Iron Triangle Partners LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$634.4B
Holdings
27
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DVADAVITA INC | 319,566 | $48.9B | 7.71% | |
| 2 | CAHCARDINAL HEALTH INC | 300,000 | $41.3B | 6.52% | |
| 3 | ABBVABBVIE INC | 192,819 | $40.4B | 6.37% | |
| 4 | TEVATEVA PHARMACEUTICAL INDS LTD | 2,217,730 | $34.1B | 5.37% | |
| 5 | BSXBOSTON SCIENTIFIC CORP | 332,167 | $33.5B | 5.28% | |
| 6 | GMEDGLOBUS MED INC | 431,221 | $31.6B | 4.98% | |
| 7 | THCTENET HEALTHCARE CORP | 209,454 | $28.2B | 4.44% | |
| 8 | PODDINSULET CORP | 106,029 | $27.8B | 4.39% | |
| 9 | AZNASTRAZENECA PLC | 376,330 | $27.7B | 4.36% | |
| 10 | ONCBEIGENE LTD | 97,840 | $26.6B | 4.20% | |
| 11 | GHGUARDANT HEALTH INC | 600,867 | $25.6B | 4.03% | |
| 12 | AG8AGILENT TECHNOLOGIES INC | 208,438 | $24.4B | 3.84% | |
| 13 | MMSIMERIT MED SYS INC | 229,738 | $24.3B | 3.83% | |
| 14 | NVSTENVISTA HOLDINGS CORPORATION | 1,232,798 | $21.3B | 3.35% | |
| 15 | DOCSDOXIMITY INC | 360,000 | $20.9B | 3.29% | |
| 16 | ALNYALNYLAM PHARMACEUTICALS INC | 65,409 | $17.7B | 2.78% | |
| 17 | AHCOADAPTHEALTH CORP | 1,614,045 | $17.5B | 2.76% | |
| 18 | TWSTTWIST BIOSCIENCE CORP | 423,913 | $16.6B | 2.62% | |
| 19 | ARGXARGENX SE | 27,874 | $16.5B | 2.60% | |
| 20 | NBIXNEUROCRINE BIOSCIENCES INC | 146,836 | $16.2B | 2.56% | |
| 21 | JAZZJAZZ PHARMACEUTICALS PLC | 130,000 | $16.1B | 2.54% | |
| 22 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 2,134,061 | $15.9B | 2.50% | |
| 23 | ISRGINTUITIVE SURGICAL INC | 30,000 | $14.9B | 2.34% | |
| 24 | TECHBIO-TECHNE CORP | 250,000 | $14.7B | 2.31% | |
| 25 | BTSGBRIGHTSPRING HEALTH SVCS INC | 722,341 | $13.1B | 2.06% | |
| 26 | EHABENHABIT INC | 1,140,000 | $10.0B | 1.58% | |
| 27 | TXG10X GENOMICS INC | 1,000,000 | $8.7B | 1.38% |