Iron Triangle Partners LP
CIK 1779763 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- A9.34%
- GMED8.14%
- ABBV7.75%
- UNH7.12%
- TEVAN5.65%
- BSX5.15%
- NBIX5.06%
- NVST4.95%
- PODD4.69%
- MMSI4.59%
Share classes counted separately62.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MEDPWeight decreased · -5.56 pp9.05% → 3.49%Shares -102.84K (-53.33%)
- GKOSWeight decreased · -1.37 pp3.99% → 2.62%Shares -67.67K (-31.09%)
- NVSTWeight decreased · -1.13 pp6.08% → 4.95%Shares +10.63K (+0.49%)
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 22
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAGILENT TECHNOLOGIES INC View history and evidence | $80.11M | 9.34% | 596.33K shares | Prior unavailable +596.33K | New | ↗▾ |
| 02 | GMEDGLOBUS MEDICAL INC - ACL A View history and evidence | $69.81M | 8.14% | 844.01K shares | Prior unavailable +844.01K | New | ↗▾ |
| 03 | ABBVABBVIE INC View history and evidence | $66.46M | 7.75% | 374.01K shares | Prior unavailable +374.01K | New | ↗▾ |
| 04 | UNHUNITEDHEALTH GROUP INC View history and evidence | $61.06M | 7.12% | 120.70K shares | Prior unavailable +120.70K | New | ↗▾ |
| 05 | TEVANTEVA PHARMACEUTICAL-SP ADRSPONSORED ADS View history and evidence | $48.49M | 5.65% | 2.20M shares | 4.93% → 5.65%+0.72 pp +256.25K (+13.18%) | Added | ↗▾ |
| 06 | BSXBOSTON SCIENTIFIC CORP View history and evidence | $44.21M | 5.15% | 495.01K shares | Prior unavailable +495.01K | New | ↗▾ |
| 07 | NBIXNEUROCRINE BIOSCIENCES INC View history and evidence | $43.43M | 5.06% | 318.19K shares | Prior unavailable +318.19K | New | ↗▾ |
| 08 | NVSTENVISTA HOLDINGS CORP View history and evidence | $42.44M | 4.95% | 2.20M shares | 6.08% → 4.95%-1.13 pp +10.63K (+0.49%) | Added | ↗▾ |
| 09 | PODDINSULET CORP View history and evidence | $40.21M | 4.69% | 154.01K shares | 3.60% → 4.69%+1.09 pp +44.01K (+40.01%) | Added | ↗▾ |
| 10 | MMSIMERIT MEDICAL SYSTEMS INC View history and evidence | $39.37M | 4.59% | 407.02K shares | 3.52% → 4.59%+1.07 pp +154.02K (+60.88%) | Added | ↗▾ |
Options overlay 1
$50.59M 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 | |
|---|---|---|---|---|---|
UNHUNITEDHEALTH GROUP INC View history and evidence | Call | 100.00K | $50.59M | +100.00K | ▾ |
1 / 1 options · preview only
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ELAN ELANCO ANIMAL HEALTH INC | Non-derivative | -4,263,343 | -$62.63M | SEC filing ↗ | SEC filing ↗ |
| ILMN ILLUMINA INC | Non-derivative | -440,000 | -$57.38M | SEC filing ↗ | SEC filing ↗ |
| THC TENET HEALTHCARE CORP | Non-derivative | -308,940 | -$51.35M | SEC filing ↗ | SEC filing ↗ |
3 / 16 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 908441910
}Take these holdings further.
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