EdgeMarket › What Iron Triangle Partners Lp reported owning
What Iron Triangle Partners Lp reported owning
As filed on Form 13F for the quarter ending 2025-12-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
874.7MPositions
27Quarter
2025-12-31Shown below
27largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CRL CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | 75.7M | 8.7% | 379.7K | 295.19 | +85.0% |
| ISRG INTUITIVE SURGICAL INC | 53.5M | 6.1% | 94.5K | 378.81 | -21.2% |
| RGEN REPLIGEN CORP | 52.5M | 6.0% | 320.5K | 181.13 | +49.0% |
| JAZZ Jazz Pharmaceuticals plc | 49.7M | 5.7% | 292.2K | 254.28 | +113.6% |
| VCYT VERACYTE, INC. | 41.3M | 4.7% | 980.4K | 42.31 | +43.5% |
| BSX BOSTON SCIENTIFIC CORP | 40.1M | 4.6% | 420.8K | 50.37 | -52.5% |
| WAT WATERS CORP /DE/ | 39.9M | 4.6% | 105.2K | 410.70 | +38.4% |
| BKD Brookdale Senior Living Inc. | 37.7M | 4.3% | 3.5M | 11.80 | +61.4% |
| LLY ELI LILLY & Co | 37.7M | 4.3% | 35.0K | 1,255.40 | +78.0% |
| BRKR BRUKER CORP | 37.4M | 4.3% | 794.4K | 59.56 | +76.6% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 34.9M | 4.0% | 76.9K | 548.05 | +39.0% |
| CVS CVS HEALTH Corp | 34.3M | 3.9% | 432.5K | 93.02 | +31.3% |
| FTRE Fortrea Holdings Inc. | 34.3M | 3.9% | 2.0M | 18.39 | +137.9% |
| MMSI MERIT MEDICAL SYSTEMS INC | 34.0M | 3.9% | 385.7K | 90.78 | +3.9% |
| BTSG BrightSpring Health Services, Inc. | 33.6M | 3.8% | 897.4K | 58.87 | +149.1% |
| DOCS Doximity, Inc. | 30.4M | 3.5% | 686.6K | 25.33 | -60.6% |
| TECH BIO-TECHNE Corp | 27.5M | 3.1% | 467.4K | 72.32 | +33.1% |
| ATEC Alphatec Holdings, Inc. | 27.1M | 3.1% | 1.3M | 9.48 | -40.3% |
| AHCO AdaptHealth Corp. | 26.0M | 3.0% | 2.6M | 5.63 | -39.7% |
| NVST Envista Holdings Corp | 25.8M | 2.9% | 1.2M | 27.20 | +31.3% |
| UNH UNITEDHEALTH GROUP INC | 23.1M | 2.6% | 70.1K | 390.11 | +30.1% |
| ABT ABBOTT LABORATORIES | 22.0M | 2.5% | 175.3K | 116.64 | -11.9% |
| IDYA IDEAYA Biosciences, Inc. | 16.2M | 1.8% | 467.5K | 39.67 | +63.1% |
| BHVN Biohaven Ltd. | 10.8M | 1.2% | 958.3K | 13.85 | -5.8% |
| XENE Xenon Pharmaceuticals Inc. | 10.5M | 1.2% | 233.7K | 60.77 | +61.5% |
| DNTH Dianthus Therapeutics, Inc. /DE/ | 9.5M | 1.1% | 230.7K | 111.10 | +374.4% |
| MLYS Mineralys Therapeutics, Inc. | 9.3M | 1.1% | 257.1K | 25.65 | +65.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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