Iron Triangle Partners Lp Top Holdings and 13F Report (2024) → Are You Positioned For The New Energy Goldrush? (From Wealthpin Pro) (Ad) About Iron Triangle Partners LpInvestment ActivityIron Triangle Partners Lp has $976.33 million in total holdings as of March 31, 2024.Iron Triangle Partners Lp owns shares of 28 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 50.37% of the portfolio was purchased this quarter.About 35.95% of the portfolio was sold this quarter.This quarter, Iron Triangle Partners Lp has purchased 26 new stocks and bought additional shares in 10 stocks.Iron Triangle Partners Lp sold shares of 5 stocks and completely divested from 11 stocks this quarter.Largest Holdings Acadia Healthcare $71,520,846DexCom $65,415,220ICON Public $50,679,065AbbVie $50,277,446Intuitive Surgical $49,621,653 Largest New Holdings this Quarter Exact Sciences $48,342,000 HoldingWest Pharmaceutical Services $47,380,733 HoldingAlign Technology $46,550,867 HoldingApellis Pharmaceuticals $32,329,000 HoldingFortrea $31,760,093 Holding Largest Purchases this Quarter Exact Sciences 700,000 shares (about $48.34M)West Pharmaceutical Services 119,736 shares (about $47.38M)Align Technology 141,958 shares (about $46.55M)Apellis Pharmaceuticals 550,000 shares (about $32.33M)Fortrea 791,233 shares (about $31.76M) Largest Sales this Quarter McKesson 42,581 shares (about $22.86M)Elanco Animal Health 1,092,368 shares (about $17.78M)Oscar Health 718,048 shares (about $10.68M)ICON Public 21,822 shares (about $7.33M)908 Devices 244,179 shares (about $1.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIron Triangle Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACHCAcadia Healthcare$71,520,846$8,779,160 ▲14.0%902,8137.3%MedicalDXCMDexCom$65,415,220$25,192,220 ▲62.6%471,6316.7%MedicalICLRICON Public$50,679,065$7,331,101 ▼-12.6%150,8535.2%MedicalABBVAbbVie$50,277,446$4,752,446 ▲10.4%276,0985.1%MedicalISRGIntuitive Surgical$49,621,653$1,730,853 ▲3.6%124,3375.1%MedicalEXASExact Sciences$48,342,000$48,342,000 ▲New Holding700,0005.0%MedicalWSTWest Pharmaceutical Services$47,380,733$47,380,733 ▲New Holding119,7364.9%MedicalALGNAlign Technology$46,550,867$46,550,867 ▲New Holding141,9584.8%MedicalILMNIllumina$45,419,689$15,209,289 ▲50.3%330,7584.7%MedicalBRKRBruker$43,824,983$1,551,983 ▲3.7%466,5214.5%Computer and TechnologyGKOSGlaukos$40,499,912$17,436,012 ▲75.6%429,5254.1%MedicalTEVATeva Pharmaceutical Industries$39,082,781$20,739,781 ▲113.1%2,769,8644.0%MedicalBKDBrookdale Senior Living$38,985,516$6,863,513 ▲21.4%5,897,9604.0%MedicalAPLSApellis Pharmaceuticals$32,329,000$32,329,000 ▲New Holding550,0003.3%MedicalFTREFortrea$31,760,093$31,760,093 ▲New Holding791,2333.3%MedicalELANElanco Animal Health$31,056,249$17,783,751 ▼-36.4%1,907,6323.2%MedicalNBIXNeurocrine Biosciences$30,342,400$30,342,400 ▲New Holding220,0003.1%MedicalAVTRAvantor$29,405,500$29,405,500 ▲New Holding1,150,0003.0%MedicalSWAVShockwave Medical$25,964,434$25,964,434 ▲New Holding79,7362.7%MedicalSDGRSchrödinger$23,309,721$10,657,926 ▲84.2%863,3232.4%MedicalSNDXSyndax Pharmaceuticals$23,158,757$23,158,757 ▲New Holding973,0572.4%MedicalXBISPDR S&P Biotech ETF$21,451,403$21,451,403 ▲New Holding226,0662.2%ETFCYTKCytokinetics$21,033,000$21,033,000 ▲New Holding300,0002.2%MedicalMCKMcKesson$20,088,390$22,859,610 ▼-53.2%37,4192.1%MedicalOSCROscar Health$19,844,060$10,677,374 ▼-35.0%1,334,5032.0%FinanceARGXargenx$17,717,400$17,717,400 ▲New Holding45,0001.8%MedicalMASS908 Devices$7,857,798$1,843,551 ▼-19.0%1,040,7680.8%MedicalNYXHNyxoah$3,413,307$3,413,307 ▲New Holding253,0250.3%MedicalUHSUniversal Health Services$0$49,068,302 ▼-100.0%00.0%MedicalIDXXIDEXX Laboratories$0$42,197,676 ▼-100.0%00.0%MedicalSGRYSurgery Partners$0$33,414,515 ▼-100.0%00.0%MedicalINSPInspire Medical Systems$0$30,514,500 ▼-100.0%00.0%MedicalTXG10x Genomics$0$26,825,769 ▼-100.0%00.0%MedicalSNYSanofi$0$24,865,000 ▼-100.0%00.0%MedicalLEGNLegend Biotech$0$22,864,600 ▼-100.0%00.0%MedicalBMRNBioMarin Pharmaceutical$0$19,284,000 ▼-100.0%00.0%MedicalPACBPacific Biosciences of California$0$18,082,557 ▼-100.0%00.0%MedicalRGENRepligen$0$14,840,153 ▼-100.0%00.0%MedicalESTAEstablishment Labs$0$8,575,752 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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