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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DNTH icon
26
Dianthus Therapeutics
DNTH
$6.03B
$9.51M 1.09%
+230,730
New +$8.95M
MLYS icon
27
Mineralys Therapeutics
MLYS
$2.5B
$9.33M 1.07%
+257,085
New +$10.3M
ABBV icon
28
AbbVie
ABBV
$460B
– –
-200,326
Closed -$46.4M
ADPT icon
29
Adaptive Biotechnologies
ADPT
$3.92B
– –
-1,820,915
Closed -$27.2M
ARGX icon
30
argenx
ARGX
$65.9B
– –
-9,900
Closed -$7.3M
CAH icon
31
Cardinal Health
CAH
$57.8B
– –
-138,011
Closed -$21.7M
DXCM icon
32
DexCom
DXCM
$33.9B
– –
-850,000
Closed -$57.2M
EXAS
33
DELISTED
Exact Sciences
EXAS
– –
-500,000
Closed -$27.4M
FOLD
34
DELISTED
Amicus Therapeutics
FOLD
– –
-1,971,260
Closed -$15.5M
GH icon
35
Guardant Health
GH
$21.6B
– –
-400,000
Closed -$25M
GKOS icon
36
Glaukos
GKOS
$10.6B
– –
-342,804
Closed -$28M
MDGL icon
37
Madrigal Pharmaceuticals
MDGL
$12.5B
– –
-58,378
Closed -$26.8M
MDT icon
38
Medtronic
MDT
$119B
– –
-453,347
Closed -$43.2M
NBIX icon
39
Neurocrine Biosciences
NBIX
$16.1B
– –
-131,390
Closed -$18.4M
THC icon
40
Tenet Healthcare
THC
$21.2B
– –
-137,448
Closed -$27.9M
WST icon
41
West Pharmaceutical
WST
$24.1B
– –
-70,000
Closed -$18.4M
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.