Latest Iron Triangle Partners LP Stock Portfolio
$976Million– No. of Holdings #28
Iron Triangle Partners LP Performance:
2024 Q1: 8.61%YTD: 8.61%2023: 16.08%
Performance for 2024 Q1 is 8.61%, and YTD is 8.61%, and 2023 is 16.08%.
About Iron Triangle Partners LP and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Iron Triangle Partners LP reported an equity portfolio of $976.3 Millions as of 31 Mar, 2024.
The top stock holdings of Iron Triangle Partners LP are ACHC, DXCM, ICLR. The fund has invested 7.3% of it's portfolio in ACADIA HEALTHCARE COMPANY IN and 6.7% of portfolio in DEXCOM INC.
The fund managers got completely rid off UNIVERSAL HLTH SVCS INC (UHS), IDEXX LABS INC (IDXX) and SURGERY PARTNERS INC (SGRY) stocks. They significantly reduced their stock positions in ELANCO ANIMAL HEALTH INC (ELAN), MCKESSON CORP (MCK) and OSCAR HEALTH INC (OSCR). Iron Triangle Partners LP opened new stock positions in EXACT SCIENCES CORP (EXAS), WEST PHARMACEUTICAL SVSC INC (WST) and ALIGN TECHNOLOGY INC (ALGN). The fund showed a lot of confidence in some stocks as they added substantially to TEVA PHARMACEUTICAL INDS LTD (TEVA), SCHRODINGER INC (SDGR) and GLAUKOS CORP (GKOS).
The top stock holdings of Iron Triangle Partners LP are ACHC, DXCM, ICLR. The fund has invested 7.3% of it's portfolio in ACADIA HEALTHCARE COMPANY IN and 6.7% of portfolio in DEXCOM INC.
The fund managers got completely rid off UNIVERSAL HLTH SVCS INC (UHS), IDEXX LABS INC (IDXX) and SURGERY PARTNERS INC (SGRY) stocks. They significantly reduced their stock positions in ELANCO ANIMAL HEALTH INC (ELAN), MCKESSON CORP (MCK) and OSCAR HEALTH INC (OSCR). Iron Triangle Partners LP opened new stock positions in EXACT SCIENCES CORP (EXAS), WEST PHARMACEUTICAL SVSC INC (WST) and ALIGN TECHNOLOGY INC (ALGN). The fund showed a lot of confidence in some stocks as they added substantially to TEVA PHARMACEUTICAL INDS LTD (TEVA), SCHRODINGER INC (SDGR) and GLAUKOS CORP (GKOS).
Iron Triangle Partners LP Equity Portfolio Value
Last Reported on: 15 May, 2024
Iron Triangle Partners LP Annual Return Estimates Vs S&P 500
Our best estimate is that Iron Triangle Partners LP made a return of 8.61% in the last quarter. In trailing 12 months, it's portfolio return was 23.56%.
New Buys
| Ticker | $ Bought |
|---|---|
| exact sciences corp | 48,342,000 |
| west pharmaceutical svsc inc | 47,380,700 |
| align technology inc | 46,550,900 |
| apellis pharmaceuticals inc | 32,329,000 |
| fortrea hldgs inc | 31,760,100 |
| neurocrine biosciences inc | 30,342,400 |
| avantor inc | 29,405,500 |
| shockwave med inc | 25,964,400 |
New stocks bought by Iron Triangle Partners LP
Additions
| Ticker | % Inc. |
|---|---|
| teva pharmaceutical inds ltd | 113 |
| schrodinger inc | 84.24 |
| glaukos corp | 75.6 |
| dexcom inc | 62.63 |
| illumina inc | 50.34 |
| brookdale sr living inc | 21.37 |
| acadia healthcare company in | 13.99 |
| abbvie inc | 10.44 |
Additions to existing portfolio by Iron Triangle Partners LP
Reductions
| Ticker | % Reduced |
|---|---|
| elanco animal health inc | -56.76 |
| mckesson corp | -53.23 |
| oscar health inc | -34.98 |
| 908 devices inc | -19.00 |
| icon plc | -12.64 |
Iron Triangle Partners LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pacific biosciences calif in | -18,082,600 |
| surgery partners inc | -33,414,500 |
| sanofi | -24,865,000 |
| 10x genomics inc | -26,825,800 |
| legend biotech corp | -22,864,600 |
| establishment labs hldgs inc | -8,575,750 |
| universal hlth svcs inc | -49,068,300 |
| biomarin pharmaceutical inc | -19,284,000 |
Iron Triangle Partners LP got rid off the above stocks
Sector Distribution
Iron Triangle Partners LP has about 84% of it's holdings in Healthcare sector.
| Sector | % |
|---|---|
| Healthcare | 84 |
| Others | 12.9 |
| Basic Materials | 3 |
Market Cap. Distribution
Iron Triangle Partners LP has about 46.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 41.3 |
| MID-CAP | 30.9 |
| UNALLOCATED | 12.9 |
| SMALL-CAP | 8.8 |
| MEGA-CAP | 5.2 |
Stocks belong to which Index?
About 51.7% of the stocks held by Iron Triangle Partners LP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 48.3 |
| S&P 500 | 33.6 |
| RUSSELL 2000 | 18.1 |
Iron Triangle Partners LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Iron Triangle Partners LP
Iron Triangle Partners LP has 28 stocks in it's portfolio. About 53.2% of the portfolio is in top 10 stocks. MASS proved to be the most loss making stock for the portfolio. OSCR was the most profitable stock for Iron Triangle Partners LP last quarter.
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABBV | abbvie inc | 5.15 | 276,098 | 50,277,400 | added | 10.44 | ||
| ACHC | acadia healthcare company in | 7.32 | 902,813 | 71,520,800 | added | 13.99 | ||
| ALGN | align technology inc | 4.77 | 141,958 | 46,550,900 | new | |||
| APLS | apellis pharmaceuticals inc | 3.31 | 550,000 | 32,329,000 | new | |||
| ARGX | argenx se | 1.81 | 45,000 | 17,717,400 | new | |||
| AVTR | avantor inc | 3.01 | 1,150,000 | 29,405,500 | new | |||
| BIL | spdr ser tr | 2.20 | 226,066 | 21,451,400 | new | |||
| BKD | brookdale sr living inc | 3.99 | 5,897,960 | 38,985,500 | added | 21.37 | ||
| BMRN | biomarin pharmaceutical inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BRKR | bruker corp | 4.49 | 466,521 | 43,825,000 | added | 3.67 | ||
| CYTK | cytokinetics inc | 2.15 | 300,000 | 21,033,000 | new | |||
| DXCM | dexcom inc | 6.70 | 471,631 | 65,415,200 | added | 62.63 | ||
| ELAN | elanco animal health inc | 2.16 | 1,297,130 | 21,117,300 | reduced | -56.76 | ||
| ESTA | establishment labs hldgs inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EXAS | exact sciences corp | 4.95 | 700,000 | 48,342,000 | new | |||
| GKOS | glaukos corp | 4.15 | 429,525 | 40,499,900 | added | 75.6 | ||
| ICLR | icon plc | 5.19 | 150,853 | 50,679,100 | reduced | -12.64 | ||
| IDXX | idexx labs inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ILMN | illumina inc | 4.65 | 330,758 | 45,419,700 | added | 50.34 | ||
| INSP | inspire med sys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||