13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 27 holding rows worth $634,382,496.
- Accession
- 0001172661-25-001955
- Filer
- CIK 1779763
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 27 entries on the cover page, a total value of $634,382,496 stated on the cover page (in dollars after the unit check, H1), rows summing to $634,382,496 with VALUE read as dollars as filed, 13F file number 028-20024. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DAVITA INC COM | 23918K108 | Stock | 319,566 | $48,884,011 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 300,000 | $41,331,000 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 192,819 | $40,399,437 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 2,217,730 | $34,086,510 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 332,167 | $33,509,007 | dollars as filed | |
| GLOBUS MED INC CL A | 379577208 | Stock | 431,221 | $31,565,377 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 209,454 | $28,171,563 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 106,029 | $27,844,276 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 376,330 | $27,660,255 | dollars as filed | |
| BEONE MEDICINES LTD SPONSORED ADS | 07725L102 | ADR | 97,840 | $26,629,113 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 600,867 | $25,596,934 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 208,438 | $24,383,077 | dollars as filed | |
| MERIT MED SYS INC COM | 589889104 | Stock | 229,738 | $24,285,604 | dollars as filed | |
| ENVISTA HOLDINGS CORPORATION | 29415F104 | COM | 1,232,798 | $21,278,093 | dollars as filed | |
| DOXIMITY INC CL A | 26622P107 | Stock | 360,000 | $20,890,800 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 65,409 | $17,661,738 | dollars as filed | |
| ADAPTHEALTH CORP | 00653Q102 | COMMON STOCK | 1,614,045 | $17,496,248 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 423,913 | $16,642,824 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 27,874 | $16,497,645 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 146,836 | $16,240,062 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 130,000 | $16,139,500 | dollars as filed | |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | 00650F109 | Stock | 2,134,061 | $15,856,073 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 30,000 | $14,858,100 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 250,000 | $14,657,500 | dollars as filed | |
| BRIGHTSPRING HEALTH SVCS | 10950A106 | COM | 722,341 | $13,067,149 | dollars as filed | |
| ENHABIT INC | 29332G102 | COM | 1,140,000 | $10,020,600 | dollars as filed | |
| 10X GENOMICS INC CL A COM | 88025U109 | Stock | 1,000,000 | $8,730,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-001955 | this filing | 2025-05-15 | acceptance time not in the bulk data set |