Iron Triangle Partners LP — Q2 2021 13F 持股

Name: Iron Triangle Partners LP — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001779763

申報總市值

US$8.7億

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	HUM	Humana INC	股票-醫療保健	8.28%	—	—
2	CTLTEUR	Catalent INC	股票-其他	6.78%	—	—
3	MOH	Molina Healthcare INC	股票-醫療保健	6.18%	—	+18.61%
4	ABBV	Abbvie INC	股票-醫療保健	6.18%	-6.60%	EXIT
5	WAT	Waters CORP	股票-醫療保健	6.05%	+4.57%	NEW
6	✓	Horizon Therapeutics PLC	股票-其他	5.97%	—	+23.71%
7	CRL	Charles River Laboratories	股票-醫療保健	5.64%	+2.70%	+5.66%
8	ISRG	Intuitive Surgical INC	股票-醫療保健	5.21%	+6.12%	NEW
9	NVROEUR	Nevro CORP	股票-其他	4.83%	—	+57.01%
10	EHC	Encompass Health CORP	股票-醫療保健	4.53%	—	-27.28%
11	GH	Guardant Health INC	股票-醫療保健	4.48%	-3.55%	EXIT
12	ALGN	Align Technology INC	股票-醫療保健	4.09%	—	-7.14%
13	NVST	Envista Holdings CORP	股票-醫療保健	4.01%	+2.95%	NEW
14	ZBH	Zimmer Biomet Holdings INC	股票-醫療保健	3.56%	—	-41.85%
15	PACB	Pacific Biosciences Of Calif	股票-其他	3.52%	—	+4.32%
16	THC	Tenet Healthcare CORP	股票-醫療保健	3.34%	-3.97%	EXIT
17	IDXX	Idexx Laboratories INC	股票-醫療保健	3.25%	—	+42.86%
18	OSH3USD	Oak Street Health INC	股票-其他	3.23%	—	+53.01%
19	CNMD	Conmed CORP	股票-其他	3.07%	—	+8.60%
20	LUNG	Pulmonx CORP	股票-其他	2.50%	—	-8.33%
21	ICLR	ICON Public Limited Company	股票-醫療保健	1.81%	—	—
22	CGC	Canopy Growth Corporation	股票-醫療保健	1.12%	—	—
23	DMTKQ	Dermtech INC	股票-其他	1.07%	—	—
24	ONL	Orion Properties Inc.	股票-其他	1.03%	—	-8.54%
25	STXS	Stereotaxis INC	股票-其他	0.19%	—	—
26	OLN	Olin Corporation	股票-原物料	0.09%	—	—

Iron Triangle Partners LP 於截至 Q2 2021 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	EHC	Encompass Health CORP	—	EXIT	清倉
2	UNH	Unitedhealth Group INC	—	EXIT	清倉
3	ZBH	Zimmer Biomet Holdings INC	—	EXIT	清倉
4	MOH	Molina Healthcare INC	—	EXIT	清倉
5	✓	Horizon Therapeutics PLC	—	EXIT	清倉
6	✓	Laboratory CORP Amer Hldgs	—	EXIT	清倉
7	CRL	Charles River Laboratories	—	EXIT	清倉
8	ALGN	Align Technology INC	—	EXIT	清倉
9	NVST	Envista Holdings CORP	—	EXIT	清倉
10	HAE	Haemonetics Corp/mass	—	EXIT	清倉
11	ABBV	Abbvie INC	—	EXIT	清倉
12	SGRY	Surgery Partners INC	—	EXIT	清倉
13	PACB	Pacific Biosciences Of Calif	—	EXIT	清倉
14	LUNG	Pulmonx CORP	—	EXIT	清倉
15	CNMD	Conmed CORP	—	EXIT	清倉
16	NVROEUR	Nevro CORP	—	EXIT	清倉
17	IQV	Iqvia Holdings INC	—	EXIT	清倉
18	OSH3USD	Oak Street Health INC	—	EXIT	清倉
19	IDXX	Idexx Laboratories INC	—	EXIT	清倉
20	GH	Guardant Health INC	—	EXIT	清倉
21	NTRA	Natera INC	—	EXIT	清倉
22	EXK	Exact Sciences CORP	—	EXIT	清倉
23	DMTKQ	Dermtech INC	—	EXIT	清倉
24	ONL	Orion Properties Inc.	—	EXIT	清倉
25	VCEL	Vericel CORP	—	EXIT	清倉
26	OMGBP	Outset Medical INC	—	EXIT	清倉
27	RPRX	Royalty Pharma plc	—	EXIT	清倉