13F HOLDINGS REPORT
Iron Triangle Partners LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000928
Total Value
$874.7M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARLES RIV LABS INTL INC | 159864107 | 379,728 | $75.7M | 8.66% |
| 2 | INTUITIVE SURGICAL INC | ISRG | 94,459 | $53.5M | 6.12% |
| 3 | REPLIGEN CORP | RGEN | 320,474 | $52.5M | 6.00% |
| 4 | JAZZ PHARMACEUTICALS PLC | JAZZ | 292,170 | $49.7M | 5.68% |
| 5 | VERACYTE INC | VCYT | 980,391 | $41.3M | 4.72% |
| 6 | BOSTON SCIENTIFIC CORP | BSX | 420,773 | $40.1M | 4.59% |
| 7 | WATERS CORP | 941848103 | 105,167 | $39.9M | 4.57% |
| 8 | BROOKDALE SR LIVING INC | 112463104 | 3,491,663 | $37.7M | 4.31% |
| 9 | ELI LILLY & CO | LLY | 35,045 | $37.7M | 4.31% |
| 10 | BRUKER CORP | BRKRP | 794,380 | $37.4M | 4.28% |
| 11 | VERTEX PHARMACEUTICALS INC | VRTX | 76,910 | $34.9M | 3.99% |
| 12 | CVS HEALTH CORP | CVS | 432,457 | $34.3M | 3.92% |
| 13 | FORTREA HLDGS INC | FTRE | 1,986,333 | $34.3M | 3.92% |
| 14 | MERIT MED SYS INC | 589889104 | 385,660 | $34.0M | 3.89% |
| 15 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 897,427 | $33.6M | 3.84% |
| 16 | DOXIMITY INC | DOCS | 686,568 | $30.4M | 3.48% |
| 17 | BIO-TECHNE CORP | TECH | 467,409 | $27.5M | 3.14% |
| 18 | ALPHATEC HLDGS INC | ATEC | 1,285,685 | $27.1M | 3.09% |
| 19 | ADAPTHEALTH CORP | AHCO | 2,609,003 | $26.0M | 2.97% |
| 20 | ENVISTA HOLDINGS CORPORATION | NVST | 1,186,704 | $25.8M | 2.95% |
| 21 | UNITEDHEALTH GROUP INC | UNH | 70,126 | $23.1M | 2.65% |
| 22 | ABBOTT LABS | ABLZF | 175,333 | $22.0M | 2.51% |
| 23 | IDEAYA BIOSCIENCES INC | IDYA | 467,484 | $16.2M | 1.85% |
| 24 | BIOHAVEN LTD | BHVN | 958,336 | $10.8M | 1.24% |
| 25 | XENON PHARMACEUTICALS INC | XENE | 233,688 | $10.5M | 1.20% |
| 26 | DIANTHUS THERAPEUTICS INC | DNTH | 230,730 | $9.5M | 1.09% |
| 27 | MINERALYS THERAPEUTICS INC | MLYS | 257,085 | $9.3M | 1.07% |