IRON TRIANGLE PARTNERS LP
Q1 2023 Form 13-F
COS COB, CONNECTICUT
CIK 0001779763
· CRD 302077
· SEC-registered investment adviser
$693.2M Reported Value Total
IRON TRIANGLE PARTNERS LP reports 5 total accounts under management (AUM). There are 5 discretionary accounts valued at $1,141,018,483, 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
$693.2M
Quarter over quarter
+6.2%
Holdings
27
Top-10 concentration
57.7%
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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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | May 15, 2023 |
| Form | 13F-HR |
| Reported value | $693.2M |
| Positions | 27 |
| Change in reported value | +24.3% |
| New positions | 12 |
| Exited positions | 11 |
| Position turnover | 60.5% |
| Top-10 concentration | 57.7% |
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 · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SNY SANOFI | $64.2M | 9.26% |
| 2 | ABBV ABBVIE INC | $51.0M | 7.36% |
| 3 | ICLR ICON PLC | $40.6M | 5.85% |
| 4 | DXCM DEXCOM INC | $39.5M | 5.7% |
| 5 | UNH UNITEDHEALTH GROUP INC | $37.8M | 5.45% |
| 6 | ACHC ACADIA HEALTHCARE COMPANY IN | $37.0M | 5.34% |
| 7 | GILD GILEAD SCIENCES INC | $34.8M | 5.03% |
| 8 | EVH EVOLENT HEALTH INC | $32.5M | 4.68% |
| 9 | COO COOPER COS INC | $31.7M | 4.58% |
| 10 | ISRG INTUITIVE SURGICAL INC | $30.7M | 4.42% |
| 11 | ESTA ESTABLISHMENT LABS HLDGS INC | $28.8M | 4.15% |
| 12 | SGRY SURGERY PARTNERS INC | $28.1M | 4.06% |
| 13 | PACB PACIFIC BIOSCIENCES CALIF IN | $26.6M | 3.84% |
| 14 | CRL CHARLES RIV LABS INTL INC | $26.2M | 3.78% |
| 15 | IDXX IDEXX LABS INC | $25.0M | 3.61% |
| 16 | LEGN LEGEND BIOTECH CORP | $24.1M | 3.48% |
| 17 | SRPT SAREPTA THERAPEUTICS INC | $22.1M | 3.18% |
| 18 | TXG 10X GENOMICS INC | $19.5M | 2.82% |
| 19 | INSP INSPIRE MED SYS INC | $16.4M | 2.36% |
| 20 | SDGR SCHRODINGER INC | $15.7M | 2.26% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.