Iron Triangle Partners LP 13F Holdings
CIK 0001779763 · New York, NY
As of Sep 30, 2025, Iron Triangle Partners LP reported 25 positions worth $703.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CVS HEALTH CORP | CVS | Healthcare | 797,900 | $60.2M | 8.55% |
| DEXCOM INC | DXCM | Healthcare | 850,000 | $57.2M | 8.13% |
| ABBVIE INC | ABBV | Equity | 200,326 | $46.4M | 6.60% |
| MEDTRONIC PLC | MDT | Healthcare | 453,347 | $43.2M | 6.14% |
| CHARLES RIVER LABORATORIES INTERNATIONAL INC | CRL | Healthcare | 268,000 | $41.9M | 5.96% |
| ELI LILLY & CO | LLY | Healthcare | 49,555 | $37.8M | 5.38% |
| BRIGHTSPRING HEALTH SERVICES INC | BTSG | Healthcare | 1,238,520 | $36.6M | 5.21% |
| REPLIGEN CORP | RGEN | Healthcare | 270,000 | $36.1M | 5.13% |
| GLAUKOS CORP | GKOS | Healthcare | 342,804 | $28.0M | 3.98% |
| TENET HEALTHCARE CORP | THC | Healthcare | 137,448 | $27.9M | 3.97% |
| EXACT SCIENCES CORP | EXAS | Healthcare | 500,000 | $27.4M | 3.89% |
| ADAPTIVE BIOTECHNOLOGIES CORP | ADPT | Healthcare | 1,820,915 | $27.2M | 3.87% |
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 58,378 | $26.8M | 3.81% |
| GUARDANT HEALTH INC | GH | Healthcare | 400,000 | $25.0M | 3.55% |
| BROOKDALE SENIOR LIVING INC | BKD | Healthcare | 2,838,361 | $24.0M | 3.42% |
| CARDINAL HEALTH INC | CAH | Healthcare | 138,011 | $21.7M | 3.08% |
| JAZZ PHARMACEUTICALS PLC | JAZZ | Healthcare | 150,000 |