Iron Triangle Partners LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 27Value: $634.4MLatest: 2025Q1

Iron Triangle Partners LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 27 holdings worth $0.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMSI",
  "ARGX",
  "JAZZ",
  "ABBV",
  "A",
  "ALNY",
  "BSX",
  "ADPT",
  "BTSG",
  "AZN",
  "ISRG",
  "GH",
  "NBIX",
  "PODD",
  "TXG",
  "AHCO",
  "DOCS",
  "TEVA",
  "GMED",
  "THC",
  "CAH",
  "NVST",
  "EHAB",
  "TWST",
  null,
  "TECH",
  "DVA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 27
Total Value: 634382496
Accession Number: 0001172661-25-001955
Form Type: 13F-HR
CIK: iron-triangle-partners-lp
Manager Name: Iron-Triangle-Partners-Lp

Data Enrichment

96% identified

26 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

27 positions • $634.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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DAVITA INC.

DVA|23918K108

Shares:319.6K

Value:$48.9M

% of Portfolio:7.7% ($48.9M/$634.4M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:300.0K

Value:$41.3M

% of Portfolio:6.5% ($41.3M/$634.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:192.8K

Value:$40.4M

% of Portfolio:6.4% ($40.4M/$634.4M)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:2.2M

Value:$34.1M

% of Portfolio:5.4% ($34.1M/$634.4M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:332.2K

Value:$33.5M

% of Portfolio:5.3% ($33.5M/$634.4M)

GLOBUS MEDICAL INC

GMED|379577208

Shares:431.2K

Value:$31.6M

% of Portfolio:5.0% ($31.6M/$634.4M)

TENET HEALTHCARE CORP

THC|88033G407

Shares:209.5K

Value:$28.2M

% of Portfolio:4.4% ($28.2M/$634.4M)

INSULET CORP

PODD|45784P101

Shares:106.0K

Value:$27.8M

% of Portfolio:4.4% ($27.8M/$634.4M)

ASTRAZENECA PLC

AZN|046353108

Shares:376.3K

Value:$27.7M

% of Portfolio:4.4% ($27.7M/$634.4M)

07725L102

Shares:97.8K

Value:$26.6M

% of Portfolio:4.2% ($26.6M/$634.4M)

Guardant Health, Inc.

GH|40131M109

Shares:600.9K

Value:$25.6M

% of Portfolio:4.0% ($25.6M/$634.4M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:208.4K

Value:$24.4M

% of Portfolio:3.8% ($24.4M/$634.4M)

MERIT MEDICAL SYSTEMS INC

MMSI|589889104

Shares:229.7K

Value:$24.3M

% of Portfolio:3.8% ($24.3M/$634.4M)

Envista Holdings Corp

NVST|29415F104

Shares:1.2M

Value:$21.3M

% of Portfolio:3.4% ($21.3M/$634.4M)

Doximity, Inc.

DOCS|26622P107

Shares:360.0K

Value:$20.9M

% of Portfolio:3.3% ($20.9M/$634.4M)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:65.4K

Value:$17.7M

% of Portfolio:2.8% ($17.7M/$634.4M)

AdaptHealth Corp.

AHCO|00653Q102

Shares:1.6M

Value:$17.5M

% of Portfolio:2.8% ($17.5M/$634.4M)

Twist Bioscience Corp

TWST|90184D100

Shares:423.9K

Value:$16.6M

% of Portfolio:2.6% ($16.6M/$634.4M)

ARGENX SE

ARGX|04016X101

Shares:27.9K

Value:$16.5M

% of Portfolio:2.6% ($16.5M/$634.4M)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:146.8K

