Filed: 11/14/2025ACC: 0001172661-25-004856
📋 What this filing means
IRON TRIANGLE PARTNERS LP filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $703.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$703.28M
Total AUM (reported)
15.59M
Total Shares
Allocation by class
COM$572.54M81.4%
SHS$43.18M6.1%
COM NEW$27.91M4.0%
SHS USD$19.77M2.8%
COMMON STOCK$17.22M2.4%
CL A$15.36M2.2%
SPONSORED ADR$7.30M1.0%
Portfolio Concentration
Top 3$163.73M23.3%
4–10$251.48M35.8%
11–25$288.06M41.0%
Top 3 weight
23.3%
Top 10 weight
59.0%
Voting Authority Distribution
Total shares with voting rights: 15.59M
Sole
Full voting authority
15.59M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
CVS HEALTH CORP
SOLEShares797.90K
TypeSH
Market value$60.15M
8.55%
Sole
797.90K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares850K
TypeSH
Market value$57.20M
8.13%
Sole
850K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares200.33K
TypeSH
Market value$46.38M
6.60%
Sole
200.33K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares453.35K
TypeSH
Market value$43.18M
6.14%
Sole
453.35K
Shared
0.00
None
0.00
CHARLES RIV LABS INTL INC
SOLEShares268K
TypeSH
Market value$41.93M
5.96%
Sole
268K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares49.55K
TypeSH
Market value$37.81M
5.38%
Sole
49.55K
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares1.24M
TypeSH
Market value$36.61M
5.21%
Sole
1.24M
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares270K
TypeSH
Market value$36.09M
5.13%
Sole
270K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares342.80K
TypeSH
Market value$27.96M
3.98%
Sole
342.80K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares137.45K
TypeSH
Market value$27.91M
3.97%
Sole
137.45K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares500K
TypeSH
Market value$27.36M
3.89%
Sole
500K
Shared
0.00
None
0.00
ADAPTIVE BIOTECHNOLOGIES COR
SOLEShares1.82M
TypeSH
Market value$27.24M
3.87%
Sole
1.82M
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares58.38K
TypeSH
Market value$26.78M
3.81%
Sole
58.38K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares400K
TypeSH
Market value$24.99M
3.55%
Sole
400K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares2.84M
TypeSH
Market value$24.04M
3.42%
Sole
2.84M
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares138.01K
TypeSH
Market value$21.66M
3.08%
Sole
138.01K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares150K
TypeSH
Market value$19.77M
2.81%
Sole
150K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares131.39K
TypeSH
Market value$18.44M
2.62%
Sole
131.39K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares70K
TypeSH
Market value$18.36M
2.61%
Sole
70K
Shared
0.00
None
0.00
ADAPTHEALTH CORP
SOLEShares1.92M
TypeSH
Market value$17.22M
2.45%
Sole
1.92M
Shared
0.00
None
0.00
VERACYTE INC
SOLEShares485K
TypeSH
Market value$16.65M
2.37%
Sole
485K
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares1.97M
TypeSH
Market value$15.53M
2.21%
Sole
1.97M
Shared
0.00
None
0.00
DOXIMITY INC
SOLEShares210K
TypeSH
Market value$15.36M
2.18%
Sole
210K
Shared
0.00
None
0.00
IDEAYA BIOSCIENCES INC
SOLEShares270K
TypeSH
Market value$7.35M
1.04%
Sole
270K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares9.90K
TypeSH
Market value$7.30M
1.04%
Sole
9.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CVS HEALTH CORPSOLE | COM | 797.90K | SH | $60.15M 8.55% | 797.90K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 850K | SH | $57.20M 8.13% | 850K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 200.33K | SH | $46.38M 6.60% | 200.33K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 453.35K | SH | $43.18M 6.14% | 453.35K | 0.00 | 0.00 |
CHARLES RIV LABS INTL INCSOLE | COM | 268K | SH | $41.93M 5.96% | 268K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 49.55K | SH | $37.81M 5.38% | 49.55K | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 1.24M | SH | $36.61M 5.21% | 1.24M | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 270K | SH | $36.09M 5.13% | 270K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 342.80K | SH | $27.96M 3.98% | 342.80K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 137.45K | SH | $27.91M 3.97% | 137.45K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 500K | SH | $27.36M 3.89% | 500K | 0.00 | 0.00 |
ADAPTIVE BIOTECHNOLOGIES CORSOLE | COM | 1.82M | SH | $27.24M 3.87% | 1.82M | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 58.38K | SH | $26.78M 3.81% | 58.38K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 400K | SH | $24.99M 3.55% | 400K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 2.84M | SH | $24.04M 3.42% | 2.84M | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 138.01K | SH | $21.66M 3.08% | 138.01K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 150K | SH | $19.77M 2.81% | 150K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 131.39K | SH | $18.44M 2.62% | 131.39K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 70K | SH | $18.36M 2.61% | 70K | 0.00 | 0.00 |
ADAPTHEALTH CORPSOLE | COMMON STOCK | 1.92M | SH | $17.22M 2.45% | 1.92M | 0.00 | 0.00 |
VERACYTE INCSOLE | COM | 485K | SH | $16.65M 2.37% | 485K | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 1.97M | SH | $15.53M 2.21% | 1.97M | 0.00 | 0.00 |
DOXIMITY INCSOLE | CL A | 210K | SH | $15.36M 2.18% | 210K | 0.00 | 0.00 |
IDEAYA BIOSCIENCES INCSOLE | COM | 270K | SH | $7.35M 1.04% | 270K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 9.90K | SH | $7.30M 1.04% | 9.90K | 0.00 | 0.00 |