Iron Triangle Partners Lp Top Holdings and 13F Report (2025) About Iron Triangle Partners LpInvestment ActivityIron Triangle Partners Lp has $634.38 million in total holdings as of March 31, 2025.Iron Triangle Partners Lp owns shares of 27 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 39.32% of the portfolio was purchased this quarter.About 78.64% of the portfolio was sold this quarter.This quarter, Iron Triangle Partners Lp has purchased 22 new stocks and bought additional shares in 4 stocks.Iron Triangle Partners Lp sold shares of 11 stocks and completely divested from 7 stocks this quarter.Largest Holdings DaVita $48,884,011Cardinal Health $41,331,000AbbVie $40,399,437Teva Pharmaceutical Industries $34,086,510Boston Scientific $33,509,007 Largest New Holdings this Quarter 88033G407 - Tenet Healthcare $28,171,563 Holding046353108 - AstraZeneca $27,660,255 Holding07725L102 - BeiGene $26,629,113 Holding40131M109 - Guardant Health $25,596,934 Holding02043Q107 - Alnylam Pharmaceuticals $17,661,738 Holding Largest Purchases this Quarter Tenet Healthcare 209,454 shares (about $28.17M)AstraZeneca 376,330 shares (about $27.66M)BeiGene 97,840 shares (about $26.63M)Guardant Health 600,867 shares (about $25.60M)Alnylam Pharmaceuticals 65,409 shares (about $17.66M) Largest Sales this Quarter Agilent Technologies 387,888 shares (about $45.38M)AbbVie 181,193 shares (about $37.96M)Globus Medical 412,792 shares (about $30.22M)Intuitive Surgical 45,000 shares (about $22.29M)Neurocrine Biosciences 171,359 shares (about $18.95M) 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 PortfolioSectorDVADaVita$48,884,011$9,046,952 ▲22.7%319,5667.7%MedicalCAHCardinal Health$41,331,000$15,705,504 ▲61.3%300,0006.5%MedicalABBVAbbVie$40,399,437$37,963,557 ▼-48.4%192,8196.4%MedicalTEVATeva Pharmaceutical Industries$34,086,510$271,957 ▲0.8%2,217,7305.4%MedicalBSXBoston Scientific$33,509,007$16,427,501 ▼-32.9%332,1675.3%MedicalGMEDGlobus Medical$31,565,377$30,216,374 ▼-48.9%431,2215.0%MedicalTHCTenet Healthcare$28,171,563$28,171,563 ▲New Holding209,4544.4%MedicalPODDInsulet$27,844,276$12,601,341 ▼-31.2%106,0294.4%MedicalAZNAstraZeneca$27,660,255$27,660,255 ▲New Holding376,3304.4%MedicalBGNEBeiGene$26,629,113$26,629,113 ▲New Holding97,8404.2%MedicalGHGuardant Health$25,596,934$25,596,934 ▲New Holding600,8674.0%MedicalAAgilent Technologies$24,383,077$45,375,138 ▼-65.0%208,4383.8%MedicalMMSIMerit Medical Systems$24,285,604$18,740,692 ▼-43.6%229,7383.8%MedicalNVSTEnvista$21,278,093$16,693,906 ▼-44.0%1,232,7983.4%MedicalDOCSDoximity$20,890,800$2,752,073 ▲15.2%360,0003.3%MedicalALNYAlnylam Pharmaceuticals$17,661,738$17,661,738 ▲New Holding65,4092.8%MedicalAHCOAdaptHealth$17,496,248$17,496,248 ▲New Holding1,614,0452.8%MedicalTWSTTwist Bioscience$16,642,824$2,691,587 ▼-13.9%423,9132.6%MedicalARGXargenx$16,497,645$4,217,630 ▼-20.4%27,8742.6%MedicalNBIXNeurocrine Biosciences$16,240,062$18,952,306 ▼-53.9%146,8362.6%MedicalJAZZJazz Pharmaceuticals$16,139,500$16,139,500 ▲New Holding130,0002.5%MedicalADPTAdaptive Biotechnologies$15,856,073$15,856,073 ▲New Holding2,134,0612.5%MedicalISRGIntuitive Surgical$14,858,100$22,287,150 ▼-60.0%30,0002.3%MedicalTECHBio-Techne$14,657,500$14,657,500 ▲New Holding250,0002.3%MedicalBRIGHTSPRING HEALTH SVCS INC$13,067,149$13,067,149 ▲New Holding722,3412.1%COMEHABEnhabit$10,020,600$10,020,600 ▲New Holding1,140,0001.6%MedicalTXG10x Genomics$8,730,000$8,730,000 ▲New Holding1,000,0001.4%MedicalUNHUnitedHealth Group$0$111,643,302 ▼-100.0%00.0%MedicalEXASExact Sciences$0$33,714,000 ▼-100.0%00.0%MedicalHQYHealthEquity$0$32,202,163 ▼-100.0%00.0%MedicalMEDPMedpace$0$29,900,700 ▼-100.0%00.0%MedicalXBISPDR S&P Biotech ETF$0$22,515,000 ▼-100.0%00.0%ETFGKOSGlaukos$0$22,491,000 ▼-100.0%00.0%MedicalWAYSTAR HLDG CORP$0$20,254,473 ▼-100.0%00.0%COMShowing 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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