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Iron Triangle Partners LP

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13F filer, CIK 1779763, Cos Cob, CT

Iron Triangle Partners LP reported $703,275,733 across 25 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 59.04% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004856

Period
2025-09-30
Reported value
$703M
Holdings
25
Top 10 weight
59.04%
New
10
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DXCMnew+850,000$57.2M
LLYnew+49,555$37.8M
RGENnew+270,000$36.1M
MDGLnew+58,378$26.8M
JAZZnew+150,000$19.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MMSIexited-392,783-$36.7M
ICLRexited-250,000-$36.4M
ISRGexited-60,000-$32.6M
HCAexited-80,000-$30.6M
PODDexited-68,041-$21.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004856, largest first. % of portfolio is the value over $703,275,733, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750,000 shares; 2025Q3: 797,900 shares 797,900$60.2M8.55%+47,900Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 471,631 shares; 2024Q2: 582,199 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850,000 shares 850,000$57.2M8.13%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 276,098 shares; 2024Q2: 284,657 shares; 2024Q3: not reported; 2024Q4: 374,012 shares; 2025Q1: 192,819 shares; 2025Q2: 249,997 shares; 2025Q3: 200,326 shares 200,326$46.4M6.6%-49,671Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400,000 shares; 2025Q3: 453,347 shares 453,347$43.2M6.14%+53,347Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320,000 shares; 2025Q3: 268,000 shares 268,000$41.9M5.96%-52,000Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,555 shares 49,555$37.8M5.38%newTimeline
BTSGBRIGHTSPRING HEALTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 722,341 shares; 2025Q2: 1,200,000 shares; 2025Q3: 1,238,520 shares 1,238,520$36.6M5.21%+38,520Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270,000 shares 270,000$36.1M5.13%newTimeline
GKOSGLAUKOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 429,525 shares; 2024Q2: 508,156 shares; 2024Q3: 217,674 shares; 2024Q4: 150,000 shares; 2025Q1: not reported; 2025Q2: 271,163 shares; 2025Q3: 342,804 shares 342,804$28M3.98%+71,641Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 308,940 shares; 2024Q4: not reported; 2025Q1: 209,454 shares; 2025Q2: 190,000 shares; 2025Q3: 137,448 shares 137,448$27.9M3.97%-52,552Timeline
EXASEXACT SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 700,000 shares; 2024Q2: not reported; 2024Q3: 399,871 shares; 2024Q4: 600,000 shares; 2025Q1: not reported; 2025Q2: 300,000 shares; 2025Q3: 500,000 shares 500,000$27.4M3.89%+200,000Timeline
ADPTADAPTIVE BIOTECHNOLOGIES CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,134,061 shares; 2025Q2: 1,495,883 shares; 2025Q3: 1,820,915 shares 1,820,915$27.2M3.87%+325,032Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,378 shares 58,378$26.8M3.81%newTimeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600,867 shares; 2025Q2: 300,000 shares; 2025Q3: 400,000 shares 400,000$25M3.55%+100,000Timeline
BKDBROOKDALE SR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,897,960 shares; 2024Q2: 5,801,941 shares; 2024Q3: 2,197,578 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700,000 shares; 2025Q3: 2,838,361 shares 2,838,361$24M3.42%+1,138,361Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 186,002 shares; 2025Q1: 300,000 shares; 2025Q2: 105,257 shares; 2025Q3: 138,011 shares 138,011$21.7M3.08%+32,754Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,000 shares; 2025Q2: not reported; 2025Q3: 150,000 shares 150,000$19.8M2.81%newTimeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 220,000 shares; 2024Q2: 200,000 shares; 2024Q3: not reported; 2024Q4: 318,195 shares; 2025Q1: 146,836 shares; 2025Q2: not reported; 2025Q3: 131,390 shares 131,390$18.4M2.62%newTimeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 119,736 shares; 2024Q2: 132,908 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,000 shares 70,000$18.4M2.61%newTimeline
AHCOADAPTHEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,614,045 shares; 2025Q2: 1,920,019 shares; 2025Q3: 1,924,132 shares 1,924,132$17.2M2.45%+4,113Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485,000 shares 485,000$16.7M2.37%newTimeline
FOLDAMICUS THERAPEUTICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,971,260 shares 1,971,260$15.5M2.21%newTimeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 312,575 shares; 2025Q1: 360,000 shares; 2025Q2: 471,300 shares; 2025Q3: 210,000 shares 210,000$15.4M2.18%-261,300Timeline
IDYAIDEAYA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270,000 shares 270,000$7.35M1.04%newTimeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 45,000 shares; 2024Q2: 61,704 shares; 2024Q3: not reported; 2024Q4: 35,000 shares; 2025Q1: 27,874 shares; 2025Q2: 15,567 shares; 2025Q3: 9,900 shares 9,900$7.3M1.04%-5,667Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MMSIMERIT MED SYS INC392,783$36.7Mshares
ICLRICON PUB LTD CO250,000$36.4Mshares
ISRGINTUITIVE SURGICAL INC60,000$32.6Mshares
HCAHCA HEALTHCARE INC80,000$30.6Mshares
PODDINSULET CORP68,041$21.4Mshares
OSCROSCAR HEALTH INC900,000$19.3Mput
TWSTTWIST BIOSCIENCE CORP424,355$15.6Mshares
ONCBEONE MEDICINES LTD60,000$14.5Mshares
NVSTENVISTA HOLDINGS CORPORATION620,000$12.1Mshares
EHABENHABIT INC1,027,972$9.91Mshares
ALNYALNYLAM PHARMACEUTICALS INC29,339$9.57Mshares
INSMINSMED INC70,000$7.04Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-004856 base2025-11-14acceptance time not in the bulk data set