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ITP

Iron Triangle Partners Portfolio holdings

AUM $875M
1-Year Est. Return 49.85%
This Fund
S&P 500
This Quarter Est. Return
+21.03%
1 Year Est. Return
+49.85%
3 Year Est. Return
+151.9%
5 Year Est. Return
+239.84%
10 Year Est. Return
–
AUM
$875M
AUM Growth
+$171M
Cap. Flow
+$89.4M
Cap. Flow %
10.23%
Top 10 Hldgs %
53.22%
Holding
41
New
16
Increased
8
Reduced
3
Closed
14

Top Buys

1
ISRG icon
Intuitive Surgical
ISRG
+$50.3M
2
BSX icon
Boston Scientific
BSX
+$41.3M
3
WAT icon
Waters Corp
WAT
+$38.7M
4
BRKR icon
Bruker
BRKR
+$33.6M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$33.2M

Top Sells

1
DXCM icon
DexCom
DXCM
+$57.2M
2
ABBV icon
AbbVie
ABBV
+$46.4M
3
MDT icon
Medtronic
MDT
+$43.2M
4
CVS icon
CVS Health
CVS
+$28.8M
5
GKOS icon
Glaukos
GKOS
+$28M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRL icon
1
Charles River Laboratories
CRL
$10.8B
$75.7M 8.66%
379,728
+111,728
+42% +$20.3M
ISRG icon
2
Intuitive Surgical
ISRG
$122B
$53.5M 6.12%
+94,459
New +$50.3M
RGEN icon
3
Repligen
RGEN
$8.31B
$52.5M 6%
320,474
+50,474
+19% +$7.91M
JAZZ icon
4
Jazz Pharmaceuticals
JAZZ
$15.5B
$49.7M 5.68%
292,170
+142,170
+95% +$21.8M
VCYT icon
5
Veracyte
VCYT
$4.72B
$41.3M 4.72%
980,391
+495,391
+102% +$20M
BSX icon
6
Boston Scientific
BSX
$65.4B
$40.1M 4.59%
+420,773
New +$41.3M
WAT icon
7
Waters Corp
WAT
$36.2B
$39.9M 4.57%
+105,167
New +$38.7M
BKD icon
8
Brookdale Senior Living
BKD
$3.58B
$37.7M 4.31%
3,491,663
+653,302
+23% +$6.42M
LLY icon
9
Eli Lilly
LLY
$1.05T
$37.7M 4.31%
35,045
-14,510
-29% -$13.9M
BRKR icon
10
Bruker
BRKR
$8.86B
$37.4M 4.28%
+794,380
New +$33.6M
VRTX icon
11
Vertex Pharmaceuticals
VRTX
$123B
$34.9M 3.99%
+76,910
New +$33.2M
CVS icon
12
CVS Health
CVS
$137B
$34.3M 3.92%
432,457
-365,443
-46% -$28.8M
FTRE icon
13
Fortrea Holdings
FTRE
$1.68B
$34.3M 3.92%
+1,986,333
New +$24.5M
MMSI icon
14
Merit Medical Systems
MMSI
$4.41B
$34M 3.89%
+385,660
New +$32.8M
BTSG icon
15
BrightSpring Health Services
BTSG
$13.9B
$33.6M 3.84%
897,427
-341,093
-28% -$11.4M
DOCS icon
16
Doximity
DOCS
$3.87B
$30.4M 3.48%
686,568
+476,568
+227% +$26.8M
TECH icon
17
Bio-Techne
TECH
$11.2B
$27.5M 3.14%
+467,409
New +$28.4M
ATEC icon
18
Alphatec Holdings
ATEC
$1.31B
$27.1M 3.09%
+1,285,685
New +$23.8M
AHCO icon
19
AdaptHealth
AHCO
$1.49B
$26M 2.97%
2,609,003
+684,871
+36% +$6.54M
NVST icon
20
Envista
NVST
$4.35B
$25.8M 2.95%
+1,186,704
New +$24.3M
UNH icon
21
UnitedHealth
UNH
$387B
$23.1M 2.65%
+70,126
New +$23.8M
ABT icon
22
Abbott
ABT
$175B
$22M 2.51%
+175,333
New +$22.3M
IDYA icon
23
IDEAYA Biosciences
IDYA
$3.47B
$16.2M 1.85%
467,484
+197,484
+73% +$6.3M
BHVN icon
24
Biohaven
BHVN
$2.32B
$10.8M 1.24%
+958,336
New +$11.9M
XENE icon
25
Xenon Pharmaceuticals
XENE
$6.6B
$10.5M 1.2%
+233,688
New +$9.81M
1
2

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Iron Triangle Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Iron Triangle Partners held 41 positions worth $875M, up 24% from $703M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Iron Triangle Partners deployed $89.4M of net new capital in Q4 2025, opening 16 new positions and adding to 8 existing holdings. Its largest new stake was Intuitive Surgical: 94,459 shares worth $53.5M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.

On the sell side, the largest reduction was CVS Health, an estimated $28.8M trimmed.

  • Iron Triangle Partners's largest Q4 2025 buy was Intuitive Surgical: 94,459 shares worth $53.5M.
  • Iron Triangle Partners added most to Doximity in Q4 2025, an estimated $26.8M increase.
  • Iron Triangle Partners's biggest Q4 2025 reduction was CVS Health, cutting an estimated $28.8M.
  • Iron Triangle Partners fully exited DexCom in Q4 2025, selling an estimated $57.2M.
  • Iron Triangle Partners's ten largest holdings make up 53% of its $875M portfolio in Q4 2025.
  • Iron Triangle Partners opened 16 new positions and closed 14 in Q4 2025.
  • Iron Triangle Partners's portfolio value rose 24% quarter-over-quarter to $875M.

Based on Iron Triangle Partners's 13F filing for Q4 2025, filed 17 Feb 2026.