ITP
APLS

Iron Triangle Partners’s Apellis Pharmaceuticals APLS Stock Holding History

Iron Triangle Partners’s Portfolio APLS Stock Details APLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-550,000
Closed -$32.3M – 28
2024
Q1 		$32.3M Buy
+550,000
New +$35.1M 3.31% 14
2023
Q4 		– Sell
-880,000
Closed -$33.5M – 27
2023
Q3 		$33.5M Buy
+880,000
New +$38.7M 4.89% 8

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Iron Triangle Partners's APLS Position: Q2 2024 in Review

Iron Triangle Partners sold out of Apellis Pharmaceuticals (APLS) in Q2 2024, closing a stake of 550,000 shares — an estimated $32.3M sold.

Iron Triangle Partners first reported a position in APLS in Q3 2023 and held it in 2 quarters. The position peaked at $33.5M in Q3 2023. 263 funds tracked by Wall St. Rank hold APLS as of Q2 2024.

  • Iron Triangle Partners reported no remaining Apellis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Iron Triangle Partners sold 550,000 Apellis Pharmaceuticals shares in Q2 2024, an estimated $32.3M.
  • Iron Triangle Partners first reported a position in Apellis Pharmaceuticals in Q3 2023 and held it in 2 quarters.
  • Iron Triangle Partners's Apellis Pharmaceuticals position peaked at $33.5M in Q3 2023.
  • 263 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2024.

Based on Iron Triangle Partners's 13F filing for Q2 2024, filed 14 Aug 2024.