Value:$16.2M

% of Portfolio:2.6% ($16.2M/$634.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DAVITA INC.(DVAcusip23918K108)	319.6K	QoQ +22.70% (+59.1K) YoY NEW(+319.6K)	All Managers (Combined)	$48.9M	7.7% ($48.9M/$634.4M)	QoQ +25.51% (+$9.9M) YoY NEW(+$48.9M)
CARDINAL HEALTH INC(CAHcusip14149Y108)	300.0K	QoQ +61.28% (+114.0K) YoY NEW(+300.0K)	All Managers (Combined)	$41.3M	6.5% ($41.3M/$634.4M)	QoQ +87.88% (+$19.3M) YoY NEW(+$41.3M)
AbbVie Inc.(ABBVcusip00287Y109)	192.8K	QoQ -48.44% (-181.2K) YoY -30.16% (-83.3K)	All Managers (Combined)	$40.4M	6.4% ($40.4M/$634.4M)	QoQ -39.21% (-$26.1M) YoY -19.64% (-$9.9M)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	2.2M	QoQ +0.80% (-17.7K) YoY -19.93% (-552.1K)	All Managers (Combined)	$34.1M	5.4% ($34.1M/$634.4M)	QoQ -29.70% (-$14.4M) YoY -12.78% (-$5.0M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	332.2K	QoQ -32.89% (-162.8K) YoY NEW(+332.2K)	All Managers (Combined)	$33.5M	5.3% ($33.5M/$634.4M)	QoQ -24.21% (-$10.7M) YoY NEW(+$33.5M)
GLOBUS MEDICAL INC(GMEDcusip379577208)	431.2K	QoQ -48.90% (-412.8K) YoY NEW(+431.2K)	All Managers (Combined)	$31.6M	5.0% ($31.6M/$634.4M)	QoQ -54.78% (-$38.2M) YoY NEW(+$31.6M)
TENET HEALTHCARE CORP(THCcusip88033G407)	209.5K	QoQ NEW(+209.5K) YoY NEW(+209.5K)	All Managers (Combined)	$28.2M	4.4% ($28.2M/$634.4M)	QoQ NEW(+$28.2M) YoY NEW(+$28.2M)
INSULET CORP(PODDcusip45784P101)	106.0K	QoQ -31.15% (-48.0K) YoY NEW(+106.0K)	All Managers (Combined)	$27.8M	4.4% ($27.8M/$634.4M)	QoQ -30.75% (-$12.4M) YoY NEW(+$27.8M)
ASTRAZENECA PLC(AZNcusip046353108)	376.3K	QoQ NEW(+376.3K) YoY NEW(+376.3K)	All Managers (Combined)	$27.7M	4.4% ($27.7M/$634.4M)	QoQ NEW(+$27.7M) YoY NEW(+$27.7M)
(cusip07725L102)✕	97.8K	QoQ NEW(+97.8K) YoY NEW(+97.8K)	All Managers (Combined)	$26.6M	4.2% ($26.6M/$634.4M)	QoQ NEW(+$26.6M) YoY NEW(+$26.6M)
Guardant Health, Inc.(GHcusip40131M109)	600.9K	QoQ NEW(+600.9K) YoY NEW(+600.9K)	All Managers (Combined)	$25.6M	4.0% ($25.6M/$634.4M)	QoQ NEW(+$25.6M) YoY NEW(+$25.6M)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	208.4K	QoQ -65.04% (-387.9K) YoY NEW(+208.4K)	All Managers (Combined)	$24.4M	3.8% ($24.4M/$634.4M)	QoQ -69.56% (-$55.7M) YoY NEW(+$24.4M)
MERIT MEDICAL SYSTEMS INC(MMSIcusip589889104)	229.7K	QoQ -43.55% (-177.3K) YoY NEW(+229.7K)	All Managers (Combined)	$24.3M	3.8% ($24.3M/$634.4M)	QoQ -38.31% (-$15.1M) YoY NEW(+$24.3M)
Envista Holdings Corp(NVSTcusip29415F104)	1.2M	QoQ -43.96% (-967.2K) YoY NEW(+1.2M)	All Managers (Combined)	$21.3M	3.4% ($21.3M/$634.4M)	QoQ -49.86% (-$21.2M) YoY NEW(+$21.3M)
Doximity, Inc.(DOCScusip26622P107)	360.0K	QoQ +15.17% (+47.4K) YoY NEW(+360.0K)	All Managers (Combined)	$20.9M	3.3% ($20.9M/$634.4M)	QoQ +25.18% (+$4.2M) YoY NEW(+$20.9M)
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	65.4K	QoQ NEW(+65.4K) YoY NEW(+65.4K)	All Managers (Combined)	$17.7M	2.8% ($17.7M/$634.4M)	QoQ NEW(+$17.7M) YoY NEW(+$17.7M)
AdaptHealth Corp.(AHCOcusip00653Q102)	1.6M	QoQ NEW(+1.6M) YoY NEW(+1.6M)	All Managers (Combined)	$17.5M	2.8% ($17.5M/$634.4M)	QoQ NEW(+$17.5M) YoY NEW(+$17.5M)
Twist Bioscience Corp(TWSTcusip90184D100)	423.9K	QoQ -13.92% (-68.6K) YoY NEW(+423.9K)	All Managers (Combined)	$16.6M	2.6% ($16.6M/$634.4M)	QoQ -27.27% (-$6.2M) YoY NEW(+$16.6M)
ARGENX SE(ARGXcusip04016X101)	27.9K	QoQ -20.36% (-7.1K) YoY -38.05% (-17.1K)	All Managers (Combined)	$16.5M	2.6% ($16.5M/$634.4M)	QoQ -23.35% (-$5.0M) YoY -6.88% (-$1.2M)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	146.8K	QoQ -53.85% (-171.4K) YoY -33.25% (-73.2K)	All Managers (Combined)	$16.2M	2.6% ($16.2M/$634.4M)	QoQ -62.60% (-$27.2M) YoY -46.47% (-$14.1M)