13F HOLDINGS REPORT
Iron Triangle Partners LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003343
Total Value
$651.2M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CVS HEALTH CORP | CVS | 750,000 | $51.7M | 7.94% |
| 2 | CHARLES RIV LABS INTL INC | 159864107 | 320,000 | $48.6M | 7.46% |
| 3 | ABBVIE INC | ABBV | 249,997 | $46.4M | 7.13% |
| 4 | MERIT MED SYS INC | 589889104 | 392,783 | $36.7M | 5.64% |
| 5 | ICON PLC | ICLR | 250,000 | $36.4M | 5.58% |
| 6 | MEDTRONIC PLC | MDT | 400,000 | $34.9M | 5.35% |
| 7 | TENET HEALTHCARE CORP | THC | 190,000 | $33.4M | 5.14% |
| 8 | INTUITIVE SURGICAL INC | ISRG | 60,000 | $32.6M | 5.01% |
| 9 | HCA HEALTHCARE INC | HCA | 80,000 | $30.6M | 4.71% |
| 10 | DOXIMITY INC | DOCS | 471,300 | $28.9M | 4.44% |
| 11 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 1,200,000 | $28.3M | 4.35% |
| 12 | GLAUKOS CORP | GKOS | 271,163 | $28.0M | 4.30% |
| 13 | INSULET CORP | PODD | 68,041 | $21.4M | 3.28% |
| 14 | OSCAR HEALTH INC | OSCR | 900,000 | $19.3M | 2.96% |
| 15 | ADAPTHEALTH CORP | AHCO | 1,920,019 | $18.1M | 2.78% |
| 16 | CARDINAL HEALTH INC | CAH | 105,257 | $17.7M | 2.72% |
| 17 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 1,495,883 | $17.4M | 2.68% |
| 18 | EXACT SCIENCES CORP | 30063P105 | 300,000 | $15.9M | 2.45% |
| 19 | TWIST BIOSCIENCE CORP | TWST | 424,355 | $15.6M | 2.40% |
| 20 | GUARDANT HEALTH INC | GH | 300,000 | $15.6M | 2.40% |
| 21 | BEONE MEDICINES LTD | BEIGF | 60,000 | $14.5M | 2.23% |
| 22 | ENVISTA HOLDINGS CORPORATION | NVST | 620,000 | $12.1M | 1.86% |
| 23 | BROOKDALE SR LIVING INC | 112463104 | 1,700,000 | $11.8M | 1.82% |
| 24 | ENHABIT INC | EHAB | 1,027,972 | $9.9M | 1.52% |
| 25 | ALNYLAM PHARMACEUTICALS INC | ALNY | 29,339 | $9.6M | 1.47% |
| 26 | ARGENX SE | ARGX | 15,567 | $8.6M | 1.32% |
| 27 | INSMED INC | INSM | 70,000 | $7.0M | 1.08% |