IRON TRIANGLE PARTNERS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BKD | 2.84M | $24.04M |
 | FOLD | 1.97M | $15.53M |
 | AHCO | 1.92M | $17.22M |
 | ADPT | 1.82M | $27.24M |
 | BTSG | 1.24M | $36.61M |
 | DXCM | 850K | $57.20M |
 | CVS | 798K | $60.15M |
 | EXAS | 500K | $27.36M |
 | VCYT | 485K | $16.65M |
 | MDT | 453K | $43.18M |
 | GH | 400K | $24.99M |
 | GKOS | 343K | $27.96M |
 | RGEN | 270K | $36.09M |
 | IDYA | 270K | $7.35M |
 | CRL | 268K | $41.93M |
 | DOCS | 210K | $15.36M |
 | ABBV | 200K | $46.38M |
 | JAZZ | 150K | $19.77M |
 | CAH | 138K | $21.66M |
 | THC | 137K | $27.91M |
Brookdale Senior Living Inc.
BKD
Shares Held
2.84M
Value
$24.04M
Amicus Therapeutics, Inc.
FOLD
Shares Held
1.97M
Value
$15.53M
AdaptHealth Corp.
AHCO
Shares Held
1.92M
Value
$17.22M
Adaptive Biotechnologies Corporation
ADPT
Shares Held
1.82M
Value
$27.24M
BrightSpring Health Services, Inc. Common Stock
BTSG
Shares Held
1.24M
Value
$36.61M
DexCom, Inc.
DXCM
Shares Held
850K
Value
$57.20M
CVS Health Corporation
CVS
Shares Held
798K
Value
$60.15M
Exact Sciences Corporation
EXAS
Shares Held
500K
Value
$27.36M
Veracyte, Inc.
VCYT
Shares Held
485K
Value
$16.65M
Medtronic plc
MDT
Shares Held
453K
Value
$43.18M
Guardant Health, Inc.
GH
Shares Held
400K
Value
$24.99M
Glaukos Corporation
GKOS
Shares Held
343K
Value
$27.96M
Repligen Corporation
RGEN
Shares Held
270K
Value
$36.09M
IDEAYA Biosciences, Inc.
IDYA
Shares Held
270K
Value
$7.35M
Charles River Laboratories International, Inc.
CRL
Shares Held
268K
Value
$41.93M
Doximity, Inc.
DOCS
Shares Held
210K
Value
$15.36M
AbbVie Inc.
ABBV
Shares Held
200K
Value
$46.38M
Jazz Pharmaceuticals plc
JAZZ
Shares Held
150K
Value
$19.77M
Cardinal Health, Inc.
CAH
Shares Held
138K
Value
$21.66M
Tenet Healthcare Corporation
THC
Shares Held
137K
Value
$27.91M