Filed: 2/14/2025ACC: 0001172661-25-000888
📋 What this filing means
IRON TRIANGLE PARTNERS LP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $908.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$908.44M
Total AUM (reported)
11.15M
Total Shares
Allocation by class
COM$690.27M76.0%
CL A$86.50M9.5%
SPONSORED ADS$48.49M5.3%
COM NEW$39.15M4.3%
S&P BIOTECH$22.52M2.5%
SPONSORED ADR$21.52M2.4%
Portfolio Concentration
Top 3$261.56M28.8%
4–10$324.61M35.7%
11–25$322.27M35.5%
Top 3 weight
28.8%
Top 10 weight
64.5%
Voting Authority Distribution
Total shares with voting rights: 11.15M
Sole
Full voting authority
11.15M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
UNITEDHEALTH GROUP INC
SOLEShares220.70K
TypeSH
Market value$111.64M
12.29%
Sole
220.70K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares596.33K
TypeSH
Market value$80.11M
8.82%
Sole
596.33K
Shared
0.00
None
0.00
GLOBUS MED INC
SOLEShares844.01K
TypeSH
Market value$69.81M
7.68%
Sole
844.01K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares374.01K
TypeSH
Market value$66.46M
7.32%
Sole
374.01K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares2.20M
TypeSH
Market value$48.49M
5.34%
Sole
2.20M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares495.01K
TypeSH
Market value$44.21M
4.87%
Sole
495.01K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares318.19K
TypeSH
Market value$43.43M
4.78%
Sole
318.19K
Shared
0.00
None
0.00
ENVISTA HOLDINGS CORPORATION
SOLEShares2.20M
TypeSH
Market value$42.44M
4.67%
Sole
2.20M
Shared
0.00
None
0.00
INSULET CORP
SOLEShares154.01K
TypeSH
Market value$40.21M
4.43%
Sole
154.01K
Shared
0.00
None
0.00
MERIT MED SYS INC
SOLEShares407.02K
TypeSH
Market value$39.37M
4.33%
Sole
407.02K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares75K
TypeSH
Market value$39.15M
4.31%
Sole
75K
Shared
0.00
None
0.00
DAVITA INC
SOLEShares260.42K
TypeSH
Market value$38.95M
4.29%
Sole
260.42K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares600K
TypeSH
Market value$33.71M
3.71%
Sole
600K
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares335.61K
TypeSH
Market value$32.20M
3.54%
Sole
335.61K
Shared
0.00
None
0.00
MEDPACE HLDGS INC
SOLEShares90K
TypeSH
Market value$29.90M
3.29%
Sole
90K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares492.47K
TypeSH
Market value$22.89M
2.52%
Sole
492.47K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares250K
TypeSH
Market value$22.52M
2.48%
Sole
250K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares150K
TypeSH
Market value$22.49M
2.48%
Sole
150K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares186K
TypeSH
Market value$22.00M
2.42%
Sole
186K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares35K
TypeSH
Market value$21.52M
2.37%
Sole
35K
Shared
0.00
None
0.00
WAYSTAR HLDG CORP
SOLEShares551.89K
TypeSH
Market value$20.25M
2.23%
Sole
551.89K
Shared
0.00
None
0.00
DOXIMITY INC
SOLEShares312.57K
TypeSH
Market value$16.69M
1.84%
Sole
312.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INCSOLE | COM | 220.70K | SH | $111.64M 12.29% | 220.70K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 596.33K | SH | $80.11M 8.82% | 596.33K | 0.00 | 0.00 |
GLOBUS MED INCSOLE | CL A | 844.01K | SH | $69.81M 7.68% | 844.01K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 374.01K | SH | $66.46M 7.32% | 374.01K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 2.20M | SH | $48.49M 5.34% | 2.20M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 495.01K | SH | $44.21M 4.87% | 495.01K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 318.19K | SH | $43.43M 4.78% | 318.19K | 0.00 | 0.00 |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 2.20M | SH | $42.44M 4.67% | 2.20M | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 154.01K | SH | $40.21M 4.43% | 154.01K | 0.00 | 0.00 |
MERIT MED SYS INCSOLE | COM | 407.02K | SH | $39.37M 4.33% | 407.02K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 75K | SH | $39.15M 4.31% | 75K | 0.00 | 0.00 |
DAVITA INCSOLE | COM | 260.42K | SH | $38.95M 4.29% | 260.42K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 600K | SH | $33.71M 3.71% | 600K | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 335.61K | SH | $32.20M 3.54% | 335.61K | 0.00 | 0.00 |
MEDPACE HLDGS INCSOLE | COM | 90K | SH | $29.90M 3.29% | 90K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 492.47K | SH | $22.89M 2.52% | 492.47K | 0.00 | 0.00 |
SPDR SER TRSOLE | S&P BIOTECH | 250K | SH | $22.52M 2.48% | 250K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 150K | SH | $22.49M 2.48% | 150K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 186K | SH | $22.00M 2.42% | 186K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 35K | SH | $21.52M 2.37% | 35K | 0.00 | 0.00 |
WAYSTAR HLDG CORPSOLE | COM | 551.89K | SH | $20.25M 2.23% | 551.89K | 0.00 | 0.00 |
DOXIMITY INCSOLE | CL A | 312.57K | SH | $16.69M 1.84% | 312.57K | 0.00 | 0.00 |