13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 27 holding rows worth $874,680,144.
- Accession
- 0001172661-26-000928
- Filer
- CIK 1779763
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 27 entries on the cover page, a total value of $874,680,144 stated on the cover page (in dollars after the unit check, H1), rows summing to $874,680,144 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 |
|---|---|---|---|---|---|---|
| CHARLES RIV LABS INTL INC | 159864107 | COM | 379,728 | $75,748,141 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 94,459 | $53,497,799 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 320,474 | $52,512,870 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 292,170 | $49,668,900 | dollars as filed | |
| VERACYTE INC COM | 92337F107 | Stock | 980,391 | $41,274,461 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 420,773 | $40,120,706 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 105,167 | $39,945,582 | dollars as filed | |
| BROOKDALE SR LIVING INC | 112463104 | COM | 3,491,663 | $37,675,044 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 35,045 | $37,662,161 | dollars as filed | |
| BRUKER CORP | 116794108 | COM | 794,380 | $37,423,242 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 76,910 | $34,867,918 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 432,457 | $34,319,788 | dollars as filed | |
| FORTREA HLDGS INC COMMON STOCK | 34965K107 | Stock | 1,986,333 | $34,264,244 | dollars as filed | |
| MERIT MED SYS INC COM | 589889104 | Stock | 385,660 | $33,992,072 | dollars as filed | |
| BRIGHTSPRING HEALTH SVCS | 10950A106 | COM | 897,427 | $33,608,641 | dollars as filed | |
| DOXIMITY INC CL A | 26622P107 | Stock | 686,568 | $30,401,231 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 467,409 | $27,488,323 | dollars as filed | |
| ALPHATEC HLDGS INC | 02081G201 | COM NEW | 1,285,685 | $27,050,812 | dollars as filed | |
| ADAPTHEALTH CORP | 00653Q102 | COMMON STOCK | 2,609,003 | $25,985,670 | dollars as filed | |
| ENVISTA HOLDINGS CORPORATION | 29415F104 | COM | 1,186,704 | $25,763,344 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 70,126 | $23,149,294 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 175,333 | $21,967,472 | dollars as filed | |
| IDEAYA BIOSCIENCES INC COM | 45166A102 | Stock | 467,484 | $16,160,922 | dollars as filed | |
| BIOHAVEN LTD | G1110E107 | COM | 958,336 | $10,819,613 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 233,688 | $10,473,896 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 230,730 | $9,508,383 | dollars as filed | |
| MINERALYS THERAPEUTICS INC | 603170101 | COM | 257,085 | $9,329,615 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-000928 | this filing | 2026-02-17 | acceptance time not in the bulk data set |