13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 25 holding rows worth $703,275,733.
- Accession
- 0001172661-25-004856
- Filer
- CIK 1779763
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 25 entries on the cover page, a total value of $703,275,733 stated on the cover page (in dollars after the unit check, H1), rows summing to $703,275,733 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 |
|---|---|---|---|---|---|---|
| CVS Health Corporation | 126650100 | COM | 797,900 | $60,153,681 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 850,000 | $57,196,500 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 200,326 | $46,383,482 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 453,347 | $43,176,768 | dollars as filed | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 268,000 | $41,931,280 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 49,555 | $37,810,465 | dollars as filed | |
| BRIGHTSPRING HEALTH SVCS | 10950A106 | COM | 1,238,520 | $36,610,651 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 270,000 | $36,090,900 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 342,804 | $27,955,666 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 137,448 | $27,907,442 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 500,000 | $27,355,000 | dollars as filed | |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | 00650F109 | Stock | 1,820,915 | $27,240,888 | dollars as filed | |
| MADRIGAL PHARMACEUTICALS INC COM | 558868105 | Stock | 58,378 | $26,775,653 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 400,000 | $24,992,000 | dollars as filed | |
| BROOKDALE SR LIVING INC | 112463104 | COM | 2,838,361 | $24,040,918 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 138,011 | $21,662,207 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 150,000 | $19,770,000 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 131,390 | $18,444,528 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 70,000 | $18,363,100 | dollars as filed | |
| ADAPTHEALTH CORP | 00653Q102 | COMMON STOCK | 1,924,132 | $17,220,981 | dollars as filed | |
| VERACYTE INC COM | 92337F107 | Stock | 485,000 | $16,650,050 | dollars as filed | |
| AMICUS THERAPEUTICS INC | 03152W109 | COM | 1,971,260 | $15,533,529 | dollars as filed | |
| DOXIMITY INC CL A | 26622P107 | Stock | 210,000 | $15,361,500 | dollars as filed | |
| IDEAYA BIOSCIENCES INC COM | 45166A102 | Stock | 270,000 | $7,346,700 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 9,900 | $7,301,844 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-004856 | this filing | 2025-11-14 | acceptance time not in the bulk data set |