• 13F History

Iron Triangle Partners LP

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$858M
Signature - Title
Michael O'Brien - Chief Operating Officer
Location
Cos Cob, CT
Summary
This page shows a list of all the recent 13F filings made by Iron Triangle Partners LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Iron Triangle Partners LP reported 22 stock holdings with total value $858M as of Q4 2024. Top holdings included A, GMED, ABBV, UNH, and TEVA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 22 $858M +$584M -$449M +$135M A, GMED, ABBV, UNH, TEVA 13F-HR 2/14/2025, 08:52 AM
Q3 2024 24 $711M +$373M -$654M -$281M MEDP, ELAN, ILMN, THC, ACHC 13F-HR 11/14/2024, 09:28 AM
Q2 2024 24 $954M +$439M -$434M +$4.61M EW, DXCM, GKOS, ACHC, ISRG 13F-HR 8/14/2024, 04:07 PM
Q1 2024 28 $966M +$492M -$361M +$131M ACHC, DXCM, ICLR, ABBV, ISRG 13F-HR 5/15/2024, 10:26 AM
Q4 2023 26 $773M +$273M -$262M +$10.7M ACHC, UHS, ICLR, ELAN, IDXX 13F-HR 2/14/2024, 04:41 PM
Q3 2023 29 $684M +$276M -$271M +$4.91M UHS, ACHC, DXCM, UTHR, ISRG 13F-HR 11/14/2023, 09:46 AM
Q2 2023 35 $748M +$368M -$351M +$17.1M ICLR, UHS, ABBV, EXAS, BSX 13F-HR 8/14/2023, 10:34 AM
Q1 2023 27 $693M +$364M -$54.1M +$310M SNY, ABBV, ICLR, DXCM, UNH 13F-HR 5/15/2023, 09:51 AM
Q4 2022 26 $558M +$253M -$119M +$134M ICLR, CRL, UHS, COO, SGRY 13F-HR 2/14/2023, 09:54 AM
Q3 2022 27 $572M +$241M -$165M +$75.4M CRL, CI, NBIX, SNY, HQY 13F-HR 11/14/2022, 08:49 AM
Q2 2022 25 $771M +$504M -$63M +$441M SPY, ABBV, HUM, RGEN, GH 13F-HR 8/15/2022, 10:50 AM
Q1 2022 28 $841M +$352M -$56.5M +$296M ICLR, HZNP, GH, UNH, CTLT 13F-HR 5/16/2022, 10:43 AM
Q4 2021 25 $718M +$305M -$123M +$182M DVA, NVST, GH, CTLT, ACHC 13F-HR 2/14/2022, 04:27 PM
Q3 2021 26 $697M +$238M -$530M -$292M HZNP, NVST, HUM, NVRO, HOLX 13F-HR 11/15/2021, 01:42 PM
Q2 2021 26 $971M +$441M -$286M +$155M HUM, CTLT, MOH, ABBV, WAT 13F-HR 8/16/2021, 10:04 AM
Q1 2021 27 $786M +$265M -$257M +$7.7M EHC, UNH, ZBH, MOH, HZNP 13F-HR 5/17/2021, 09:29 AM
Q4 2020 26 $771M +$426M -$69.4M +$356M EXAS, IWM, ZBH, HZNP, UNH 13F-HR 2/16/2021, 03:12 PM
Q3 2020 25 $447M +$111M -$64.1M +$46.5M EHC, ZBH, CRL, HZNP, CTLT 13F-HR 11/16/2020, 09:02 AM
Q2 2020 24 $397M +$164M -$3.71M +$160M EHC, HOLX, BAX, HZNP, CRL 13F-HR 8/14/2020, 11:25 AM
Q1 2020 26 $259M +$102M -$59.8M +$42.3M EHC, BSX, HZNP, NVRO, BMY 13F-HR 5/15/2020, 09:42 AM
Q4 2019 23 $377M BSX, ZBH, EHC, ILMN, HCA 13F-HR 2/14/2020, 08:25 AM