Iron-Triangle-Partners-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMSI",
  "ARGX",
  "JAZZ",
  "ABBV",
  "A",
  "ALNY",
  "BSX",
  "ADPT",
  "BTSG",
  "AZN",
  "ISRG",
  "GH",
  "NBIX",
  "PODD",
  "TXG",
  "AHCO",
  "DOCS",
  "TEVA",
  "GMED",
  "THC",
  "CAH",
  "NVST",
  "EHAB",
  "TWST",
  null,
  "TECH",
  "DVA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 27
Total Value: 634382496
Accession Number: 0001172661-25-001955
Form Type: 13F-HR
CIK: iron-triangle-partners-lp
Manager Name: Iron-Triangle-Partners-Lp

Data Enrichment

96% identified

26 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

27 positions • $634.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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Jazz Pharmaceuticals plc

JAZZ|G50871105

Shares:130.0K

Value:$16.1M

% of Portfolio:2.5% ($16.1M/$634.4M)

Adaptive Biotechnologies Corp

ADPT|00650F109

Shares:2.1M

Value:$15.9M

% of Portfolio:2.5% ($15.9M/$634.4M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:30.0K

Value:$14.9M

% of Portfolio:2.3% ($14.9M/$634.4M)

BIO-TECHNE Corp

TECH|09073M104

Shares:250.0K

Value:$14.7M

% of Portfolio:2.3% ($14.7M/$634.4M)

BrightSpring Health Services, Inc.

BTSG|10950A106

Shares:722.3K

Value:$13.1M

% of Portfolio:2.1% ($13.1M/$634.4M)

Enhabit, Inc.

EHAB|29332G102

Shares:1.1M

Value:$10.0M

% of Portfolio:1.6% ($10.0M/$634.4M)

10x Genomics, Inc.

TXG|88025U109

Shares:1.0M

Value:$8.7M

% of Portfolio:1.4% ($8.7M/$634.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Jazz Pharmaceuticals plc(JAZZcusipG50871105)	130.0K	QoQ NEW(+130.0K) YoY NEW(+130.0K)	All Managers (Combined)	$16.1M	2.5% ($16.1M/$634.4M)	QoQ NEW(+$16.1M) YoY NEW(+$16.1M)
Adaptive Biotechnologies Corp(ADPTcusip00650F109)	2.1M	QoQ NEW(+2.1M) YoY NEW(+2.1M)	All Managers (Combined)	$15.9M	2.5% ($15.9M/$634.4M)	QoQ NEW(+$15.9M) YoY NEW(+$15.9M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	30.0K	QoQ -60.00% (-45.0K) YoY -75.87% (-94.3K)	All Managers (Combined)	$14.9M	2.3% ($14.9M/$634.4M)	QoQ -62.04% (-$24.3M) YoY -70.05% (-$34.8M)
BIO-TECHNE Corp(TECHcusip09073M104)	250.0K	QoQ NEW(+250.0K) YoY NEW(+250.0K)	All Managers (Combined)	$14.7M	2.3% ($14.7M/$634.4M)	QoQ NEW(+$14.7M) YoY NEW(+$14.7M)
BrightSpring Health Services, Inc.(BTSGcusip10950A106)	722.3K	QoQ NEW(+722.3K) YoY NEW(+722.3K)	All Managers (Combined)	$13.1M	2.1% ($13.1M/$634.4M)	QoQ NEW(+$13.1M) YoY NEW(+$13.1M)
Enhabit, Inc.(EHABcusip29332G102)	1.1M	QoQ NEW(+1.1M) YoY NEW(+1.1M)	All Managers (Combined)	$10.0M	1.6% ($10.0M/$634.4M)	QoQ NEW(+$10.0M) YoY NEW(+$10.0M)
10x Genomics, Inc.(TXGcusip88025U109)	1.0M	QoQ NEW(+1.0M) YoY NEW(+1.0M)	All Managers (Combined)	$8.7M	1.4% ($8.7M/$634.4M)	QoQ NEW(+$8.7M) YoY NEW(+$8.7M)