Iron Triangle Partners Lp Top Holdings and 13F Report (2024) About Iron Triangle Partners LpInvestment ActivityIron Triangle Partners Lp has $721.81 million in total holdings as of September 30, 2024.Iron Triangle Partners Lp owns shares of 24 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 51.76% of the portfolio was purchased this quarter.About 93.19% of the portfolio was sold this quarter.This quarter, Iron Triangle Partners Lp has purchased 24 new stocks and bought additional shares in 1 stock.Iron Triangle Partners Lp sold shares of 10 stocks and completely divested from 13 stocks this quarter.Largest Holdings Elanco Animal Health $73,258,193Medpace $64,370,660Illumina $57,380,400Tenet Healthcare $51,345,828Acadia Healthcare $50,864,395 Largest New Holdings this Quarter Medpace $64,370,660 HoldingIllumina $57,380,400 HoldingTenet Healthcare $51,345,828 HoldingEnvista $43,261,931 HoldingExact Sciences $27,239,213 Holding Largest Purchases this Quarter Medpace 192,842 shares (about $64.37M)Illumina 440,000 shares (about $57.38M)Tenet Healthcare 308,940 shares (about $51.35M)Envista 2,189,369 shares (about $43.26M)Exact Sciences 399,871 shares (about $27.24M) Largest Sales this Quarter Glaukos 290,482 shares (about $37.84M)Insulet 154,041 shares (about $35.85M)Brookdale Senior Living 3,604,363 shares (about $24.47M)Teva Pharmaceutical Industries 1,356,395 shares (about $24.44M)Intuitive Surgical 48,985 shares (about $24.06M) 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 PortfolioSectorELANElanco Animal Health$73,258,193$16,125,272 ▲28.2%4,986,94310.1%MedicalMEDPMedpace$64,370,660$64,370,660 ▲New Holding192,8428.9%MedicalILMNIllumina$57,380,400$57,380,400 ▲New Holding440,0007.9%MedicalTHCTenet Healthcare$51,345,828$51,345,828 ▲New Holding308,9407.1%MedicalACHCAcadia Healthcare$50,864,395$21,250,213 ▼-29.5%802,1517.0%MedicalNVSTEnvista$43,261,931$43,261,931 ▲New Holding2,189,3696.0%MedicalISRGIntuitive Surgical$35,371,931$24,064,861 ▼-40.5%72,0014.9%MedicalTEVATeva Pharmaceutical Industries$35,027,096$24,442,238 ▼-41.1%1,943,7904.9%MedicalOSCROscar Health$34,188,590$4,673,560 ▼-12.0%1,611,9094.7%FinanceDHRDanaher$30,582,200$21,410,598 ▼-41.2%110,0004.2%Multi-Sector ConglomeratesGKOSGlaukos$28,358,569$37,843,995 ▼-57.2%217,6743.9%MedicalEXASExact Sciences$27,239,213$27,239,213 ▲New Holding399,8713.8%MedicalPODDInsulet$25,602,500$35,853,043 ▼-58.3%110,0003.5%MedicalMMSIMerit Medical Systems$25,003,990$25,003,990 ▲New Holding253,0003.5%MedicalTWSTTwist Bioscience$23,041,800$743,437 ▼-3.1%510,0003.2%MedicalAXSMAxsome Therapeutics$22,671,145$22,671,145 ▲New Holding252,2663.1%MedicalGERNGeron$15,213,540$15,213,540 ▲New Holding3,351,0002.1%MedicalSNYSanofi$15,084,134$15,084,134 ▲New Holding261,7412.1%MedicalBKDBrookdale Senior Living$14,921,555$24,473,625 ▼-62.1%2,197,5782.1%MedicalINSMInsmed$13,140,000$17,023,308 ▼-56.4%180,0001.8%MedicalACADACADIA Pharmaceuticals$11,535,000$11,535,000 ▲New Holding750,0001.6%MedicalMYGNMyriad Genetics$11,006,918$11,006,918 ▲New Holding401,8591.5%MedicalINDVIndivior$8,243,333$8,243,333 ▲New Holding845,4701.1%MedicalBICARA THERAPEUTICS INC$5,094,000$5,094,000 ▲New Holding200,0000.7%COMEWEdwards Lifesciences$0$67,169,617 ▼-100.0%00.0%MedicalDXCMDexCom$0$66,009,723 ▼-100.0%00.0%MedicalMCKMcKesson$0$53,804,685 ▼-100.0%00.0%MedicalABBVAbbVie$0$48,824,369 ▼-100.0%00.0%MedicalBMRNBioMarin Pharmaceutical$0$45,704,676 ▼-100.0%00.0%MedicalWSTWest Pharmaceutical Services$0$43,778,566 ▼-100.0%00.0%MedicalINSPInspire Medical Systems$0$37,738,989 ▼-100.0%00.0%MedicalNBIXNeurocrine Biosciences$0$27,534,000 ▼-100.0%00.0%MedicalARGXargenx$0$26,535,188 ▼-100.0%00.0%MedicalSDGRSchrödinger$0$21,914,193 ▼-100.0%00.0%MedicalAGLagilon health$0$16,476,981 ▼-100.0%00.0%MedicalMASS908 Devices$0$3,753,655 ▼-100.0%00.0%MedicalALUMIS INC$0$1,662,500 ▼-100.0%00.0%COMShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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