Investor
Iron Triangle Partners LP
CIK 0001779763 · filed 2026-02-17 · SEC filing
13F book
$874.7M
Positions
27
Largest name
8.7%
Charles Riv Labs Intl Inc
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Charles Riv Labs Intl Inc | — | 379.7K | $75.7M | 8.7% | — | Held |
| Intuitive Surgical Inc | ISRG | 94.5K | $53.5M | 6.1% | — | Held |
| Repligen Corp | RGEN | 320.5K | $52.5M | 6.0% | — | Held |
| Jazz Pharmaceuticals Plc | JAZZ | 292.2K | $49.7M | 5.7% | — | Held |
| Veracyte, Inc. | VCYT | 980.4K | $41.3M | 4.7% | — | Held |
| Boston Scientific Corp | BSX | 420.8K | $40.1M | 4.6% | — | Held |
| Waters Corp | — | 105.2K | $39.9M | 4.6% | — | Held |
| Brookdale Sr Living Inc | — | 3.49M | $37.7M | 4.3% | — | Held |
| Eli Lilly & Co | LLY | 35K | $37.7M | 4.3% | — | Held |
| Bruker Corp | — | 794.4K | $37.4M | 4.3% | — | Held |
| Vertex Pharmaceuticals Inc | — | 76.9K | $34.9M | 4.0% | — | Held |
| Cvs Health Corp | CVS | 432.5K | $34.3M | 3.9% | — | Held |
| Fortrea Hldgs Inc | — | 1.99M | $34.3M | 3.9% | — | Held |
| Merit Med Sys Inc | — | 385.7K | $34M | 3.9% | — | Held |
| Brightspring Health Svcs Inc | — | 897.4K | $33.6M | 3.8% | — | Held |
| Doximity, Inc. | DOCS | 686.6K | $30.4M | 3.5% | — | Held |
| Bio-Techne Corp | TECH | 467.4K | $27.5M | 3.1% | — | Held |
| Alphatec Hldgs Inc | — | 1.29M | $27.1M | 3.1% | — | Held |
| AdaptHealth Corp. | AHCO | 2.61M | $26M | 3.0% | — | Held |
| Envista Holdings Corp | NVST | 1.19M | $25.8M | 2.9% | — | Held |
| Unitedhealth Group Inc | UNH | 70.1K | $23.1M | 2.6% | — | Held |
| Abbott Labs | ABT | 175.3K | $22M | 2.5% | — | Held |
| IDEAYA Biosciences, Inc. | IDYA | 467.5K | $16.2M | 1.8% | — | Held |
| Biohaven Ltd. | BHVN | 958.3K | $10.8M | 1.2% | — | Held |
| Xenon Pharmaceuticals Inc. | XENE | 233.7K | $10.5M | 1.2% | — | Held |
| Dianthus Therapeutics Inc | — | 230.7K | $9.51M | 1.1% | — | Held |
| Mineralys Therapeutics, Inc. | MLYS | 257.1K | $9.33M | 1.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.