IRON TRIANGLE PARTNERS LP
Q2 2024 Form 13-F
COS COB, CONNECTICUT
CIK 0001779763
· CRD 302077
· SEC-registered investment adviser
$983.7M Reported Value Total
IRON TRIANGLE PARTNERS LP reports 7 total accounts under management (AUM). There are 7 discretionary accounts valued at $1,128,405,652, 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
$983.7M
Quarter over quarter
-3.1%
Holdings
24
Top-10 concentration
56.9%
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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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | August 14, 2024 |
| Form | 13F-HR |
| Reported value | $983.7M |
| Positions | 24 |
| Change in reported value | +0.8% |
| New positions | 9 |
| Exited positions | 13 |
| Position turnover | 59.5% |
| Top-10 concentration | 56.9% |
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 · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | EW EDWARDS LIFESCIENCES CORP | $67.2M | 6.83% |
| 2 | DXCM DEXCOM INC | $66.0M | 6.71% |
| 3 | GKOS GLAUKOS CORP | $60.1M | 6.11% |
| 4 | ACHC ACADIA HEALTHCARE COMPANY IN | $56.7M | 5.76% |
| 5 | ISRG INTUITIVE SURGICAL INC | $53.8M | 5.47% |
| 6 | MCK MCKESSON CORP | $53.8M | 5.47% |
| 7 | TEVA TEVA PHARMACEUTICAL INDS LTD | $53.6M | 5.45% |
| 8 | PODD INSULET CORP | $53.3M | 5.42% |
| 9 | ABBV ABBVIE INC | $48.8M | 4.96% |
| 10 | DHR DANAHER CORPORATION | $46.7M | 4.75% |
| 11 | ELAN ELANCO ANIMAL HEALTH INC | $46.6M | 4.74% |
| 12 | BMRN BIOMARIN PHARMACEUTICAL INC | $45.7M | 4.65% |
| 13 | WST WEST PHARMACEUTICAL SVSC INC | $43.8M | 4.45% |
| 14 | BKD BROOKDALE SR LIVING INC | $39.6M | 4.03% |
| 15 | INSP INSPIRE MED SYS INC | $37.7M | 3.84% |
| 16 | OSCR OSCAR HEALTH INC | $29.0M | 2.95% |
| 17 | INSM INSMED INC | $27.7M | 2.81% |
| 18 | NBIX NEUROCRINE BIOSCIENCES INC | $27.5M | 2.8% |
| 19 | ARGX ARGENX SE | $26.5M | 2.7% |
| 20 | TWST TWIST BIOSCIENCE CORP | $25.9M | 2.64% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.