Filed: 5/15/2025ACC: 0001172661-25-001955
📋 What this filing means
IRON TRIANGLE PARTNERS LP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $634.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$634.38M
Total AUM (reported)
14.90M
Total Shares
Allocation by class
COM$391.66M61.7%
SPONSORED ADS$60.72M9.6%
CL A$52.46M8.3%
SPONSORED ADR$44.16M7.0%
COM NEW$43.03M6.8%
COMMON STOCK$17.50M2.8%
SHS USD$16.14M2.5%
Portfolio Concentration
Top 3$130.61M20.6%
4–10$209.47M33.0%
11–25$275.55M43.4%
Rest$18.75M3.0%
Top 3 weight
20.6%
Top 10 weight
53.6%
Voting Authority Distribution
Total shares with voting rights: 14.90M
Sole
Full voting authority
14.90M
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)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
DAVITA INC
SOLEShares319.57K
TypeSH
Market value$48.88M
7.71%
Sole
319.57K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares300K
TypeSH
Market value$41.33M
6.52%
Sole
300K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares192.82K
TypeSH
Market value$40.40M
6.37%
Sole
192.82K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares2.22M
TypeSH
Market value$34.09M
5.37%
Sole
2.22M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares332.17K
TypeSH
Market value$33.51M
5.28%
Sole
332.17K
Shared
0.00
None
0.00
GLOBUS MED INC
SOLEShares431.22K
TypeSH
Market value$31.57M
4.98%
Sole
431.22K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares209.45K
TypeSH
Market value$28.17M
4.44%
Sole
209.45K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares106.03K
TypeSH
Market value$27.84M
4.39%
Sole
106.03K
Shared
0.00
None
0.00
ASTRAZENECA PLC
SOLEShares376.33K
TypeSH
Market value$27.66M
4.36%
Sole
376.33K
Shared
0.00
None
0.00
BEIGENE LTD
SOLEShares97.84K
TypeSH
Market value$26.63M
4.20%
Sole
97.84K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares600.87K
TypeSH
Market value$25.60M
4.03%
Sole
600.87K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares208.44K
TypeSH
Market value$24.38M
3.84%
Sole
208.44K
Shared
0.00
None
0.00
MERIT MED SYS INC
SOLEShares229.74K
TypeSH
Market value$24.29M
3.83%
Sole
229.74K
Shared
0.00
None
0.00
ENVISTA HOLDINGS CORPORATION
SOLEShares1.23M
TypeSH
Market value$21.28M
3.35%
Sole
1.23M
Shared
0.00
None
0.00
DOXIMITY INC
SOLEShares360K
TypeSH
Market value$20.89M
3.29%
Sole
360K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares65.41K
TypeSH
Market value$17.66M
2.78%
Sole
65.41K
Shared
0.00
None
0.00
ADAPTHEALTH CORP
SOLEShares1.61M
TypeSH
Market value$17.50M
2.76%
Sole
1.61M
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares423.91K
TypeSH
Market value$16.64M
2.62%
Sole
423.91K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares27.87K
TypeSH
Market value$16.50M
2.60%
Sole
27.87K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares146.84K
TypeSH
Market value$16.24M
2.56%
Sole
146.84K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares130K
TypeSH
Market value$16.14M
2.54%
Sole
130K
Shared
0.00
None
0.00
ADAPTIVE BIOTECHNOLOGIES COR
SOLEShares2.13M
TypeSH
Market value$15.86M
2.50%
Sole
2.13M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares30K
TypeSH
Market value$14.86M
2.34%
Sole
30K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares250K
TypeSH
Market value$14.66M
2.31%
Sole
250K
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares722.34K
TypeSH
Market value$13.07M
2.06%
Sole
722.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DAVITA INCSOLE | COM | 319.57K | SH | $48.88M 7.71% | 319.57K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 300K | SH | $41.33M 6.52% | 300K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 192.82K | SH | $40.40M 6.37% | 192.82K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 2.22M | SH | $34.09M 5.37% | 2.22M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 332.17K | SH | $33.51M 5.28% | 332.17K | 0.00 | 0.00 |
GLOBUS MED INCSOLE | CL A | 431.22K | SH | $31.57M 4.98% | 431.22K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 209.45K | SH | $28.17M 4.44% | 209.45K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 106.03K | SH | $27.84M 4.39% | 106.03K | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 376.33K | SH | $27.66M 4.36% | 376.33K | 0.00 | 0.00 |
BEIGENE LTDSOLE | SPONSORED ADS | 97.84K | SH | $26.63M 4.20% | 97.84K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 600.87K | SH | $25.60M 4.03% | 600.87K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 208.44K | SH | $24.38M 3.84% | 208.44K | 0.00 | 0.00 |
MERIT MED SYS INCSOLE | COM | 229.74K | SH | $24.29M 3.83% | 229.74K | 0.00 | 0.00 |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 1.23M | SH | $21.28M 3.35% | 1.23M | 0.00 | 0.00 |
DOXIMITY INCSOLE | CL A | 360K | SH | $20.89M 3.29% | 360K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 65.41K | SH | $17.66M 2.78% | 65.41K | 0.00 | 0.00 |
ADAPTHEALTH CORPSOLE | COMMON STOCK | 1.61M | SH | $17.50M 2.76% | 1.61M | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 423.91K | SH | $16.64M 2.62% | 423.91K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 27.87K | SH | $16.50M 2.60% | 27.87K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 146.84K | SH | $16.24M 2.56% | 146.84K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 130K | SH | $16.14M 2.54% | 130K | 0.00 | 0.00 |
ADAPTIVE BIOTECHNOLOGIES CORSOLE | COM | 2.13M | SH | $15.86M 2.50% | 2.13M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 30K | SH | $14.86M 2.34% | 30K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 250K | SH | $14.66M 2.31% | 250K | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 722.34K | SH | $13.07M 2.06% | 722.34K | 0.00 | 0.00 |
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