Iron Triangle Partners LP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$954M
Signature - Title
Michael O'Brien - Chief Operating Officer
Location
1 River Road, 1 St Floor, Cos Cob, CT
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 24 $954M +$439M -$434M +$4.61M EW, DXCM, GKOS, ACHC, ISRG 13F-HR 8/14/2024, 04:07 PM
Q1 2024 28 $966M +$492M -$361M +$131M ACHC, DXCM, ICLR, ABBV, ISRG 13F-HR 5/15/2024, 10:26 AM
Q4 2023 26 $773M +$273M -$262M +$10.7M ACHC, UHS, ICLR, ELAN, IDXX 13F-HR 2/14/2024, 04:41 PM
Q3 2023 23 $684M +$276M -$253M +$23.4M UHS, ACHC, DXCM, UTHR, ISRG 13F-HR 11/14/2023, 09:46 AM
Q2 2023 22 $730M +$350M -$351M -$1.39M ICLR, UHS, ABBV, EXAS, BSX 13F-HR 8/14/2023, 09:34 AM
Q1 2023 27 $693M +$364M -$251M +$113M SNY, ABBV, ICLR, DXCM, UNH 13F-HR 5/15/2023, 09:51 AM
Q4 2022 26 $558M +$253M -$317M -$64.3M ICLR, CRL, UHS, COO, SGRY 13F-HR 2/14/2023, 10:54 AM
Q3 2022 27 $572M +$241M -$309M -$68.7M CRL, CI, NBIX, SNY, HQY 13F-HR 11/14/2022, 09:49 AM
Q2 2022 24 $620M +$353M -$468M -$114M ABBV, HUM, RGEN, GH, BSX 13F-HR 8/15/2022, 10:50 AM
Q1 2022 28 $841M +$352M -$183M +$170M ICLR, HZNP, GH, UNH, CTLT 13F-HR 5/16/2022, 10:43 AM
Q4 2021 25 $718M +$305M -$298M +$7.23M DVA, NVST, GH, CTLT, ACHC 13F-HR 2/14/2022, 05:27 PM
Q3 2021 26 $697M +$238M -$530M -$292M HZNP, NVST, HUM, NVRO, HOLX 13F-HR 11/15/2021, 01:42 PM
Q2 2021 26 $971M +$441M -$286M +$155M HUM, CTLT, MOH, ABBV, WAT 13F-HR 8/16/2021, 10:04 AM
Q1 2021 27 $786M +$265M -$257M +$7.7M EHC, UNH, ZBH, MOH, HZNP 13F-HR 5/17/2021, 09:29 AM
Q4 2020 25 $713M +$367M -$195M +$172M EXAS, ZBH, HZNP, UNH, HCA 13F-HR 2/16/2021, 04:12 PM
Q3 2020 25 $447M +$111M -$126M -$15M EHC, ZBH, CRL, HZNP, CTLT 13F-HR 11/16/2020, 10:02 AM
Q2 2020 23 $385M +$152M -$71.5M +$80.5M EHC, HOLX, BAX, HZNP, CRL 13F-HR 8/14/2020, 11:25 AM
Q1 2020 26 $259M +$102M -$168M -$65.8M EHC, BSX, HZNP, NVRO, BMY 13F-HR 5/15/2020, 09:42 AM
Q4 2019 22 $363M $0 $0 BSX, ZBH, EHC, ILMN, HCA 13F-HR 2/14/2020, 09:25 AM