Filed: 8/14/2025ACC: 0001172661-25-003343
📋 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 $651.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$651.19M
Total AUM (reported)
13.67M
Total Shares
Allocation by class
COM$417.45M64.1%
SHS$71.23M10.9%
COM NEW$66.04M10.1%
CL A$48.21M7.4%
COMMON STOCK$18.11M2.8%
SPONSORED ADS$14.52M2.2%
SPONSORED ADR$8.58M1.3%
Portfolio Concentration
Top 3$146.69M22.5%
4–10$233.55M35.9%
11–25$255.32M39.2%
Rest$15.63M2.4%
Top 3 weight
22.5%
Top 10 weight
58.4%
Voting Authority Distribution
Total shares with voting rights: 13.67M
Sole
Full voting authority
13.67M
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:
CVS HEALTH CORP
SOLEShares750K
TypeSH
Market value$51.73M
7.94%
Sole
750K
Shared
0.00
None
0.00
CHARLES RIV LABS INTL INC
SOLEShares320K
TypeSH
Market value$48.55M
7.46%
Sole
320K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares250K
TypeSH
Market value$46.40M
7.13%
Sole
250K
Shared
0.00
None
0.00
MERIT MED SYS INC
SOLEShares392.78K
TypeSH
Market value$36.72M
5.64%
Sole
392.78K
Shared
0.00
None
0.00
ICON PLC
SOLEShares250K
TypeSH
Market value$36.36M
5.58%
Sole
250K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares400K
TypeSH
Market value$34.87M
5.35%
Sole
400K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares190K
TypeSH
Market value$33.44M
5.14%
Sole
190K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares60K
TypeSH
Market value$32.60M
5.01%
Sole
60K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares80K
TypeSH
Market value$30.65M
4.71%
Sole
80K
Shared
0.00
None
0.00
DOXIMITY INC
SOLEShares471.30K
TypeSH
Market value$28.91M
4.44%
Sole
471.30K
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares1.20M
TypeSH
Market value$28.31M
4.35%
Sole
1.20M
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares271.16K
TypeSH
Market value$28.01M
4.30%
Sole
271.16K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares68.04K
TypeSH
Market value$21.38M
3.28%
Sole
68.04K
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares900K
TypeSH
Market value$19.30M
2.96%
Sole
900K
Shared
0.00
None
0.00
ADAPTHEALTH CORP
SOLEShares1.92M
TypeSH
Market value$18.11M
2.78%
Sole
1.92M
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares105.26K
TypeSH
Market value$17.68M
2.72%
Sole
105.26K
Shared
0.00
None
0.00
ADAPTIVE BIOTECHNOLOGIES COR
SOLEShares1.50M
TypeSH
Market value$17.43M
2.68%
Sole
1.50M
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares300K
TypeSH
Market value$15.94M
2.45%
Sole
300K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares424.36K
TypeSH
Market value$15.61M
2.40%
Sole
424.36K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares300K
TypeSH
Market value$15.61M
2.40%
Sole
300K
Shared
0.00
None
0.00
BEONE MEDICINES LTD
SOLEShares60K
TypeSH
Market value$14.52M
2.23%
Sole
60K
Shared
0.00
None
0.00
ENVISTA HOLDINGS CORPORATION
SOLEShares620K
TypeSH
Market value$12.11M
1.86%
Sole
620K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares1.70M
TypeSH
Market value$11.83M
1.82%
Sole
1.70M
Shared
0.00
None
0.00
ENHABIT INC
SOLEShares1.03M
TypeSH
Market value$9.91M
1.52%
Sole
1.03M
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares29.34K
TypeSH
Market value$9.57M
1.47%
Sole
29.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CVS HEALTH CORPSOLE | COM | 750K | SH | $51.73M 7.94% | 750K | 0.00 | 0.00 |
CHARLES RIV LABS INTL INCSOLE | COM | 320K | SH | $48.55M 7.46% | 320K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 250K | SH | $46.40M 7.13% | 250K | 0.00 | 0.00 |
MERIT MED SYS INCSOLE | COM | 392.78K | SH | $36.72M 5.64% | 392.78K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 250K | SH | $36.36M 5.58% | 250K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 400K | SH | $34.87M 5.35% | 400K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 190K | SH | $33.44M 5.14% | 190K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 60K | SH | $32.60M 5.01% | 60K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 80K | SH | $30.65M 4.71% | 80K | 0.00 | 0.00 |
DOXIMITY INCSOLE | CL A | 471.30K | SH | $28.91M 4.44% | 471.30K | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 1.20M | SH | $28.31M 4.35% | 1.20M | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 271.16K | SH | $28.01M 4.30% | 271.16K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 68.04K | SH | $21.38M 3.28% | 68.04K | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 900K | SH | $19.30M 2.96% | 900K | 0.00 | 0.00 |
ADAPTHEALTH CORPSOLE | COMMON STOCK | 1.92M | SH | $18.11M 2.78% | 1.92M | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 105.26K | SH | $17.68M 2.72% | 105.26K | 0.00 | 0.00 |
ADAPTIVE BIOTECHNOLOGIES CORSOLE | COM | 1.50M | SH | $17.43M 2.68% | 1.50M | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 300K | SH | $15.94M 2.45% | 300K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 424.36K | SH | $15.61M 2.40% | 424.36K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 300K | SH | $15.61M 2.40% | 300K | 0.00 | 0.00 |
BEONE MEDICINES LTDSOLE | SPONSORED ADS | 60K | SH | $14.52M 2.23% | 60K | 0.00 | 0.00 |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 620K | SH | $12.11M 1.86% | 620K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 1.70M | SH | $11.83M 1.82% | 1.70M | 0.00 | 0.00 |
ENHABIT INCSOLE | COM | 1.03M | SH | $9.91M 1.52% | 1.03M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 29.34K | SH | $9.57M 1.47% | 29.34K | 0.00 | 0.00 |
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