Latest Iron Triangle Partners LP Stock Portfolio
Iron Triangle Partners LP Performance:
2024 Q3: 4.65%YTD: 13.68%2023: 16.08%
Performance for 2024 Q3 is 4.65%, and YTD is 13.68%, 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 $721.8 Millions as of 30 Sep, 2024.
The top stock holdings of Iron Triangle Partners LP are MEDP, ELAN, ILMN. The fund has invested 8.9% of it's portfolio in MEDPACE HLDGS INC and 8.7% of portfolio in ELANCO ANIMAL HEALTH INC.
The fund managers got completely rid off EDWARDS LIFESCIENCES CORP (EW), DEXCOM INC (DXCM) and MCKESSON CORP (MCK) stocks. They significantly reduced their stock positions in BROOKDALE SR LIVING INC (BKD), INSULET CORP (PODD) and GLAUKOS CORP (GKOS). Iron Triangle Partners LP opened new stock positions in MEDPACE HLDGS INC (MEDP), ILLUMINA INC (ILMN) and TENET HEALTHCARE CORP (THC). The fund showed a lot of confidence in some stocks as they added substantially to ELANCO ANIMAL HEALTH INC (ELAN).
The top stock holdings of Iron Triangle Partners LP are MEDP, ELAN, ILMN. The fund has invested 8.9% of it's portfolio in MEDPACE HLDGS INC and 8.7% of portfolio in ELANCO ANIMAL HEALTH INC.
The fund managers got completely rid off EDWARDS LIFESCIENCES CORP (EW), DEXCOM INC (DXCM) and MCKESSON CORP (MCK) stocks. They significantly reduced their stock positions in BROOKDALE SR LIVING INC (BKD), INSULET CORP (PODD) and GLAUKOS CORP (GKOS). Iron Triangle Partners LP opened new stock positions in MEDPACE HLDGS INC (MEDP), ILLUMINA INC (ILMN) and TENET HEALTHCARE CORP (THC). The fund showed a lot of confidence in some stocks as they added substantially to ELANCO ANIMAL HEALTH INC (ELAN).
Iron Triangle Partners LP Annual Return Estimates Vs S&P 500
Our best estimate is that Iron Triangle Partners LP made a return of 4.65% in the last quarter. In trailing 12 months, it's portfolio return was 23.51%.
New Buys
| Ticker | $ Bought |
|---|---|
| medpace hldgs inc | 64,370,700 |
| illumina inc | 57,380,400 |
| tenet healthcare corp | 51,345,800 |
| envista holdings corporation | 43,261,900 |
| exact sciences corp | 27,239,200 |
| merit med sys inc | 25,004,000 |
| axsome therapeutics inc | 22,671,100 |
| geron corp | 15,213,500 |
New stocks bought by Iron Triangle Partners LP
Additions
| Ticker | % Inc. |
|---|---|
| elanco animal health inc | 32.06 |
Additions to existing portfolio by Iron Triangle Partners LP
Reductions
| Ticker | % Reduced |
|---|---|
| brookdale sr living inc | -62.12 |
| insulet corp | -58.34 |
| glaukos corp | -57.16 |
| insmed inc | -56.44 |
| danaher corporation | -41.18 |
| teva pharmaceutical inds ltd | -41.1 |
| intuitive surgical inc | -40.49 |
| oscar health inc | -12.03 |
Iron Triangle Partners LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| agilon health inc | -16,477,000 |
| schrodinger inc | -21,914,200 |
| 908 devices inc | -3,753,660 |
| edwards lifesciences corp | -67,169,600 |
| dexcom inc | -66,009,700 |
| biomarin pharmaceutical inc | -45,704,700 |
| abbvie inc | -48,824,400 |
| inspire med sys inc | -37,739,000 |
Iron Triangle Partners LP got rid off the above stocks
Sector Distribution
Iron Triangle Partners LP has about 96% of it's holdings in Healthcare sector.
| Sector | % |
|---|---|
| Healthcare | 96 |
| Others | 4 |
Market Cap. Distribution
Iron Triangle Partners LP has about 47.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 47.8 |
| MID-CAP | 46.1 |
| UNALLOCATED | 4 |
| SMALL-CAP | 2.1 |
Stocks belong to which Index?
About 48.9% of the stocks held by Iron Triangle Partners LP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 51.1 |
| RUSSELL 2000 | 28 |
| S&P 500 | 20.9 |
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 24 stocks in it's portfolio. About 64.4% of the portfolio is in top 10 stocks. MEDP 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: 14 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACAD | acadia pharmaceuticals inc | 1.60 | 750,000 | 11,535,000 | new | |||
| ACHC | acadia healthcare company in | 7.05 | 802,151 | 50,864,400 | reduced | -4.4 | ||
| AGL | agilon health inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AXSM | axsome therapeutics inc | 3.14 | 252,266 | 22,671,100 | new | |||
| BKD | brookdale sr living inc | 2.07 | 2,197,580 | 14,921,600 | reduced | -62.12 | ||
| BMRN | biomarin pharmaceutical inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DHR | danaher corporation | 4.24 | 110,000 | 30,582,200 | reduced | -41.18 | ||
| DXCM | dexcom inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ELAN | elanco animal health inc | 8.68 | 4,263,340 | 62,628,500 | added | 32.06 | ||
| EW | edwards lifesciences corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EXAS | exact sciences corp | 3.77 | 399,871 | 27,239,200 | new | |||
| GERN | geron corp | 2.11 | 3,351,000 | 15,213,500 | new | |||
| GKOS | glaukos corp | 3.93 | 217,674 | 28,358,600 | reduced | -57.16 | ||
| ILMN | illumina inc | 7.95 | 440,000 | 57,380,400 | new | |||
| INSM | insmed inc | 1.82 | 180,000 | 13,140,000 | reduced | -56.44 | ||
| INSP | inspire med sys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ISRG | intuitive surgical inc | 4.90 | 72,001 | 35,371,900 | reduced | -40.49 | ||
| MASS | 908 devices inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MCK | mckesson corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||