52.0% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 565,753 | $5,278 萬 | 7.7% | +415,753+277.2% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 210,635 | $4,758 萬 | 7.0% | +10,635+5.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 142,000 | $4,151 萬 | 6.1% | +22,000+18.3% | 加碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 3,412,350 | $3,835 萬 | 5.6% | +3,412,350 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 250,000 | $3,727 萬 | 5.4% | −200,000−44.4% | 減碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 880,000 | $3,348 萬 | 4.9% | +880,000 | 新進 | 歷史 |
| GKOSGLAUKOS Corp | COM | 430,000 | $3,236 萬 | 4.7% | +120,000+38.7% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 130,000 | $3,201 萬 | 4.7% | −220,000−62.9% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 70,000 | $3,044 萬 | 4.4% | +70,000 | 新進 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 452,629 | $3,040 萬 | 4.4% | +452,629 | 新進 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 570,126 | $2,798 萬 | 4.1% | +32,220+6.0% | 加碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 666,945 | $2,751 萬 | 4.0% | +286,945+75.5% | 加碼 | 歷史 |
| BRKRBruker Corp | COM | 430,843 | $2,684 萬 | 3.9% | +430,843 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 400,000 | $2,112 萬 | 3.1% | −450,000−52.9% | 減碼 | 歷史 |
| BKDBrookdale Senior Living Inc. | COM | 4,236,128 | $1,754 萬 | 2.6% | +52,775+1.3% | 加碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 330,549 | $1,722 萬 | 2.5% | +330,549 | 新進 | 歷史 |
| EXASExact Sciences Corp | COM | 250,000 | $1,706 萬 | 2.5% | −250,000−50.0% | 減碼 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 1,800,000 | $1,503 萬 | 2.2% | −600,000−25.0% | 減碼 | 歷史 |
| Olink Hldg AB680710100 | SPONSORED ADS | 738,062 | $1,089 萬 | 1.6% | +423,267+134.5% | 加碼 | – |
| MASS908 Devices Inc. | COM | 980,463 | $653.0 萬 | 1.0% | +80,463+8.9% | 加碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 150,211 | $347.3 萬 | 0.5% | −314,724−67.7% | 減碼 | 歷史 |
2023 年第 2 季之後清倉（5 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| COOCooper Companies, Inc. | COM NEW | 75,000 | $2,876 萬 | 3.9% | 歷史 |
| SGRYSurgery Partners, Inc. | Stock | 580,973 | $2,614 萬 | 3.6% | 歷史 |
| ALGNAlign Technology Inc | COM | 65,000 | $2,299 萬 | 3.2% | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 70,000 | $2,272 萬 | 3.1% | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 180,000 | $1,512 萬 | 2.1% | 歷史 |