Filed: 2/17/2026ACC: 0001172661-26-000928
📋 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 $874.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$874.68M
Total AUM (reported)
19.32M
Total Shares
Allocation by class
COM$653.81M74.7%
COM NEW$80.55M9.2%
COMMON STOCK$60.25M6.9%
SHS USD$49.67M5.7%
CL A$30.40M3.5%
Portfolio Concentration
Top 3$181.76M20.8%
4–10$283.77M32.4%
11–25$390.31M44.6%
Rest$18.84M2.2%
Top 3 weight
20.8%
Top 10 weight
53.2%
Voting Authority Distribution
Total shares with voting rights: 19.32M
Sole
Full voting authority
19.32M
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:
CHARLES RIV LABS INTL INC
SOLEShares379.73K
TypeSH
Market value$75.75M
8.66%
Sole
379.73K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares94.46K
TypeSH
Market value$53.50M
6.12%
Sole
94.46K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares320.47K
TypeSH
Market value$52.51M
6.00%
Sole
320.47K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares292.17K
TypeSH
Market value$49.67M
5.68%
Sole
292.17K
Shared
0.00
None
0.00
VERACYTE INC
SOLEShares980.39K
TypeSH
Market value$41.27M
4.72%
Sole
980.39K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares420.77K
TypeSH
Market value$40.12M
4.59%
Sole
420.77K
Shared
0.00
None
0.00
WATERS CORP
SOLEShares105.17K
TypeSH
Market value$39.95M
4.57%
Sole
105.17K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares3.49M
TypeSH
Market value$37.68M
4.31%
Sole
3.49M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares35.05K
TypeSH
Market value$37.66M
4.31%
Sole
35.05K
Shared
0.00
None
0.00
BRUKER CORP
SOLEShares794.38K
TypeSH
Market value$37.42M
4.28%
Sole
794.38K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares76.91K
TypeSH
Market value$34.87M
3.99%
Sole
76.91K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares432.46K
TypeSH
Market value$34.32M
3.92%
Sole
432.46K
Shared
0.00
None
0.00
FORTREA HLDGS INC
SOLEShares1.99M
TypeSH
Market value$34.26M
3.92%
Sole
1.99M
Shared
0.00
None
0.00
MERIT MED SYS INC
SOLEShares385.66K
TypeSH
Market value$33.99M
3.89%
Sole
385.66K
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares897.43K
TypeSH
Market value$33.61M
3.84%
Sole
897.43K
Shared
0.00
None
0.00
DOXIMITY INC
SOLEShares686.57K
TypeSH
Market value$30.40M
3.48%
Sole
686.57K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares467.41K
TypeSH
Market value$27.49M
3.14%
Sole
467.41K
Shared
0.00
None
0.00
ALPHATEC HLDGS INC
SOLEShares1.29M
TypeSH
Market value$27.05M
3.09%
Sole
1.29M
Shared
0.00
None
0.00
ADAPTHEALTH CORP
SOLEShares2.61M
TypeSH
Market value$25.99M
2.97%
Sole
2.61M
Shared
0.00
None
0.00
ENVISTA HOLDINGS CORPORATION
SOLEShares1.19M
TypeSH
Market value$25.76M
2.95%
Sole
1.19M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares70.13K
TypeSH
Market value$23.15M
2.65%
Sole
70.13K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares175.33K
TypeSH
Market value$21.97M
2.51%
Sole
175.33K
Shared
0.00
None
0.00
IDEAYA BIOSCIENCES INC
SOLEShares467.48K
TypeSH
Market value$16.16M
1.85%
Sole
467.48K
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares958.34K
TypeSH
Market value$10.82M
1.24%
Sole
958.34K
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares233.69K
TypeSH
Market value$10.47M
1.20%
Sole
233.69K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHARLES RIV LABS INTL INCSOLE | COM | 379.73K | SH | $75.75M 8.66% | 379.73K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 94.46K | SH | $53.50M 6.12% | 94.46K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 320.47K | SH | $52.51M 6.00% | 320.47K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 292.17K | SH | $49.67M 5.68% | 292.17K | 0.00 | 0.00 |
VERACYTE INCSOLE | COM | 980.39K | SH | $41.27M 4.72% | 980.39K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 420.77K | SH | $40.12M 4.59% | 420.77K | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 105.17K | SH | $39.95M 4.57% | 105.17K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 3.49M | SH | $37.68M 4.31% | 3.49M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 35.05K | SH | $37.66M 4.31% | 35.05K | 0.00 | 0.00 |
BRUKER CORPSOLE | COM | 794.38K | SH | $37.42M 4.28% | 794.38K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 76.91K | SH | $34.87M 3.99% | 76.91K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 432.46K | SH | $34.32M 3.92% | 432.46K | 0.00 | 0.00 |
FORTREA HLDGS INCSOLE | COMMON STOCK | 1.99M | SH | $34.26M 3.92% | 1.99M | 0.00 | 0.00 |
MERIT MED SYS INCSOLE | COM | 385.66K | SH | $33.99M 3.89% | 385.66K | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 897.43K | SH | $33.61M 3.84% | 897.43K | 0.00 | 0.00 |
DOXIMITY INCSOLE | CL A | 686.57K | SH | $30.40M 3.48% | 686.57K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 467.41K | SH | $27.49M 3.14% | 467.41K | 0.00 | 0.00 |
ALPHATEC HLDGS INCSOLE | COM NEW | 1.29M | SH | $27.05M 3.09% | 1.29M | 0.00 | 0.00 |
ADAPTHEALTH CORPSOLE | COMMON STOCK | 2.61M | SH | $25.99M 2.97% | 2.61M | 0.00 | 0.00 |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 1.19M | SH | $25.76M 2.95% | 1.19M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 70.13K | SH | $23.15M 2.65% | 70.13K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 175.33K | SH | $21.97M 2.51% | 175.33K | 0.00 | 0.00 |
IDEAYA BIOSCIENCES INCSOLE | COM | 467.48K | SH | $16.16M 1.85% | 467.48K | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 958.34K | SH | $10.82M 1.24% | 958.34K | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 233.69K | SH | $10.47M 1.20% | 233.69K | 0.00 | 0.00 |
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