Iron Triangle Partners Lp Top Holdings and 13F Report (2025) About Iron Triangle Partners LpInvestment ActivityIron Triangle Partners Lp has $651.19 million in total holdings as of June 30, 2025.Iron Triangle Partners Lp owns shares of 27 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 53.36% of the portfolio was purchased this quarter.About 56.48% of the portfolio was sold this quarter.This quarter, Iron Triangle Partners Lp has purchased 27 new stocks and bought additional shares in 7 stocks.Iron Triangle Partners Lp sold shares of 10 stocks and completely divested from 10 stocks this quarter.Largest Holdings CVS Health $51,735,000Charles River Laboratories International $48,553,600AbbVie $46,404,443Merit Medical Systems $36,717,355Icon $36,362,500 Largest New Holdings this Quarter 126650100 - CVS Health $51,735,000 Holding159864107 - Charles River Laboratories International $48,553,600 HoldingG4705A100 - Icon $36,362,500 HoldingG5960L103 - Medtronic $34,868,000 Holding40412C101 - HCA Healthcare $30,648,000 Holding Largest Purchases this Quarter CVS Health 750,000 shares (about $51.74M)Charles River Laboratories International 320,000 shares (about $48.55M)Icon 250,000 shares (about $36.36M)Medtronic 400,000 shares (about $34.87M)HCA Healthcare 80,000 shares (about $30.65M) Largest Sales this Quarter Cardinal Health 194,743 shares (about $32.72M)Guardant Health 300,867 shares (about $15.66M)Envista 612,798 shares (about $11.97M)Insulet 37,988 shares (about $11.94M)Alnylam Pharmaceuticals 36,070 shares (about $11.76M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIron Triangle Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVSCVS Health$51,735,000$51,735,000 ▲New Holding750,0007.9%MedicalCRLCharles River Laboratories International$48,553,600$48,553,600 ▲New Holding320,0007.5%MedicalABBVAbbVie$46,404,443$10,613,380 ▲29.7%249,9977.1%MedicalMMSIMerit Medical Systems$36,717,355$15,241,447 ▲71.0%392,7835.6%MedicalICLRIcon$36,362,500$36,362,500 ▲New Holding250,0005.6%MedicalMDTMedtronic$34,868,000$34,868,000 ▲New Holding400,0005.4%MedicalTHCTenet Healthcare$33,440,000$3,423,904 ▼-9.3%190,0005.1%MedicalISRGIntuitive Surgical$32,604,600$16,302,300 ▲100.0%60,0005.0%MedicalHCAHCA Healthcare$30,648,000$30,648,000 ▲New Holding80,0004.7%MedicalDOCSDoximity$28,909,542$6,827,142 ▲30.9%471,3004.4%MedicalBRIGHTSPRING HEALTH SVCS INC$28,308,000$11,267,976 ▲66.1%1,200,0004.3%COMGKOSGlaukos$28,008,426$28,008,426 ▲New Holding271,1634.3%MedicalPODDInsulet$21,377,121$11,935,070 ▼-35.8%68,0413.3%MedicalOSCROscar Health$19,296,000$19,296,000 ▲New Holding900,0003.0%FinanceAHCOAdaptHealth$18,105,779$2,885,335 ▲19.0%1,920,0192.8%MedicalCAHCardinal Health$17,683,176$32,716,824 ▼-64.9%105,2572.7%MedicalADPTAdaptive Biotechnologies$17,427,037$7,434,774 ▼-29.9%1,495,8832.7%MedicalEXASExact Sciences$15,942,000$15,942,000 ▲New Holding300,0002.4%MedicalTWSTTwist Bioscience$15,612,020$16,261 ▲0.1%424,3552.4%MedicalGHGuardant Health$15,612,000$15,657,119 ▼-50.1%300,0002.4%MedicalBGNEBeiGene$14,524,200$9,159,929 ▼-38.7%60,0002.2%MedicalNVSTEnvista$12,114,800$11,974,073 ▼-49.7%620,0001.9%MedicalBKDBrookdale Senior Living$11,832,000$11,832,000 ▲New Holding1,700,0001.8%MedicalEHABEnhabit$9,909,650$1,079,950 ▼-9.8%1,027,9721.5%MedicalALNYAlnylam Pharmaceuticals$9,567,155$11,762,067 ▼-55.1%29,3391.5%MedicalARGXargenex$8,580,842$6,783,865 ▼-44.2%15,5671.3%MedicalINSMInsmed$7,044,800$7,044,800 ▲New Holding70,0001.1%MedicalDVADaVita$0$48,884,011 ▼-100.0%00.0%MedicalTEVATeva Pharmaceutical Industries$0$34,086,510 ▼-100.0%00.0%MedicalBSXBoston Scientific$0$33,509,007 ▼-100.0%00.0%MedicalGMEDGlobus Medical$0$31,565,377 ▼-100.0%00.0%MedicalAZNAstraZeneca$0$27,660,255 ▼-100.0%00.0%MedicalAAgilent Technologies$0$24,383,077 ▼-100.0%00.0%MedicalNBIXNeurocrine Biosciences$0$16,240,062 ▼-100.0%00.0%MedicalJAZZJazz Pharmaceuticals$0$16,139,500 ▼-100.0%00.0%MedicalTECHBio-Techne$0$14,657,500 ▼-100.0%00.0%MedicalTXG10x Genomics$0$8,730,000 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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