Iron Triangle Partners LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Iron Triangle Partners LP held in its portfolio 27 assets valued at $874,680,144 (i.e. $874.68M).
The most valuable assets in the portfolio included: CHARLES RIV LABS INTL INC ($75.75M), INTUITIVE SURGICAL INC ($53.50M), and REPLIGEN CORP ($52.51M).
The chart below shows the top 10 valuable assets, and the table below shows the top 27 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Iron Triangle Partners LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CHARLES RIV LABS INTL INC | 379728 | 75748141 | COM |
| INTUITIVE SURGICAL INC | 94459 | 53497799 | COM NEW |
| REPLIGEN CORP | 320474 | 52512870 | COM |
| JAZZ PHARMACEUTICALS PLC | 292170 | 49668900 | SHS USD |
| VERACYTE INC | 980391 | 41274461 | COM |
| BOSTON SCIENTIFIC CORP | 420773 | 40120706 | COM |
| WATERS CORP | 105167 | 39945582 | COM |
| BROOKDALE SR LIVING INC | 3491663 | 37675044 | COM |
| ELI LILLY & CO | 35045 | 37662161 | COM |
| BRUKER CORP | 794380 | 37423242 | COM |
| VERTEX PHARMACEUTICALS INC | 76910 | 34867918 | COM |
| CVS HEALTH CORP | 432457 | 34319788 | COM |
| FORTREA HLDGS INC | 1986333 | 34264244 | COMMON STOCK |
| MERIT MED SYS INC | 385660 | 33992072 | COM |
| BRIGHTSPRING HEALTH SVCS INC | 897427 | 33608641 | COM |
| DOXIMITY INC | 686568 | 30401231 | CL A |
| BIO-TECHNE CORP | 467409 | 27488323 | COM |
| ALPHATEC HLDGS INC | 1285685 | 27050812 | COM NEW |
| ADAPTHEALTH CORP | 2609003 | 25985670 | COMMON STOCK |
| ENVISTA HOLDINGS CORPORATION | 1186704 | 25763344 | COM |
| UNITEDHEALTH GROUP INC | 70126 | 23149294 | COM |
| ABBOTT LABS | 175333 | 21967472 | COM |
| IDEAYA BIOSCIENCES INC | 467484 | 16160922 | COM |
| BIOHAVEN LTD | 958336 | 10819613 | COM |
| XENON PHARMACEUTICALS INC | 233688 | 10473896 | COM |
| DIANTHUS THERAPEUTICS INC | 230730 | 9508383 | COM |
| MINERALYS THERAPEUTICS INC | 257085 | 9329615 | COM |
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