IRON TRIANGLE PARTNERS LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BKD | 3.49M | $37.68M |
 | AHCO | 2.61M | $25.99M |
 | FTRE | 1.99M | $34.26M |
 | ATEC | 1.29M | $27.05M |
 | NVST | 1.19M | $25.76M |
 | VCYT | 980K | $41.27M |
 | BHVN | 958K | $10.82M |
 | BTSG | 897K | $33.61M |
 | BRKR | 794K | $37.42M |
 | DOCS | 687K | $30.40M |
 | IDYA | 467K | $16.16M |
 | TECH | 467K | $27.49M |
 | CVS | 432K | $34.32M |
 | BSX | 421K | $40.12M |
 | MMSI | 386K | $33.99M |
 | CRL | 380K | $75.75M |
 | RGEN | 320K | $52.51M |
 | JAZZ | 292K | $49.67M |
 | MLYS | 257K | $9.33M |
 | XENE | 234K | $10.47M |
Brookdale Senior Living Inc.
BKD
Shares Held
3.49M
Value
$37.68M
AdaptHealth Corp.
AHCO
Shares Held
2.61M
Value
$25.99M
Fortrea Holdings Inc.
FTRE
Shares Held
1.99M
Value
$34.26M
Alphatec Holdings, Inc.
ATEC
Shares Held
1.29M
Value
$27.05M
Envista Holdings Corp
NVST
Shares Held
1.19M
Value
$25.76M
Veracyte, Inc.
VCYT
Shares Held
980K
Value
$41.27M
Biohaven Ltd.
BHVN
Shares Held
958K
Value
$10.82M
BrightSpring Health Services, Inc. Common Stock
BTSG
Shares Held
897K
Value
$33.61M
Bruker Corporation
BRKR
Shares Held
794K
Value
$37.42M
Doximity, Inc.
DOCS
Shares Held
687K
Value
$30.40M
IDEAYA Biosciences, Inc.
IDYA
Shares Held
467K
Value
$16.16M
Bio-Techne Corporation
TECH
Shares Held
467K
Value
$27.49M
CVS Health Corporation
CVS
Shares Held
432K
Value
$34.32M
Boston Scientific Corporation
BSX
Shares Held
421K
Value
$40.12M
Merit Medical Systems, Inc.
MMSI
Shares Held
386K
Value
$33.99M
Charles River Laboratories International, Inc.
CRL
Shares Held
380K
Value
$75.75M
Repligen Corporation
RGEN
Shares Held
320K
Value
$52.51M
Jazz Pharmaceuticals plc
JAZZ
Shares Held
292K
Value
$49.67M
Mineralys Therapeutics, Inc.
MLYS
Shares Held
257K
Value
$9.33M
Xenon Pharmaceuticals Inc.
XENE
Shares Held
234K
Value
$10.47M