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Iron Triangle Partners LP
Period ended Dec 31, 2025 · Latest filing Feb 17, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2025: $874,680,144
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CHARLES RIV LABS INTL INC · COM · 159864107 · shares: $75,748,141
- INTUITIVE SURGICAL INC · COM NEW · 46120E602 · shares: $53,497,799
- REPLIGEN CORP · COM · 759916109 · shares: $52,512,870
- JAZZ PHARMACEUTICALS PLC · SHS USD · G50871105 · shares: $49,668,900
- VERACYTE INC · COM · 92337F107 · shares: $41,274,461
- BOSTON SCIENTIFIC CORP · COM · 101137107 · shares: $40,120,706
- WATERS CORP · COM · 941848103 · shares: $39,945,582
- BROOKDALE SR LIVING INC · COM · 112463104 · shares: $37,675,044
- ELI LILLY & CO · COM · 532457108 · shares: $37,662,161
- BRUKER CORP · COM · 116794108 · shares: $37,423,242
Reported holdings
27 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CHARLES RIV LABS INTL INC | COM | 159864107 | — | 379,728 shares | $75,748,141 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 94,459 shares | $53,497,799 |
| REPLIGEN CORP | COM | 759916109 | — | 320,474 shares | $52,512,870 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | — | 292,170 shares | $49,668,900 |
| VERACYTE INC | COM | 92337F107 | — | 980,391 shares | $41,274,461 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 420,773 shares | $40,120,706 |
| WATERS CORP | COM | 941848103 | — | 105,167 shares | $39,945,582 |
| BROOKDALE SR LIVING INC | COM | 112463104 | — | 3,491,663 shares | $37,675,044 |
| ELI LILLY & CO | COM | 532457108 | — | 35,045 shares | $37,662,161 |
| BRUKER CORP | COM | 116794108 | — | 794,380 shares | $37,423,242 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 76,910 shares | $34,867,918 |
| CVS HEALTH CORP | COM | 126650100 | — | 432,457 shares | $34,319,788 |
| FORTREA HLDGS INC | COMMON STOCK | 34965K107 | — | 1,986,333 shares | $34,264,244 |
| MERIT MED SYS INC | COM | 589889104 | — | 385,660 shares | $33,992,072 |
| BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 | — | 897,427 shares | $33,608,641 |
| DOXIMITY INC | CL A | 26622P107 | — | 686,568 shares | $30,401,231 |
| BIO-TECHNE CORP | COM | 09073M104 | — | 467,409 shares | $27,488,323 |
| ALPHATEC HLDGS INC | COM NEW | 02081G201 | — | 1,285,685 shares | $27,050,812 |
| ADAPTHEALTH CORP | COMMON STOCK | 00653Q102 | — | 2,609,003 shares | $25,985,670 |
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | — | 1,186,704 shares | $25,763,344 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 70,126 shares | $23,149,294 |
| ABBOTT LABS | COM | 002824100 | — | 175,333 shares | $21,967,472 |
| IDEAYA BIOSCIENCES INC | COM | 45166A102 | — | 467,484 shares | $16,160,922 |
| BIOHAVEN LTD | COM | G1110E107 | — | 958,336 shares | $10,819,613 |
| XENON PHARMACEUTICALS INC | COM | 98420N105 | — | 233,688 shares | $10,473,896 |
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | — | 230,730 shares | $9,508,383 |
| MINERALYS THERAPEUTICS INC | COM | 603170101 | — | 257,085 shares | $9,329,615 |