IRON TRIANGLE PARTNERS LP
Q4 2021 Form 13-F
COS COB, CONNECTICUT
CIK 0001779763
· CRD 302077
· SEC-registered investment adviser
$717.7M Reported Value Total
IRON TRIANGLE PARTNERS LP reports 5 total accounts under management (AUM). There are 5 discretionary accounts valued at $1,203,112,711, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered
Discretionary Manager
Private funds (Form ADV)
2 funds
· $359.6M gross asset value
Hedge Fund: $359.6M
Source: Form ADV filed 2026-03-24
Reported value
$717.7M
Quarter over quarter
+2.6%
Holdings
25
Top-10 concentration
54.7%
Key People
Form ADV owners & control persons
Kevin Thomas Molloy
LIMITED PARTNER
Michael John O'Brien
CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER
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Q4 2021 13F record
Q4 2021 13F filing summary
| Period of report | December 31, 2021 |
|---|---|
| Filed | February 14, 2022 |
| Form | 13F-HR |
| Reported value | $717.7M |
| Positions | 25 |
| Change in reported value | +3.0% |
| New positions | 7 |
| Exited positions | 8 |
| Position turnover | 45.5% |
| Top-10 concentration | 54.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q4 2025 13F
Filed Feb 17, 2026
|
27 | $874.7M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
25 | $703.3M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
26 | $651.2M |
|
Q1 2025 13F
Filed May 15, 2025
|
27 | $634.4M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
22 | $908.4M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
24 | $721.8M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
24 | $983.7M |
|
Q1 2024 13F
Filed May 15, 2024
|
28 | $976.3M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
26 | $772.9M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
23 | $684.2M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
22 | $748.1M |
|
Q1 2023 13F
Filed May 15, 2023
|
27 | $693.2M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
26 | $557.8M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
27 | $572.0M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
24 | $771.2M |
|
Q1 2022 13F
Filed May 16, 2022
|
28 | $840.7M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
25 | $717.7M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
26 | $696.8M |
|
Q2 2021 13F
Filed Aug 16, 2021
|
26 | $970.8M |
|
Q1 2021 13F
Filed May 17, 2021
|
27 | $786.5M |
5 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2021
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | DVA DAVITA INC | $51.2M | 7.13% |
| 2 | NVST ENVISTA HOLDINGS CORPORATION | $47.8M | 6.66% |
| 3 | GH GUARDANT HEALTH INC | $44.0M | 6.14% |
| 4 | CTLT CATALENT INC | $40.5M | 5.65% |
| 5 | ACHC ACADIA HEALTHCARE COMPANY IN | $38.4M | 5.35% |
| 6 | UTHR UNITED THERAPEUTICS CORP DEL | $36.7M | 5.12% |
| 7 | NVRO NEVRO CORP | $34.2M | 4.77% |
| 8 | ICLR ICON PLC | $34.1M | 4.75% |
| 9 | ABBV ABBVIE INC | $33.9M | 4.72% |
| 10 | NSTG NANOSTRING TECHNOLOGIES INC | $31.7M | 4.41% |
| 11 | MOH MOLINA HEALTHCARE INC | $31.1M | 4.34% |
| 12 | UNH UNITEDHEALTH GROUP INC | $30.1M | 4.2% |
| 13 | SGRY SURGERY PARTNERS INC | $29.0M | 4.05% |
| 14 | ICUI ICU MED INC | $27.2M | 3.79% |
| 15 | CRL CHARLES RIV LABS INTL INC | $26.4M | 3.68% |
| 16 | ALGN ALIGN TECHNOLOGY INC | $26.3M | 3.66% |
| 17 | HZNP HORIZON THERAPEUTICS PUB L | $25.6M | 3.57% |
| 18 | HOLX HOLOGIC INC | $21.4M | 2.99% |
| 19 | CNMD CONMED CORP | $21.2M | 2.96% |
| 20 | AHCO ADAPTHEALTH CORP | $17.1M | 2.39% |
Values as reported on the Q4 2021 Form 13F. Every position is in the holdings table below.