SEC 13F Intelligence

Saraza Management, LP / IRTC

Saraza Management, LP’s Irhythm Holdings Inc Position

Does Saraza Management, LP own Irhythm Holdings Inc (IRTC)? Not currently — the last reported position was 350.0K shares worth $37M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$37M
Q4 2023
Shares
350.0K
% of Portfolio
+8.75%
Quarters Held
8
position exited

Position History IRTC

Reported value by quarter
Q4 ’21: $94MQ4 ’21Q1 ’22: $159MQ1 ’22Q2 ’22: $165MQ2 ’22Q3 ’22: $166MQ3 ’22Q4 ’22: $120MQ4 ’22Q1 ’23: $122MQ1 ’23Q2 ’23: $94,410Q2 ’23Q4 ’23: $37MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023350.0K$37M+8.75%
Q2 2023905.0K$94,410+15.94%
Q1 2023985.0K$122M+20.22%
Q4 20221.28M$120M+15.85%
Q3 20221.33M$166M+25.10%
Q2 20221.52M$165M+20.90%
Q1 20221.01M$159M+17.85%
Q4 2021800.0K$94M+8.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Saraza Management, LP’s full portfolio or all institutional holders of IRTC.