IT

Iron Triangle Partners LP

13F
Iron Triangle Partners LP
Last update 2025-02-16 23 Stocks (13 new)
Value $908.00 Mil Turnover 64 %
Countries:
Top Holdings: A(8.82%)GMED(7.68%)ABBV(7.32%)UNH(6.72%)TEVA(5.34%)
Summary Stock Picks Current Portfolio
Iron Triangle Partners LP Top Holdings of 2024-12-31 View Full List
Ticker
A
GMED
ABBV
UNH
UNH CALL
TEVA
BSX
NBIX
NVST
PODD
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
A 		Agilent Technologies Inc
596,326
80,110.4
New Holding
8.820
+8.82%
0.210
-29.18%
-20.17%
30,511.7
Medical Diagnostics & Research
GMED 		Globus Medical Inc
844,013
69,808.3
New Holding
7.680
+7.68%
0.620
-21.29%
-11.66%
10,050.2
Medical Devices & Instruments
ABBV 		AbbVie Inc
374,012
66,461.9
New Holding
7.320
+7.32%
0.020
+6.89%
+3.41%
319,070.6
Drug Manufacturers
UNH 		UnitedHealth Group Inc
120,700
61,057.3
New Holding
6.720
+6.72%
0.010
-19.99%
-15.77%
386,162.4
Healthcare Plans
UNH CALL 		UnitedHealth Group Inc
100,000
50,586.0
0%
5.570
0%
0.010
-19.99%
-15.77%
386,162.4
Healthcare Plans
TEVA 		Teva Pharmaceutical Industries Ltd
2,200,036
48,488.8
+13.18%
5.340
+0.62%
0.190
-32.10%
-33.21%
16,395.0
Drug Manufacturers
BSX 		Boston Scientific Corp
495,009
44,214.2
New Holding
4.870
+4.87%
0.030
-0.78%
+13.23%
149,593.2
Medical Devices & Instruments
NBIX 		Neurocrine Biosciences Inc
318,195
43,433.6
New Holding
4.780
+4.78%
0.320
-28.89%
-22.52%
10,463.7
Drug Manufacturers
NVST 		Envista Holdings Corp
2,200,000
42,438.0
+0.49%
4.670
+0.02%
1.280
-25.50%
-17.16%
2,751.6
Medical Devices & Instruments
PODD 		Insulet Corp
154,014
40,208.4
+40.01%
4.430
+1.27%
0.220
-7.48%
-0.65%
18,215.2
Medical Devices & Instruments

Iron Triangle Partners LP's Historical Top Holdings Breakdowns

Iron Triangle Partners LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
A 		Agilent Technologies Inc2024-12-31New Buy
+8.82%
●
125.69 ($136.84) 146.54
$107.02
-21.79%
New holding
596,326
596,326
ELAN 		Elanco Animal Health Inc2024-12-31Sold Out
-8.68%
●
11.63 ($13.06) 14.66
$9.46
-27.57%
Sold Out
0
-4,263,343
ILMN 		Illumina Inc2024-12-31Sold Out
-7.95%
●
130.74 ($142.62) 155.15
$77.61
-45.58%
Sold Out
0
-440,000
GMED 		Globus Medical Inc2024-12-31New Buy
+7.68%
●
69.79 ($79) 85.61
$73.07
-7.51%
New holding
844,013
844,013
ABBV 		AbbVie Inc2024-12-31New Buy
+7.32%
●
164.99 ($183.65) 203.87
$180.37
-1.79%
New holding
374,012
374,012
THC 		Tenet Healthcare Corp2024-12-31Sold Out
-7.11%
●
125.42 ($148.47) 168.52
$124.24
-16.32%
Sold Out
0
-308,940
ACHC 		Acadia Healthcare Co Inc2024-12-31Sold Out
-7.05%
●
37.09 ($44.83) 59.32
$22.18
-50.52%
Sold Out
0
-802,151
UNH 		UnitedHealth Group Inc2024-12-31New Buy
+6.72%
●
485.52 ($567.94) 625.25
$424.25
-25.30%
New holding
120,700
120,700
BSX 		Boston Scientific Corp2024-12-31New Buy
+4.87%
●
83.62 ($88.09) 91.5
$101.14
14.81%
New holding
495,009
495,009
NBIX 		Neurocrine Biosciences Inc2024-12-31New Buy
+4.78%
●
111.62 ($123.84) 139.44
$105.76
-14.60%
New holding
318,195
318,195

Iron Triangle Partners LP Total Holding History ($B)

To

Iron Triangle Partners LP's Asset Allocation

To

Iron Triangle Partners LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Iron Triangle Partners LP's Hypothetical Growth since 2024-12-31

Iron Triangle Partners LP's Yearly Returns

Year Portfolio % % Excess Gain %

Iron Triangle Partners LP's Holdings Heat Map

Size field:

Iron Triangle Partners LP's Holdings Bubble Chart

Iron Triangle Partners LP News

  • 1

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