Iron Triangle Partners LP
CIK Number: 0001779763
634.38M
Market Value
22
# of Holdings
2 months
Avg. Holding Period
17.95%
Win Rate
11.92%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | A | Agilent Technol... | 119.07 | +1.70% | 596.33K | +100.00% | 80.11M | 134.34 | 8.82% |
| 2 | GMED | Globus Medical,... | 58.89 | -0.02% | 844.01K | +100.00% | 69.81M | 82.71 | 7.68% |
| 3 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 374.01K | +100.00% | 66.46M | 177.7 | 7.32% |
| 4 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 120.7K | +100.00% | 61.06M | 505.86 | 6.72% |
| 5 | TEVA | Teva Pharmaceut... | 17.50 | +2.97% | 2.2M | +13.18% | 48.49M | 13.99 | 5.34% |
| 6 | BSX | Boston Scientif... | 101.47 | +1.73% | 495.01K | +100.00% | 44.21M | 89.32 | 4.87% |
| 7 | NBIX | Neurocrine Bios... | 125.30 | +0.73% | 318.19K | +100.00% | 43.43M | 136.5 | 4.78% |
| 8 | NVST | Envista Holding... | 19.05 | +3.28% | 2.2M | +0.49% | 42.44M | 19.76 | 4.67% |
| 9 | PODD | Insulet Corpora... | 305.89 | +0.42% | 154.01K | +40.01% | 40.21M | 214.71 | 4.43% |
| 10 | MMSI | Merit Medical S... | 93.76 | +0.85% | 407.02K | +60.88% | 39.37M | 98.03 | 4.33% |
| 11 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 75K | +4.17% | 39.15M | 280.59 | 4.31% |
| 12 | DVA | DaVita Inc. | 137.64 | +1.12% | 260.42K | +100.00% | 38.95M | 149.55 | 4.29% |
| 13 | EXAS | Exact Sciences ... | 53.29 | -0.43% | 600K | +50.05% | 33.71M | 64.14 | 3.71% |
| 14 | HQY | HealthEquity, I... | 101.03 | -3.57% | 335.61K | +100.00% | 32.2M | 95.95 | 3.54% |
| 15 | MEDP | Medpace Holding... | 300.75 | +0.84% | 90K | -53.33% | 29.9M | 333.8 | 3.29% |
| 16 | TWST | Twist Bioscienc... | 35.01 | +4.45% | 492.47K | -3.44% | 22.89M | 48.93 | 2.52% |
| 17 | XBI | SPDR S&P Biotec... | 83.30 | -0.36% | 250K | +100.00% | 22.52M | 90.06 | 2.48% |
| 18 | GKOS | Glaukos Corpora... | 100.50 | +2.97% | 150K | -31.09% | 22.49M | 86.87 | 2.48% |
| 19 | CAH | Cardinal Health... | 162.27 | +0.53% | 186K | +100.00% | 22M | 118.27 | 2.42% |
| 20 | ARGX | argenx SE | 551.73 | -4.53% | 35K | +100.00% | 21.52M | 615 | 2.37% |
| 21 | WAY | Waystar Holding... | 38.62 | -0.8% | 551.89K | +100.00% | 20.25M | 36.7 | 2.23% |
| 22 | DOCS | Doximity, Inc. | 56.02 | +0.18% | 312.57K | +100.00% | 16.69M | 53.39 | 1.84% |