Iron Triangle Partners LP Portfolio Holdings

Iron Triangle Partners LP

  • $708 Million
  • Q3 2024

Iron Triangle Partners LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $708 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Medpace Holdings, Inc. with a value of $64.3M, Elanco Animal Health Inc with a value of $62.6M, Illumina, Inc. with a value of $57.4M, Tenet Healthcare Corp with a value of $51.3M, and Acadia Healthcare Company, Inc. with a value of $50.9M.

Examining the 13F form we can see an decrease of $274M in the current position value, from $982M to 708M.

Iron Triangle Partners LP is based out at Cos Cob, CT

Below you can find more details about Iron Triangle Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $708 Million
Healthcare: $708 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.1B
$64.3 Million 9.08% of portfolio
192,842
Q3 2024 New
$6.37B
$62.6 Million 8.84% of portfolio
4,263,343
Q3 2024 Added 32.06%
$20.7B
$57.4 Million 8.1% of portfolio
440,000
Q3 2024 New
$16.4B
$51.3 Million 7.25% of portfolio
308,940
Q3 2024 New
$3.55B
$50.9 Million 7.18% of portfolio
802,151
Q3 2024 Reduced 4.4%
$3.33B
$43.2 Million 6.1% of portfolio
2,189,369
Q3 2024 New
$191B
$35.4 Million 4.99% of portfolio
72,001
Q3 2024 Reduced 40.49%
$18.9B
$35 Million 4.95% of portfolio
1,943,790
Q3 2024 Reduced 41.1%
$3.01B
$34.2 Million 4.83% of portfolio
1,611,909
Q3 2024 Reduced 12.03%
$170B
$30.6 Million 4.32% of portfolio
110,000
Q3 2024 Reduced 41.18%
$6.73B
$28.4 Million 4.0% of portfolio
217,674
Q3 2024 Reduced 57.16%
$9.33B
$27.2 Million 3.84% of portfolio
399,871
Q3 2024 New
$18.5B
$25.6 Million 3.61% of portfolio
110,000
Q3 2024 Reduced 58.34%
$5.92B
$25 Million 3.53% of portfolio
253,000
Q3 2024 New
$2.32B
$23 Million 3.25% of portfolio
510,000
Q3 2024 Reduced 3.13%
$4.06B
$22.7 Million 3.2% of portfolio
252,266
Q3 2024 New
$120B
$15.1 Million 2.13% of portfolio
261,741
Q3 2024 New
$978M
$14.9 Million 2.11% of portfolio
2,197,578
Q3 2024 Reduced 62.12%
$9.85B
$13.1 Million 1.86% of portfolio
180,000
Q3 2024 Reduced 56.44%
$2.63B
$11.5 Million 1.63% of portfolio
750,000
Q3 2024 New
$1.23B
$11 Million 1.55% of portfolio
401,859
Q3 2024 New
Bicara Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
Indivior PLC
-
$0 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $708 Million
  • Prior Value $982 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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