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
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%