Iron Triangle Partners LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$651.2B
Holdings
27
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVSCVS HEALTH CORP | 750,000 | $51.7B | 7.94% | |
| 2 | CRLCHARLES RIV LABS INTL INC | 320,000 | $48.6B | 7.46% | |
| 3 | ABBVABBVIE INC | 249,997 | $46.4B | 7.13% | |
| 4 | MMSIMERIT MED SYS INC | 392,783 | $36.7B | 5.64% | |
| 5 | ICLRICON PLC | 250,000 | $36.4B | 5.58% | |
| 6 | MDTMEDTRONIC PLC | 400,000 | $34.9B | 5.35% | |
| 7 | THCTENET HEALTHCARE CORP | 190,000 | $33.4B | 5.14% | |
| 8 | ISRGINTUITIVE SURGICAL INC | 60,000 | $32.6B | 5.01% | |
| 9 | HCAHCA HEALTHCARE INC | 80,000 | $30.6B | 4.71% | |
| 10 | DOCSDOXIMITY INC | 471,300 | $28.9B | 4.44% | |
| 11 | BTSGBRIGHTSPRING HEALTH SVCS INC | 1,200,000 | $28.3B | 4.35% | |
| 12 | GKOSGLAUKOS CORP | 271,163 | $28.0B | 4.30% | |
| 13 | PODDINSULET CORP | 68,041 | $21.4B | 3.28% | |
| 14 | OSCROSCAR HEALTH INC | 900,000 | $19.3B | 2.96% | Put |
| 15 | AHCOADAPTHEALTH CORP | 1,920,019 | $18.1B | 2.78% | |
| 16 | CAHCARDINAL HEALTH INC | 105,257 | $17.7B | 2.72% | |
| 17 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 1,495,883 | $17.4B | 2.68% | |
| 18 | EXASEXACT SCIENCES CORP | 300,000 | $15.9B | 2.45% | |
| 19 | TWSTTWIST BIOSCIENCE CORP | 424,355 | $15.6B | 2.40% | |
| 20 | GHGUARDANT HEALTH INC | 300,000 | $15.6B | 2.40% | |
| 21 | ONCBEONE MEDICINES LTD | 60,000 | $14.5B | 2.23% | |
| 22 | NVSTENVISTA HOLDINGS CORPORATION | 620,000 | $12.1B | 1.86% | |
| 23 | B7SBROOKDALE SR LIVING INC | 1,700,000 | $11.8B | 1.82% | |
| 24 | EHABENHABIT INC | 1,027,972 | $9.9B | 1.52% | |
| 25 | ALNYALNYLAM PHARMACEUTICALS INC | 29,339 | $9.6B | 1.47% | |
| 26 | ARGXARGENX SE | 15,567 | $8.6B | 1.32% | |
| 27 | IM8NINSMED INC | 70,000 | $7.0B | 1.08% |