Iron Triangle Partners Lp Top Holdings and 13F Report (2024) → What is Nvidia doing on June 10? June 10th is pivotal for Nvidia’s “Silent Partners” (From Weiss Ratings) (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. 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