Iron Triangle Partners LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$703.3M
Holdings
25
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVSCVS HEALTH CORP | 797,900 | $60.2M | 8.55% | |
| 2 | DC4DEXCOM INC | 850,000 | $57.2M | 8.13% | |
| 3 | ABBVABBVIE INC | 200,326 | $46.4M | 6.60% | |
| 4 | MDTMEDTRONIC PLC | 453,347 | $43.2M | 6.14% | |
| 5 | CRLCHARLES RIV LABS INTL INC | 268,000 | $41.9M | 5.96% | |
| 6 | LLYELI LILLY & CO | 49,555 | $37.8M | 5.38% | |
| 7 | BTSGBRIGHTSPRING HEALTH SVCS INC | 1,238,520 | $36.6M | 5.21% | |
| 8 | RGENREPLIGEN CORP | 270,000 | $36.1M | 5.13% | |
| 9 | GKOSGLAUKOS CORP | 342,804 | $28.0M | 3.97% | |
| 10 | THCTENET HEALTHCARE CORP | 137,448 | $27.9M | 3.97% | |
| 11 | EXASEXACT SCIENCES CORP | 500,000 | $27.4M | 3.89% | |
| 12 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 1,820,915 | $27.2M | 3.87% | |
| 13 | MDGLMADRIGAL PHARMACEUTICALS INC | 58,378 | $26.8M | 3.81% | |
| 14 | GHGUARDANT HEALTH INC | 400,000 | $25.0M | 3.55% | |
| 15 | B7SBROOKDALE SR LIVING INC | 2,838,361 | $24.0M | 3.42% | |
| 16 | CAHCARDINAL HEALTH INC | 138,011 | $21.7M | 3.08% | |
| 17 | JAZZJAZZ PHARMACEUTICALS PLC | 150,000 | $19.8M | 2.81% | |
| 18 | NBIXNEUROCRINE BIOSCIENCES INC | 131,390 | $18.4M | 2.62% | |
| 19 | WSTWEST PHARMACEUTICAL SVSC INC | 70,000 | $18.4M | 2.61% | |
| 20 | AHCOADAPTHEALTH CORP | 1,924,132 | $17.2M | 2.45% | |
| 21 | VCYTVERACYTE INC | 485,000 | $16.6M | 2.37% | |
| 22 | AM6AMICUS THERAPEUTICS INC | 1,971,260 | $15.5M | 2.21% | |
| 23 | DOCSDOXIMITY INC | 210,000 | $15.4M | 2.18% | |
| 24 | IDYAIDEAYA BIOSCIENCES INC | 270,000 | $7.3M | 1.04% | |
| 25 | ARGXARGENX SE | 9,900 | $7.3M | 1.04% |