Iron Triangle Partners LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$874.7M
Holdings
27
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRLCHARLES RIV LABS INTL INC | 379,728 | $75.7M | 8.66% | |
| 2 | ISRGINTUITIVE SURGICAL INC | 94,459 | $53.5M | 6.12% | |
| 3 | RGENREPLIGEN CORP | 320,474 | $52.5M | 6.00% | |
| 4 | JAZZJAZZ PHARMACEUTICALS PLC | 292,170 | $49.7M | 5.68% | |
| 5 | VCYTVERACYTE INC | 980,391 | $41.3M | 4.72% | |
| 6 | BSXBOSTON SCIENTIFIC CORP | 420,773 | $40.1M | 4.59% | |
| 7 | WATWATERS CORP | 105,167 | $39.9M | 4.57% | |
| 8 | B7SBROOKDALE SR LIVING INC | 3,491,663 | $37.7M | 4.31% | |
| 9 | LLYELI LILLY & CO | 35,045 | $37.7M | 4.31% | |
| 10 | BRKRBRUKER CORP | 794,380 | $37.4M | 4.28% | |
| 11 | VRTXVERTEX PHARMACEUTICALS INC | 76,910 | $34.9M | 3.99% | |
| 12 | CVSCVS HEALTH CORP | 432,457 | $34.3M | 3.92% | |
| 13 | FTREFORTREA HLDGS INC | 1,986,333 | $34.3M | 3.92% | |
| 14 | MMSIMERIT MED SYS INC | 385,660 | $34.0M | 3.89% | |
| 15 | BTSGBRIGHTSPRING HEALTH SVCS INC | 897,427 | $33.6M | 3.84% | |
| 16 | DOCSDOXIMITY INC | 686,568 | $30.4M | 3.48% | |
| 17 | TECHBIO-TECHNE CORP | 467,409 | $27.5M | 3.14% | |
| 18 | ATECALPHATEC HLDGS INC | 1,285,685 | $27.1M | 3.09% | |
| 19 | AHCOADAPTHEALTH CORP | 2,609,003 | $26.0M | 2.97% | |
| 20 | NVSTENVISTA HOLDINGS CORPORATION | 1,186,704 | $25.8M | 2.95% | |
| 21 | UNHUNITEDHEALTH GROUP INC | 70,126 | $23.1M | 2.65% | |
| 22 | ABTABBOTT LABS | 175,333 | $22.0M | 2.51% | |
| 23 | IDYAIDEAYA BIOSCIENCES INC | 467,484 | $16.2M | 1.85% | |
| 24 | BHVNBIOHAVEN LTD | 958,336 | $10.8M | 1.24% | |
| 25 | XENEXENON PHARMACEUTICALS INC | 233,688 | $10.5M | 1.20% | |
| 26 | DNTHDIANTHUS THERAPEUTICS INC | 230,730 | $9.5M | 1.09% | |
| 27 | MLYSMINERALYS THERAPEUTICS INC | 257,085 | $9.3M | 1.07% |