Iron Triangle Partners L.P. is an investment fund managing more than $966 billion ran by Michael O'brien. There are currently 28 companies in Mr. O'brien’s portfolio. The largest investments include Acadia Healthcare Company In and Dexcom Inc, together worth $137 billion.
As of 8th May 2024, Iron Triangle Partners L.P.’s top holding is 902,813 shares of Acadia Healthcare Company In currently worth over $71.5 billion and making up 7.4% of the portfolio value.
In addition, the fund holds 471,631 shares of Dexcom Inc worth $65.4 billion, whose value grew 23.4% in the past six months.
The third-largest holding is Icon Plc worth $50.7 billion and the next is Abbvie Inc worth $50.3 billion, with 276,098 shares owned.
Currently, Iron Triangle Partners L.P.'s portfolio is worth at least $966 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Iron Triangle Partners L.P. office and employees reside in Cos Cob, Connecticut. According to the last 13-F report filed with the SEC, Michael O'brien serves as the Chief Operating Officer at Iron Triangle Partners L.P..
In the most recent 13F filing, Iron Triangle Partners L.P. revealed that it had opened a new position in
West Pharmaceutical Svsc Inc and bought 119,736 shares worth $47.4 billion.
The investment fund also strengthened its position in Acadia Healthcare Company In by buying
399,366 additional shares.
This makes their stake in Acadia Healthcare Company In total 902,813 shares worth $71.5 billion.
On the other hand, there are companies that Iron Triangle Partners L.P. is getting rid of from its portfolio.
Iron Triangle Partners L.P. closed its position in Universal Hlth Svcs Inc on 15th May 2024.
It sold the previously owned 470,000 shares for $74.2 billion.
Michael O'brien also disclosed a decreased stake in Icon Plc by 0.6%.
This leaves the value of the investment at $50.7 billion and 150,853 shares.
The two most similar investment funds to Iron Triangle Partners L.P. are Woodstock Corp and Mizuho Bank. They manage $966 billion and $967 billion respectively.
Iron Triangle Partners L.P.’s portfolio is diversified across 3 sectors.
Currently, their heaviest sector is Health Care — making up 66.2% of
the total portfolio value.
The fund focuses on investments in the United States as
64.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
32% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $30.8 billion.
These positions were updated on May 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Universal Hlth Svcs Inc |
Closed
470,000
|
$74,151,900,000 | |
| Acadia Healthcare Company In |
79.33%
902,813
|
$71,520,846,000 | 7.40% |
| Dexcom Inc |
214.42%
471,631
|
$65,415,220,000 | 6.77% |
| Icon Plc |
56.90%
150,853
|
$50,679,065,000 | 5.24% |
| Abbvie Inc |
38.64%
276,098
|
$50,277,446,000 | 5.20% |
| Intuitive Surgical Inc |
3.61%
124,337
|
$49,621,653,000 | 5.13% |
| Exact Sciences Corp. |
40.00%
700,000
|
$48,342,000,000 | 5.00% |
| West Pharmaceutical Svsc Inc |
Opened
119,736
|
$47,380,733,000 | 4.90% |
| Align Technology, Inc. |
118.40%
141,958
|
$46,550,867,000 | 4.82% |
| Boston Scientific Corp. |
Closed
850,000
|
$45,976,500,000 | |
| Illumina Inc |
Opened
330,758
|
$45,419,689,000 | 4.70% |
| United Therapeutics Corp |
Closed
200,000
|
$44,150,000,000 | |
| Bruker Corp |
Opened
466,521
|
$43,824,983,000 | 4.53% |
| Glaukos Corporation |
38.56%
429,525
|
$40,499,912,000 | 4.19% |
| Teva Pharmaceutical Inds Ltd |
Opened
2,769,864
|
$39,082,781,000 | 4.04% |
| Brookdale Sr Living Inc |
40.99%
5,897,960
|
$38,985,516,000 | 4.03% |
| Establishment Labs Holdings Inc |
Closed
537,906
|
$36,905,731,000 | |
| Apellis Pharmaceuticals Inc |
Opened
550,000
|
$32,329,000,000 | 3.35% |
| Pacific Biosciences Calif In |
Closed
2,400,000
|
$31,920,000,000 | |
| Fortrea Hldgs Inc |
Opened
791,233
|
$31,760,093,000 | 3.29% |
| Neurocrine Biosciences, Inc. |
Opened
220,000
|
$30,342,400,000 | 3.14% |
| Avantor, Inc. |
Opened
1,150,000
|
$29,405,500,000 | 3.04% |
| Cooper Cos Inc |
Closed
75,000
|
$28,757,250,000 | |
| Surgery Partners Inc |
Closed
580,973
|
$26,137,975,000 | |
| Shockwave Med Inc |
Opened
79,736
|
$25,964,434,000 | 2.69% |
| Schrodinger, Inc. |
Opened
863,323
|
$23,309,721,000 | 2.41% |
| Syndax Pharmaceuticals Inc |
Opened
973,057
|
$23,158,757,000 | 2.40% |
| Inspire Med Sys Inc |
Closed
70,000
|
$22,724,800,000 | |
| Spdr Ser Tr |
Opened
226,066
|
$21,451,403,000 | 2.22% |
| 10x Genomics, Inc. |
Closed
380,000
|
$21,219,200,000 | |
| Elanco Animal Health Inc |
Opened
1,297,132
|
$21,117,309,000 | 2.19% |
| Cytokinetics Inc |
Opened
300,000
|
$21,033,000,000 | 2.18% |
| Mckesson Corporation |
Opened
37,419
|
$20,088,390,000 | 2.08% |
| Oscar Health, Inc. |
Opened
1,334,503
|
$19,844,060,000 | 2.05% |
| Argenx Se |
Opened
45,000
|
$17,717,400,000 | 1.83% |
| TransMedics Group, Inc. |
Closed
180,000
|
$15,116,400,000 | |
| SpringWorks Therapeutics, Inc. |
Closed
464,935
|
$12,190,596,000 | |
| 908 Devices Inc. |
15.64%
1,040,768
|
$7,857,798,000 | 0.81% |
| Olink Hldg Ab |
Closed
314,795
|
$5,902,406,000 | |
| Nyxoah S A |
Opened
253,025
|
$3,413,307,000 | 0.35% |
| No transactions found | |||
| Showing first 500 out of 40 holdings | |||