13F HOLDINGS REPORT
Iron Triangle Partners LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001955
Total Value
$634.4M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DAVITA INC | DVA | 319,566 | $48.9M | 7.71% |
| 2 | CARDINAL HEALTH INC | CAH | 300,000 | $41.3M | 6.52% |
| 3 | ABBVIE INC | ABBV | 192,819 | $40.4M | 6.37% |
| 4 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 2,217,730 | $34.1M | 5.37% |
| 5 | BOSTON SCIENTIFIC CORP | BSX | 332,167 | $33.5M | 5.28% |
| 6 | GLOBUS MED INC | GMED | 431,221 | $31.6M | 4.98% |
| 7 | TENET HEALTHCARE CORP | THC | 209,454 | $28.2M | 4.44% |
| 8 | INSULET CORP | PODD | 106,029 | $27.8M | 4.39% |
| 9 | ASTRAZENECA PLC | AZN | 376,330 | $27.7M | 4.36% |
| 10 | BEIGENE LTD | BEIGF | 97,840 | $26.6M | 4.20% |
| 11 | GUARDANT HEALTH INC | GH | 600,867 | $25.6M | 4.03% |
| 12 | AGILENT TECHNOLOGIES INC | A | 208,438 | $24.4M | 3.84% |
| 13 | MERIT MED SYS INC | 589889104 | 229,738 | $24.3M | 3.83% |
| 14 | ENVISTA HOLDINGS CORPORATION | NVST | 1,232,798 | $21.3M | 3.35% |
| 15 | DOXIMITY INC | DOCS | 360,000 | $20.9M | 3.29% |
| 16 | ALNYLAM PHARMACEUTICALS INC | ALNY | 65,409 | $17.7M | 2.78% |
| 17 | ADAPTHEALTH CORP | AHCO | 1,614,045 | $17.5M | 2.76% |
| 18 | TWIST BIOSCIENCE CORP | TWST | 423,913 | $16.6M | 2.62% |
| 19 | ARGENX SE | ARGX | 27,874 | $16.5M | 2.60% |
| 20 | NEUROCRINE BIOSCIENCES INC | NBIX | 146,836 | $16.2M | 2.56% |
| 21 | JAZZ PHARMACEUTICALS PLC | JAZZ | 130,000 | $16.1M | 2.54% |
| 22 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 2,134,061 | $15.9M | 2.50% |
| 23 | INTUITIVE SURGICAL INC | ISRG | 30,000 | $14.9M | 2.34% |
| 24 | BIO-TECHNE CORP | TECH | 250,000 | $14.7M | 2.31% |
| 25 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 722,341 | $13.1M | 2.06% |
| 26 | ENHABIT INC | EHAB | 1,140,000 | $10.0M | 1.58% |
| 27 | 10X GENOMICS INC | TXG | 1,000,000 | $8.7M | 1.38% |