Iron Triangle Partners LP
CIK 1779763 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- MEDP9.05%
- ELAN8.81%
- ILMN8.07%
- THC7.22%
- ACHC7.15%
- NVST6.08%
- ISRG4.97%
- TEVAN4.93%
- OSCR4.81%
- DHR4.30%
Share classes counted separately65.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ELANWeight increased · +3.93 pp4.88% → 8.81%Shares +1.03M (+32.06%)
- GKOSWeight decreased · -2.31 pp6.30% → 3.99%Shares -290.48K (-57.16%)
- BKDWeight decreased · -2.05 pp4.15% → 2.10%Shares -3.60M (-62.12%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MEDPMEDPACE HOLDINGS INC View history and evidence | $64.37M | 9.05% | 192.84K shares | Prior unavailable +192.84K | New | ↗▾ |
| 02 | ELANELANCO ANIMAL HEALTH INC View history and evidence | $62.63M | 8.81% | 4.26M shares | 4.88% → 8.81%+3.93 pp +1.03M (+32.06%) | Added | ↗▾ |
| 03 | ILMNILLUMINA INC View history and evidence | $57.38M | 8.07% | 440.00K shares | Prior unavailable +440.00K | New | ↗▾ |
| 04 | THCTENET HEALTHCARE CORPCOM NEW View history and evidence | $51.35M | 7.22% | 308.94K shares | Prior unavailable +308.94K | New | ↗▾ |
| 05 | ACHCACADIA HEALTHCARE CO INC View history and evidence | $50.86M | 7.15% | 802.15K shares | 5.94% → 7.15%+1.21 pp -36.92K (-4.40%) | Reduced | ↗▾ |
| 06 | NVSTENVISTA HOLDINGS CORP View history and evidence | $43.26M | 6.08% | 2.19M shares | Prior unavailable +2.19M | New | ↗▾ |
| 07 | ISRGINTUITIVE SURGICAL INCCOM NEW View history and evidence | $35.37M | 4.97% | 72.00K shares | 5.64% → 4.97%-0.67 pp -48.98K (-40.49%) | Reduced | ↗▾ |
| 08 | TEVANTEVA PHARMACEUTICAL-SP ADRSPONSORED ADS View history and evidence | $35.03M | 4.93% | 1.94M shares | 5.62% → 4.93%-0.69 pp -1.36M (-41.10%) | Reduced | ↗▾ |
| 09 | OSCROSCAR HEALTH INC - CLASS ACL A View history and evidence | $34.19M | 4.81% | 1.61M shares | 3.04% → 4.81%+1.77 pp -220.35K (-12.03%) | Reduced | ↗▾ |
| 10 | DHRDANAHER CORP View history and evidence | $30.58M | 4.30% | 110.00K shares | 4.90% → 4.30%-0.60 pp -77.01K (-41.18%) | Reduced | ↗▾ |
Options overlay 1
$10.63M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
ELANELANCO ANIMAL HEALTH INC View history and evidence | Call | 723.60K | $10.63M | +62.80K (+9.50%) | ▾ |
1 / 1 options · preview only
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EW EDWARDS LIFESCIENCES CORP | Non-derivative | -727,180 | -$67.17M | SEC filing ↗ | SEC filing ↗ |
| DXCM DEXCOM INC | Non-derivative | -582,199 | -$66.01M | SEC filing ↗ | SEC filing ↗ |
| MCK MCKESSON CORP | Non-derivative | -92,125 | -$53.80M | SEC filing ↗ | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1779763 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 721806921
}Take these holdings further.
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