Iron Triangle Partners LP [Rocket]

Holdings

Iron Triangle Partners LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
ICON PLC	ICLR	Common	350,000	160,000	87,570,000,000	46,987,900,000	11.71	0.43	Hist	06/30/2023
UNIVERSAL HEALTH SERVICES INC	UHS	Common	470,000	470,000	74,151,900,000	74,151,900,000	9.91		Hist	06/30/2023
AbbVie Inc.	ABBV	COM	450,000	130,000	60,628,500,000	9,630,100,000	8.10	0.03	Hist	06/30/2023
EXACT SCIENCES CORP	EXAS	Common	500,000	500,000	46,950,000,000	46,950,000,000	6.28	0.28	Hist	06/30/2023
BOSTON SCIENTIFIC CORP	BSX	Common	850,000	850,000	45,976,500,000	45,976,500,000	6.15	0.06	Hist	06/30/2023
UNITED THERAPEUTICS Corp	UTHR	Common	200,000	200,000	44,150,000,000	44,150,000,000	5.90	0.43	Hist	06/30/2023
INTUITIVE SURGICAL INC	ISRG	Common	120,000	0	41,032,800,000	10,376,400,000	5.49		Hist	06/30/2023
Acadia Healthcare Company, Inc.	ACHC	COM	503,447	-9,259	40,094,519,000	3,051,510,000	5.36		Hist	06/30/2023
ESTABLISHMENT LABS HOLDINGS INC.	ESTA	COM	537,906	112,906	36,905,731,000	8,116,231,000	4.93	2.09	Hist	06/30/2023
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.	PACB	Common	2,400,000	100,000	31,920,000,000	5,286,000,000	4.27	0.96	Hist	06/30/2023
COOPER COMPANIES, INC.	COO	Common	75,000	-10,000	28,757,250,000	-2,978,350,000	3.84		Hist	06/30/2023
Surgery Partners, Inc.	SGRY	COM	580,973	-234,579	26,137,975,000	-1,974,102,000	3.49	0.46	Hist	06/30/2023
ALIGN TECHNOLOGY INC	ALGN	Common	65,000	65,000	22,986,600,000	22,986,600,000	3.07		Hist	06/30/2023
Inspire Medical Systems, Inc.	INSP	Common	70,000	0	22,724,800,000	6,339,900,000	3.04		Hist	06/30/2023
GLAUKOS Corp	GKOS	Common	310,000	310,000	22,075,100,000	22,075,100,000	2.95	0.65	Hist	06/30/2023
10x Genomics, Inc.	TXG	Common	380,000	30,000	21,219,200,000	1,692,700,000	2.84		Hist	06/30/2023
DEXCOM INC	DXCM	COM	150,000	-190,000	19,276,500,000	-20,224,700,000	2.58	0.04	Hist	06/30/2023
NEUROCRINE BIOSCIENCES INC	NBIX	PUT	196,000	196,000	18,482,800,000	18,482,800,000	2.47		Hist	06/30/2023
Brookdale Senior Living Inc.	BKD	Common	4,183,353	1,483,353	17,653,750,000	9,688,750,000	2.36	2.22	Hist	06/30/2023
TransMedics Group, Inc.	TMDX	Common	180,000	180,000	15,116,400,000	15,116,400,000	2.02	0.56	Hist	06/30/2023
SpringWorks Therapeutics, Inc.	SWTX	Common	464,935	152,271	12,190,596,000	4,142,625,000	1.63	0.74	Hist	06/30/2023
908 Devices Inc.	MASS	COM	900,000	-150,000	6,174,000,000	-2,856,000,000	0.83	2.80	Hist	06/30/2023
Olink Holding AB (publ)	OLK	SPONSORED ADS	314,795	-85,205	5,902,406,000	-3,109,594,000	0.79		Hist	06/30/2023
Stereotaxis, Inc.	STXS	COM NEW	0	-1,832,577	0	-3,738,457,000	0.00	0.00	Hist	06/30/2023
Sanofi	SNY	Common	0	-1,179,736	0	-64,201,233,000	0.00	0.00	Hist	06/30/2023
Evolent Health, Inc.	EVH	Common	0	-1,000,402	0	-32,463,045,000	0.00	0.00	Hist	06/30/2023
2seventy bio, Inc.	TSVT	Common	0	-868,939	0	-8,863,178,000	0.00	0.00	Hist	06/30/2023
CUTERA INC	CUTR	Common	0	-600,000	0	-14,172,000,000	0.00	0.00	Hist	06/30/2023
Schrodinger, Inc.	SDGR	Common	0	-595,697	0	-15,684,702,000	0.00	0.00	Hist	06/30/2023
Legend Biotech Corp	LEGN	SPONSORED ADS	0	-500,000	0	-24,110,000,000	0.00	0.00	Hist	06/30/2023
GILEAD SCIENCES, INC.	GILD	Common	0	-420,000	0	-34,847,400,000	0.00	0.00	Hist	06/30/2023
Sarepta Therapeutics, Inc.	SRPT	Common	0	-160,000	0	-22,052,800,000	0.00	0.00	Hist	06/30/2023
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.	CRL	Common	0	-130,000	0	-26,236,600,000	0.00	0.00	Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	0	-80,000	0	-37,807,200,000	0.00	0.00	Hist	06/30/2023
IDEXX LABORATORIES INC /DE	IDXX	Common	0	-50,000	0	-25,004,000,000	0.00	0.00	Hist	06/30/2023