13F HOLDINGS REPORT
Iron Triangle Partners LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004856
Total Value
$703.3M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CVS HEALTH CORP | CVS | 797,900 | $60.2M | 8.55% |
| 2 | DEXCOM INC | DXCM | 850,000 | $57.2M | 8.13% |
| 3 | ABBVIE INC | ABBV | 200,326 | $46.4M | 6.60% |
| 4 | MEDTRONIC PLC | MDT | 453,347 | $43.2M | 6.14% |
| 5 | CHARLES RIV LABS INTL INC | 159864107 | 268,000 | $41.9M | 5.96% |
| 6 | ELI LILLY & CO | LLY | 49,555 | $37.8M | 5.38% |
| 7 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 1,238,520 | $36.6M | 5.21% |
| 8 | REPLIGEN CORP | RGEN | 270,000 | $36.1M | 5.13% |
| 9 | GLAUKOS CORP | GKOS | 342,804 | $28.0M | 3.98% |
| 10 | TENET HEALTHCARE CORP | THC | 137,448 | $27.9M | 3.97% |
| 11 | EXACT SCIENCES CORP | 30063P105 | 500,000 | $27.4M | 3.89% |
| 12 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 1,820,915 | $27.2M | 3.87% |
| 13 | MADRIGAL PHARMACEUTICALS INC | MDGL | 58,378 | $26.8M | 3.81% |
| 14 | GUARDANT HEALTH INC | GH | 400,000 | $25.0M | 3.55% |
| 15 | BROOKDALE SR LIVING INC | 112463104 | 2,838,361 | $24.0M | 3.42% |
| 16 | CARDINAL HEALTH INC | CAH | 138,011 | $21.7M | 3.08% |
| 17 | JAZZ PHARMACEUTICALS PLC | JAZZ | 150,000 | $19.8M | 2.81% |
| 18 | NEUROCRINE BIOSCIENCES INC | NBIX | 131,390 | $18.4M | 2.62% |
| 19 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 70,000 | $18.4M | 2.61% |
| 20 | ADAPTHEALTH CORP | AHCO | 1,924,132 | $17.2M | 2.45% |
| 21 | VERACYTE INC | VCYT | 485,000 | $16.7M | 2.37% |
| 22 | AMICUS THERAPEUTICS INC | FOLD | 1,971,260 | $15.5M | 2.21% |
| 23 | DOXIMITY INC | DOCS | 210,000 | $15.4M | 2.18% |
| 24 | IDEAYA BIOSCIENCES INC | IDYA | 270,000 | $7.3M | 1.04% |
| 25 | ARGENX SE | ARGX | 9,900 | $7.3M | 1.04% |