Iron Triangle Partners’s Pacific Biosciences PACB Stock Holding History

Iron Triangle Partners’s Portfolio PACB Stock Details PACB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,843,278	Closed	-$18.1M	–	35
2023 Q4	$18.1M	Buy	1,843,278 +43,278	+2%	+$354K	2.34%	21
2023 Q3	$15M	Sell	1,800,000 -600,000	-25%	-$6.86M	2.2%	20
2023 Q2	$31.9M	Buy	2,400,000 +100,000	+4%	+$1.22M	4.27%	10
2023 Q1	$26.6M	Buy	2,300,000 +600,000	+35%	+$5.97M	3.84%	13
2022 Q4	$13.9M	Sell	1,700,000 -1,300,000	-43%	-$11.2M	2.49%	17
2022 Q3	$17.4M	Buy	+3,000,000	New	+$17.2M	3.04%	17
2021 Q3	–	Sell	-976,245	Closed	-$34.1M	–	30
2021 Q2	$34.1M	Buy	976,245 +40,440	+4%	+$1.18M	3.52%	15
2021 Q1	$31.2M	Buy	935,805 +135,805	+17%	+$4.75M	3.96%	13
2020 Q4	$20.8M	Sell	800,000 -1,200,000	-60%	-$20.4M	2.69%	17
2020 Q3	$19.7M	Buy	+2,000,000	New	+$11.5M	4.41%	10

Other funds holding PACB

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Iron Triangle Partners's PACB Position: Q1 2024 in Review

Iron Triangle Partners sold out of Pacific Biosciences (PACB) in Q1 2024, closing a stake of 1,843,278 shares — an estimated $18.1M sold.

Iron Triangle Partners first reported a position in PACB in Q3 2020 and held it in 10 quarters. The position peaked at $34.1M in Q2 2021. 268 funds tracked by Wall St. Rank hold PACB as of Q1 2024.

Iron Triangle Partners reported no remaining Pacific Biosciences position as of Q1 2024 after selling out during the quarter.
Iron Triangle Partners sold 1,843,278 Pacific Biosciences shares in Q1 2024, an estimated $18.1M.
Iron Triangle Partners first reported a position in Pacific Biosciences in Q3 2020 and held it in 10 quarters.
Iron Triangle Partners's Pacific Biosciences position peaked at $34.1M in Q2 2021.
268 funds tracked by Wall St. Rank held Pacific Biosciences as of Q1 2024.

Based on Iron Triangle Partners's 13F filing for Q1 2024, filed 15 May 2024.