Iron Triangle Partners LP

Cos Cob, CT · CIK 1779763 · 13F filing filed 2026-02-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityIron Triangle Partners LP (US)

Others nearbyCos Cob, CT

$874.7m reported value +24.4% vs Q3 2025

27positions

53.2%in top 10

16 new 8 added 3 reduced 14 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CHARLES RIV LABS INTL INC COM CRL	CRL	379,728	$75.7m8.66%	8.66%	Added +111.7k	+111,728 41.7%
2	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	94,459	$53.5m6.12%	6.12%	New
3	REPLIGEN CORP COM RGEN	RGEN	320,474	$52.5m6.00%	6.00%	Added +50.5k	+50,474 18.7%
4	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	292,170	$49.7m5.68%	5.68%	Added +142.2k	+142,170 94.8%
5	VERACYTE INC COM VCYT	VCYT	980,391	$41.3m4.72%	4.72%	Added +495.4k	+495,391 102.1%
6	BOSTON SCIENTIFIC CORP COM BSX	BSX	420,773	$40.1m4.59%	4.59%	New
7	WATERS CORP COM WAT	WAT	105,167	$39.9m4.57%	4.57%	New
8	BROOKDALE SR LIVING INC COM BKD	BKD	3,491,663	$37.7m4.31%	4.31%	Added +653.3k	+653,302 23.0%
9	ELI LILLY & CO COM LLY	LLY	35,045	$37.7m4.31%	4.31%	Reduced -14.5k	-14,510 -29.3%
10	BRUKER CORP COM BRKR	BRKR	794,380	$37.4m4.28%	4.28%	New
11	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	76,910	$34.9m3.99%	3.99%	New
12	CVS HEALTH CORP COM CVS	CVS	432,457	$34.3m3.92%	3.92%	Reduced -365.4k	-365,443 -45.8%
13	FORTREA HLDGS INC COMMON STOCK FTRE	FTRE	1,986,333	$34.3m3.92%	3.92%	New
14	MERIT MED SYS INC COM MMSI	MMSI	385,660	$34.0m3.89%	3.89%	New
15	BRIGHTSPRING HEALTH SVCS INC COM BTSG	BTSG	897,427	$33.6m3.84%	3.84%	Reduced -341.1k	-341,093 -27.5%
16	DOXIMITY INC CL A DOCS	DOCS	686,568	$30.4m3.48%	3.48%	Added +476.6k	+476,568 226.9%
17	BIO-TECHNE CORP COM TECH	TECH	467,409	$27.5m3.14%	3.14%	New
18	ALPHATEC HLDGS INC COM NEW ATEC	ATEC	1,285,685	$27.1m3.09%	3.09%	New
19	ADAPTHEALTH CORP COMMON STOCK AHCO	AHCO	2,609,003	$26.0m2.97%	2.97%	Added +684.9k	+684,871 35.6%
20	ENVISTA HOLDINGS CORPORATION COM NVST	NVST	1,186,704	$25.8m2.95%	2.95%	New
21	UNITEDHEALTH GROUP INC COM UNH	UNH	70,126	$23.1m2.65%	2.65%	New
22	ABBOTT LABS COM ABT	ABT	175,333	$22.0m2.51%	2.51%	New
23	IDEAYA BIOSCIENCES INC COM IDYA	IDYA	467,484	$16.2m1.85%	1.85%	Added +197.5k	+197,484 73.1%
24	BIOHAVEN LTD COM BHVN	BHVN	958,336	$10.8m1.24%	1.24%	New
25	XENON PHARMACEUTICALS INC COM XENE	XENE	233,688	$10.5m1.20%	1.20%	New
26	DIANTHUS THERAPEUTICS INC COM DNTH	DNTH	230,730	$9.5m1.09%	1.09%	New
27	MINERALYS THERAPEUTICS INC COM MLYS	MLYS	257,085	$9.3m1.07%	1.07%	New

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
DEXCOM INC DXCM	DXCM	850,000	$57.2m850.0k shares
ABBVIE INC ABBV	ABBV	200,326	$46.4m200.3k shares
MEDTRONIC PLC MDT	MDT	453,347	$43.2m453.3k shares
GLAUKOS CORP GKOS	GKOS	342,804	$28.0m342.8k shares
TENET HEALTHCARE CORP THC	THC	137,448	$27.9m137.4k shares
EXACT SCIENCES CORP EXAS	EXAS	500,000	$27.4m500.0k shares
ADAPTIVE BIOTECHNOLOGIES COR ADPT	ADPT	1,820,915	$27.2m1.8m shares
MADRIGAL PHARMACEUTICALS INC MDGL	MDGL	58,378	$26.8m58.4k shares
GUARDANT HEALTH INC GH	GH	400,000	$25.0m400.0k shares
CARDINAL HEALTH INC CAH	CAH	138,011	$21.7m138.0k shares
NEUROCRINE BIOSCIENCES INC NBIX	NBIX	131,390	$18.4m131.4k shares
WEST PHARMACEUTICAL SVSC INC WST	WST	70,000	$18.4m70.0k shares
AMICUS THERAPEUTICS INC FOLD	FOLD	1,971,260	$15.5m2.0m shares
ARGENX SE ARGX	ARGX	9,900	$7.3m9.9k shares